Upcoming Events


  • Wednesday
    22
    October

    SIGN UP FOR OUR WEEKLY NEWSLETTER

    Oct 22, 25 - Dec 31, 26, (PT)

    Sign up for our Weekly Newsletter! Get our latest updates on our New Programing and exclusive offerings!

    Email: [email protected] (or a pop up form will appear to enter your email address)

  • Thursday
    24
    September

    VIRTUAL: AI in Action: Investing in the Future and Creating Value Today

    Thu, Sep 24, 12:00 PM - 01:00 PM (PT)

    In this virtual panel discussion, we will explore two key dimensions of AI: how it is being used to drive operational improvements and value creation across portfolio companies, and the investment opportunity set across the AI ecosystem.

    The conversation will focus on practical applications, emerging trends, and the frameworks investors are using to identify durable opportunities in a rapidly evolving landscape. 

    Speaker(s) Bio:

    Hannah Baker joined KKR in 2017 and is a Director on the Tech Growth team. Since joining KKR, Ms. Baker has held a number of positions including as an investor for the Tech Growth and Real Estate teams and a rotation as Chief of Staff to Co-CEO, Joe Bae. Ms. Baker is currently a member of the Board of Directors for portfolio companies NetSPI and Nasuni. Prior to joining KKR, she worked at Evercore Partners in their investment banking division and began her career in RBC’s investment banking division. She holds a Bachelor of Arts from Ivey Business School, Western University, Canada.

    Matthew Koelliker joined KKR in 2024 and is a member of the Global Client Solutions team, focusing on business development and capital raising activities for institutional investors across the Western U.S. Prior to joining KKR, Mr. Koelliker was the president of M360 Advisors, a private credit investment manager focused on commercial real estate debt. Previously, he held various investment-related roles at PIMCO and Goldman Sachs. He earned a B.S. at Brigham Young University and an M.B.A. from the Anderson School of Management at UCLA. Mr. Koelliker is a CFA charterholder. 

    Sam Jones joined KKR in 2019 and is a member of the KKR Capstone team, where he partners with the Tech Growth team to lead portfolio value creation efforts and evaluate investment opportunities. Since joining KKR, he has worked with portfolio companies, including Outsystems, Level Access, ReliaQuest, o9 Solutions, Leapwork, Feedzai, and OneStream. Mr. Jones worked in KKR’s Menlo Park office from 2019 to 2021 before transferring to San Francisco. Previously, he was at the Boston Consulting Group where he worked across restaurants, hotels, retailers, and technology businesses. He holds a Bachelors with Distinction in both Economics and Psychology from the University of North Carolina (Phi Beta Kappa) and a Master's in Business Administration from the Stanford Graduate School of Business.

    REGISTER

    This event is free for everyone

     

  • Wednesday
    30
    September

    Build the world’s most personalized news feed for you and only you, and how you’re wasting 30 minute

    Wed, Sep 30, 11:30 AM - 12:30 PM (PT)
    CFAs deal with a firehose of information every day: news, earnings, filings, portfolio tracking, etc. Almost all news and data published in this firehose is written for a million readers, yet not for YOU and only what you care about. This is an education-first session on how you can change that, and save 30 minutes plus considerable stress daily. Will Koch will walk through, step by step, how to consolidate that firehose into a do-it-yourself daily briefing and personalized podcast, filtered to what you actually hold, follow, and care about most. This is built to save you time and have you fully prepared before you even get your coffee. He will also share the best tools that consistently save analysts and advisors the most time, drawn from countless conversations with many CFAs and CFPs and their biggest pain points, over the past six months while building his company. Will has also built a working research agent himself and will demonstrate it live. His goal is to save you 30 minutes daily for the rest of your career, by simply attending this session. This is not just another AI tool, it is a way to control your time and your priorities with minimal input time and effort. No technical background required.
    This event qualifies for 1 PL credit.
    Will Koch is the founder of WAM Agentics (wamagentics.com), where he builds AI research agents for financial analysts, portfolio managers, and firms of all sizes. He is currently completing his MSF at Seattle University, where he competes in Division I golf and serves as a Portfolio Manager for the Redhawk Endowment Fund. Will's work comes from a simple conviction: life is short, and time spent on work that doesn't matter is inefficient time you never get back. He wants control over every minute of his day, and he builds tools that give that time back to busy investment professionals.