Join us for the Third Annual Private Fund Managers Conference, where Foley’s Fund Formation & Investment Management practice, Langham Hall, and Optima Partners will bring together leading allocators, fund managers, and industry professionals for an evening of thought-provoking discussions, actionable insights, and valuable networking opportunities at Foley’s Boston office.
This year’s headline session features a rare, candid conversation with seasoned institutional allocators: Mark Hourihan, Principal at Adams Street Partners, and Rob Nagle, Managing Director at HighVista Strategies. They will share firsthand perspectives on how they evaluate emerging managers, develop investment conviction, and make capital commitment decisions. Whether you are preparing for your first fund close or looking to scale an existing platform, this session will offer valuable insights into what matters most to sophisticated LPs.
Attendees will also gain exclusive perspectives from a former leader of the SEC’s Division of Examinations on the evolving enforcement landscape, gain practical guidance on operational due diligence readiness, and walk away with actionable strategies for navigating today’s regulatory environment.
Our evening concludes with an exclusive networking reception, designed to spark meaningful connections with peers, allocators, and service providers.
There is no cost to attend, but advance registration is required.
To express interest in attending, please click the Register Now button.
This program is intended for investment managers, institutional investors, family offices, fund service providers, and key business executives.
| 4:00 p.m. – 4:30 p.m. | Registration & Networking |
| 4:30 p.m. | Introductory Remarks Gus Resendiz, Partner, Foley & Lardner LLP |
| 4:30 p.m. – 4:55 p.m. | Operational Due Diligence and Best Practices Foundational controls every GP and service provider should have in place prior to an operational due diligence review, including how expectations have evolved over the last few years. Emerging Manager Checklist – Launching a Debut Fund Extended Enterprise Shift (direct extension of the fund managers’ operational and compliance infrastructure) Formalized Policies, BCP Plans, and Downstream Accountability Difference between SOC 1 and SOC 2 AI Governance, Acceptable Use Policy, and Training Zachary Lublin, Manager, Langham Hall Speakers: Steve Meli, Partner, Foley & Lardner LLP Joseph Hindi, Head and Partner, U.S. Langham Hall |
| 5:00 p.m. – 5:25 p.m. | 2026’s SEC Update A conversation with Jennifer Duggins, former assistant director and co-head of the Private Funds Unit in the SEC’s Division of Examinations, about the SEC examinations environment and the potential impact to registrants in the coming months and years during this administration. Speakers: Jennifer Duggins, Partner, Optima Partners Adam Reback, Partner, Optima Partners |
| 5:30 p.m. – 6:15 p.m. | A Conversation with Allocators A candid look at how institutional investors evaluate managers, build conviction, and ultimately decide where to commit capital. Moderator: Gus Resendiz, Partner, Foley & Lardner LLP Panelists: Mark Hourihan,Principal, Adams Street Partners Rob Nagle, Managing Director, HighVista Strategies |
| 6:15 p.m. – 7:30 p.m. | Networking Reception |