Laying the Foundation of Your New Firm
NAIC NextGen Symposium Series
February 6, 2025
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4:00 PM - 6:35 PM
Webinar
Partner O'Kelly McWilliams will be leading the first session in the National Association of Investment Companies' (NAIC) NextGen Symposium virtual series. He will discuss the process of launching a firm and the transition from overseeing deals to leading a team. Mr. McWilliams will highlight key factors shaping a firm, such as culture, governance and collaboration, as well as share advice for how to lay the groundwork for a thriving partnership.