Public and private markets are increasingly converging, reshaping how capital is allocated and how investment products are designed. This secular shift is blurring traditional boundaries across asset classes, structures, and vehicles, creating both new opportunities and challenges for investors.

Speakers

Jonathan Doolan | Co-Head of Capital Formation, AMG

Jonny Doolan is Co-Head of Capital Formation, co-leading AMG’s capital-raising strategy and collaborating with Affiliates to drive growth in new markets and channels.  

Prior to joining AMG in 2023, Mr. Doolan was a managing partner of Indefi Financial Services, a boutique management consulting firm. Previously, he was a partner at the Casey Quirk practice at Deloitte Consulting, where he expanded the practice’s European client footprint and expertise. Mr. Doolan received a B.A. in Economics and International Affairs from the University of Colorado Boulder.  

William Krause | Senior Portfolio Advisor and Senior Vice President, Northern Trust (moderator)

Will Krause is a Senior Portfolio Manager in Northern Trust’s Wealth Management practice.  He is a Senior investment professional on a client service team that provides comprehensive wealth advice to institutions and ultra-high net worth individuals. Over his career he has held numerous financial advisory roles, advising both private wealth and non-profit clientele on investment management, financial planning, and matters relating to trusts and estates.  He earned his Certified Financial Analyst (CFA) Charter and is a subject matter expert on sustainable investing. Will is a graduate of Harvard University, and is passionate about his service to the community.  He is a member of the Board of Directors and the Finance Committee of the International Institute of New England (IINE).  He also established IINE’s investment fund, and currently sits as co-chair of its Investment Committee.  IINE is a 100-year old non-profit that creates opportunities for refugees and immigrants to succeed in their new environment in New England. He is also focused on closing the financial literacy gap.  He is co-chair of the CFA Boston Financial Literacy Initiative, a volunteer program that partners with local organizations to teach financial concepts to their constituents.  He is a member of the CFA Institute Financial Literacy and Investor Education Steering Committee, an international body of CFA Charterholders looking to harness the scope and reach of the CFA Institute to promote improvements in global financial literacy. Finally, Will is a member of the Advisory Board of Boston’s Institute of Contemporary Art.




Dulari Pancholi, CFA, CAIA | Partner, Head of Marketable Credit and Diversifying Strategy Investments, NEPC

Dulari Pancholi is Head of Marketable Credit and Diversifying Strategies at NEPC, where she leads research and portfolio insights across credit and multi-asset investing. She is also Co-Head of NEPC’s Impact Investing Committee and serves on multiple investment  

Dulari has over two decades of investment experience, having begun her career in 2000 and joined NEPC in 2006. She is a frequent speaker on credit, multi-asset investing, impact investing, and women’s leadership. Prior to NEPC, Dulari was Vice President of Operations at Venus Capital Management and a Research Associate at the Center for International Securities and Derivatives Market (CISDM), where she contributed to published research, including work in the Journal of Alternative Investments. 

Dulari holds an M.B.A. from the University of Massachusetts Amherst, as well as L.L.B. and B.S. degrees from the University of Mumbai. She is both a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA), a member of the Boston Security Analysts Society, and has completed the Sustainable Finance program at Yale School of Management Executive Education. 

York Lo | Head of Global Alternative Product Management, John Hancock Investment

When and Where

Date and Time: Thursday, June 11, 2026 from 12:00PM – 1:00PM

Location: CFA Society Boston, 101 Federal St, Suite 502, Boston, MA 02110

Pricing

In-Person Registration

CFA Society Boston Member Registration | $20.00

CAIA Member Registration | $20.00 (please reach out to CAIA for the needed discount code)

CFA Society Boston Candidate Member Registration | $10.00

CFA Society Boston Student Member Registration | $10.00

Non-Member Registration | $40.00

Virtual Registration

CFA Society Boston Member Registration | $0.00

CAIA Member Registration | $0.00 (please reach out to CAIA for the needed discount code)

Non-Member Registration | $10.00

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