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