NAIC NextGen Symposium

The National Association of Investment Companies (NAIC) is the largest network of, and trade association for, diverse-owned private equity firms and hedge funds. NAIC’s membership consists of 111 firms representing over $178 billion in assets under management. NAIC’s LP Meetup gives institutional investors an opportunity to connect with NAIC and its members, discuss investment priorities and asset allocation strategies, learn about diverse managers’ documented outperformance, and meet new managers. NAIC and its members have engaged with over 80 capital allocators, who manage over $3 trillion in assets collectively, via the Institutional Investor Roadshows.

A series of intensive virtual sessions dedicated to educating and empowering a new generation of ethnically diverse and female general partners. The curriculum is designed to train individuals who have recently launched a fund or are seeking to launch a fund within the next 12 months. Topics covered include: entrepreneurship, seeding, partner selection, attracting capital, fund administration, legal considerations, risk mitigation and more.

Schedule at a Glance

Friday, February 18, 2022
3:00 PM - 5:05 PMNextGen Session #1: The Realities of Entrepreneurship & Picking Your Partners
Friday, February 25, 2022
3:00 PM - 5:10 PMNextGen Session #2: Team Formation & Establishing Your Track Record
Friday, March 4, 2022
3:00 PM - 5:05 PMNextGen Session #3: Managing Your Firm’s Financial Assets
Friday, March 11, 2022
3:00 PM - 5:05 PMNextGen Session #4: Developing Your Brand & Marketing
Friday, March 18, 2022
3:00 PM - 5:00 PMNextGen Session #5: Capital Allocators’ Insights
Friday, March 25, 2022
3:00 PM - 5:05 PMNextGen Session #6: Risk Mitigation & Portfolio Reporting Essentials
Friday, April 1, 2022
3:00 PM - 5:05 PMNextGen Session #7: Building Your Back Office
Friday, April 8, 2022
3:00 PM - 5:05 PMNextGen Session #8: Legal Considerations
Friday, April 15, 2022
3:00 PM - 3:20 PMNextGen Session #9: NAIC Market Resources and Alternative Asset Classes: Real Estate, Venture and SBIC
3:25 PM - 5:00 PMNextGen Module | Real Estate
3:25 PM - 5:00 PMNextGen Module | Venture
3:25 PM - 5:00 PMNextGen Module | SBIC