Events
Upcoming Events
BPEN holds networking events each year, including both educational and social events.
Steak & Clays Event
Wednesday, June 18, 2025
An evening of clay shooting followed by a steak dinner—for Private Equity professionals only.
When
Wednesday, June 18, 2025
4:00 – 9:00 pm ET
Event Schedule
Arrival, Registration & Safety Review: 4pm
Clay Shooting (Instruction Available): 5pm
Steak Dinner: 7pm
Depart from Addieville East Farm: 9pm
Where
Addieville East Farm
200 Pheasant Drive, Mapleville, RI 02839
What to Bring
If you have them, you may bring your own shotgun, safety glasses, and earplugs. Otherwise, Addieville will supply them for you.
This event is open to Private Equity professionals only.
Past Events
Thank you to all who have attended an event in the past.
Networking Reception
Wednesday, February 5, 2025
An evening of cocktails and conversation at renowned private social club The ‘Quin House.
When
Wednesday, February 5, 2025
5:00 PM – 8:00 PM
Where
The ‘Quin House
217 Commonwealth Avenue
Boston, MA 02116
Continuation Funds Panel
Wednesday, October 9, 2024
A breakfast panel focus on the topic of continuation funds. Our panelists will cover the current market, advantages of a continuation fund, as well as best practices for navigating challenges.
Panelists
Aly Champsi
Managing Director, DW Healthcare Partners
Chad Rucker
Senior Managing Director, Valuation Research Corporation (VRC)
Dave El Helou
Managing Director, Evercore
Moderator
Kari Harris
Chair, Investment Funds Practice, Mintz
When
Wednesday, October 9, 2024
8:00 a.m. – 10:30 a.m. ET
Registration and Breakfast: 8:00 a.m. – 8:30 a.m.
Panel Conversation and Q&A: 8:30 a.m. – 9:30 a.m.
Networking: 9:30 a.m. – 10:30 a.m.
Where
Mintz
One Financial Center, Boston, MA 02111
(Please Proceed to 40th Floor Upon Arrival)
Steak & Clays Event
Wednesday, June 12, 2024
An evening of clay shooting followed by a steak dinner—for Private Equity professionals only.
When
Wednesday, June 12, 2024
4:00 – 9:00 pm ET
Event Schedule
Arrival, Registration & Safety Review: 4pm
Clay Shooting (Instruction Available): 5pm
Steak Dinner: 7pm
Depart from Addieville East: 9pm
Where
Addieville East Farm
200 Pheasant Drive, Mapleville, RI 02839
What to Bring
If you have them, you may bring your own shotgun, safety glasses, and earplugs. Otherwise, Addieville will supply them for you.
Panel Discussion: Take-Private Transactions
Tuesday, April 4, 2023
An event featuring a speaker panel and networking reception at the UMass Club. Panel speakers were from Mintz, Stifel, and VRC.
Panelists
Douglas Baumstein, Mintz
Cole Bader, Stifel
Charles Sapnas, VRC
When
Tuesday, April 4, 2023
5:00 – 7:30 pm ET
Registration: 5pm-5:30pm
Program: 5:30pm-6:15pm
Reception: 6:15pm-7:30pm
Where
UMass Club, Boston Room
1 Beacon Street – 32nd Floor
Boston, MA 02108
Steak & Clays Event
Thursday, June 15, 2023
An evening of clay shooting followed by a steak dinner—for Private Equity professionals only.
When
Thursday, June 15, 2023
4:00 – 9:00 pm ET
Event Schedule
Arrival, Registration & Safety Review: 4pm
Clay Shooting (Instruction Available): 5pm
Steak Dinner: 7pm
Depart from Addieville East: 9pm
Where
Addieville East Farm
200 Pheasant Drive, Mapleville, RI 02839
What to Bring
If you have them, you may bring your own shotgun, safety glasses, and earplugs. Otherwise, Addieville will supply them for you.
What’s the Deal with Deals?
Tuesday, May 24, 2022
An in-depth review of the private equity transactional landscape. This one-hour Boston Private Equity Network (BPEN) webinar covered current trends in dealmaking and key financial reporting issues, among other topics.
Moderator
Kurt R. Steinkrauss, Member / Chair, Closely Held Business Practice
Co-chair, Private Equity Practice, Mintz
Panelists
Katya Daniel, Attorney, Mergers & Acquisitions Practice, Mintz
PJ Patel, Co-CEO and Senior Managing Director, VRC
Richard Walsh, Partner, PwC
When
Tuesday, May 24, 2022
12:00 –1:00 pm ET
Online Event
Impact of COVID-19
on Private Equity
Thursday, May 21, 2020
The COVID-19 global pandemic has caused unprecedented economic disruption and uncertainty. This virtual event featured a moderated panel discussion with private equity investors from across the limited partner universe.
