HF< US Operational Leaders Summit 2017
 
Summit agenda
06/05/2017
8:15 am - 9:00 amRegistration & refreshments
9:00 am - 9:00 amWelcome from Chair
9:00 am - 9:30 amFireside chat: Rick Hanna and Paul McMillan [More Info]
Paul McMillan, Head of Global Content, HFM
Rick Hanna, COO, Man Americas
9:30 am - 10:15 amCreating operational alpha in 2017: Honing in on regulatory change, fee innovation & new technology [More Info]
Moderator: Michelle Noyes, Chief Operating Officer, AIMA New York
Steven Yadegari, Chief Operating Officer and General Counsel , Cramer Rosenthal McGlynn
Jacob Walthour, Jr., CEO, Blueprint Capital Advisors
Christine Waldron, Global Head of Alternative Investment Solutions , U.S. Bancorp Fund Services, LLC
John Ernenwein, CFO, Blue Harbour Group
10:15 am - 11:00 amThe cost of client customization – is it worth it? [More Info]
Samer Ojjeh, Partner, EY
Bruce Berger, COO & CFO, Atlantic Investment Management
Daniel Kochav, Partner & COO, Tenor Capital Management
John Franklin, COO, Alternative Investment Solutions, Investcorp
Michael Emmanuel, COO, Eagle Trading Systems
11:00 am - 11:30 amRefreshment break
11:30 am - 12:15 pmReversing the outsourcing question: What do you need to retain in-house? [More Info]
Moderator: Andrew Rubio, CEO, Throgmorton
Wendy Jones, Head of Re-Engineering, Och-Ziff Capital Management
Ken Weiller, Partner & COO, EVA Capital Management
Labib S. Mahfouz, President & COO, Axonic Capital LLC
Robert Sumberac, COO, Serengeti Asset Management
12:15 pm - 1:00 pmMeet the allocators: Forming and retaining your most important relationships [More Info]
Moderator: Michael Merrigan, Founder, Shadmoor Advisors
Chris Solarz, Managing Director, Cliffwater LLC
Laura Finkler, CFO & CCO, Berens Capital Management, LLC
Leigh Rovzar, Senior Vice President, Legal, Magnitude Capital
1:00 pm - 2:00 pmLunch
2:00 pm - 2:45 pmRoundtables [More Info]
2:00 pm - 2:45 pmA. Evaluating options in global distribution [More Info]
Moderator: Paul Heffernan, Head of Cross Border Sales, HSBC Securities Services
2:00 pm - 2:45 pmB. Crisis and reputation management [More Info]
2:00 pm - 2:45 pmC. Successfully preparing for an SEC examination [More Info]
Jaime Eichen, Partner, Professional Practice Group, Ernst & Young
Alistaire Bambach, Assistant Regional Director & Chief Bankruptcy Counsel, Division of Enforcement at U.S. Securities and Exchange Commission
2:00 pm - 2:45 pmD. Exploring cash management and in-house treasury functions [More Info]
Lindsay DeGrazia, Regional Director, Bank Sales, Goldman Sachs Asset Management
2:00 pm - 2:45 pmE. Transforming your operational function [More Info]
Kevin Skorzewski, Senior Business Development Executive , BNY Mellon Alternative Investment Services (AIS)
Shankar Iyer, CEO, Viteos Fund Services
2:00 pm - 2:45 pmF. Cyber and cloud security update: Mitigating the risks [More Info]
Henry Keville, Senior Vice President, Lockton
Michael Corcione, Managing Director of Cybersecurity and Data Protection Consulting, Cordium
2:00 pm - 2:45 pmG. Breakout – Hedge funds $100m AUM and under [More Info]
Frank Giancarli, COO & CFO, Brightlight Capital
2:00 pm - 2:45 pmH. Breakout – Hedge funds $100m-$1bn AUM [More Info]
Michael Hutner, Executive Managing Director, America Sales, Eze Software
2:00 pm - 2:45 pmI. Breakout – Hedge funds over $1bn AUM [More Info]
Jennifer Bye, Managing Director, Lockwood Executive Search
2:45 pm - 3:30 pmRoundtables continued
2:45 pm - 3:30 pmA. Evaluating options in global distribution [More Info]
Moderator: Paul Heffernan, Head of Cross Border Sales, HSBC Securities Services
2:45 pm - 3:30 pmB. Crisis and reputation management [More Info]
2:45 pm - 3:30 pmC. Successfully preparing for an SEC examination [More Info]
Jaime Eichen, Partner, Professional Practice Group, Ernst & Young
2:45 pm - 3:30 pmD. Exploring cash management and in-house treasury functions [More Info]
Lindsay DeGrazia, Regional Director, Bank Sales, Goldman Sachs Asset Management
2:45 pm - 3:30 pmE. Transforming your operational function [More Info]
Kevin Skorzewski, Senior Business Development Executive , BNY Mellon Alternative Investment Services (AIS)
Shankar Iyer, CEO, Viteos Fund Services
2:45 pm - 3:30 pmF. Cyber and cloud security update: Mitigating the risks [More Info]
Henry Keville, Senior Vice President, Lockton
Michael Corcione, Managing Director of Cybersecurity and Data Protection Consulting, Cordium
