Debunking the Myths

Diverse-owned alternative investment management firms face a host of unsubstantiated misconceptions. Learn the truth based on facts and research.

Member Data

A deep look at NAIC’s member firms provides compelling evidence for investing with diverse managers. IntelligentNAIC aggregates member firm information to deliver proprietary diverse-manager research.

Industry Research

View curated studies in support of investing with diverse managers produced by leading third-party entities.

Member List

View NAIC’s member firms, categorized by investment strategy.

Member Data

A deep look at NAIC’s member firms provides compelling evidence for investing with diverse managers. IntelligentNAIC aggregates member firm information to deliver proprietary diverse-manager research.

Member Benefits

Learn why NAIC has become the largest network of diverse-owned alternative investment firms and why our membership continues to grow. Our vast array of programs and initiatives support firms in all stages and strategies.

Become a Member

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Multi-Year Partnerships

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Sponsorships

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Industry Alliances

NAIC is proud to have alliances with many of the largest and most influential institutional investor organizations. Learn more about these organizations that participate in our programs and events.

Overview

Explore the ways you can engage with NAIC. Learn about our programs and initiatives that connect diverse investment managers and capital allocators; develop skills and competencies; provide data and insights; and propel diverse careers. We offer events, programs, tools and reports, all in support of our mission: to increase the flow of capital to successful diverse alternative asset managers.

NAIC Access

Experience programs and initiatives that connect diverse-owned alternative investment firms and capital allocators.

Annual LP Meetup
Fundraising Advisory Support Tracker (FAST)
Institutional Investor Roadshows
Managers in the Market (MINT) Report
Midsummer VIP Reception

NAIC Academy

Experience programs and initiatives that develop skills and competencies to succeed in the alternative investment industry.

ENGAGE Trustee Education
NAIC Insights Series
NextGen Symposium

NAIC Advocacy

Experience programs and initiatives that provide data and insights that support investing with diverse-owned investment managers.

Federal Pension Initiative
IntelligentNAIC Member Data
Market Update Videos
Performance Report: Examining the Returns
Perspectives Video Series
Thought Leadership
MBE Certification Program

NAIC Advancement

Experience programs and initiatives that propel the careers of diverse professionals.

Career Opportunities
MBA Fellowship Program
Women in Alternatives (WIA)
WIA - UP: Fellowship Program
WIA - BEYOND: Training for General Partners

About NAIC

Read about NAIC’s history and mission, and our journey to becoming the largest network of diverse-owned alternative investment firms.

Leadership Team

Meet the NAIC leadership, staff, and Board of Directors.

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NextGen Symposium

Establishing the Next Generation of Alternative Investment Firms

When

The 2025 NextGen Symposium is scheduled for February 6 through April 10, 2025.

Where

Virtual weekly sessions are supplemented with in-person networking opportunities.

NextGen Symposium

Establishing the Next Generation of Alternative Investment Firms Symposium (NextGen) is NAIC’s industry-leading series of intensive virtual training sessions dedicated to educating and empowering a new generation of female and ethnically diverse general partners.

NextGen’s nine immersive sessions are crafted to provide participants with comprehensive information about how to build a firm and effectively navigate the process of raising capital.

Our unique approach allows attendees to learn from industry-leading experts and executives who have successfully raised funds and gain valuable insights from capital allocators.

Hear from a Previous NextGen Symposium Participant

Kenneth Saffold, Co-Founder & Managing Partner

“

This was a wonderful program that covered all the main aspects of starting/building a proper firm. The experts that presented the topics were amazing! And they were available to answer questions live which was very helpful.

Symposiums like this are an invaluable resource for those of us who do not come from traditional PE backgrounds and did not grow up surrounded by investment banks and other private markets. If I had attended this symposium two years ago when I first started my journey it would have brought me beyond my current point in six months.

Really satisfying the way you address different issues we usually experience or think about as fund managers. I have attended different programs but this approach you have is the best one.

Previous

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2025 Agenda

Each session in our course will cover a different aspect of building your firm, from laying the foundation of your business to raising capital. Recordings will be made available for registrants who are unable to attend.

