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1:00pm - 1:20pm

Registration - Pre-conference Summits

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Showing of Streams
4:30pm - 6:00pm
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Welcome Cocktails on the Terrace - Sponsored by Intertrust

All attendees are welcome to join us for our kick off Welcome Drinks - 4.30PM at the Cayman Grand Ballroom Terrace.

Join attendees from the Investors, Private Equity and Private Credit Summits and kick of GAIM Ops Cayman 2019. 

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1:00pm - 1:20pm 20 mins
Registration - Pre-conference Summits
1:20pm - 1:30pm 10 mins
Info
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
OVERVIEW - GAIM Ops Investor Summit (click for details)

The GAIM Ops Investor Summit is a closed door event for employees at end-investors only (pension funds, endowments, foundations, sovereign wealth funds, single family offices). 

Join peers from other institutional investors to compare notes on alternative fund managers, vendors and latest best practice in investor ODD and operations.

Are you an end-Investor? Email us now to apply for your free pass to GAIM Ops Cayman 2019. 

1:20pm - 1:30pm 10 mins
Info
Private Equity Ops & Compliance Summit
OVERVIEW - Private Fund Summits (click here for description)

Our popular Sunday Summits - designed for those looking to deep dive on best practices in Private Funds' operations, compliance and ODD. 

Summit format:
GAIM Ops Summit are set in boardroom style, to enable a conversation between peers on common experiences and challenges. 

The Summits will begin with everyone together in one room, for keynote insights on the common challenges for both Private Equity and Private Credit Funds. Following the coffee break, the Summit will split into two smaller boardroom sessions, for peer-peer deep dives specific to private equity and private credit audiences.  

Registration:
Registration to the Summits is in addition to the Main GAIM Ops Conference. If you Register, you are free to move between the Private Equity or Private Credit Streams as you choose on the day.  (Please note - registration does not permit access to the closed door investor Summit).

1:20pm - 1:30pm 10 mins
Info
Private Credit Ops & Compliance Summit
OVERVIEW - Private Fund Summits (click here for description)

Our popular Sunday Summits - designed for those looking to deep dive on best practices in Private Funds' operations, compliance and ODD. 

Summit format:
GAIM Ops Summit are set in boardroom style, to enable a conversation between peers on common experiences and challenges. 

The Summits will begin with everyone together in one room, for keynote insights on the common challenges for both Private Equity and Private Credit Funds. Following the coffee break, the Summit will split into two smaller boardroom sessions, for peer-peer deep dives specific to private equity and private credit audiences.  

Registration:
Registration to the Summits is in addition to the Main GAIM Ops Conference. If you Register, you are free to move between the Private Equity or Private Credit Streams as you choose on the day.  (Please note - registration does not permit access to the closed door investor Summit).

