NAIC NextGen Symposium
NextGen Symposium is our industry-leading series of intensive training sessions dedicated to educating and empowering a new generation of female and ethnically diverse general partners.
Nine immersive sessions are designed to provide participants with comprehensive information about how to build a successful firm and effectively navigate the process of raising capital. Our unique approach allows attendees to learn from executives who have successfully raised funds and service providers who will address the complexity of running a firm and fundraising. Participants will also hear valuable insights from capital allocators and learn about resources available to help them as their firm grows.
New in 2025! Symposium participants who have already launched a firm have the option of attending a capstone session in person in New York City. The capstone session will be followed by a 90-minute networking session with service providers and industry leaders who are committed to helping diverse-owned firms succeed.
Schedule at a Glance
All times are listed in Eastern time zone
Notes:
- The below schedule includes an optional 30-minute interactive "Ask the Expert" or networking time after each program session concludes.
- The Week of Thursday, March 31st is off
| Thursday, February 6, 2025 | |
|---|---|
| 4:00 PM - 6:35 PM | NextGen Session #1: Laying the Foundation for Your New Firm |
| Thursday, February 13, 2025 | |
| 4:00 PM - 6:30 PM | NextGen Session #2: Team, Track Record, and Strategy: Your Recipe for Success |
| Thursday, February 20, 2025 | |
| 4:00 PM - 6:30 PM | NextGen Session #3: Attracting Capital: Building a Winning Go-to-Market Strategy |
| Thursday, February 27, 2025 | |
| 4:00 PM - 6:30 PM | NextGen Session #4: Behind the Scenes: Capital Allocator Insights |
| Thursday, March 6, 2025 | |
| 4:00 PM - 6:10 PM | NextGen Session #5: Risk Mitigation: Protecting Your Firm & Enhancing Your Deals |
| Thursday, March 13, 2025 | |
| 4:00 PM - 6:05 PM | NextGen Session #6: Back Office Essentials: Compliance, Reporting, and Tax Considerations |
| Thursday, March 20, 2025 | |
| 4:00 PM - 6:30 PM | NextGen Session #7: Structuring Your Firm: Important Legal Considerations |
| Thursday, March 27, 2025 | |
| 4:00 PM - 6:30 PM | NextGen Session #8: Alternative Asset Classes: Buyout, Indepedent Sponsor, Real Estate, Venture |
| 4:15 PM - 6:30 PM | NextGen Module | Buyout |
| 4:15 PM - 6:30 PM | NextGen Module | Venture Capital Funds |
| 4:15 PM - 6:30 PM | NextGen Module | Real Estate |
| 4:15 PM - 6:30 PM | NextGen Module | Independent Sponsor |
| Thursday, April 10, 2025 | |
| 2:00 PM - 7:30 PM | NextGen Session #9: Money, Money, Money: Preparing for the Financial Journey - General |
| 2:00 PM - 7:30 PM | NextGen Session #9: Money, Money, Money: Preparing for the Financial Journey -Special Session in NYC |
Registration Fee
General Attendee (9 virtual sessions for participants who haven't yet launched a firm)
Registration Fee is $750.
Attendee with Capstone in NYC (8 virtual sessions + capstone with networking session in NYC on April 10 for participants who have already launched a firm) - Registration Fee is $1500
Any cancellations must be made by Friday, January 24, 2025 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.