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  • Exit Planning Exchange
Exit Planning Exchange
Sep
24

XPX New York City - Private Markets Beyond the Mega-Funds: Navigating the Lower Middle Market and Its Role in Private-Market Portfolios

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Details
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Date & Time

Thu, Sep 24th, 2026 â‹… 8:30am - 10:00am (EDT)

Location

PLEASE NOTE NEW EVENT LOCATION: The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165

Status

Registration Open

Tickets

Non-Members Early Bird (through 9/21)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day Fee
$100.00
NYC & Tri-State Members
$0.00
XPX Chapter Network Member Early Bird (through 9/21)
$65.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day Fee
$85.00
Guests

Registrants

25 people are going
MK
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
JF
Irene Jozefowicz-Norton of Norton Advisory Group,Inc. is a member of XPX Tri-State
+20

Investors have no shortage of private-market products. The harder part is identifying differentiated opportunities beyond those most widely distributed through the wealth channel and determining which merit closer attention.

In this session, Itai Abelski, CEO of the private-markets investment firm 10 East, will explore what makes the lower middle market distinct and how it can complement rather than replicate mega-fund exposure. Drawing on selected examples, he will discuss several factors that matter when evaluating opportunities: how they are sourced, how they are underwritten and whether incentives are aligned.

The discussion is intended for advisors, investors and other professionals who work with business owners and high-net-worth families and want a practical perspective on a part of the private markets that is often less visible and less broadly available.


Our Speaker:


Itai Abelski
CEO
10East Co.

Itai Abelski is CEO of 10 East, a private-markets investment platform that gives qualified investors, family offices and advisors access to lower-middle-market opportunities often unavailable through traditional wealth channels. 10 East focuses on specialist funds, direct investments, co-investments and private credit. Before joining 10 East, Itai spent seven years at McKinsey & Company, where he was an Associate Partner advising wealth and asset managers. Earlier, he was a Private Wealth Advisor at UBS. He holds an MBA from the Wharton School, an MA from the Lauder Institute, and a BA from Reichman University.

Registration Fees:

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

There is no charge for this event but registration is required for catering planning and building access.

Non-members:

$75.00 Early Bird (through 9/21)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$65.00 Early Bird (through 9/21)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A New York City or Tri-State member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds pr credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

Mark your calendar for future NYC XPX meetings: 10/22/26; 11/19/26; 1/28/27; 2/25/27; 3/25/27; 4/22/27; and 5/27/27.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MK
Matthew Kittay
Fox Rothchild
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
Eric Mendelsohn
Archveo Advisors
JF
Julian Friedman
Hotaling Insurance Services
Irene Jozefowicz-Norton of Norton Advisory Group,Inc. is a member of XPX Tri-State
Irene Jozefowicz-Norton
Norton Advisory Group,Inc.
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
JM
Jared Miller
Edward Jones
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
IA
Itai Abelski
10 East
TB
Thomas Braunstein
OceanFirst Bank
Michael Karwic of Glenayr Family Advisors is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Michael Karwic
Glenayr Family Advisors
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut
Yoav Cohen
NYC Advisors, LLC
Brian Lasher of Euclid Harding, LLC is a member of XPX Tri-State
Brian Lasher
Euclid Harding, LLC
CG
Charles Gerber
Triumph First LLC
JF
Joseph Fede
Withum
ES
Erik Storteboom
Flagstar Bank
RB
Richard Baum
Consumer Growth Partners
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
FY
Ford Young
Libertas Funding
Richard Hulme of Newport LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Richard Hulme
Newport LLC
JF
Jd Furber
Strata Financial
James Child of Four Springs Capital is a member of XPX Tri-State
James Child
Four Springs Capital
CS
Carmen Sebro
Summit Revere Capital