Summit agenda |
06/05/2017 | |||
8:15 am - 9:00 am | Registration & refreshments | ||
9:00 am - 9:00 am | Welcome from Chair | ||
9:00 am - 9:30 am | Fireside 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 am | Creating 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 am | The 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 am | Refreshment break | ||
11:30 am - 12:15 pm | Reversing 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 pm | Meet 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 pm | Lunch | ||
2:00 pm - 2:45 pm | Roundtables [More Info] | ||
2:00 pm - 2:45 pm | A. Evaluating options in global distribution [More Info] Moderator: Paul Heffernan, Head of Cross Border Sales, HSBC Securities Services | ||
2:00 pm - 2:45 pm | B. Crisis and reputation management [More Info] | ||
2:00 pm - 2:45 pm | C. 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 pm | D. 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 pm | E. 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 pm | F. 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 pm | G. Breakout – Hedge funds $100m AUM and under [More Info] Frank Giancarli, COO & CFO, Brightlight Capital | ||
2:00 pm - 2:45 pm | H. Breakout – Hedge funds $100m-$1bn AUM [More Info] Michael Hutner, Executive Managing Director, America Sales, Eze Software | ||
2:00 pm - 2:45 pm | I. Breakout – Hedge funds over $1bn AUM [More Info] Jennifer Bye, Managing Director, Lockwood Executive Search | ||
2:45 pm - 3:30 pm | Roundtables continued | ||
2:45 pm - 3:30 pm | A. Evaluating options in global distribution [More Info] Moderator: Paul Heffernan, Head of Cross Border Sales, HSBC Securities Services | ||
2:45 pm - 3:30 pm | B. Crisis and reputation management [More Info] | ||
2:45 pm - 3:30 pm | C. Successfully preparing for an SEC examination [More Info] Jaime Eichen, Partner, Professional Practice Group, Ernst & Young | ||
2:45 pm - 3:30 pm | D. 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 pm | E. 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 pm | F. 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 pm | G. Breakout – Hedge funds $100m AUM and under [More Info] Frank Giancarli, COO & CFO, Brightlight Capital | ||
2:45 pm - 3:30 pm | H. Breakout – Hedge funds $100m-$1bn AUM [More Info] Michael Hutner, Executive Managing Director, America Sales, Eze Software | ||
2:45 pm - 3:30 pm | I. Breakout – Hedge funds over $1bn AUM [More Info] Jennifer Bye, Managing Director, Lockwood Executive Search | ||
3:30 pm - 4:00 pm | Refreshment break | ||
4:00 pm - 4:45 pm | Roundtables continued | ||
4:00 pm - 4:45 pm | A. Evaluating options in global distribution [More Info] Moderator: Paul Heffernan, Head of Cross Border Sales, HSBC Securities Services | ||
4:00 pm - 4:45 pm | B. Crisis and reputation management [More Info] | ||
4:00 pm - 4:45 pm | C. 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 pm | D. 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 pm | E. 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 pm | F. 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 pm | G. Breakout – Hedge funds $100m AUM and under [More Info] Richard E. Fearon, Managing Partner, Accretive Capital Partners | ||
4:00 pm - 4:45 pm | H. Breakout – Hedge funds $100m-$1bn AUM [More Info] Michael Emmanuel, COO, Eagle Trading Systems | ||
4:00 pm - 4:45 pm | I. 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 pm | Roundtables continued | ||
4:45 pm - 5:30 pm | A. Evaluating options in global distribution [More Info] Moderator: Paul Heffernan, Head of Cross Border Sales, HSBC Securities Services | ||
4:45 pm - 5:30 pm | B. Crisis and reputation management [More Info] | ||
4:45 pm - 5:30 pm | C. 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 pm | D. 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 pm | E. Transforming your operational function [More Info] Shankar Iyer, CEO, Viteos Fund Services | ||
4:45 pm - 5:30 pm | F. 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 pm | G. 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 pm | H. Breakout – Hedge funds $100m-$1bn AUM [More Info] Michael Emmanuel, COO, Eagle Trading Systems | ||
4:45 pm - 5:30 pm | I. Breakout – Hedge funds over $1bn AUM [More Info] Jennifer Bye, Managing Director, Lockwood Executive Search | ||
5:30 pm - 7:00 pm | Free time | ||
7:00 pm - 10:00 pm | Drinks reception followed by dinner and casino | ||
06/06/2017 | |||
9:00 am - 9:45 am | Breakfast and check-out | ||
9:45 am - 10:30 am | Keynote presentation - Harvey Pitt [More Info] Harvey Pitt, former Chair, SEC | ||
10:30 am - 11:15 am | Under 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 am | Refreshment break [More Info] | ||
11:45 am - 12:30 pm | Launching 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 pm | Farewell lunch |