Welcome to our events
Dynamo Workshops – Dynamo Software hosts a series of regional events where clients can receive in-person training on Dynamo features, share product tips and best practices from their own experiences, and network with peers in the alternative investment industry.
Client Roundtables – The product and service teams host client luncheons throughout the year in multiple major cities, in order for clients to receive a personalized update on Dynamo Software’s strategic direction, as well as discuss changing business needs in their respective markets. This feedback helps shape the company’s product roadmap, including which features are added in future releases.
Free Client Webinars – Dynamo Software offers monthly webinars that are designed to help clients maximize the benefits from their Dynamo™ deployment. Topics for these online sessions are driven primarily by client needs and requests. Past subjects include “Customizing your Dynamo Workspace”, “Using Dynamo with Outlook”, and “Investor Transactions and Balances”. All past webinars are also stored on a dedicated video platform that is only accessible to current clients.
Dynamo University – Dynamo Software’s annual client-only educational conference. Dynamo users have an opportunity to learn how their peers use the Dynamo platform, receive tips and tricks from the product experts at Dynamo Software, spend one-on-one time with a configuration specialist to help you understand how to administer your Dynamo application, and network with fellow users. Learn about Dynamo University ’20 here.
Past Events
Events Search and Views Navigation
February 2017
Making K1 Management Efficient
Tax season is approaching, and alternative investment firms are responsible for distributing K-1s to their pool of investors. K-1 distribution occupies a burdensome amount of time and effort for fund managers, and distracts from tasks that could otherwise be completed. Dynamo Software, a leading provider of dedicated alternative investment management software since 1998, is holding a free presentation that illustrates best practices for streamlining K-1 consent and distribution. Attendees will learn technology-based methods for quickly generating and delivering the appropriate…
Find out more »March 2017
PartnerConnect East
The event features Buyouts East, VCJ East (previously known as Venture Alpha), the Private Real Estate Summit and, new this year, the Family Office Symposium.
Find out more »April 2017
Satisfying Your Investors Starts with Your Fund Accounting
Brian Woodall is the CEO of Lamplighter Financial, a prominent back-office service provider and fund administrator for private equity, venture capital, and real estate funds. An established fund administrator, Lamplighter’s leadership has instituted best practices to provide a cost-effective, high-quality investor reporting process that alleviates the burden general partners often feel from specialized fund accounting, meeting compliance mandates, and time-consuming report generation. Alyssa Ferenz is the VP of Finance and Chief Compliance Officer at Alliance Consumer Growth (“ACG”), a middle-market…
Find out more »Migrating Your LP Operations from MS Office
Endowments and pensions are feeling increased pressure to maintain their institutional mandate and “stay apace with their expected rate of return,” following a year when most endowments delivered negative returns and pensions experienced significant market volatility. Investment management software specific to institutional investors can ease this pressure by providing stronger insight into investment exposure and performance, and expediting mission-critical research and due diligence processes. Dynamo Software, a provider of configurable software solutions for limited partners, is holding an online roundtable…
Find out more »How Mobile Apps Help You Close the Best Deals
Successful alternative investment deal management requires both agile thinking and comprehensive, immediate access to institutional knowledge. When engaging with fund managers, limited partners, and other core stakeholders outside the office, the ability to retrieve critical information on demand through a mobile application is essential for quickly securing the optimal deals for your firm. Dynamo Software, an industry-specific technology provider that has optimized the productivity of general partners’ deal teams since 1998, is holding a free presentation demonstrating the utility of…
Find out more »September 2017
Win the Fundraising Game with Software
Register now! 2017 is predicted to be the largest fundraising year for private capital. Finish this year strong by leveraging software to crush your fundraising goals. Join us in discussing how to pitch to the best prospective investors at the best time, build relationships with interested investors, dominate your fundraising pipeline, optimize fundraising events, and ensure meetings go smoothly. This webinar will feature insight from Thomas Cozens, Dynamo's London-based private equity expert.
Find out more »New York Client Luncheon – September, 2017
Are you a current client looking to connect in-person with the Dynamo Software team? Reach out to Holly to secure your spot at our New York Client Luncheon.
Find out more »Chicago Client Luncheon – September, 2017
Are you a current client looking to connect in-person with the Dynamo Software team? Reach out to Holly to secure your spot at our Chicago Client Luncheon.
Find out more »October 2017
PartnerConnect West 2017
This year’s event again will cover PE, VC and Real Estate, with top LP and GP speakers in the region.
