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Roundtable topics

Compliance and ODD
  • Reviewing insider trading, political intelligence and expert network compliance
  • Shadow accounting – what to do?
  • Checking in on GDPR for Funds
  • Utilizing risk premia: diligence and operational considerations 
  • Reviewing the SEC Fiduciary and Conduct proposals
  • Digital Diligence: Optimizing humans and machines
  • Tax Act: Impacts on Funds
  • Succession planning best practices
Speaker lunch tables
  • Investing in India - Regulatory developments
  • Reviewing Anti-money laundering (AML) developments
  • Recent best practices from CalAlts
  • ILPA template updates
Summit roundtables
  • ODD on Energy Funds
  • ODD on Private Credit
  • ODD on Real Estate
  • Understanding the crypto asset and bucket opportunities
  • Evaluating tax landscape for PE firms
  • Diligence tips when choosing or switching third party admins
  • Evergreen Funds