Monday 15/09/2014 | |||
08:00 - 08:30 | REGISTRATION & REFRESHMENTS | ||
08:30 - 09:15 | Operational insight: Vendor management - who checks the checkers? CLOSED SESSION FOR OPERATIONAL STAFF ONLY [More Info] Moderator: Douglas Shaw Mark Standish, COO, Egerton Capital Michael Quinlivan, COO, Argentiere Capital Neil Cowhig, COO, Trium Capital | ||
08:45 - 09:15 | Sponsor registration | ||
09:15 - 10:00 | AIFMD - where we are and where to next? A panel discussion with industry participants, government and regulators [More Info] Moderator: Douglas Shaw Declan Quilligan, Managing Director, Citco Representative from HMT Representative from FCA Jack Inglis, CEO, AIMA Jonathan Wilson, Project Director EMEA, Cordium Jonathan Gee, HMT Esther Wandel, Manager, FCA | ||
10:00 - 10:45 | Roundtable session A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info] Mikael Spangberg, COO, Nektar Asset Management | ||
10:00 - 10:45 | Roundtable session B. Dealing with the new normal: AIFMD [More Info] Richard Haas, COO, Cape View Capital Rowan Levy, COO, Saltrock Brian McMahon, Managing Director, Business Development, Alternative Investment Services, BNY Mellon Christopher Gardner, Partner, Dechert | ||
10:00 - 10:45 | Roundtable session C. Corporate governance [More Info] David Mace, COO, Altavista Investment Management Alan Leale-Green, Managing Director, CCL Compliance Chris Hilditch, Partner, SRZ Malcolm Goddard, COO, Altima | ||
10:00 - 10:45 | Roundtable session D. Cyber-security and technology [More Info] Russell Hart, COO + Partner, Alcova Asset Management Michael Perry, COO, Comac Capital Nick Reid, Account Director, Tancroft Communications Matthew Martindale, Director, KPMG | ||
10:00 - 10:45 | Roundtable session E. Cost of prime brokerage and dealing with counterparty risk [More Info] Karl Von Buren, Global Head of Equity Finance and Delta 1, HSBC Robert Sloan, Managing Partner, S3 Partners | ||
10:00 - 10:45 | Roundtable session F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info] Paul Clement, Director of Operations, Castilium Capital Dan Connell, President, ConceptONE | ||
10:00 - 10:45 | Roundtable session G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info] Hugh Hunter, Partner & CEO, Prodigy Capital Partners | ||
10:00 - 10:45 | Roundtable session H. Tax talk [More Info] Daniel Wiener, Chief Executive, Lancaster Investment Management Jon Hanifan, Principal, Hedge Funds Tax, Akin Gump Strauss Hauer & Feld | ||
10:00 - 10:45 | Roundtable session I. Mifid II [More Info] Gillian Wall, COO, Monja Capital | ||
10:00 - 10:45 | Roundtable session J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info] Julian Mant, Principal & Head of Operational Consulting, Mercer Odi Lahav, CEO, Allenbridge Investment Solutions Charles Cassidy, Director of Operational Due Diligence, Cambridge | ||
10:45 - 11:30 | Roundtable session A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info] Gunnar Wiljander, CEO, Nektar Asset Management Abigail Bell, Partner, Dechert | ||
10:45 - 11:30 | Roundtable session B. Dealing with the new normal: AIFMD [More Info] Richard Haas, COO, Cape View Capital Rowan Levy, COO, Saltrock Brian McMahon, Managing Director, Business Development, Alternative Investment Services, BNY Mellon Christopher Gardner, Partner, Dechert | ||
10:45 - 11:30 | Roundtable session C. Corporate governance [More Info] Conrad Levy, Global COO, Brummer & Partners Guy Mitchinson, Managing Partner, Castilium Capital Alan Leale-Green, Managing Director, CCL Compliance | ||
10:45 - 11:30 | Roundtable session D. Cyber-security and technology [More Info] Pramal Patel, COO, New Amsterdam Capital Carl Chapman, Operations Director, Capital Support Matthew Martindale, Director, KPMG | ||
