SUMMIT AGENDA |
8:00 am - 9:00 am | Registration and refreshments |
9:15 am - 10:00 am | Surviving market volatility, challenging performance and changes ahead [More Info] Bruce Mumford, CFO, Spider Rock Advisors Tim Flannery, managing partner, Copia Capital Lauren Caine, managing director, LJM Partners |
10:00 am - 10:45 am | Managing investor expectations and pursuing capital raising opportunities [More Info] James Koutoulas, CEO, Typhon Capital Management Emma Rodriguez-Ayala, General Counsel and Managing Director, Mesirow Advanced Strategies Anthony V. Lombardi, associate partner, retirement and investment, Aon Hewitt Robert Khoury, COO, Esulep Management LLC |
10:45 am - 11:15 am | Refreshment break |
11:15 am - 12:00 pm | ROUNDTABLES |
11:15 am - 12:00 pm | A. Unravelling the Blockchain and other new technologies [More Info] Mikhail Davidyan, co-founder and managing partner, Theorum Fund Services |
11:15 am - 12:00 pm | B. From BEPs to CRS under a Trump Presidency: A guide through the latest tax topics [More Info] Edward Popkiewicz, Tax Senior Manager, Financial Services, EY Kevin Glen, partner, EY |
11:15 am - 12:00 pm | C. In the clear? Overcoming Dodd Frank and its associated clearing challenges [More Info] John Hague, partner & financial services industry leader, RSM US LLP |
11:15 am - 12:00 pm | D. Optimizing your structuring and distribution options [More Info] Chad Allen, Managing Director/Product Manager, UMB Fund Services David Klusendorf, Chief Investment Officer, Typhon Capital Management |
12:00 pm - 12:45 pm | ROUNDTABLES |
12:00 pm - 12:45 pm | A. Unravelling the Blockchain and other new technologies [More Info] |
12:00 pm - 12:45 pm | B. From BEPs to CRS under a Trump Presidency: A guide through the latest tax topics [More Info] |
12:00 pm - 12:45 pm | C. In the clear? Overcoming Dodd Frank and its associated clearing challenges [More Info] |
12:00 pm - 12:45 pm | D. Optimizing your structuring and distribution options [More Info] |
12:45 pm - 2:00 pm | Lunch |
2:00 pm - 2:45 pm | ROUNDTABLES |
2:00 pm - 2:45 pm | A. Unravelling the Blockchain and other new technologies [More Info] Mikhail Davidyan, co-founder and managing partner, Theorum Fund Services |
2:00 pm - 2:45 pm | B. From BEPs to CRS under a Trump Presidency: A guide through the latest tax topics [More Info] Edward Popkiewicz, Tax Senior Manager, Financial Services, EY Kevin Glen, partner, EY |
2:00 pm - 2:45 pm | C. In the clear? Overcoming Dodd Frank and its associated clearing challenges [More Info] John Hague, partner & financial services industry leader, RSM US LLP |
2:00 pm - 2:45 pm | D. Optimizing your structuring and distribution options [More Info] Chad Allen, Managing Director/Product Manager, UMB Fund Services David Klusendorf, Chief Investment Officer, Typhon Capital Management |
2:45 pm - 3:30 pm | ROUNDTABLES |
2:45 pm - 3:30 pm | A. Unravelling the Blockchain and other new technologies [More Info] Mikhail Davidyan, co-founder and managing partner, Theorum Fund Services |
2:45 pm - 3:30 pm | B. From BEPs to CRS under a Trump Presidency: A guide through the latest tax topics [More Info] Edward Popkiewicz, Tax Senior Manager, Financial Services, EY Kevin Glen, partner, EY |
2:45 pm - 3:30 pm | C. In the clear? Overcoming Dodd Frank and its associated clearing challenges [More Info] John Hague, partner & financial services industry leader, RSM US LLP |
2:45 pm - 3:30 pm | D. Optimizing your structuring and distribution options [More Info] Chad Allen, Managing Director/Product Manager, UMB Fund Services |
3:30 pm - 4:00 pm | Break |
4:00 pm - 4:45 pm | Predicting the hackers’ next move: A COO’s guide to cybersecurity [More Info] Susan Koprowski, Senior Manager, Compliance, National Futures Association Eldon Sprickerhoff, Founder and Chief Security Strategist, eSentire Arjuna Ariathurai, chief risk officer, LJM Partners |
4:45 pm - 6:00 pm | Drinks reception |