Moderator
Loretta Shaw-Lorello, Member / Chair, Investment Funds Group, Mintz
Panelists
John McCormick, Partner, Monument Group
Whit Matthews, Senior Investment Director – Private Equity, Aberdeen Standard Investments
Josh Zweig, Managing Director, Cambridge Associates
When
Thursday, May 21, 2020
11am – 12pm EDT
State of the Middle Market
Wednesday, March 6, 2019
Partners from GF Data® – publisher of proprietary valuation, volume, leverage and key deal term data contributed by over 200 lower-middle market private equity funds – presented their proprietary data and comments on the state of the middle market to BPEN members.
When
Wednesday, March 6, 2019
7:30 – 9:30am
Where
Mintz
One Financial Center
Boston, MA 02111
Private Equity Reception
Monday, June 18, 2018
A networking event with your SuperReturn colleagues at one of Boston’s favorite waterfront establishments, for cocktails, hors d’oeuvres, and good conversation
When
Monday, June 18, 2018
5:00 – 8:00 pm
Where
Morton’s The Steakhouse
2 Seaport Lane
Boston, MA 02210
Inaugural Event
Wednesday, October 11, 2017
An event with Boston’s deal-makers for cocktails and hors d’oeuvres for the exclusive launch of the Boston Private Equity Network.
When
Wednesday, October 11, 2017
4:00 – 6:00pm
Where
The Ritz-Carlton
Boston, MA
Continuation Funds Panel (Webinar)
Wednesday, November 20, 2024
A webinar focused on continuation funds. The panel, Moderated by Kari Harris, Investment Funds Chair at Mintz, and featuring Aly Champsi of DW Healthcare Partners, Dave El Helou of Evercore, and Chad Rucker of Valuation Research Corporation, will cover the current market, the advantages of a continuation fund, and best practices for navigating challenges.
When
Wednesday, November 20, 2024
12:00 PM – 1:00 PM
Where
ONLINE
This is a Zoom webinar, the Zoom link will be provided following registration.
Panelists
Aly Champsi
Managing Director, DW Healthcare Partners
Chad Rucker
Senior Managing Director, Valuation Research Corporation (VRC)
Dave El Helou
Managing Director, Evercore
Moderator
Kari Harris
Chair, Investment Funds Practice, Mintz
LP Discussion
Thursday, March 28, 2024
An insightful panel discussion featuring seasoned private equity investors representing diverse perspectives from across the limited partner universe. Gain invaluable insights and deepen your understanding of the dynamic landscape of private equity investing.
Panelists
Kari Harris, Chair, Investment Funds Practice, Mintz, Kari K. Harris | Member / Chair, Investment Funds Practice | Mintz
Jason Mundt, Managing Director, Siguler Guff, Jason Mundt | Team members are the greatest strength of Siguler Guff | Siguler Guff
John McCormick, Partner, Monument Group, Team – Monument Group | Monument Group
Ian Rice, Portfolio Manager — Private Equity, Hartford Investment Management Company, (33) Ian Rice | LinkedIn
When
Thursday, March 28, 2024
5:00 – 7:30 pm ET
Registration: 5:00 pm
Program: 5:30 pm
Reception and Networking: 6:30 pm
Where
BPEN Reception at The ‘Quin House
Tuesday, Nov 15, 2022
An event for private equity and venture capital colleagues, featuring an evening of cocktails and conversation at the renowned private social club The ‘Quin House.
When
Tuesday, November 15, 2022
6:00 – 9:00 pm ET
Where
The ‘Quin House
217 Commonwealth Avenue
Boston, MA 02116
State of the M&A Market
Thursday, May 6, 2021
The global M&A market has remained strong and deal activity is expected to be robust throughout 2021. This was a moderated panel discussion on the current state of the M&A market.
Moderator
Kurt Steinkrauss, Member / Co-chair, Private Equity Practice, Mintz
Panelists
Alan Fullerton, Partner, Mirus Capital Advisors, Inc.
Kenneth Wasik, Managing Director, Capstone
Christopher Nicholas, Director, Shields & Company
Greg Sneddon, Senior Managing Director, Consilium Partners
When
Thursday, May 6, 2021
12pm – 1pm EDT
Online Event
BPEN’s 2019 Holiday Social
Monday, December 9, 2019
A social event for Boston’s deal-makers to meet together for cocktails, hors d’oeuvres, and good conversation at The Boston College Club.