10:45 - 11:30 | Roundtable session E. Cost of prime brokerage and dealing with counterparty risk [More Info] Discussion leader: Simon Goodman, COO & Partner, Duet Group Karl Von Buren, Global Head of Equity Finance and Delta 1, HSBC | ||
10:45 - 11:30 | Roundtable session F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info] Dan Connell, President, ConceptONE | ||
10:45 - 11:30 | Roundtable session G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info] Hugh Hunter, Partner & CEO, Prodigy Capital Partners | ||
10:45 - 11:30 | Roundtable session H. Tax talk [More Info] Daniel Wiener, Chief Executive, Lancaster Investment Management Neil Oliver Head of Tax, Throgmorton Martin Shah, Partner, Simmons & Simmons Martin Shah, Partner, Corporate Tax, Simmons & Simmons | ||
10:45 - 11:30 | Roundtable session I. Mifid II [More Info] Paul Clement, Director of Operations, Castilium Capital | ||
10:45 - 11:30 | Roundtable session J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info] Odi Lahav, CEO, Allenbridge Investment Solutions Ken Ginsburg, Partner & COO, Koala Capital | ||
11:30 - 11:45 | REFRESHMENT BREAK | ||
11:45 - 12:30 | Roundtable session A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info] Gunnar Wiljander, CEO, Nektar Asset Management Abigail Bell, Partner, Dechert | ||
11:45 - 12:30 | Roundtable session B. Dealing with the new normal: AIFMD [More Info] Brian McMahon, Managing Director, Business Development, Alternative Investment Services, BNY Mellon Christopher Gardner, Partner, Dechert | ||
11:45 - 12:30 | Roundtable session C. Corporate governance [More Info] Stephen Foster, COO, Credit Suisse Asset Managers Noel Hanrahan, COO, Areski Capital Alan Leale-Green, Managing Director, CCL Compliance Chris Hilditch, Partner, SRZ | ||
11:45 - 12:30 | Roundtable session D. Cyber-security and technology [More Info] Conrad Levy, Global COO, Brummer & Partners Nick Reid, Account Director, Tancroft Communications Matthew Martindale, Director, KPMG Henry Keville, Senior Vice-President, Lockton | ||
11:45 - 12:30 | Roundtable session E. Cost of prime brokerage and dealing with counterparty risk [More Info] Patrick Sullivan, COO/CCO, Burren Capital Karl Von Buren, Global Head of Equity Finance and Delta 1, HSBC | ||
11:45 - 12:30 | Roundtable session F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info] Dan Connell, President, ConceptONE Anthony DeRosa, Senior Managing Director and Co-Head of Global Sales, Eze Software | ||
11:45 - 12:30 | Roundtable session G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info] Malcolm Goddard, COO, Altima | ||
11:45 - 12:30 | Roundtable session H. Tax talk [More Info] Pramal Patel, COO, New Amsterdam Capital Neil Oliver Head of Tax, Throgmorton Martin Shah, Partner, Simmons & Simmons | ||
11:45 - 12:30 | Roundtable session I. Mifid II [More Info] | ||
11:45 - 12:30 | Roundtable session J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info] Julian Mant, Principal & Head of Operational Consulting, Mercer Charles Cassidy, Director of Operational Due Diligence, Cambridge John Denby Harrison, CFO, Amplitude Capital AG | ||
12:30 - 13:45 | LUNCH | ||
13:45 - 14:30 | Roundtable session A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info] Chris Marshall, COO, Amiya Capital Abigail Bell, Partner, Dechert | ||
13:45 - 14:30 | Roundtable session B. Dealing with the new normal: AIFMD [More Info] Daniel Page, Managing Director, Cornerman | ||
13:45 - 14:30 | Roundtable session C. Corporate governance [More Info] Stephen Foster, COO, Credit Suisse Asset Managers Chris Hilditch, Partner, SRZ Damon Barber, COO, Hall Commodities | ||
13:45 - 14:30 | Roundtable session D. Cyber-security and technology [More Info] Ben Pugh, COO, Ovington Capital Carl Chapman, Operations Director, Capital Support Henry Keville, Senior Vice-President, Lockton | ||
13:45 - 14:30 | Roundtable session E. Cost of prime brokerage and dealing with counterparty risk [More Info] Patrick Sullivan, COO/CCO, Burren Capital | ||
