September 16, Philadelphia: IA Compliance: Master Emerging Challenges conference. Three SEC folks are attending, alongside DLA Piper’s John Grady and others plus subjects covering cybersecurity, examinations and Ray Lucia on how he battled – and won – against the SEC. E-mail Daniel Gray at for details.

October 3-4, San Francisco: Private Fund Compliance Forum. The full speaker line-up is yet to be announced but discussions on the California Privacy Act, new tech, private credit and start-ups are scheduled. Email Zakira Ralling at for details.

October 16-17, New York: Operating Partners Forum. In its ninth year, the event is bigger, better and now with two Think Tank sessions and ones on leadership, talent and marketing. E-mail Marc Mele at to register your interest and secure agenda.

January 22-23, New York: CFOs and COOs Forum 2020. The big one! It’s too early for full agenda and speakers but more than 600 people attended last year and those breakout sessions were outstanding. From clawback models to the good and bad in outsourcing – plus no-punches-pulled private Think Tank sessions – the agenda was ace. Expect even better early next year. Email for details.