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2 pm 2:45 pm (45 mins)

Private Equity Ops and Compliance Pre-Conference

Operational Best Practices in Private Equity – A Manager's Perspective

  • Brian Tsai - COO/CFO, Ghost Tree Capital
  • Michael Lynch - Chief Operating Officer, Paragon Outcomes

2:45 pm 3:25 pm (40 mins)

Private Equity Ops and Compliance Pre-Conference

What Private Equity CCOs Can Learn from Hedge Fund CCOs

  • Adam Cohen - Managing Director, Perella Weinberg Partners
  • Andrew Siegel - Partner, Chief Compliance Officer and Chief Regulatory Counsel, Perella Weinberg Partners

3:30 pm 4:15 pm (45 mins)

Private Equity Ops and Compliance Pre-Conference

The Latest and Greatest with Valuation: Preparing for the Investors

  • George Psarianos - Managing Director and Global Portfolio Valuation Services Leader, Deloitte Financial Advisory Services LLP
  • Amanda Hinderliter, Och-Ziff Capital Management

4:15 pm 5 pm (45 mins)

Private Equity Ops and Compliance Pre-Conference

PE/HF hybrid fund structures – is two better than one?

  • Sang Min Kim - Managing Director, Deputy Chief Operating Officer and Chief Financial Officer, 400CM
  • Chris Kundro - Managing Director, SS&C Technologies

2:01 pm 2:46 pm (45 mins)

Institutional Investor Only Pre-Conference

A Manager Reveals What Investors Need to Know about a Fund’s Internal Day to Day Operational Procedures. The Questions All Investors Should Be Asking

  • David Zirin - Chief Operating Officer, Pentwater Capital Management LP
  • John Richardson - Chief Operating Officer and General Counsel, Ionic Capital Management LLC

2:45 pm 3:15 pm (30 mins)

Institutional Investor Only Pre-Conference

The ILPA Template

  • An industry update
  • LP and GP feedback
  • Hold-ups & paths forward
  • Institutional Investors needs and legislative concerns in the US
  • Lorelei Graye - Principal & Plan Sponsor Consultant, Leodoran Financial

3:15 pm 4 pm (45 mins)

Institutional Investor Only Pre-Conference

How to play in the SMA sandbox

  • Jennifer Dimitri - Chief Compliance Officer, DUMAC (Duke University)
  • Edward Klees - Partner, Hirschler Fleischer

4 pm 4:30 pm (30 mins)

Institutional Investor Only Pre-Conference

PE ODD from the LP Perspective

  • Christie D'Amour - Chief Operating Officer, Emory Investment Management
  • Adam Cohen - Managing Director, Perella Weinberg Partners

4:30 pm 5 pm (30 mins)

Institutional Investor Only Pre-Conference

How Investors Can Benefit from the Relatively New (and Underused) MCA Structure

  • Jacob Fishelis - Chief Financial Officer, Halcyon Capital Management
  • Thomas A. Hickey - Partner, Foley & Lardner LLP

5 pm 6 pm (60 mins)

Networking Event

For summit attendees.

5 pm 6 pm (60 mins)

Networking Event

Calling all women in ops and compliance ... come and meet your peers for a cocktail.

5 pm 6 pm (60 mins)

Networking Event

Join other GAIM Ops Cayman First Timers' for a cocktail on the Veranda