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DTSTART;TZID=America/Chicago:20260518T170000
DTEND;TZID=America/Chicago:20260518T193000
DTSTAMP:20260615T234850
CREATED:20260518T181001Z
LAST-MODIFIED:20260518T181001Z
UID:10000349-1779123600-1779132600@www.pewin.org
SUMMARY:May 18 - PEWIN Twin Cities | Wealth Management Insights and Strategies
DESCRIPTION:You are invited to join PEWIN Twin Cities at the JPMorgan Private Bank offices for an engaging evening discussing Wealth Management Insights and Strategies.\nOur speakers will cover wealth management and planning\, including the role of advisors and how firms like JPMorgan Private Bank fit into the broader landscape. We’ll walk through the essentials of building a wealth plan—what it is\, why it matters\, and the key questions it helps answer—before touching on more advanced considerations like concentrated positions and carried interest. We’ll also cover smart financial hygiene practices and practical ways to get the most value from your advisor. We’ll leave plenty of time for Q&A and open discussion.\nDate: Monday\, May 18\, 2026\nTime: 5:00 pm – 7:30 pm\nLocation: JPMorgan Private Bank’s North Loop Office\n241 North 5th Avenue\, Suite 900\nMinneapolis\, MN 55401\nFee: Complimentary\nAgenda\nIntroduction to Wealth Management & Wealth Planning\nIntro of hosts\nBrief overview of what wealth advisors do\, the difference types of advisors\, and where JPMorgan Private Bank fits.\nWhat is a wealth plan?\nWhy are wealth plans an important tool? What do they help answer?\nWealth Planning for Financial Professionals\nPlanning with concentrated positions\nPlanning with carried interest\nGood Financial Hygiene\nThings everyone should do (correct account beneficiaries\, using stock to gift to charity\, etc.)\nThings you could do (annual exclusion gifting\, donor advised fund\, etc.)\nMaximizing the Value of an Advisor\nWhat questions should you be asking your advisor?\nInputs/outputs of a wealth plan\nQ&A on the above or anything else top of mind\nThank you to our sponsor\, JP Morgan Private Bank!  \nQuestions can be directed to Dawn Owens at dowens@ttcapitalpartners.com\n* When attending PEWIN events\, photography may take place throughout the program.
URL:http://www.pewin.org/event/may-18-pewin-twin-cities-wealth-management-insights-and-strategies/
LOCATION:JPMorgan Private Bank’s North Loop Office\, 241 5th Ave N\, Minneapolis\, MN\, United States
CATEGORIES:PEWIN Event
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260518T180000
DTEND;TZID=Europe/London:20260518T203000
DTSTAMP:20260615T234850
CREATED:20260518T181001Z
LAST-MODIFIED:20260518T181001Z
UID:10000348-1779127200-1779136200@www.pewin.org
SUMMARY:May 18 - PEWIN London | The UK Pensions Opportunity: Private Assets\, Defined Contribution Innovation and Market Evolution
DESCRIPTION:SORRY\, WE HAVE REACHED CAPACITY\, please email us at support@pewin.org to join the waitlist\, we will be reconfirming attendance and open up available spots soon.\nPEWIN London invites you to join an interactive discussion on the evolving manner in which private assets are being incorporated into the broader UK pensions conversation\, focusing specifically on the UK defined contribution landscape.\nSpeakers will discuss investment opportunities\, market development\, and the legal and policy considerations shaping access and implementation for both institutions and individuals. The panel will explore the current state of play\, practical considerations for allocators and fund managers\, and what lies ahead for providers\, sponsors and investors.\nThere will be ample opportunity for Q and A as well as networking time before and after our program.\nOur full panel roster will be announced shortly and will include:\nLora Froud\, Partner\, Head of Regulated Funds\, Macfarlanes LLP\nFaye Jarvis\, Partner\, Macfarlanes LLP\nRachel Farrell\, Director of Public and Private Markets\, Nest Pensions\nKaren Donald\, Head of Product\, Private Markets\, M&G Investments\nDate: Monday\, May 18\, 2026\nTime: 6:00 pm – 8:30 pm\nDrinks and Canapes will be served\nVenue: Macfarlanes LLP\n20 Cursitor St\nLondon EC4A 1LT\, United Kingdom\nCost: Complimentary\nAgenda\n6:00pm: Arrival and Networking\n6:30pm: Panel Discussion\n7:30: Drinks\, Canapes\, Networking\nThank you to our generous host\, Macfarlanes LLP  \nQuestions can be directed to Ana Maria Harrison at aharrison@adamsstreetpartners.com.\n* When attending PEWIN events\, photography may take place throughout the program.
