Topics

• Selecting the Right Partners for Each Stage of Growth: Matching your administrator, legal, audit, technology, banking, and other providers to where your firm is today—and where it is going
• Looking Beyond the Service Provided: Evaluating a provider’s network, industry involvement, market intelligence, and ability to make meaningful connections
• Leveraging Service Providers for Connectivity: How strong provider relationships can lead to investor introductions, event invitations, speaking opportunities, and broader industry visibility
• Supporting the Firms That Support You: Why managers should show up, participate, and support provider-sponsored events and initiatives when invited
• Building a Two-Way Relationship: The managers who get the most from their providers are often those who treat the relationship as a partnership rather than a transaction

Moderator
Geoff Marcus, CEO & Co-Founder, Uncorrelated Alts

Speakers
David Goldstein, Director, Product - Fund Services, STP Investment Services
Matthew Bobrow, Co-Chair, Investment Fund Formation & Management Practice, Fox Rothschild