| The Summit agenda |
| November 1, 2017 | |||||||||||
 9:00 am - 9:55 am | Registration and hot breakfast | ||||||||||
| 9:55 am - 10:00 am | Welcome address | ||||||||||
| 10:00 am - 10:45 am | Fees, human capital & infrastructure: Debating effective cost management [More Info] Moderator: Jonathan White, Head of Business Development, North America, Viteos Fund Services Jet Theriac, CIO & Managing Partner, Lanternback Capital Kathy Wheadon, Founder, Clarelane Consulting Mark Shamia, COO, Voce Capital Management LLC Kirk Dizon, Partner and COO, Sentinel Dome Partners LLC | ||||||||||
| 10:45 am - 11:30 am | Special presentation from the SEC: Recent enforcement trends & examination priorities | ||||||||||
| 11:30 am - 12:00 pm | Refreshment break | ||||||||||
| 12:00 pm - 12:45 pm | Engaging your Investors & Managing Evolving Expectations [More Info] Mazi Bahadori, CCO, Director of Operations, Aspiration Stephen Wagstaff, CFO, Cannell Capital Moderator: Brett Yarkon, Head of Capital Introduction, Cowen Prime Services LLC John Micek, Partner, COO, Criterion Capital Management Jim Castro, Director of Investment Transactions & Operations, Regents University of California | ||||||||||
| 12:45 pm - 1:45 pm | Lunch | ||||||||||
| 1:45 pm - 2:30 pm | ROUNDTABLE SESSIONS [More Info] | ||||||||||
| 1:45 pm - 2:30 pm | A. Marketing in the US & expanding overseas: A global guide to compliance [More Info] | ||||||||||
| 1:45 pm - 2:30 pm | B. Third-party due diligence masterclass [More Info] Kathy Wheadon, Founder, Clarelane Consulting | ||||||||||
| 1:45 pm - 2:30 pm | C. Transforming your operational infrastructure [More Info] Craig Skaling, COO/CFO, Copernicus | ||||||||||
| 1:45 pm - 2:30 pm | D. The operational effect of cryptocurrencies [More Info] Emmie Chang, Managing Partner, Superbloom Network | ||||||||||
| 2:30 pm - 3:00 pm | Refreshment break | ||||||||||
| 3:00 pm - 3:45 pm | ROUNDTABLE SESSIONS [More Info] | ||||||||||
| 3:00 pm - 3:45 pm | A. Marketing in the US & expanding overseas: A global guide to compliance [More Info] | ||||||||||
| 3:00 pm - 3:45 pm | B. Third-party due diligence masterclass [More Info] Kathy Wheadon, Founder, Clarelane Consulting | ||||||||||
| 3:00 pm - 3:45 pm | C. Transforming your operational infrastructure [More Info] | ||||||||||
| 3:00 pm - 3:45 pm | D. The operational effect of cryptocurrencies [More Info] Emmie Chang, Managing Partner, Superbloom Network | ||||||||||
| 3:45 pm - 4:30 pm | ROUNDTABLE SESSIONS [More Info] | ||||||||||
| 3:45 pm - 4:30 pm | A. Marketing in the US & expanding overseas: A global guide to compliance [More Info] | ||||||||||
| 3:45 pm - 4:30 pm | B. Third-party due diligence masterclass [More Info] | ||||||||||
| 3:45 pm - 4:30 pm | C. Transforming your operational infrastructure [More Info] | ||||||||||
| 3:45 pm - 4:30 pm | D. The operational effect of cryptocurrencies [More Info] | ||||||||||
| 4:30 pm | Event close | ||||||||||