URL:http://www.pewin.org/event/may-18-pewin-london-the-uk-pensions-opportunity-private-assets-defined-contribution-innovation-and-market-evolution/
LOCATION:Macfarlanes LLP\, 20 Cursitor Street\, Farringdon Without\, United Kingdom
CATEGORIES:PEWIN Event
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260521T083000
DTEND;TZID=America/Toronto:20260521T103000
DTSTAMP:20260615T234850
CREATED:20260518T181001Z
LAST-MODIFIED:20260520T183439Z
UID:10000350-1779352200-1779359400@www.pewin.org
SUMMARY:May 21 - PEWIN Toronto and WPCC | Trade Winds & Capital Flows - A Breakfast Conversation with Alison Nankivell\, CEO of Export Development Canada
DESCRIPTION:PEWIN Toronto and Women in Private Capital Canada (WPCC) are pleased to invite you to an exclusive breakfast and fireside chat with Alison Nankivell\, President and CEO of Export Development Canada. As part of this important conversation\, Alison will share her unique perspective on the current state of global trade and its implications for private markets.\nTanya Carmichael — a longtime private equity leader and executive coach to leadership teams — will lead the conversation\, exploring Alison’s vantage point at the EDC and how her background in private capital has shaped her thinking.\nThere has never been a more dynamic or uncertain moment in the global economy. We are fortunate to have Alison share her insights — and we will leave ample time for your questions.\nDate: Thursday\, May 21\, 2026\nTime: 8:30 am – 10:30 am\nLight Breakfast will be provided\nLocation: McCarthy Tétrault LLP\n66 Wellington Street West\, Suite 5300\nToronto\, ON M5K 1E6\nFee: Complimentary\nThank you to our generous host\, McCarthy Tetrault!  \nQuestions can be directed to Questions can be directed to Lisa Schuetz at lisaschuetz@pewin.org\n* When attending PEWIN events\, photography may take place throughout the program.
URL:http://www.pewin.org/event/may-21-pewin-toronto-and-wpcc-trade-winds-capital-flows-a-breakfast-conversation-with-alison-nankivell-ceo-of-export-development-canada/
LOCATION:McCarthy Tétrault LLP\, 66 Wellington Street West\, Suite 5300\, Toronto\, Ontario\, M5K 1E6\, Canada
CATEGORIES:PEWIN Event
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260526T163000
DTEND;TZID=America/New_York:20260526T193000
DTSTAMP:20260615T234850
CREATED:20260518T181001Z
LAST-MODIFIED:20260526T190533Z
UID:10000351-1779813000-1779823800@www.pewin.org
SUMMARY:May 26 | New York - PEWIN & KPMG: Rise of Retail
DESCRIPTION:Private Markets in the Age of Individual Capital: Are You Prepared?\nThe landscape of private markets is undergoing a profound transformation. As individual investors emerge as a powerful and growing source of capital\, traditional models are being reshaped—creating new opportunities\, challenges\, and questions for both General Partners and Limited Partners alike.\nJoin PEWIN members and KPMG for an engaging evening of insights and discussion on the democratization of private markets. Our panel of industry leaders will explore the current state of play and what lies ahead\, including where growth is accelerating\, how firms are adapting to this shift\, and the strategies being used to access new capital while maintaining alignment and discipline.\nFeatured Panelists\nIlce Kozaroski – Moderator\, US Industry Leader\, Private Credit & Retail\, KPMG\nAlisa Amarosa Wood\, KKR & Co-CEO\, K-PEC\nGenie Cesar-Fabian\, General Counsel & COO\, ILPA\nKatie Moore\, Managing Director of Fund Investment & Managed Solutions\, Hamilton Lane\nWhether you’re actively investing or evaluating how to participate in this evolving ecosystem\, this session will provide valuable perspectives on the expanding range of options available to individual investors—and what it takes to navigate them effectively.\nDesigned to be highly interactive\, this event invites you to bring your questions\, experiences\, and viewpoints to the conversation. Connect with peers\, exchange ideas\, and deepen your understanding in a collaborative setting.\nEnjoy ample time for networking before and after the discussion as you build relationships within the PEWIN community and beyond.\nDate: Tuesday\, May 26\, 2026\nTime: 4:30 pm – 7:30 pm\nLocation: KPMG New York Office\n375 9th Avenue\nTwo Manhattan West\nNew York\, NY 10001\nFee: Complimentary\nREGISTER\nFor any questions about the event\, please contact Lisa Schuetz\, Director of Community and Engagement\, at lisaschuetz@pewin.org.\n* When attending PEWIN events\, photography may take place throughout the program.