13:45 - 14:30 | Roundtable session F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info] Neil Syers, Finance Director, Haymarket Financial Anthony DeRosa, Senior Managing Director and Co-Head of Global Sales, Eze Software Robert Sloan, Managing Partner, S3 Partners | ||
13:45 - 14:30 | Roundtable session G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info] Rory McGregor, COO, EMSO | ||
13:45 - 14:30 | Roundtable session H. Tax talk [More Info] Neil Oliver Head of Tax, Throgmorton Jon Hanifan, Principal, Hedge Funds Tax, Akin Gump Strauss Hauer & Feld | ||
13:45 - 14:30 | Roundtable session I. Mifid II [More Info] | ||
13:45 - 14:30 | Roundtable session J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info] Chris Goodeve-Ballard, UK Head of Operational Due Diligence, Aon Hewitt Charles Cassidy, Director of Operational Due Diligence, Cambridge | ||
14:30 - 15:15 | Roundtable session A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info] Chris Marshall, COO, Amiya Capital | ||
14:30 - 15:15 | Roundtable session B. Dealing with the new normal: AIFMD [More Info] Daniel Page, Managing Director, Cornerman | ||
14:30 - 15:15 | Roundtable session C. Corporate governance [More Info] Guy Mitchinson, Managing Partner, Castilium Capital | ||
14:30 - 15:15 | Roundtable session D. Cyber-security and technology [More Info] Ben Pugh, COO, Ovington Capital Nick Reid, Account Director, Tancroft Communications Carl Chapman, Operations Director, Capital Support Henry Keville, Senior Vice-President, Lockton | ||
14:30 - 15:15 | Roundtable session E. Cost of prime brokerage and dealing with counterparty risk [More Info] Graham Baughan, Head of Operations, Comac Capital | ||
14:30 - 15:15 | Roundtable session F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info] Mikael Spangberg, COO, Nektar Asset Management Anthony DeRosa, Senior Managing Director and Co-Head of Global Sales, Eze Software | ||
14:30 - 15:15 | Roundtable session G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info] | ||
14:30 - 15:15 | Roundtable session H. Tax talk [More Info] Neil Syers, Finance Director, Haymarket Financial Jon Hanifan, Principal, Hedge Funds Tax, Akin Gump Strauss Hauer & Feld Martin Shah, Partner, Simmons & Simmons Martin Shah, Partner, Corporate Tax, Simmons & Simmons Gillian Wall, COO, Monja Capital | ||
14:30 - 15:15 | Roundtable session I. Mifid II [More Info] | ||
14:30 - 15:15 | Roundtable session J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info] Chris Goodeve-Ballard, UK Head of Operational Due Diligence, Aon Hewitt | ||
15:15 - 18:00 | Networking activities Country pursuits | ||
15:15 - 18:00 | Networking activities Golf | ||
15:15 - 18:00 | Networking activities Meeting/ free time | ||
19:00 - 19:30 | DRINKS RECEPTION | ||
19:30 - 21:00 | DINNER | ||
21:00 - 00:00 | AFTER DINNER DRINKS | ||
Tuesday 16/09/2014 | |||
08:30 - 09:00 | BREAKFAST AND CHECK-OUT | ||
09:25 - 09:30 | Introduction | ||
09:30 - 10:00 | Guest speaker | ||
10:00 - 10:45 | Operational insight: Change, challenge and growing opportunity [More Info] Moderator: Stephanie Miller, Global Head of AIS, J.P.Morgan Martin Pabari, COO, CQS Conrad Levy, Global COO, Brummer & Partners Peter Herrlin, Headof Prime Brokrage, SEB | ||
10:45 - 11:15 | REFRESHMENT BREAK | ||
11:15 - 12:00 | Investor insight: Fees, ODD focus and transparency [More Info] Charles Cassidy, Director of Operational Due Diligence, Cambridge Marcus Storr, Head of Hedge Funds, Feri Ian Wylie, COO, Naya Capital Geoff Galbraith, COO, GLG | ||
12:00 - 12:45 | Tales of the unexpected: Crisis management [More Info] Mush Ali, Director, One Ten Associates Representative from CIA Mark Adams, VP Business Development, eSentire Max Rijkenberg, Legal Counsel, Paamco | ||
12:45 - 14:00 | FAREWELL LUNCH |