Find out more »Dynamo University 2017
Join fellow Dynamo users at our second annual client user event, where attendees will have an opportunity to learn how their peers use the Dynamo platform, receive tips and tricks from the product experts at Dynamo Software, spend one-on-one time with a configuration specialist to help you understand how to administer your Dynamo application, and network with fellow users. REGISTER NOW
Find out more »Dynamo Software UK Launch Party
Dynamo Software UK, our' new London office, will be hosting an evening of networking for our existing clients and extended client network. If you're an alternative asset fund manager or asset allocator, we'd love to have you represented at this networking event. Please join the Dynamo Software CEO and UK staff to celebrate on October 21st at: Churchill's Bar of the The Royal Horseguards Hotel 1 Whitehall Place London SW1A 2EJ To register, please click here
Find out more »November 2017
SuperInvestor 2016
SuperInvestor 2016 is the world's largest global private equity conference dedicated to enhancing relationships between general partners and limited partners. Featuring panel conversations with over 250 thought leaders in global private equity, and networking opportunities with over 1,000 industry decision-makers, SuperInvestor will feature intensive discussions focused on private debt, fundraising, and secondaries, and technology. Dynamo Software is proud to be a branded sponsor for SuperInvestor, and will be hosting the "SuperInvestor After Dark" Summit Day Boat Drinks Reception on November 15th.
Find out more »Due Diligence Tips
Increased regulatory scrutiny and an emphasis on multi-asset class strategies increased the complexity of operational due diligence, but constrained resources have hampered investors' ability to optimize this process. Convergence Inc.'s 2016 Operational Due Diligence Study revealed that 83% of institutional investor respondents reported 0-3 staff resources dedicated to due diligence, and respondents to JP Morgan's 2016 Institutional Investor Survey stated that their groups heavily rely on consultants for operational due diligence. Dynamo Software, a premier provider of…
Find out more »December 2017
Get Ahead of Investor Reporting Needs: How long can you wait to adopt an investor portal?
Dynamo Software is providing an educational webinar covering the analytical exploration of purchasing trends among their current and prospective clients. Participants will be able to learn about the adoption of investor reporting web solutions by their peers through objective analysis of the company’s last few years of sales and marketing data. General partners across all asset classes may take a keen interest in attending this 30 minute exploration of industry trends to help identify their technological maturity and likelihood for…
Find out more »What You Should Know Before Implementing Investment Management Software
Dynamo Software internal research revealed that among firms actively seeking an alternative investment management platform in 2015, 34% were previously utilizing generic office software, proprietary in-house tools, or manual methods for coordinating investment operations. Supported by over 17 years of intensive experience implementing configurable, industry-specific solutions for general and limited partners, Dynamo Software will be presenting an introductory guide for firms adopting their first software solution for managing relationships, portfolio performance, and reporting. Topics covered in this webinar include: Establishing…
Find out more »January 2018
Maximizing Your Return on Software Adoption
You can register for the webinar here.
Find out more »February 2018
Schedule K-1 Challenges & Solutions
Asset Allocators increasingly need more transparency into the underlying holdings of their portfolio funds. Join Dynamo Software and the Penn Office of Investments to learn how to leverage software to generate actionable reports for management and investment teams without the burden and delays of manual data entry. Register today!
Find out more »Completing the Picture: Holdings-Based Portfolio Exposure
Asset Allocators increasingly need more transparency into the underlying holdings of their portfolio funds. Join Dynamo Software and the Penn Office of Investments to learn how to leverage software to generate actionable reports for management and investment teams without the burden and delays of manual data entry. Register today!
Find out more »October 2018
Dynamo Software at GAIM Ops West
Planning on attending GAIM Ops West? Meet with Dynamo Software representatives during GAIM Ops West by visiting our booth. Bob Goldbaum, Dynamo’s VP of Strategy, is co-leading a discussion on LP’s use of software to manage research and investment processes. Contact Jaime Quirante to schedule a meeting, today : Jaime (at) dynamosoftware.com
Find out more »2015 Family Wealth Report Awards
New York,NY10019United States
The 2015 Family Wealth Report Awards celebrates experts, products, and services that demonstrate exceptional integrity, innovation and performance within the family office and wealth management industry. Netage is among the finalists for "Best CRM System" in the program's Wealth Management Technology categories, and is proud to be sponsoring a portion of the evening's events.
Find out more »New York Client Luncheon – October, 2018
New York,NY10020United States + Google Map
Please contact Holly Morin to learn how you can sign up to attend this private event.
Find out more »November 2018
Dynamo Software at ILPA Summit in NYC
Dynamo Software is proud to sponsor the 14th annual ILPA Summit in New York City on November 7-8th, 2018. Come by our booth and see how LPs as well as GPs benefit by being Dynamo Driven!
