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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
26

XPX New York: Navigating the Current Private Equity Landscape: Insights from Industry Leaders

Details

Date & Time

Thu, Sep 26th, 2024 â‹… 8:30am - 10:00am (EDT)

Location

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Tickets

Non-Members Early Bird (through 9/23)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
NYC & Tri-State Members
$0.00
XPX Chapter Network Member Early Bird (through 9/23)
$55.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day/Walk-in Fee
$85.00
Guests

Registrants

64 people attended
KO
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
David Wilson of Sincerus Advisory is a member of XPX New York
JG
DB
+59

XPX NYC invites you to an exclusive panel discussion on the state of the private equity markets. This engaging session will be moderated by Chris Michelson, a wealth advisor at Strategic Family Capital and a proud XPX Tri-State member. Joining him on the panel is fellow XPX Tri-State member Jack Hendler from Avalon Net Worth, alongside industry experts Jim Stefanick from Cole Schotz and Matt Doherty from 65 Equity Partners.  With private equity markets facing unprecedented challenges and opportunities, our panelists will provide you with unique insights into the current landscape. Learn from these experts as they share their perspectives on market trends, deal flows, and strategic planning in the evolving economic climate. This is a rare opportunity to gain firsthand knowledge from XPX members and seasoned professionals who are at the forefront of private equity.

Our Panel:



Matt Doherty

65 Equity Partners



Jack Hendler

Avalon Net Worth



Chris Michelsen

Strategic Family Capital


Jim Stefanick

Cole Schotz


Registration Fees:

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

Non-members:

$75.00 Early Bird (through 9/23)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$55.00 Early Bird (through 9/23)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. 

If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes allowed/not transferable.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
KO
Kevin O'Brien
Bernstein Private Wealth Management
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital of B. Riley
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
JG
John Grzymala
Family Office Advisory Services
DB
David Borsack
Cole Schotz P.C.
RP
Robert Pascale
J.P. Morgan Private Bank
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
NC
Nathan Collins
Raymond James
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
DG
David Gaynor
Marshall & Stevens Incorporated
AM
Aashish Makkar
Occams Capital Partners
DT
David Te Boekhorst
Angularis Global Services Inc.
Mellany Bagtas CFP®, CRPC®, CDFA®, CEPA® of UBS is a member of XPX Tri-State
Mellany Cepa® Cdfa® Crpc® Bagtas Cfp®
Morgan Stanley
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
Armanino, LLP
TT
Tatiana Tsoir
Linza Advisors Inc.
Edward Becker, CPA of Edward H Becker CPA PC is a member of XPX Tri-State
Edward Cpa Becker
Armanino, LLP
RA
Raimundo Archibold Jr.
Schwartz Heslin Group
RS
Ron Smith
Bernstein Private Wealth
GK
Gary Kane
Corporate Fuel
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth
CG
Charles Gerber
Triumph First LLC
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
Jordan Toder of Preservation Capital Partners, LLC is a member of XPX New York
Jordan Toder
Preservation Capital Partners, LLC
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
Cato Capital Group
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
CB
Candace Benzel
Merrill Lynch
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
RB
Richard Baum
Consumer Growth Partners
AM
Avi Mehta
BDO
RK
Russell Kowal
BDO
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
The Fortez Group
JF
Julian Friedman
Hotaling Insurance Services
TH
Tim Hurley
Bentley Associates
MM
Michael Millard
Haven Capital Partners
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Ahmadeus Technology
SM
Stephen Mayrose
Morgan Stanley
JT
Jonathan Tang
Empire Valuation Consultants
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch
NC
Nichol Chiarella
Citrin Cooperman
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
FE
Francine Esrig
Francine Esrig & Associates
Nicholas Colombo of Edward Jones is a member of XPX Tri-State
Nicholas Colombo
Edward Jones
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
JA
Joseph Andolino
SH
Sarah Hammer
Trivest
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
RS
Rob Sattler
Cresa
EW
Elizabeth Wolf
Bernstein Wealth Management
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucas
Marshall & Stevens Incorporated
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
CB
Claudia Bellanca
JS
Jim Stefanick
Cole Schotz
MD
Matt Doherty
65 Equity Partners
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
JM
Jon Moore
BDO
JA
Joseph Armenti
Cole Schotz P.C.
FS
Francis Stino
CSG Partners