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
793 Boylston Street
Boston, MA 02116 United States
Roundtable Luncheon
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