Name: FirmView Summit - San Francisco
Start: 2026-05-13T15:00:00-04:00
End: 2026-05-13T20:00:00-04:00
Location: The Historic Klamath

May

13

,

2026

6:00pm

–

10:00pm

FirmView Summit - San Francisco

Set on a beautifully restored historic ferryboat along the waterfront, the venue provides a distinctive setting for conversation and connection, complete with panoramic views of the Bay Bridge and city skyline.

This exclusive event brings together GPs, industry leaders, and peers to explore best practices in compensation management, carried interest, and corporate accounting, alongside insights from the latest FirmView survey.

RSVPs Closed

Location Details

Event Details & Schedule

3:00 PM - 3:30 PM

Welcome and Introductions

3:30 PM - 3:50 PM

Platform & Product Update
Richard Change, Head of PFA Solutions at Allvue

3:50 PM - 4:10 PM

Compensation & Carry Trends: Insights from the FirmView Survey
Richard Change, Head of PFA Solutions at Allvue

4:10 PM - 4:30 PM

Networking Break

4:30 PM - 5:15 PM

Tax Considerations for Carry & Compensation

Reg Wilson, Founder at Epic Financial Consulting

Simcha David, Partner at Eisneramper

Scott Wilson, Vice President, Partner Lending Relationship Manager at Citizens Bank

5:15PM - 5:30 PM

Client Implementation Discussion

Ryan Burger, SVP at Allvue

Seth Steinmetz, VP at Allvue

5:30PM - 8:00 PM

Networking Reception