16th Annual New York Non-Listed Alternative Investment Products Symposium

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.

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