1:30pm - 2:00pm 30 mins
Info
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
2019 annual alternative investment review
  • Patrick Sakala - Head of Operational Due Diligence, OPTrust
  • How are investors adapting their allocation in 2019? 
  • How investors are monitoring performance
  • Managing volatility of performance and redemptions
1:30pm - 2:00pm 30 mins
Info
Private Equity Ops & Compliance Summit
Comparing notes across Private Funds – Panel 1
  • Kai Lee - Managing Director, Chief Compliance Officer and Associate General Counsel, Oak Hill Advisors, L.P
  • Mimi Gross - General Counsel, Clough Capital
  • Justine Lee - Head of Operational Due Diligence, Prudential Portfolio Management Group
  • Alan Flanagan - Managing Director, Global Head of Private Equity & Real Estate Fund Services, BNY Melllon
  • Managing conflicts of interest and expenses
  • Custody and valuation
1:30pm - 2:00pm 30 mins
Info
Private Credit Ops & Compliance Summit
Comparing notes across Private Funds – Panel 1
  • Kai Lee - Managing Director, Chief Compliance Officer and Associate General Counsel, Oak Hill Advisors, L.P
  • Mimi Gross - General Counsel, Clough Capital
  • Justine Lee - Head of Operational Due Diligence, Prudential Portfolio Management Group
  • Alan Flanagan - Managing Director, Global Head of Private Equity & Real Estate Fund Services, BNY Melllon
  • Managing conflicts of interest and expenses
  • Custody and valuation
2:00pm - 2:30pm 30 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
How are managed accounts and SMA platforms evolving and what are the new pros and cons for investors?
  • Mark Hannoush - Director, Due Diligence & Advisory, Ontario Teachers' Pension Plan
  • Jim O'Hara - Head of ODD, Lighthouse Partners
2:00pm - 2:30pm 30 mins
Info
Private Equity Ops & Compliance Summit
Comparing notes across Private Funds – Panel 2
  • Chris Hughes - Director of Operations , Axonic Capital LLC
  • Adam Cohen - Managing Director, Perella Weinberg Partners
  • Sang Min Kim - Managing Director, Deputy Chief Operating Officer and Chief Financial Officer, 400CM
  • End of life – trends in extending the life of the Fund
  • ODD expectations of private funds
2:00pm - 2:30pm 30 mins
Info
Private Credit Ops & Compliance Summit
Comparing notes across Private Funds – Panel 2
  • Chris Hughes - Director of Operations , Axonic Capital LLC
  • Adam Cohen - Managing Director, Perella Weinberg Partners
  • Sang Min Kim - Managing Director, Deputy Chief Operating Officer and Chief Financial Officer, 400CM
  • End of life – trends in extending the life of the Fund
  • ODD expectations of private funds
2:30pm - 2:40pm 10 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
Coffee Break - Private Fund / Investor networking
2:30pm - 2:40pm 10 mins
Private Equity Ops & Compliance Summit
Coffee Break - Private Fund / Investor networking
2:30pm - 2:40pm 10 mins
Private Credit Ops & Compliance Summit
Coffee Break - Private Fund / Investor networking
2:40pm - 3:20pm 40 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
Conducting cultural audits: considerations when reviewing managers and how to test governance and culture in practice
  • William Bogle - Partner, Chief Compliance Officer, NEPC
2:40pm - 3:20pm 40 mins
Private Equity Ops & Compliance Summit
Best practice operations for private equity co-investing and secondaries
  • Uzi Rosha - Chief Compliance Officer, Hudson Advisors, LLC
  • Tom Angell - Partner and Practice Leader, Financial Services, Withum
2:40pm - 3:20pm 40 mins
Private Credit Ops & Compliance Summit
Private credit structure fund formation: best practices with BDCs, credit funds and direct lending etc
  • Nauman Malik - General Counsel and Chief Compliance Officer, Eagle Point Credit Management LLC
  • Jiri Krol - Director, Alternative Credit Council (ACC), AIMA
  • Mei-Li da Silva Vint - Chief Compliance Officer, Brevet Capital
3:20pm - 4:00pm 40 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
Ongoing ODD monitoring: frequency and what models are LPs using?
  • Marie Davis - Senior Due Diligence Analyst, Kedge Capital
  • Chris Addy - President and Chief Executive Office, Castle Hall Alternatives
4:00pm - 4:30pm 30 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
Reviewing crypto and blockchain, ODD and applications
  • John Ward - Managing Director, Duff & Phelps
4:00pm - 4:30pm 30 mins
Private Equity Ops & Compliance Summit
Private Equity COO check-in: current approaches to tax, outsourcing partners, portfolio companies and staffing
4:00pm - 4:30pm 30 mins
Private Credit Ops & Compliance Summit
Handling credit life-cycle operations: maintaining loans, asset based leverage, subscription, vendors, secondaries and settlement
  • James Cassady - Managing Director, Fund Compliance and Finance, Monroe Capital
  • Mark Russo - General Counsel, ZAIS Group
4:30pm - 6:00pm 90 mins
Info
Welcome Cocktails on the Terrace - Sponsored by Intertrust

All attendees are welcome to join us for our kick off Welcome Drinks - 4.30PM at the Cayman Grand Ballroom Terrace.

Join attendees from the Investors, Private Equity and Private Credit Summits and kick of GAIM Ops Cayman 2019.