Dear Tri-State XPX Members and Friends,

On behalf of the Chapter Presidents and the Leadership Team we wanted to tell you how excited we are for The Summit on March 26th!

We have not had a Summit since 2023 and this year’s Summit we are ushering in a dynamic and laser focused few hours of conversation, connection, coffee, and cocktails with our area’s elite thought leaders in Private Equity, Policy, plus conversations with Business Owner clients.  Gone are the days of dull conferences!

We will be setting the stage at the top of The Summit and threading the thematic throughout all sessions- is 2025 the pivot point for the deal space?

We intend not only to learn together, but to drive forward the power of a well-run deal team by forging our relationships and sharing in a few laughs as well.

I am particularly excited to hear our Sponsors’ “why” and take on Deal or No Deal in 2025.  As well as to be witness to the arc of the PE Panel’s expert discussion ranging from KKR’s Chief Investment Strategist through to Family Office investors they will all have a view on what they are keen on in 2025 and beyond.

Proudly, at the end of the day we will have added to our bar service premium single malt scotches and a new Vodka from a music producer: it will all be enjoyed in Citrin Cooperman’s very on-trend and gorgeous Rockefeller Center space.

Registration is capped at 80 people; once we hit 80, we will start a waitlist. So, please be sure to register if you have not. If you are interested in sponsoring – we’ve made it very accessible and fun this year, so please reach out for details.

We look forward to seeing you in a handful of weeks, and cheers to reaching The Summit!

Diane O’Bryan Johnston, CIMA (she/her)
XPX Tri-State Chair