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December 5 - 7, 2021
Monarch Beach ResortDana Point, CA

Technical 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