Dealmaking in a New Frontier | Old Capital, New Rules

June 16, 202613:00 - 13:45Room 104AB, MCEC

Dealmaking in a New Frontier | Old Capital, New Rules

Private markets are navigating one of the most complex investing environments in recent memory.  Funds raised during an era of low interest rates and abundant liqudity are now operating in a market defined by higher capital costs, extended hold periods, constrained exits and increased LP scrutiny.  This panel will explore how investors and fund managers are adapting in real time – from managing aging portfolio assets and “zombie funds” to utilizing GP stakes transactions, continuation vehicles and other liquidity solutions.  Panelists will also touch on other aspects within the PE Life Cycle including  fundraising in a more selective envinroment, evolving LP expectiations and how underwriting and deployment strategies are changing as macroeconomic assumptions continue to shift. 

The discussion will focus on how firms are balancing patience, discipline and innovation – including new innovations in insurance as a liquidity too, while pursuing opportunities in a market that looks dramatically different from the one in which many of these funds were originally raised. 

  • Legacy Portfolio Pressure
  • Capital Optimization via Liquidity Solutions
  • Fundraising in a More Selective Capital Environment
  • Deploying Capital into a Market that Changed Mid-Cycle
    • Ex) many funds raised capital under one set of assumptions and are deploying into entirely different macro environment; interest rates, financing structures, labor costs and sector valuations have materially shifted (insert importance of / need for enhanced due diligence)
  • The New Deal Lens: Quality Over Volume

Speakers

RJ Hall

Founder, Cliff Walk Capital

Jay Kang (Moderator)

M&A Transaction Solutions, Vice President, Aon

Matthew Isaacs, CFA

Private Equity Director, Liberty Mutual Investments

Mike O’Brien

Managing Director, Head of Business Development, Calera Capital

Event Info

  • Tuesday, June 16, 2026
  • 1:00PM - 1:45PM ET
  • Room 104AB, MCEC
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