We are excited to invite you to the relaunch of Kroll’s annual Private Investment Valuation and Compliance conference. This exclusive event brings together industry professionals and peers for an in-depth conversation on key topics shaping the private funds industry.
Discussion Topics
- The expansion of private investments into the hands of retail investors
- The need to harness technology to effectuate timely valuations
- Systems and processes to ensure regulatory compliance
- The necessity to source reliable and robust data to be used in valuations
This event offers a valuable opportunity to connect with leading experts, exchange ideas and gain actionable insights into the evolving private funds landscape.
Agenda
8:00 a.m. - 9:00 a.m. – Registration and Breakfast
9:00 a.m. - 9:15 a.m. – Welcome Remarks
Jenetta Mason, Managing Director, Kroll, Alternative Asset Advisory
9:15 a.m. - 10:00 a.m. – Fireside Chat - Public Policy of Allowing Private Investments to Expand to Retail and Private Pension (401k) Investors
Bob Long, CEO of Private Wealth, StepStone
David Larsen, Managing Director, Kroll, Alternative Asset Advisory
10:00 a.m. - 10:45 a.m. – Intersection of Technology, Valuation and the Emerging Private Market Infrastructure
Moderator: Ross Hostetter, Managing Director and Global Head of Alternative Asset Advisory, Kroll
Panelists:
Palak Patel, Managing Director, Kroll, Private Capital Markets
Pam Bentley, Chief Financial Officer, GCM Grosvenor
Chris Sparenberg, Head of iLEVEL, S&P Global Market Intelligence
10:45 a.m. - 11:15 a.m. – Break
11:15 a.m. - 12:00 p.m. – The Changing Private Investment Valuation, Reporting and Governance Paradigm – From Quarterly to Monthly to Daily
Moderator: Colleen Corwell, Managing Director, Kroll, Financial Services Compliance and Regulation
Panelists:
David Larsen, Managing Director, Kroll, Alternative Asset Advisory
Ben McCulloch, General Counsel, XA Investments
Angela Montez, Special Counsel, Eversheds Sutherland (ERISA attorney)
Holli Heiles Pandol, Policy Counsel, Carta
12:00 p.m. - 12:45 p.m. – Private Market Data Volatility and Valuation Rigor
Moderator: Ryan Johnson, Managing Director, Kroll, Alternative Asset Advisory
Panelists:
Palak Patel, Managing Director, Kroll, Private Capital Markets
Sean McKee, Global Head of Asset Management Audit, KPMG
Rahul Shukla, Managing Director, Kroll, Alternative Asset Advisory
12:45 p.m. - 1:00 p.m. – Closing
Jenetta Mason, Managing Director, Kroll, Alternative Asset Advisory
1:00 p.m. - 2:00 p.m. – Lunch
