Position your next fund for success with candid insights from LPs and family offices investing in early- and mid-stage strategies.

Hear how allocators evaluate managers — what matters in diligence, what signals conviction and what raises red flags — so you can sharpen your story, structure and process.

Learn how investors weigh track record and attribution, portfolio construction and reserves, governance and reporting, fee/terms alignment and co-investment approach, as well as how they decide when and where to commit capital.

You’ll also have the opportunity to network with these investors after the presentations.

Moderator:
Matt Curtolo, CAIA, Managing Director of Investments, BFA Global Investors

Panelists:
Matt Bobrow, Corporate Partner, Fox Rothschild
Arina Shulga, Corporate Partner, Fox Rothschild
Geoff Judge, Managing Partner, Trio Three Equity
Maurice Ng, Managing Partner, Tings Capital
Mike Pio Roda, Co-Founder & General Partner, Everprime Global Advisors, LLC
Scott Sherman, Managing Partner, Mesa Lane Capital Partners
Charlotte Zhang, Senior Portfolio Manager, Inatai Foundation