October 5 - 8 2025
Waldorf Astoria Monarch BeachDana Point CATechnical networking
2018 featured 30+ technical roundtables. A chance to dive into practical implementation detail with industry veterans:
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