When
Monday, December 9, 2019
4:00 – 7:00 pm
Where
The Boston College Club
Executive Dining Room
100 Federal St, 36th Floor
Boston, MA 02110
Daring to Compete
Tuesday, September 24, 2019
Bryan Pearce, a recently retired 38-year partner with EY and the firm’s Global Leader of the EY Entrepreneur of the Year program, discussed a model of sustainable development to accelerate a business to market leadership with EY’s 7 Drivers of Growth, as discussed in his book – Daring to Compete.
When
Tuesday, September 24, 2019
7:30 – 8:30 am | Registration & Networking
8:30 – 9:30 am | Breakfast & Seminar
Where
UMass Club
One Beacon Street, 32nd Floor
Boston, MA 02108
BPEN’s Summer Social
Wednesday, July 10, 2019
A summer social and brewery tour at the Harpoon Brewery & Beer Hall, located in Boston’s Seaport District.
When
Wednesday, July 10, 2019
5:00 – 8:00 p.m.
Where
Harpoon Brewery & Beer Hall
306 Northern Ave, Boston, MA 02210
BPEN’s Holiday Social
Tuesday, November 27, 2018
A social event for Boston’s deal-makers to meet together for cocktails, hors d’oeuvres, and good conversation at The Boston College Club.
When
Tuesday, November 27, 2018
4:00 – 7:00 pm
Where
The Boston College Club
Executive Dining Room
100 Federal St, 36th Floor
Boston, MA 02110
State of the M&A Market
Tuesday, September 18, 2018
The global M&A market has remained strong from the end of 2017 into 2018, with the total deals announced in the first half of 2018 making it the best period for global M&A yet. This event featured a moderated panel discussion on the current state of the M&A market.
Panelists
Jeff Ackerman, Managing Director,
Capstone Headwaters
David Francione, Managing Director,
Capstone Headwaters
Christopher Nicholas, Director,
Shields & Company
Michael Papile, Managing Director,
Covington Associates
When
Tuesday, September 18, 2018
7:30 – 8:30 am | Registration & Networking
8:30 – 9:30 am | Seminar
Where
UMass Club
One Beacon Street, 32nd Floor
Boston, MA 02108
Q1 2018 Event
Tuesday, March 27, 2018
An event featuring Boston’s deal-makers in a moderated panel discussion with private equity investors from across the limited partner universe, immediately followed by a cocktail reception.
Panelists
John McCormick, Managing Director,
Monument Group
Whit Matthews, Senior Investment Manager,
Aberdeen
Josh Zweig, Managing Director,
Cambridge Associates
When
Tuesday, March 27, 2018
4:00 – 6:00pm
Where
Mintz Levin
One Financial Center
Boston, MA 02108
Networking Reception
Wednesday, February 5, 2025
An evening of cocktails and conversation at renowned private social club The ‘Quin House.
When
Wednesday, February 5, 2025
5:00 PM – 8:00 PM
Where
The ‘Quin House
217 Commonwealth Avenue
Boston, MA 02116
Continuation Funds Panel (Webinar)
Wednesday, November 20, 2024
A webinar focused on continuation funds. The panel, Moderated by Kari Harris, Investment Funds Chair at Mintz, and featuring Aly Champsi of DW Healthcare Partners, Dave El Helou of Evercore, and Chad Rucker of Valuation Research Corporation, will cover the current market, the advantages of a continuation fund, and best practices for navigating challenges.
When
Wednesday, November 20, 2024
12:00 PM – 1:00 PM
Where
ONLINE
This is a Zoom webinar, the Zoom link will be provided following registration.
Panelists
Aly Champsi
Managing Director, DW Healthcare Partners
Chad Rucker
Senior Managing Director, Valuation Research Corporation (VRC)
Dave El Helou
Managing Director, Evercore
Moderator
Kari Harris
Chair, Investment Funds Practice, Mintz
Continuation Funds Panel
Wednesday, October 9, 2024
A breakfast panel focus on the topic of continuation funds. Our panelists will cover the current market, advantages of a continuation fund, as well as best practices for navigating challenges.
Panelists
Aly Champsi
Managing Director, DW Healthcare Partners
Chad Rucker
Senior Managing Director, Valuation Research Corporation (VRC)
Dave El Helou
Managing Director, Evercore
Moderator
Kari Harris
Chair, Investment Funds Practice, Mintz
When
Wednesday, October 9, 2024
8:00 a.m. – 10:30 a.m. ET
Registration and Breakfast: 8:00 a.m. – 8:30 a.m.
Panel Conversation and Q&A: 8:30 a.m. – 9:30 a.m.
Networking: 9:30 a.m. – 10:30 a.m.
