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05.06.26 EFN Boston Roundtable

05.06.26 EFN Boston Roundtable

Wednesday, May 6, 2026 (11:45 AM - 1:30 PM) (EDT)

Description

No panels. No keynotes. No sales.

Join the sharpest finance leaders in PE and Venture around an open table, 
and have the pointed conversations that get to the heart of the challenges
that mean the most to you.


We'll come with a few topics for discussion, but you set the real agenda!

To get the conversation started, here are some threads we're thinking about:

AI Implementation & Policy
Secondary Transactions
Tax Strategy in the Current Landscape
Firm Generational Transfer
LP Reporting & Transparency
Operational Scaling Across Fund Vintages
Valuation Methodology
Cybersecurity & Data Governance
Fund Administration

These are the starting points, not a fixed agenda.  
Bring the question that's been on your mind--odds are someone in the room has dealt with it before!


Moderated by:

Joe DeFilippi
Partner & CFO
Founder Collective

Abe & Louie's
793 Boylston Street
Boston, MA 02116 United States
Event Contact
Karyn Walsh
(617) 218-4424
Send Email
Wednesday, May 6, 2026 (11:45 AM - 1:30 PM) (EDT)
Categories
Roundtable Luncheon
Registered Guests
28
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