Private Fund Compliance Regulatory Forum agenda

Download the 2025 agenda to discover the sessions at the JW Marriott in Washington, DC on May 21-22.

Explore how the next administration could reshape the compliance landscape, hear directly from the SEC's Hester Peirce and Corey Schuster on the latest exam priorities and much more at this year's Private Fund Compliance Regulatory Forum.

Download agenda:

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2024 Keynote speakers

Drew Maloney

President and Chief Executive Officer

American Investment Council

Amit Kachhia-Patel

Assistant Special Agent in Charge, Cyber Program

FBI

Paul Roberts

Assistant Special Agent in Charge, Complex Financial Crimes Branch

FBI

Meera Pandit

Executive Director, Global Market Strategist

J.P. Morgan Asset Management

"The Roundup was a great opportunity to meet peers and discuss top of mind topics. This collaborative environment is very helpful so that we can improve the quality of our finance, operations, and compliance functions at our firms."

Jeremy Thurber

Rose Park Advisors

"Content was strong. The most valuable portion of the event was the time spent with peers. We are able to share challenges and solutions in an effective and thoughtful way, both through the formal sessions and the networking times."

Scott Farden

Nonantum Capital Partners

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Breakout Panels

Hear from a panel of experts specializing in investor relations, IT and security, and legal during this discussion series.

Learn how to not only work together but to add value to each other’s work.

Think Tanks

Broken down by AUM, these 20-minute discussions feature industry experts sharing how they use technology to improve firm processes.Following the panel discussions, you’ll dive deep into the discussion with your peers during our 40-minute workshop.

Private Fund Compliance Regulatory Forum agenda

Download agenda:

2024 Keynote speakers

Jeremy Thurber

Rose Park Advisors

Scott Farden

Nonantum Capital Partners

Breakout Panels

Hear from a panel of experts specializing in investor relations, IT and security, and legal during this discussion series.

Learn how to not only work together but to add value to each other’s work.

Think Tanks

Broken down by AUM, these 20-minute discussions feature industry experts sharing how they use technology to improve firm processes.Following the panel discussions, you’ll dive deep into the discussion with your peers during our 40-minute workshop.

Breakout

Panels

Hear from a panel of experts specializing in investor relations, IT and security, and legal during this discussion series.

Learn how to not only work together but to add value to each other’s work.

Think

Tanks

Fostering collaboration and networking by AUM, attendees can submit topics to be addressed during our think tanks.

This is the best place to overcome some of your firm’s biggest challenges.

Breakout Panel + Peer-to-Peer Workshop

Broken down by AUM, industry experts will share how they use technology to improve firm processes.

Following the panel discussions you’ll dive deep into the discussion with your peers.