Where
Mintz
One Financial Center, Boston, MA 02111
(Please Proceed to 40th Floor Upon Arrival)
Steak & Clays Event
Wednesday, June 12, 2024
An evening of clay shooting followed by a steak dinner—for Private Equity professionals only.
When
Wednesday, June 12, 2024
4:00 – 9:00 pm ET
Event Schedule
Arrival, Registration & Safety Review: 4pm
Clay Shooting (Instruction Available): 5pm
Steak Dinner: 7pm
Depart from Addieville East: 9pm
Where
Addieville East Farm
200 Pheasant Drive, Mapleville, RI 02839
What to Bring
If you have them, you may bring your own shotgun, safety glasses, and earplugs. Otherwise, Addieville will supply them for you.
LP Discussion
Thursday, March 28, 2024
An insightful panel discussion featuring seasoned private equity investors representing diverse perspectives from across the limited partner universe. Gain invaluable insights and deepen your understanding of the dynamic landscape of private equity investing.
Panelists
Kari Harris, Chair, Investment Funds Practice, Mintz, Kari K. Harris | Member / Chair, Investment Funds Practice | Mintz
Jason Mundt, Managing Director, Siguler Guff, Jason Mundt | Team members are the greatest strength of Siguler Guff | Siguler Guff
John McCormick, Partner, Monument Group, Team – Monument Group | Monument Group
Ian Rice, Portfolio Manager — Private Equity, Hartford Investment Management Company, (33) Ian Rice | LinkedIn
When
Thursday, March 28, 2024
5:00 – 7:30 pm ET
Registration: 5:00 pm
Program: 5:30 pm
Reception and Networking: 6:30 pm
Where
Steak & Clays Event
Thursday, June 15, 2023
An evening of clay shooting followed by a steak dinner—for Private Equity professionals only.
When
Thursday, June 15, 2023
4:00 – 9:00 pm ET
Event Schedule
Arrival, Registration & Safety Review: 4pm
Clay Shooting (Instruction Available): 5pm
Steak Dinner: 7pm
Depart from Addieville East: 9pm
Where
Addieville East Farm
200 Pheasant Drive, Mapleville, RI 02839
What to Bring
If you have them, you may bring your own shotgun, safety glasses, and earplugs. Otherwise, Addieville will supply them for you.
Panel Discussion: Take-Private Transactions
Tuesday, April 4, 2023
An event featuring a speaker panel and networking reception at the UMass Club. Panel speakers were from Mintz, Stifel, and VRC.
Panelists
Douglas Baumstein, Mintz
Cole Bader, Stifel
Charles Sapnas, VRC
When
Tuesday, April 4, 2023
5:00 – 7:30 pm ET
Registration: 5pm-5:30pm
Program: 5:30pm-6:15pm
Reception: 6:15pm-7:30pm
Where
UMass Club, Boston Room
1 Beacon Street – 32nd Floor
Boston, MA 02108
BPEN Reception at The ‘Quin House
Tuesday, Nov 15, 2022
An event for private equity and venture capital colleagues, featuring an evening of cocktails and conversation at the renowned private social club The ‘Quin House.
When
Tuesday, November 15, 2022
6:00 – 9:00 pm ET
Where
The ‘Quin House
217 Commonwealth Avenue
Boston, MA 02116
What’s the Deal with Deals?
Tuesday, May 24, 2022
An in-depth review of the private equity transactional landscape. This one-hour Boston Private Equity Network (BPEN) webinar covered current trends in dealmaking and key financial reporting issues, among other topics.
Moderator
Kurt R. Steinkrauss, Member / Chair, Closely Held Business Practice
Co-chair, Private Equity Practice, Mintz
Panelists
Katya Daniel, Attorney, Mergers & Acquisitions Practice, Mintz
PJ Patel, Co-CEO and Senior Managing Director, VRC
Richard Walsh, Partner, PwC
When
Tuesday, May 24, 2022
12:00 –1:00 pm ET
Online Event
State of the M&A Market
Thursday, May 6, 2021
The global M&A market has remained strong and deal activity is expected to be robust throughout 2021. This was a moderated panel discussion on the current state of the M&A market.
Moderator
Kurt Steinkrauss, Member / Co-chair, Private Equity Practice, Mintz
Panelists
Alan Fullerton, Partner, Mirus Capital Advisors, Inc.
Kenneth Wasik, Managing Director, Capstone
Christopher Nicholas, Director, Shields & Company
Greg Sneddon, Senior Managing Director, Consilium Partners
When
Thursday, May 6, 2021
12pm – 1pm EDT
Online Event
Impact of COVID-19
on Private Equity
Thursday, May 21, 2020
The COVID-19 global pandemic has caused unprecedented economic disruption and uncertainty. This virtual event featured a moderated panel discussion with private equity investors from across the limited partner universe.
