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Informa
1:00pm - 1:30pm 30 mins
Registration - Pre-conference Summits
1:30pm - 2:00pm 30 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
Evaluating internal policies: personal trading, document retention, business continuity, cyber
  • Beste Portnoff - Head of Operational Due Diligence, Bessemer Trust
  • Lorelei Graye - Principal & Plan Sponsor Consultant, Leodoran Financial
  • Mark Hannoush - Head of Due Diligence & Advisory, Ontario Teachers' Pension Plan
more
1:30pm - 2:00pm 30 mins
Private Equity Ops & Compliance Summit
Reviewing the PE Regulatory landscape in 2018 – IRR reporting, SEC priorities, AIFMD
2:00pm - 2:40pm 40 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
Reviewing changing investment structures: co-investing, SMAs, MCAs
  • Jennifer Dimitri - Chief Compliance Officer, DUMAC (Duke University)
  • David Zirin - Chief Operating Officer, Pentwater Capital Management LP
more
2:00pm - 2:40pm 40 mins
Private Equity Ops & Compliance Summit
Operational excellence for PE in 2018: staffing, outsourcing and tech
  • Bill Hedden - Chief Operating Officer, Summit Rock Advisors
  • Ryan Plante - Partner & Head of Operational Due Diligence , Private Advisors, LLC
more
2:00pm - 2:40pm 40 mins
Private Credit Ops & Compliance Summit (New 2018)
Private Credit & Direct lending structures and types: BDCs, Private Funds, Originators and tax implications
  • Dipo Ashiru - Senior Vice President/Associate General Counsel, TCW Asset Management
  • Matthew Rymer - General Counsel and Chief Compliance Officer, Cross Ocean Partners
  • Jessica O'Mary - Partner, Ropes & Gray LLP
more
2:40pm - 3:20pm 40 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
Sharing technology experiences: Documentation – risk – cash flow – liquidity – portfolio reporting
  • Uche Abalogu - MD, Chief Technology Officer, University of Texas Investment Management Company
  • Marie Davis - Senior Due Diligence Analyst, Kedge Capital
more
2:40pm - 3:20pm 40 mins
Private Equity Ops & Compliance Summit
Co-investing for Private Equity: achieving operational efficiency with Investors
  • Frances Ni - Partner, Chief Operating Officer - Asset Management, Perella Weinberg Partners
more
2:40pm - 3:20pm 40 mins
Private Credit Ops & Compliance Summit (New 2018)
Improving loan origination processes: verification, reconciliation, technology
  • Rory Cohen - General Counsel, Varadero Capital, L.P.
  • Karina Stahl - Managing Director, Finance & Operations, Monroe Capital LLC
more
3:20pm - 4:00pm 40 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
SBAI presents the Standard Total Expense Ratio (STER): how it works and will managers adopt?
  • Mark DeGaetano - Managing Director, Co-Head Operational Due Diligence, PAAMCO Prisma
  • John Allan Dacres - Director, External Portfolio Management – Public Markets, Caisse de dépôt et placement du Québec (CDPQ)
more
3:20pm - 4:00pm 40 mins
Private Equity Ops & Compliance Summit
Improving governance and accounting in PE – what do they add, are they worth it?
  • Chris Montclare - Chief Financial Officer, Fisher Lynch
  • Gordon Barnes - Managing Director, Business Risk Management, Cambridge Associates
more
3:20pm - 4:00pm 40 mins
Private Credit Ops & Compliance Summit (New 2018)
Direct lending ODD: what investors want, what they should know
  • Simon Fludgate - Partner, Head of Operational Due Diligence, Aksia
  • Terence Brady - Director of Operational Due Diligence, Corbin Capital Partners
more
4:00pm - 4:30pm 30 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
ODD on emerging managers: what are realistic expectations?
  • Glen Zwicker - Managing Director – Head of Investment Operations, Howard Hughes Medical Institute
  • Tracy Schwartz - Chief Operating Officer, White Elm Capital LLC
more
4:00pm - 4:30pm 30 mins
Private Equity Ops & Compliance Summit
Best practices in PE ODD: investor expectations for PE
  • Adam Cohen - Managing Director, Perella Weinberg Partners
  • Larry Block - Managing Director, Counsel and Chief Compliance Officer, Island Capital
more
4:00pm - 4:30pm 30 mins
Private Credit Ops & Compliance Summit (New 2018)
Governance, liability and compliance hot spots in private credit: anti-corruption, joint control, anti-trust, distressed debt
  • Christopher Mendez - General Counsel and Chief Compliance Officer, SEMPER Capital Management
more
4:30pm - 6:00pm 90 mins
Cocktails on the Terrace
1:00pm - 1:30pm

Registration - Pre-conference Summits

Showing of Streams
4:30pm - 6:00pm

Cocktails on the Terrace