| The Summit agenda |
| October 24, 2017 | |||
| 8:30 am - 9:25 am | Registration and refreshments | ||
| 9:25 am - 9:30 am | Welcome from the Chair | ||
| 9:30 am - 10:15 am | Forming world-class operations in a challenging micro-climate [More Info] Ian Ram, COO, Rotella Capital Management James Koutoulas, CEO, Typhon Capital Management Mary M. McDonnell, Founder Robert J. Khoury, COO, Esulep Management LLC Moderator: Sam Dale, Editor, HFMCompliance | ||
| 10:15 am - 11:00 am | Building a global presence: Distribution, compliance & beyond [More Info] Moderator: Lisa Lewin, Vice President, Pershing Prime Services Michael Loftus, Business Development & Distribution, Metolius Capital Reena Jashnani-Slusarz, Deputy General Counsel, , Elementum Terri Rhoads, President, Kettera Strategies Scott M. Montpas, Partner, General Counsel & CCO, Aurora Investment Management | ||
| 11:00 am - 11:30 am | Refreshment break | ||
| 11:30 am - 12:15 pm | Effective cost management: When to make cuts & where to spend [More Info] Mikhail Davidyan, Managing Partner & Co-Founder, Theorem Fund Services David Klusendorf, Chief Investment Officer, Typhon Capital Management Bryan Kiernan, Chief Development Officer, Emil van Essen, LLC Dan Jacobs, Global Head of Business Development, Enfusion Moderator: Jonathan White, Head of Business Development - North America, Viteos Fund Services | ||
| 12:15 pm - 12:45 pm | Presentation: Insights from the SEC [More Info] | ||
| 12:45 pm - 1:45 pm | Lunch | ||
| 1:45 pm - 2:30 pm | ROUNDTABLE SESSIONS [More Info] | ||
| 1:45 pm - 2:30 pm | A. Operational due diligence masterclass [More Info] Nick Lotysz, Vice President, ODD, Mesirow Advances Strategies Mike Mohamadi, Managing Director, U.S. Bancorp Fund Services | ||
| 1:45 pm - 2:30 pm | B. Movements in the platform space: From MAPs to DIY fund managers [More Info] Anthony Lombardi, Associate Partner, Aon Hewitt | ||
| 1:45 pm - 2:30 pm | C. Cyber compliance: Combatting emerging dangers [More Info] Kevin Carpenter, Manager, Risk Advisory Services, RSM US LLP | ||
| 1:45 pm - 2:30 pm | D. The COO’s role in building and retaining investor relationships [More Info] Hunter Young, President, Talton Capital Management | ||
| 2:30 pm - 3:15 pm | ROUNDTABLE SESSIONS [More Info] | ||
| 2:30 pm - 3:15 pm | A. Operational due diligence masterclass [More Info] Mike Mohamadi, Managing Director, U.S. Bancorp Fund Services Nick Lotysz, Vice President, ODD, Mesirow Advances Strategies | ||
| 2:30 pm - 3:15 pm | B. Movements in the platform space: From MAPs to DIY fund managers [More Info] Anthony Lombardi, Associate Partner, Aon Hewitt | ||
| 2:30 pm - 3:15 pm | C. Cyber compliance: Combatting emerging dangers [More Info] Kevin Carpenter, Manager, Risk Advisory Services, RSM US LLP | ||
| 2:30 pm - 3:15 pm | D. The COO’s role in building and retaining investor relationships [More Info] Hunter Young, President, Talton Capital Management | ||
| 3:15 pm - 3:30 pm | Refreshment break | ||
| 3:30 pm - 4:15 pm | ROUNDTABLE SESSIONS [More Info] | ||
| 3:30 pm - 4:15 pm | A. Operational due diligence masterclass [More Info] David Reyna, Due Diligence Senior Analyst, Asset Management, RJ Oasis Mike Mohamadi, Managing Director, U.S. Bancorp Fund Services | ||
| 3:30 pm - 4:15 pm | B. Movements in the platform space: From MAPs to DIY fund managers [More Info] Paul Sylvia, Head of Risk Management - Vision Hedge Fund Platform, Aon Hewitt | ||
| 3:30 pm - 4:15 pm | C. Cyber compliance: Combatting emerging dangers [More Info] Kevin Carpenter, Manager, Risk Advisory Services, RSM US LLP | ||
| 3:30 pm - 4:15 pm | D. The COO’s role in building and retaining investor relationships [More Info] Hunter Young, President, Talton Capital Management | ||
| 4:15 pm - 5:15 pm | Drinks Reception | ||
