NAIC NextGen Symposium

NextGen’s nine immersive sessions are crafted to provide participants with comprehensive information about how to build a firm and effectively navigate the process of raising capital.

Our unique approach allows attendees to learn from industry-leading experts and executives who have successfully raised funds and gain valuable insights from capital allocators.

2023 NextGen Dates

  • 9 Sessions, held every Thursday from February 2, 2023 until March 30, 2023
  • 5:00pm – 7:30pm ET / 2:00pm – 4:30pm PT


NextGen offers a unique opportunity for you to learn everything you need to know to start your firm in just 2 months!  Hear from industry experts and gain a network of valuable resources to support you throughout your firm building journey. 

Schedule at a Glance

All times are listed in Eastern time zone

Note: The below schedule includes an optional 30-minute interactive networking time after each program session concludes.

Thursday, February 2, 2023
5:00 PM - 7:35 PMNextGen Session #1: Laying the Foundation for Your New Firm
Thursday, February 9, 2023
5:00 PM - 7:40 PMNextGen Session #2: Team, Track Record, and Strategy: Your Recipe for Success
Thursday, February 16, 2023
5:00 PM - 7:40 PMNextGen Session #3: Money, Money, Money: Preparing for the Financial Journey
Thursday, February 23, 2023
5:00 PM - 7:35 PMNextGen Session #4: Attracting Capital: Building a Winning Go-to-Market Strategy
Thursday, March 2, 2023
5:00 PM - 7:40 PMNextGen Session #5: Behind the Scenes: Capital Allocator Insights
Thursday, March 9, 2023
5:00 PM - 7:35 PMNextGen Session #6: Risk Mitigation: Protecting Your Firm & Enhancing Your Deals
Thursday, March 16, 2023
5:00 PM - 7:35 PMNextGen Session #7: Back Office Essentials: Compliance, Reporting, and Tax Considerations
Thursday, March 23, 2023
5:00 PM - 7:30 PMNextGen Session #8: Structuring Your Firm: Important Legal Considerations
Thursday, March 30, 2023
5:00 PM - 7:25 PMNextGen Session #9: Alternative Asset Classes: Venture, Real Estate, SBIC, Private Equity
5:25 PM - 7:25 PMNextGen Module | SBIC
5:25 PM - 7:25 PMNextGen Module | Private Equity
5:25 PM - 7:25 PMNextGen Module | Venture Capital Funds
5:25 PM - 7:25 PMNextGen Module | Real Estate

Registration Fee

General Attendance Registration Fee is $750.

 

Any cancellations must be made by Friday, January 19, 2023 in order to be eligible for a full refund. Cancellations received after the stated deadline will not be eligible for a refund. Refunds will not be available for registrants who choose not to attend an event. Cancellations will be accepted in writing only and must be received by the stated cancellation deadline. All refund requests must be made by the attendee or credit card holder. Refund requests must include the name of the attendee name.  Requests should be sent to tmcintyre@naicpe.com.