Find out more »Dynamo Software’s Annual Client Conference in the UK
Dynamo Software’s annual Client Conference will occur in London on November 8th, 2018. Join other Dynamo users for our company update form leadership, product updates, and detailed sessions on exciting new features. The event has limited space, register today!
Find out more »February 2019
Breeze Through Your K-1 Distribution Webinar
Join VP of Sales, Private Markets, Rick Rapacki, Jr. for a webinar detailing the steps for K-1 distribution with Dynamo. To register for the webinar, click here: https://pages.dynamosoftware.com/022019Webinar.html
Find out more »SuperReturn International
Dynamo Software will be attending SuperReturn International 2019 in Berlin, Germany. This week long conference is the world's largest private equity and venture capital event, and will host 2,500+ attendees and 400+ speakers. This gathering will include 6 educational summits and hundreds of sessions including interviews, informal sessions, keynote addresses, and engaged discussions covering trends and topics in the private equity and venture capital space. If you'd like to schedule a time to speak with Dynamo representatives at this event,…
Find out more »Cutter Wealth Conference
Dynamo Software will Sponsor the Cutter Wealth Conference in London this February. This invite-only event will cover trends and topics surrounding technology and operations in the wealth management industry. To schedule time to meet with a Dynamo representative, please contact Luna Messino.
Find out more »March 2019
ALTSLA 2019
Los Angeles,90071United States + Google Map
Dynamo Software is proudly sponsoring ALTSLA 2019, the west coast's premier alternative investment conference.
Find out more »ALTSHK 2019
Dynamo Software will be sponsoring ALTSHK 2019 in Hong Kong. This event was developed as a local, investor-centric and educationally focused one-day forum co-hosted by the CAIA Association and supported by the Hong Kong Society of Financial Analysts (HKSFA) and Markets Group.
Find out more »May 2019
Private Equity US Spring Forum
Dynamo Software will sponsor Markets Group's 8th annual Private Equity US Spring Forum in New York this May. This two-day conference for investors will cover trends and topics in the private equity investments landscape. To schedule time to meet with a Dynamo representative, please contact Jaime Quirante.
Find out more »June 2019
Dynamo University 2019
Dynamo University is back in session! Join us for our third user conference taking place June 3rd - 4th, 2019 at the Westin Copley in Boston, Massachusetts.
Find out more »August 2019
ILPA – Co-hosted Actionable ESG Investing (Stockholm)
ILPA is delighted to be returning to Stockholm this August to examine the more practical reality of ESG for limited partners. The topic of ESG is pervasive throughout the Private Equity industry with the conversation often focused at the industry or organizational level, and addressing ESG’s broadest permutations. Join Dynamo Software and ILPA for an agenda which includes the debut of new ILPA curated insights on how ILPA members are defining, acting and communicating inside their organizations on ESG activities.…
Find out more »September 2019
IMN Real Estate CFO & COO Forum East
Dynamo Software will sponsor the 8th annual Real Estate CFO & COO Forum (East) in New York this September 5-6th. The forum, produced by IMN, offers sessions covering the latest trends in accounting, regulations, and technology, and offers extensive networking opportunities. To schedule time to meet with a Dynamo representative, please contact Trevor Davis.
Find out more »Private Equity Europe Forum
Dynamo Software will sponsor the 3rd annual Private Equity Europe Forum in London this September. The forum, produced by Markets Group, is the leading investor centric meeting for LPs investing in private markets across Europe and globally. To schedule time to meet with a Dynamo representative, please contact Luna Messino.