URL:http://www.pewin.org/event/may-26-new-york-pewin-kpmg-rise-of-retail/
LOCATION:KPMG New York Office\, 375 9 Ave\, New York\, NY\, United States
CATEGORIES:PEWIN Event
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T110000
DTEND;TZID=America/New_York:20260527T120000
DTSTAMP:20260615T234850
CREATED:20260518T181001Z
LAST-MODIFIED:20260526T190533Z
UID:10000352-1779879600-1779883200@www.pewin.org
SUMMARY:May 27 | Virtual - PEWIN LP-Only Conversation: Needs & Leads Peer Perspectives
DESCRIPTION:You are invited to join our May LP Peer-to-Peer session for an interactive Needs & Leads Exchange focused on sharing challenges\, offering insights and support\, and collective problem-solving across the LP community.\nThis format is one of our most popular and productive in-person gatherings – and we look forrward to bringing it to our LP Peer-to-Peer online community.   The session will be round robin format\, creating space for LPs to surface current priorities and tap into the collective expertise of the group.  Through candid conversation\, participants can share perspectives\, seek input\, offer counsel\, and generate momentum for the months ahead.\nDetails are as follows:\nDate: Wedesday\, May 27\, 2026\nTime: 11:00 am – 12:00 pm eastern U.S.\nZoom: Sign in provided to registered attendees\nWhether you come with a specific challenge\, a market insight\, or simply a willingness to engage with peers\, we hope you will join us.\nAs always\, this LP-only session will be conducted under Chatham House Rule to encourage open and candid discussion.\n***  In order to keep the conversation robust and confidential\, you must be an active PEWIN member LP investing in institutional funds to participate.  This invitation is NOT transferable and we ask that no virtual assistants are activated by participants.***\nQuestions? Please reach out to Moby Thomas (mobythomas@pewin.org)\nPEWIN hosts monthly LP-Only Peer-to-Peer conversations led by our members. These sessions will take place virtually every month\, creating a forum for you to connect\, exchange ideas\, and discuss topics central to your allocator’s work.
URL:http://www.pewin.org/event/may-27-virtual-pewin-lp-only-conversation-needs-leads-peer-perspectives/
LOCATION:https://members.pewin.org/event/may-27-virtual-pewin-lp-only-conversation-needs-leads-peer-perspectives/
CATEGORIES:PEWIN Event
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T180000
DTEND;TZID=America/New_York:20260527T193000
DTSTAMP:20260615T234850
CREATED:20260518T181002Z
LAST-MODIFIED:20260526T190533Z
UID:10000353-1779904800-1779910200@www.pewin.org
SUMMARY:May 27 - PEWIN Southeast | Spring Networking Event
DESCRIPTION:The PEWIN Southeast chapter is excited to invite our members and emerging leaders (Ascendees) to come together for an evening of thoughtful conversations and a chance to build relationships. \nWe will welcome Emily Love\, Certified Life Coach and Founder of Emily Love Coaching\, for a fun and interactive introduction to the evening. \nDate: Wednesday\, May 27\, 2026\nTime: 6:00pm – 7:30pm\nLight bites and drinks will be served\nVenue: The University Financing Foundation\nLocated in the Century One Building\n75 Fifth Street NW Suite 1025\nAtlanta\, GA 30308\nCost: Complimentary\nThank you to our host\, The University Financing Foundation (TUFF)!  \nQuestions can be directed to Allison Hill at ahill@roarkcapital.com.\n* When attending PEWIN events\, photography may take place throughout the program.
URL:http://www.pewin.org/event/may-27-pewin-southeast-spring-networking-event/
LOCATION:The University Financing Foundation\, Atlanta\, GA\, United States
CATEGORIES:PEWIN Event
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T140000
DTEND;TZID=America/New_York:20260528T160000
DTSTAMP:20260615T234850
CREATED:20260518T181002Z
LAST-MODIFIED:20260526T190533Z
UID:10000354-1779976800-1779984000@www.pewin.org
SUMMARY:May 28 - PEWIN Boston | Secondaries Take Center Stage: Do you have the Edge?
DESCRIPTION:You are invited to join PEWIN Boston for a conversational panel titled “Secondaries Take Center Stage: Do you have the Edge?” with featured speakers Christine Patrinos from Monument Group\, Helen Huang from Mass PRIM\, and Emily Ren from HarbourVest Partners.\nThe panel will explore the rapid evolution of the private equity secondary market from a tactical opportunity set into a core portfolio strategy. We’ll discuss how LP-led transactions are being repositioned from opportunistic trades to deliberate portfolio allocation tools\, and unpack the growing complexity of GP-led deals. Finally\, we’ll look ahead at what’s next for secondaries—how market dynamics\, liquidity needs\, and innovation are shaping the future of this increasingly central asset class.\nDate: Thursday\, May 28\, 2026\nTime: 2:00 pm – 4:00 pm\nBeverages and light snacks will be provided\nLocation: NEPC Headquarters\n225 Franklin Street\, 29th Floor Boston\, MA 02110\nFee: $50 for GPs\, $25 for fee bearing LPs\nComplimentary for institutional LPs\nThank you to our hosts\, NEPC and Monument Group!\n      \nQuestions can be directed to Sarah Samuels at SSamuels@nepc.com.\n \n* When attending PEWIN events\, photography may take place throughout the program.
URL:http://www.pewin.org/event/may-28-pewin-boston-secondaries-take-center-stage-do-you-have-the-edge/
LOCATION:NEPC\, 225 Franklin St\, Boston\, MA\, United States
CATEGORIES:PEWIN Event
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