SUMMIT AGENDA
8:00 am - 9:00 am Registration and refreshments
9:15 am - 10:00 amSurviving 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 amManaging 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 amRefreshment break
11:15 am - 12:00 pmROUNDTABLES
11:15 am - 12:00 pmA. Unravelling the Blockchain and other new technologies [More Info]
Mikhail Davidyan, co-founder and managing partner, Theorum Fund Services
11:15 am - 12:00 pmB. 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 pmC. 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 pmD. 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 pmROUNDTABLES
12:00 pm - 12:45 pmA. Unravelling the Blockchain and other new technologies [More Info]
12:00 pm - 12:45 pmB. From BEPs to CRS under a Trump Presidency: A guide through the latest tax topics [More Info]
12:00 pm - 12:45 pmC. In the clear? Overcoming Dodd Frank and its associated clearing challenges [More Info]
12:00 pm - 12:45 pmD. Optimizing your structuring and distribution options [More Info]
12:45 pm - 2:00 pmLunch
2:00 pm - 2:45 pmROUNDTABLES
2:00 pm - 2:45 pmA. Unravelling the Blockchain and other new technologies [More Info]
Mikhail Davidyan, co-founder and managing partner, Theorum Fund Services
2:00 pm - 2:45 pmB. 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 pmC. 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 pmD. 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 pmROUNDTABLES
2:45 pm - 3:30 pmA. Unravelling the Blockchain and other new technologies [More Info]
Mikhail Davidyan, co-founder and managing partner, Theorum Fund Services
2:45 pm - 3:30 pmB. 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 pmC. 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 pmD. Optimizing your structuring and distribution options [More Info]
Chad Allen, Managing Director/Product Manager, UMB Fund Services
3:30 pm - 4:00 pmBreak
4:00 pm - 4:45 pmPredicting 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 pmDrinks reception
Please note that the agenda is subject to change, and the organizers reserve the right to amend the sessions and timings.