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SUMMIT AGENDA
05/19/2016
9:15 am - 10:00 am
Registration & refreshments
10:00 am - 11:00 am
Welcome from the chair
10:15 am - 11:00 am
The big issues: the changing demands of the hedge fund ops role and what should your current priorities really be?
11:00 am - 11:45 am
Adapting to global Facta: keeping up with the Common Reporting Standard
11:45 am - 12:15 pm
Refreshment break
12:15 pm - 1:00 pm
Roundtable sessions
12:15 pm - 1:00 pm
1. Affordable efficiencies: dealing with the complexities of reporting
12:15 pm - 1:00 pm
2. Cyber Security practical: tailoring security needs for your firm
12:15 pm - 1:00 pm
3. The “new” prime brokers: researching other viable models to traditional PB services
12:15 pm - 1:00 pm
4. ODD and maintaining a healthy investor relationship
12:15pm - 1:00 pm
5. Ask a regulator: what the SEC really wants
1:00 pm - 2:00 pm
Lunch
2:00 pm - 2:45 pm
Roundtables - repeat of sessions 1-4
2:00 pm - 2:45 pm
1. Affordable efficiencies: dealing with the complexities of reporting
2:00 pm - 2:45 pm
2. Cyber Security practical: tailoring security needs for your firm
2:00 pm - 2:45 pm
3. The “new” prime brokers: researching other viable models to traditional PB services
2:00 pm - 2:45 pm
4. ODD and maintaining a healthy investor relationship
2:00 pm - 2:45 pm
5. Ask a regulator: what the SEC really wants
2:45 pm - 3:30 pm
Roundtables - repeat of sessions 1-5
2:45 pm - 3:30 pm
1. Affordable efficiencies: dealing with the complexities of reporting
2:45 pm - 3:30 pm
2. Cyber Security practical: tailoring security needs for your firm
2:45 pm - 3:30 pm
3. The “new” prime brokers: researching other viable models to traditional PB services
2:45 pm - 3:30 pm
4. ODD and maintaining a healthy investor relationship
2:45 pm - 3:30 pm
3:30 pm - 3:45 pm
Break
3:45 pm - 4:30 pm
Roundtables - repeat of sessions 1-4
3:45 pm - 4:30 pm
1. Affordable efficiencies: dealing with the complexities of reporting
3:45 pm - 4:30 pm
2. Cyber Security practical: tailoring security needs for your firm
3:45 pm - 4:30 pm
3. The “new” prime brokers: researching other viable models to traditional PB services
3:45 pm - 4:30 pm
4. ODD and maintaining a healthy investor relationship
3:45 pm - 4:30 pm
4:30 pm - 5:30 pm
Drinks reception
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