Moderator
Loretta Shaw-Lorello, Member / Chair, Investment Funds Group, Mintz
Panelists
John McCormick, Partner, Monument Group
Whit Matthews, Senior Investment Director – Private Equity, Aberdeen Standard Investments
Josh Zweig, Managing Director, Cambridge Associates
When
Thursday, May 21, 2020
11am – 12pm EDT
BPEN’s 2019 Holiday Social
Monday, December 9, 2019
A social event for Boston’s deal-makers to meet together for cocktails, hors d’oeuvres, and good conversation at The Boston College Club.
When
Monday, December 9, 2019
4:00 – 7:00 pm
Where
The Boston College Club
Executive Dining Room
100 Federal St, 36th Floor
Boston, MA 02110
Daring to Compete
Tuesday, September 24, 2019
Bryan Pearce, a recently retired 38-year partner with EY and the firm’s Global Leader of the EY Entrepreneur of the Year program, discussed a model of sustainable development to accelerate a business to market leadership with EY’s 7 Drivers of Growth, as discussed in his book – Daring to Compete.
When
Tuesday, September 24, 2019
7:30 – 8:30 am | Registration & Networking
8:30 – 9:30 am | Breakfast & Seminar
Where
UMass Club
One Beacon Street, 32nd Floor
Boston, MA 02108
BPEN’s Summer Social
Wednesday, July 10, 2019
A summer social and brewery tour at the Harpoon Brewery & Beer Hall, located in Boston’s Seaport District.
When
Wednesday, July 10, 2019
5:00 – 8:00 p.m.
Where
Harpoon Brewery & Beer Hall
306 Northern Ave, Boston, MA 02210
State of the Middle Market
Wednesday, March 6, 2019
Partners from GF Data® – publisher of proprietary valuation, volume, leverage and key deal term data contributed by over 200 lower-middle market private equity funds – presented their proprietary data and comments on the state of the middle market to BPEN members.
When
Wednesday, March 6, 2019
7:30 – 9:30am
Where
Mintz
One Financial Center
Boston, MA 02111
BPEN’s Holiday Social
Tuesday, November 27, 2018
A social event for Boston’s deal-makers to meet together for cocktails, hors d’oeuvres, and good conversation at The Boston College Club.
When
Tuesday, November 27, 2018
4:00 – 7:00 pm
Where
The Boston College Club
Executive Dining Room
100 Federal St, 36th Floor
Boston, MA 02110
State of the M&A Market
Tuesday, September 18, 2018
The global M&A market has remained strong from the end of 2017 into 2018, with the total deals announced in the first half of 2018 making it the best period for global M&A yet. This event featured a moderated panel discussion on the current state of the M&A market.
Panelists
Jeff Ackerman, Managing Director,
Capstone Headwaters
David Francione, Managing Director,
Capstone Headwaters
Christopher Nicholas, Director,
Shields & Company
Michael Papile, Managing Director,
Covington Associates
When
Tuesday, September 18, 2018
7:30 – 8:30 am | Registration & Networking
8:30 – 9:30 am | Seminar
Where
UMass Club
One Beacon Street, 32nd Floor
Boston, MA 02108
Private Equity Reception
Monday, June 18, 2018
A networking event with your SuperReturn colleagues at one of Boston’s favorite waterfront establishments, for cocktails, hors d’oeuvres, and good conversation
When
Monday, June 18, 2018
5:00 – 8:00 pm
Where
Morton’s The Steakhouse
2 Seaport Lane
Boston, MA 02210
Q1 2018 Event
Tuesday, March 27, 2018
An event featuring Boston’s deal-makers in a moderated panel discussion with private equity investors from across the limited partner universe, immediately followed by a cocktail reception.
Panelists
John McCormick, Managing Director,
Monument Group
Whit Matthews, Senior Investment Manager,
Aberdeen
Josh Zweig, Managing Director,
Cambridge Associates
When
Tuesday, March 27, 2018
4:00 – 6:00pm
Where
Mintz Levin
One Financial Center
Boston, MA 02108
Inaugural Event
Wednesday, October 11, 2017
An event with Boston’s deal-makers for cocktails and hors d’oeuvres for the exclusive launch of the Boston Private Equity Network.
When
Wednesday, October 11, 2017
4:00 – 6:00pm
Where
The Ritz-Carlton
Boston, MA
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PLEASE NOTE: BPEN is open only to private equity and venture capital professionals.