XPX Tri-State Summit 2025 | New York City: Deal! or No Deal!

As we step into the fifth year of the "Roaring 2020s," the deal-making landscape is at a crossroads. Are we witnessing a golden age of acceleration driven by innovation, policy shifts, and liquidity? Or are macroeconomic uncertainties and evolving market dynamics signaling an inflection point?

This year’s theme, “Deal! or No Deal!”, delves into these critical questions, bringing together thought leaders, private equity professionals, policymakers, and business owners to explore the forces shaping the middle market and beyond. Join us for a dynamic conversation about where we stand in the deal space today – and where we might be headed tomorrow.

AGENDA

1:30 PM – Check-in | Networking | Light Refreshments

1:45 PM - Opening Remarks: XPX Tri-State
Chairperson, Diane Johnston, Senior Vice President–Wealth Management, UBS Financial Services Inc.

2:00 PM Setting the Stage... Where Are We Going in 2025?

Featured Speaker: Paul Hsiao, Executive Director - Asset Allocation, Chief Investment Office (CIO), UBS Wealth Management

2:45 PM – Panel 1: PE Panel

• Moderator, Paul Hsiao, Executive Director - Asset Allocation, Chief Investment Office (CIO), UBS Wealth Management
• Daniel Eisemann, Senior Vice President of Corporate Development, Fairfield-Maxwell Ltd
• Paula Campbell Roberts, Managing Director, Chief Investment Strategist for Global WealthGlobal Client Solutions, Global Macro, Balance Sheet & Risk, KKR
• Carrie DiLauro, Director, Operations, Hamilton Robinson Capital Partners
  
  

3:30 PM – Break | Networking

4:00 PM – Panel 2:  Policy Panel

• Moderator, Brian Ciszczon, Partner, Citrin Cooperman Advisors LLC
• Matthew Rappaport, Co-Chair Tax Group at Falcon Rappaport & Berkman, LLP
• David Barral, Vice President, Wealth Management, The Northern Trust Company

4:45 PM – Panel 3:  Business Owner’s Panel

• Moderator, Nichol Chiarella, Partner, Citrin Cooperman Advisors LLC
• Richard Rudolph, Founder and Managing Director at Rudolph Capital, LLC  
• Alex Lirtsman, Co-Founder and CEO, CorralData

Closing Remarks: XPX Tri-State Vice Chair, Terry Hannafin, Partner, Carter Morse & Goodrich

5:30PM – Networking & Cocktail Reception

Concludes by 7PM

REGISTRATIONS FEES:

All Tri-State and Local Chapter Members: $150.00
XPX Chapter Network Member: $175.00
Non-Member: $215.00

All Tri-State and Local Chapter Members Same Day Fee: $175.00
XPX Chapter Network Member Same Day Fee: $200.00
Non-Member Same Day Fee: $240.00

No refunds or credits will be given for cancellations.

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