Rosemarie Thurston, Jason Goode, and Martin Dozier will speak at the 16th Annual New York Non-Listed Alternative Investment Products Symposium.
Rosemarie Thurston, co-chairperson of the symposium, will deliver opening remarks and moderate the “Product Sponsor President & CEO Perspective Panel.” Panelists will discuss a variety of issues, including where the non-listed alternatives industry is headed, product structuring, and investment strategy.
Jason Goode will moderate “A Candid Conversation on Due Diligence, Valuations & Financial Transparency: Product Sponsors, 3rd-Party Due Diligence Service Providers & IBDs/RIAs Perspectives.” Panelists will discuss best practices in due diligence and issues related to improving data quality and standards.
Martin Dozier will moderate the panel “Navigating Interval Funds: Examining Their Performance, Economics, Due Diligence & Fit Within Investor Portfolios.” Panelists will discuss the growing array of interval fund offerings, pricing methodologies and valuation, and due diligence processes that are unique to interval funds.
For more information, click here.