2:45 pm - 3:30 pmG. Breakout – Hedge funds $100m AUM and under [More Info]
Frank Giancarli, COO & CFO, Brightlight Capital
2:45 pm - 3:30 pmH. Breakout – Hedge funds $100m-$1bn AUM [More Info]
Michael Hutner, Executive Managing Director, America Sales, Eze Software
2:45 pm - 3:30 pmI. Breakout – Hedge funds over $1bn AUM [More Info]
Jennifer Bye, Managing Director, Lockwood Executive Search
3:30 pm - 4:00 pmRefreshment break
4:00 pm - 4:45 pmRoundtables continued
4:00 pm - 4:45 pmA. Evaluating options in global distribution [More Info]
Moderator: Paul Heffernan, Head of Cross Border Sales, HSBC Securities Services
4:00 pm - 4:45 pmB. Crisis and reputation management [More Info]
4:00 pm - 4:45 pmC. Successfully preparing for an SEC examination [More Info]
Kristen Harkins, Manager, compliance, National Futures Association
Jaime Eichen, Partner, Professional Practice Group, Ernst & Young
4:00 pm - 4:45 pmD. Exploring cash management and in-house treasury functions [More Info]
Lindsay DeGrazia, Regional Director, Bank Sales, Goldman Sachs Asset Management
4:00 pm - 4:45 pmE. Transforming your operational function [More Info]
Kevin Skorzewski, Senior Business Development Executive , BNY Mellon Alternative Investment Services (AIS)
Shankar Iyer, CEO, Viteos Fund Services
4:00 pm - 4:45 pmF. Cyber and cloud security update: Mitigating the risks [More Info]
Henry Keville, Senior Vice President, Lockton
Michael Corcione, Managing Director of Cybersecurity and Data Protection Consulting, Cordium
4:00 pm - 4:45 pmG. Breakout – Hedge funds $100m AUM and under [More Info]
Richard E. Fearon, Managing Partner, Accretive Capital Partners
4:00 pm - 4:45 pmH. Breakout – Hedge funds $100m-$1bn AUM [More Info]
Michael Emmanuel, COO, Eagle Trading Systems
4:00 pm - 4:45 pmI. Breakout – Hedge funds over $1bn AUM [More Info]
Jennifer Bye, Managing Director, Lockwood Executive Search
Michael Hutner, Executive Managing Director, America Sales, Eze Software
4:45 pm - 5:30 pmRoundtables continued
4:45 pm - 5:30 pmA. Evaluating options in global distribution [More Info]
Moderator: Paul Heffernan, Head of Cross Border Sales, HSBC Securities Services
4:45 pm - 5:30 pmB. Crisis and reputation management [More Info]
4:45 pm - 5:30 pmC. Successfully preparing for an SEC examination [More Info]
Kristen Harkins, Manager, compliance, National Futures Association
Jaime Eichen, Partner, Professional Practice Group, Ernst & Young
4:45 pm - 5:30 pmD. Exploring cash management and in-house treasury functions [More Info]
Lindsay DeGrazia, Regional Director, Bank Sales, Goldman Sachs Asset Management
4:45 pm - 5:30 pmE. Transforming your operational function [More Info]
Shankar Iyer, CEO, Viteos Fund Services
4:45 pm - 5:30 pmF. Cyber and cloud security update: Mitigating the risks [More Info]
Henry Keville, Senior Vice President, Lockton
Michael Corcione, Managing Director of Cybersecurity and Data Protection Consulting, Cordium
4:45 pm - 5:30 pmG. Breakout – Hedge funds $100m AUM and under [More Info]
Richard E. Fearon, Managing Partner, Accretive Capital Partners
Michael Hutner, Executive Managing Director, America Sales, Eze Software
4:45 pm - 5:30 pmH. Breakout – Hedge funds $100m-$1bn AUM [More Info]
Michael Emmanuel, COO, Eagle Trading Systems
4:45 pm - 5:30 pmI. Breakout – Hedge funds over $1bn AUM [More Info]
Jennifer Bye, Managing Director, Lockwood Executive Search
5:30 pm - 7:00 pmFree time
7:00 pm - 10:00 pmDrinks reception followed by dinner and casino
 
06/06/2017
9:00 am - 9:45 amBreakfast and check-out
9:45 am - 10:30 amKeynote presentation - Harvey Pitt [More Info]
Harvey Pitt, former Chair, SEC
10:30 am - 11:15 amUnder the ODD microscope: How allocators are getting smarter with due diligence [More Info]
Moderator: Christopher Bodden, Director, The Harbour Trust Co. Ltd
Mark Degaetano, Head of Operational Due Diligence, KKR Prisma
Liam Croke, Managing Director, ODD, K2 Advisors
Marc Van Breda, Head of ODD, LGT Capital Partners
Thomas DeVita, CFO & COO, MKP Capital Management
Devinder Sangha, Partner & ODD Analyst, Albourne
11:15 am - 11:45 amRefreshment break [More Info]
11:45 am - 12:30 pmLaunching a fund in 2017: Avoiding the pitfalls and capitalizing on the opportunities [More Info]
Ian Erb, Head of Risk and Trading Strategy, Sixty Capital
Ajai Thomas, Managing Director & Head of Investor Relations, Hollis Park Partners LP
Christian Hildenbrand, Partner, COO & General Counsel, Delonix Capital Management
12:30 pm - 1:30 pmFarewell lunch