The importance of digital transformation and technology solutions has never been higher, as Private Equity firms take the leap from individual knowledge systems to institutional knowledge systems, enabling faster insights into the portfolio and streamlining data management practices.

Join us as we discuss how Alternative Investment firms overcome hurdles of technological integration, internal change management and how to effectively run and optimize your technology platform.

Key topics include:

• Measuring successful integrations
• Exploring ways to run your platform once it's up and running
• Discovering best practices today and in the future
• Impact of successful technology integrations

Speakers:

• Cole Corbin, Head of Fund Analytics & Reporting Services at Alvarez & Marsal
• Jimmy Simmons, Director, Business Intelligence at L Catterton
• Rishi Kotecha, Head of Commercial Strategy, Private Markets at S&P Global
• Simon Hooper, Partner & Head of Asset Management at Europa Capital

As the voice of the U.S. venture capital and startup community, NVCA advocates for public policy that supports the American entrepreneurial ecosystem. Hear from NVCA's public policy leaders Charlotte Savercool and Justin Field as they discuss the upcoming presidential election - what policy priorities to expect under a Biden Administration or four more years of a Trump Administration. The election and the policies that come out of it will have a significant impact on VC and startups.

Come join us and get the definitive update on how the presidential election and policy will affect the entrepreneurial ecosystem, what NVCA is doing on the ground to protect and promote VC and startups and what 2021 might hold for you and your firm.

Speakers:

• Moderator: Dalen Chow, Head of Venture Capital, Commercial Strategy at S&P Global
• Justin Field, Senior Vice President of Government Affairs at NVCA
• Charlotte Savercool, Director of Government Affairs at NVCA

This session will focus on product enhancements currently underway. Through our client's feedback, we aim to enhance the user experience of our solutions and create additional operational efficiencies within your firm. Our product and business experts will present enhancements coming to iLEVEL that enable you to better visualize and analyze your data as well as what's to come for our valuation solutions.

Join us and learn what is currently in the works as well as use case scenarios to help you streamline your firm's operations.

Topics:

• Current and future product enhancements
• Integrating iLEVEL with your current workflow systems
• The next generation of Qval currently under development
• New features to help you visualize your firm's data

Speakers:

• Max Kashdan, Director of Private Markets, Head of Product, iLEVEL at S&P Global
• Mary Walsh, Associate Director of Product, Valuation Solutions at S&P Global
• Clay Willingham, Executive Director of Commercial Strategy, Valuation Solutions at IHS Markit

Given recent economic climate, political conditions and the ongoing Covid-19 crisis, there have been several changes that can affect your year-end processes. With teams working remotely, market impacts on investment valuations and portfolio companies focusing on business growth, investment firms are struggling to prepare for the busy-ness of year end's deadline and requirements.

This expert auditor panel will discuss and share expectations and best practices so you can be prepared to address potential changes to your year-end processes.

Topics:

• Potential changes to year-end processes
• Changes in valuations
• Document and data requirements
• Process changes

Speakers:

• Scott Burger, Partner at KPMG
• Tom Ciccolella, Partner at PwC
• Darin Malter, Director of Valuation Solutions at S&P Global

With the market's volatility in 2020, there have been several changes that can affect how valuations are considered and prepared. Join this informative session as our team of experts share specific company valuation scenarios, discuss what other VCs are doing and provide use case scenarios so you can highlight key items to consider. Our expert team will also share practical tips and best practices so you can run your valuation process most efficiently.

Topics:

• Valuation Preparation
• Input & Impairment considerations
• Tips and best practices
• Case studies

Speakers:

• Cody Rosson,Valuation Analyst at IHS Markit
• Darin Malter, Director of Valuation Solutions at S&P Global

S&P Global is pleased to partner with KPMG and Gaorong Capital to help you prepare for year end. Join Irene Chu, Partner at KPMG and Peter Wong, Vice CFO at Gaorong Capital as they discuss valuation concerns of new economy, the impacts of the current economic and political climates on investments and practical considerations for your year-end valuations. Come join us to hear about what you can expect for the remainder of 2020 and what 2021 might have in store for your portfolio companies.

Topics:

• Valuation trends of new economy
• Audit best practices
• How 2021 may affect your portfolio companies

Speakers:

• Moderator: Lydia Leung, Associate Director at S&P Global
• Auditors: Irene Chu, Partner at KPMG
• CFO: Peter Wong, Vice CFO at Gaorong Capital

Join industry experts, Chama El Shamy, Financial Controller at Aster Partner and Will Southgate, VP of Finance from Notion, as they share how their respective firms have adapted in the face of 2020's market volatility and how they played a primary role in guiding the direction of the firm. Additionally, they will discuss how they have successfully implemented improvements to their internal processes and how they are getting prepared for year end.

Key topics include:

• Valuations for venture investments and year end audit processes
• Data collection and operations for different investment types
• Portfolio monitoring and LP management
• 2020 vs. 2021: Political and economic landscape

Speakers:

• Marco Loiacono: Associate Director, Business Development at S&P Global
  
• Chama El Shamy, Financial Controller at Aster Capital
• Will Southgate, Vice President of Finance at Notion