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February 2017

Making K1 Management Efficient

February 28, 2017
GoToWebinar United States

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…

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March 2017

PartnerConnect East

March 21, 2017
Boston, MA

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.

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April 2017

Satisfying Your Investors Starts with Your Fund Accounting

April 12, 2017

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…

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Migrating Your LP Operations from MS Office

April 25, 2017
GoToWebinar United States

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…

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How Mobile Apps Help You Close the Best Deals

April 27, 2017 @ 00:00 EDT

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…

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September 2017

Win the Fundraising Game with Software

September 7, 2017
GoToWebinar United States

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.

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New York Client Luncheon – September, 2017

September 14, 2017
Del Frisco’s; 1221 Avenue of the Americas, New York CA United States

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.

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Chicago Client Luncheon – September, 2017

September 21, 2017
Chicago, IL IL United States

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.

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October 2017

PartnerConnect West 2017

October 10, 2017
Half Moon Bay, CA

This year’s event again will cover PE, VC and Real Estate, with top LP and GP speakers in the region.

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Dynamo University 2017

October 12, 2017
The Westin Copley in Boston, MA CA United States

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

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Dynamo Software UK Launch Party

October 21, 2017
London, UK

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

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November 2017

SuperInvestor 2016

November 15, 2017
Hotel Okura, Amsterdam

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.

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Due Diligence Tips

November 17, 2017
GoToWebinar United States

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…

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December 2017

Get Ahead of Investor Reporting Needs: How long can you wait to adopt an investor portal?

December 22, 2017
GoToWebinar United States

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…

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What You Should Know Before Implementing Investment Management Software

December 23, 2017
GoToWebinar United States

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…

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January 2018

Maximizing Your Return on Software Adoption

January 18, 2018
GoToWebinar United States

You can register for the webinar here.

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February 2018

Schedule K-1 Challenges & Solutions

February 22, 2018
GoToWebinar United States

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!

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Completing the Picture: Holdings-Based Portfolio Exposure

February 28, 2018
GoToWebinar United States

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!

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October 2018

Dynamo Software at GAIM Ops West

October 22, 2018 - October 24, 2018
Ritz-Carlton, Rancho Mirage, CA Rancho Mirage, CA United States

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

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2015 Family Wealth Report Awards

October 24, 2018 @ 00:00 EDT
Mandarin Oriental, 10 Columbus Circle
New York, NY 10019 United 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.

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New York Client Luncheon – October, 2018

October 25, 2018
Del Frisco’s Double Eagle Steakhouse, 1221 Avenue of the Americas
New York, NY 10020 United States
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Please contact Holly Morin to learn how you can sign up to attend this private event.

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November 2018

Dynamo Software at ILPA Summit in NYC

November 7, 2018

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!

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Dynamo Software’s Annual Client Conference in the UK

November 8, 2018
Chesterfield Mayfair Hotel, 35 Charles Street
Mayfair, London United Kingdom
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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!

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