Find out more »October 2019
MN CAIA Chapter Launch
Minneapolis,MN55415United States + Google Map
Dynamo Software is proud to sponsor the CAIA Minnesota Chapter Launch. This October, Former Massachusetts Governor and Bain Capital Executive Deval Patrick and Minnesota Entrepreneur Eric Dayton will lead a discussion on Responsible Capitalism. Join us as the CAIA Association in Minnesota officially becomes the 31st global chapter. To schedule time to speak with a Dynamo representative, contact Trevor Davis at [email protected]
Find out more »ALTS-TX
Dynamo Software will sponsor Markets Group's ALTS TX conference in Texas this October. With over 600+ delegates and leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto and more. To schedule time to meet with a Dynamo representative, please contact Trevor Davis at [email protected]
Find out more »February 2020
SuperReturn International
Dynamo Software will be attending SuperReturn International in Berlin this February. SuperReturn International is the world's largest private equity and venture capital event, with 3,000+ decision-makers, 1,000+ LPs, 1,300+ GPs and 450+ speakers. Admission is free for development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification. If you'd like to schedule a time to speak with Dynamo representatives at this event, please reach out to Rob Pickett at [email protected]
Find out more »March 2020
NCREIF Solutions Expo
Phoenix,AZ85016United States + Google Map
Dynamo Software will sponsor the NCREIF Solutions Expo in Phoenix, Arizona, this March. In their first-ever expo, NCREIF is inviting providers of investment software technologies that members want to learn more about. These providers will be a mix of old friends showing off new advancements, as well as new faces to the NCREIF crowd. Come take advantage of this opportunity to learn about our solutions. If you'd like to schedule a time to speak with Dynamo representatives at this event,…
Find out more »West Institutional Real Estate Investor Forum
Dynamo Software will be attending the 5th Annual West Institutional Real Estate Investor Forum in San Francisco this March. It will provide, in a closed door and non-salesy environment, a platform for peer to peer knowledge exchange for the institutional and HNW wealth management community with a specific focus on allocations to real estate. Coverage is constantly updated to reflect the latest in core, value add, real estate debt, industrial and hospitality investments spanning building initial allocations to managing multi-billion…
Find out more »April 2020
Webinar: Dynamo Accounting: Driving Efficiencies For GPs
Don't miss our Dynamo Accounting: Driving Efficiencies For GPs webinar on Thursday, April 30th, at 1:00 PM EST. This webinar, presented in Q&A format, will cover questions surrounding streamlining the year-end close process, ILPA standard formats, and year end K-1s. Register here!
Find out more »May 2020
Webinar: Dynamo LP: Automating Capital Account Balances Extraction
Join our upcoming webinar to learn how Dynamo Data Services can automate the extraction of capital account balances and other financial data from fund manager-provided PDFs. Momchi Barros-Mitov, Director of Data Services, will present the capabilities and positive business outcomes of this offering. Dynamo is excited to share that our guest speaker will be Beth Gilje, Director at the Penn Office of Investments. Beth will share Penn’s perspective on the efficiencies that their operations team has gained from adopting this…
Find out more »Dynamo & NVCA Webinar: Back Office Best Practices to Collaborate Remotely and Improve LP Statements & Reporting
Join NVCA, Erin Mauro from Matrix Partners, and Dynamo Software for a thought leadership webinar discussing automating, auditing, and reporting investor allocations and statements, as well as web portal basics to improve the investor statement distribution process. Register here.
Find out more »Webinar: Investor Portal Overview
Leverage your investor portal to keep LP's informed through technology during uncertain markets and times In this webinar presented by Dynamo’s Alex MacDonald, we will cover how Dynamo’s investor portal enables you to: • Increase transparency with your investors by allowing them to view your account financials and investment strategy • Open a 2-way communication center between you and your investors • Maintain a secure document storage system for clients to easily access K1’s, quarterly reports, statements, etc. • Allow…
Find out more »June 2020
[Postponed] Dynamo University 2020
Due to the uncertainty caused by the spread of COVID-19, we have decided to postpone Dynamo University until next year. Please check back later this year for more details. Original Description: Dynamo University is back in session! Join us for our fourth user conference taking place June 11-12th, 2020 at the Westin Copley in Boston, Massachusetts Dynamo users will learn how their peers use the Dynamo and PEView platform, receive tips and tricks from the product experts at Dynamo Software,…
Find out more »Webinar: The New Normal in Venture Capital: Origination, PortCo Monitoring / Progression, Fundraising & Related Operations
In Dynamo’s next webinar collaboration with NVCA, we will be joined by Alan Wink from EisnerAmper, Nick Canderan from CIVC, and Gillian Munson from Union Square Ventures to take a deep dive into deal sourcing and portfolio management as the world adjusts to an unprecedented economic landscape. We’ll cover: Sourcing deals from your home office The state of Portfolio Companies Mentoring management teams to navigate the new normal Securing the next round / the new normal for roadshows Monitoring PortCo’s…
Find out more »AITEC 8th Annual Golf Classic
West Orange,NJ07052United States + Google Map
Dynamo Software will be attending the 8th annual AITEC Golf Classic in New Jersey this June. A core value of AITEC is giving back to the greater community through the AITEC Gives Back Foundation, a 501(c)(3) not-for-profit organization. The foundation has raised over $2.3 million in charitable donations to benefit several veteran and youth projects since its inception in 2013. If you'd like to schedule a time to speak with Dynamo representatives at this event, please reach out to Rob…
Find out more »