The session will feature a fireside chat with Kevin Kelcourse, Associate Director at the SEC’s Division of Examinations, alongside other leading voices from across the industry. Together, they’ll share insights into regulatory priorities, valuation challenges and trends shaping the future of the industry.
Held under Chatham House Rules, this event offers a unique opportunity to engage in discussions with industry peers and build meaningful professional connections.
Agenda
- 8:00 a.m. – 8:30 a.m. - Registration and Breakfast
- 8:30 a.m. – 8:40 a.m. - Welcome Remarks
- 8:40 a.m. – 9:25 a.m.
Panel 1: Retailization of Private Funds - Balancing Regulatory, Compliance and Valuation Hurdles - 9:30 a.m. – 10:15 a.m.
Panel 2: Crypto and Digital Assets - Valuation and Compliance Challenges - 10:15 a.m. – 10:35 a.m. - Coffee Break
- 10:35 a.m. – 11:50 a.m.
Panel 3: SEC Examination Priorities 2026 - Insights from Kevin Kelcourse, SEC - 11:50 a.m. - 12:00 p.m. - Closing Remarks
Kevin Kelcourse
Kevin serves as Associate Director for the SEC’s Division of Examinations in Boston, where he leads a team of over 70 professionals overseeing inspections of investment advisers, funds, broker-dealers and other securities firms across New England. He also currently serves as Acting Co-Regional Director. With more than 23 years at the SEC, including 15 years in the Division of Enforcement, Kevin brings deep expertise in asset management, regulatory compliance and securities law enforcement.
Secure your spot now to be part of this insightful discussion.
