Webinar: Compounding Knowledge: Making Operations the Edge in Capital Formation

Fundraising often stretches capital formation teams to their operational limit. 

But it doesn’t have to be that way. 

Firms that marshal knowledge through operations and AI are starting to compound advantages others can't match: Faster raises. Stickier LPs. Each cycle builds on the last. 

This webinar convenes senior voices to discuss where the brute-force ceiling is hitting, what diligence is picking up across the GP landscape, and how the operating model behind capital formation is being rebuilt - within firms and across the industry. 

Webinar Details

June 2, 2026
12:30 - 1:30 PM ET
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In partnership with

Meet our speakers

GP and LP operation, technology and data leaders: in one room. Aligning on the technologies, systems, and operating models shaping what comes next.

Scott Voss

Managing Director and Senior Market Strategist,

HarbourVest

Ray Grant

VP, Partnerships & Strategic Initiatives,

Altvia

Justin Woodley

Vice President, Product Management

StepStone

Scott MacDonald

Creator and Podcaster,

Investment Management Operations Podcast

Sam Tidswell-Norrish

Partner

Access Holdings

Who it’s for

Attendance is curated to ensure value. If you're building, scaling, or optimizing a private credit platform, you’ll be among your peers.

want to learn more about the audience?

Who’s coming

COOs & Heads of Operations

Operating leaders rebuilding the information stack so each fundraise compounds on the last

Heads of IR & Capital Formation

Senior IR and capital formation leads at mid-market and emerging GPs preparing for the next raise

R Operations & Technology Leads

The people connecting LP, deal, and portfolio data across cycles

Agenda

12:30 PM
Opening Comments
  • Marc Andrew, Founder, The Private Markets Forum
12:35 PM
Panel: Building the Operating Model That Drives Capital Formation

Capital formation teams are running fundraises on systems built for a smaller, slower era: LP relationships, deal context, and meeting history sit in inboxes, decks, and people's heads. Speakers will explore how the operating model is being rebuilt 0- from inside GPs, from the placement seat, and from the diligence view across hundreds of firms each year.

  • Scott Voss, Managing Director and Senior Market Strategist, HarbourVest
  • Ray Grant, VP, Partnerships & Strategic Initiatives, Altvia
  • Justin Woodley, Vice President, Product Management, StepStone
    • Panel Chair: Scott MacDonald, Creator and Podcaster, Investment  Management Operations Podcast

1:20 PM
Audience Q&A

Open to all attendees.

Interested in sponsoring?

Partner with The Private Markets Forum to engage senior decision-makers shaping private markets infrastructure.