Event
Mountain West LP Summit
The Mountain West LP Summit is a one-day meeting for accredited institutional investors and family offices. It features discussions on liquid and illiquid alternatives, private markets, venture capital, and other investment topics. Attendees include investment teams from various financial institutions and allocators.
The essentials
Event details
- Dates
- 4 August 2026
- Organiser
- Portfolio Summits
- Tickets
- USD 2500
On stage
Speakers
- Damien Charléty, Executive Officer, AC Transit Employees’ Retirement Plan
- Roman Brent, Chief Investment Officer, Aerie Advisory Group
- Katherine St. Onge, Director of Investments, BSW Wealth Partners
- Tom Tull, Board of Trustee, Former Chief Investment Officer
- Steve Gross, Senior Director, Endowment Management, Jewish Federations of North America
- Elmer Huh, Chief Investment Officer, M.J. Murdock Charitable Trust
- Rick Ciccione, Partner, Senior Consultant, NEPC
- Rafael Martinez-Chapman, Treasurer and Senior Vice President, Providence Saint Joseph Health
- Udayan Mitra, Chief Investment Officer, Trajan Wealth
- Layne Hirsch, Managing Director – Private Capital, Realberry
- Jim Palmieiri, State Street Investment Management
Logistics
Where to stay
Places to stay near the venue.
Duane Street Hotel
182 Duane Street
The Frederick Hotel
Four Seasons Private Residences New York Downtown;Four Seasons Hotel New York Downtown
27 Barclay St, New York
The Beekman, A Thompson Hotel
123 Nassau Street, New York, 10038
Warren Street Hotel
86 Warren Street, New York, 10007
Aloft Manhattan Downtown
49 Ann Street, New York, 10038
M Social Hotel New York Downtown
55 Church Street, New York, 10007
Walker Hotel Tribeca
77 Walker Street, 10013
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