Session 1

February 6, 2025

Laying the Foundation of Your New Firm

Now that you’ve decided to launch your own firm, are you truly prepared for the road ahead? This session will explore the journey from managing deals to managing people, establishing a culture, managing logistical and human resources issues, including:

Important considerations when building your firm (culture, governance, and collaboration)
Responsibilities of the Founder & Managing Partner
Establishing the foundations of a successful partnership
Essential role of the partnership agreement

Session 2

February 13, 2025

Team, Track Record, and Strategy: Your Recipe for Success

This session will explore the critical roles and skills required to round out an institutionally sound firm. A leading capital allocator will cover what positions within your team will be critical to your success, the team members you should have in place, and key advisory roles that you should fill as well as the range of third-party services available as you construct a solid offering. This session will cover:

Investment team composition
Advisors, operating partners, and co-investors
Constructing a back office team
Establishing your track record

Session 3

February 20, 2025

Attracting Capital: Building a Winning Go-to-Market Strategy

In the crowded and competitive field of fundraising, it is critical to hone your messaging, define your brand and clearly articulate your competitive advantage. In this session, you will hear from industry leaders about how to effectively differentiate your strategy, how to attract attention from LPs, and how to pitch to different investor types. You’ll explore:

Key differentiators
Building your story: team, market opportunity, investment strategy, and track record
The role of friends & family engaging your initial Limited Partners
Crafting your brand: firm and fund marketing materials

This session wraps up with an invaluable panel discussion with successful founders. NAIC member firms will share lessons they learned, the real cost of launching and operating an institutional-grade firm, their experiences with raising capital, and the realities of being an entrepreneur and raising a fund in the competitive universe of alternative investments.

Session 4

February 27, 2025

Behind the Scenes: Capital Allocator Insights

In this session, you will hear directly from one of the top capital allocators in alternative investments. Hear first-hand about the intricacies of the due diligence process, how decisions are made, the do’s and don’ts of interacting with potential LPs and what the competitive landscape looks like for diverse and emerging managers.

Session 5

March 6, 2025

Risk Mitigation: Protecting Your Firm & Enhancing Your Deals

The asset management world is rife with risks and uncertainties. In this session, global leaders in risk management will instruct how best to protect your firm, partners, and deals from common risks. You will also learn about innovative products in the market that can increase the value of a deal or strongly position your firm in competitive deal situations. Topics include:

Key fund level insurances
Key employee level insurances/risk management
Cyber liability insurance and risk management for fund and portfolio companies
IP valuation and price modeling
Due diligence (Human Capital, Property Insurance and Cyber Security) for acquisitions
Transactional insurance (Reps & Warranties insurance, tax liability insurance, litigation insurance)

Session 6

March 13, 2025

Back Office Essentials: Compliance, Reporting, and Tax Considerations

Compliance and regulatory requirements, institutional investor reporting standards, and cash/treasury management are all areas that are often underestimated by new managers – both in their importance and complexity – with potentially dire consequences if not properly managed. Experts from a leading global tax firm will cover these key area and will review what you need to do to make sure you are well-covered as you build and grow your firm. Topics include:

Regulatory & compliance essentials
Private equity administration
Hybrid funds / Investor services
Management company accounting

Session 7

March 20, 2025

Structuring Your Firm: Important Legal Considerations

From the impact of securities laws on marketing, to fund and sponsor structuring, to the intricacies of fund documentation and closings, you will learn the critical components of how best to structurally set up your firm for success from one of the world’s top law firms. Topics include:

Fund structuring
Fund documentation
Marketing considerations
The closing process

Session 8

March 27, 2025

Alternative Asset Class Deep Dive: Private Equity, Venture Capital, Real Estate, and SBIC

While many of the firm building strategies and structural considerations are similar across alternative asset classes, there are nuances within each. During the final session, we will separate into 4 breakout groups in order to take a deep dive into the specific considerations required when starting a Private Equity, Venture Capital, Real Estate, and SBIC firm. Each breakout session will include a panel discussion led by successful firm leaders and a panel of experienced firm leaders in each asset class.

Session 9

April 10, 2025

Money, Money, Money: Preparing for the Financial Journey and In-Person Networking in NYC

Participants who have already launched a firm and are raising a fund have the option to attend this session in person in New York City. The session will conclude with a 90-minute networking session with symposium speakers and others in the NAIC network, including professionals at service providers who are dedicated to helping diverse-owned firms succeed.

Who Should Attend

Diverse alternative investment firm founders who recently launched or those thinking about launching their firm in the next 6-12 months.

For additional information about NextGen, please contact us at nextgen@naicpe.com.

Thank You to Our Generous Sponsors

Multi-Year Corporate Partners

2024 NextGen Sponsors

To learn more about sponsorship opportunities, please contact Tina McIntyre at tmcintyre@naicpe.com.

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