New England Investment Management Summit 2026
Kroll is pleased to announce the dates for its third annual New England Investment Management Summit, bringing together compliance, legal, valuation, audit, regulators and senior investment management executives for a high-impact morning of insights, perspectives and networking.
Featuring a fireside chat with Kevin Kelcourse, Associate Director of Examinations at the U.S. Securities and Exchange Commission (SEC), the summit will offer attendees valuable insights into examination and enforcement priorities from a senior SEC official.
In collaboration with McDermott Will & Schulte and Cohen & Co., the program will also explore the trends, challenges and opportunities shaping the future of investment management, including evolving regulatory priorities, emerging technologies and valuation complexities.
Agenda
- 8:30 a.m. – 9:00 a.m. - Registration and Breakfast
- 9:00 a.m. – 9:10 a.m. - Welcome and Introductions
- 9:10 a.m. – 9:55 a.m. - Hot Topics: Prediction Markets, Emerging Technology, and Financial Reporting and Audit Innovation
Explore three key areas for investment managers: regulatory considerations for prediction markets, governance of emerging technologies and modern auditing and financial reporting practices enabled by AI and advanced analytics. - 9:55 a.m. – 10:15 a.m. - Coffee Break
- 10:15 a.m. – 11:00 a.m. - Valuations Amid Market Uncertainty
Navigating daily NAV requirements, private credit valuation best practices, and the complexities of pricing illiquid assets in volatile market conditions. - 11:00 a.m. – 11:45 a.m. - A View from the SEC
Fireside chat with Kevin Kelcourse on the SEC's examination and enforcement priorities. - 11:45 a.m. – 12:30 p.m. - Closing Address and Networking
Join fellow industry professionals for a morning of thought-provoking discussions, actionable insights and meaningful networking.
As space is limited, reserve your seat today and join the conversation shaping the future of investment management.
