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1:00pm - 1:35pm 35 mins
Registration - Pre-conference Summits
1:35pm - 2:10pm 35 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
1:35pm - 2:10pm 35 mins
Private Equity Ops & Compliance Summit
SEC priorities, Valuation and Regulatory updates
  • George Psarianos - Director, Deloitte Financial Advisory Services LLP
  • Jason Allison - Partner, Walkers
more
2:10pm - 2:50pm 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
  • Arthur Guimaraes - Chief Operating Officer and Head of Defined Contribution, University of California Investments
more
2:10pm - 2:50pm 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
  • Isabel Dische - Partner, Ropes & Gray LLP
more
2:10pm - 2:50pm 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
2:50pm - 3:30pm 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?
  • John Allan Dacres - Director, External Portfolio Management – Public Markets, Caisse de dépôt et placement du Québec (CDPQ)
  • Michael Williams - COO, Napier Park Global Capital
  • Devinder Sangha - Partner, Operational Due Diligence & Implementation, Albourne Partners Limited
more
2:50pm - 3:30pm 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
2:50pm - 3:30pm 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
3:30pm - 4:00pm 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
3:30pm - 4:10pm 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
3:30pm - 4:10pm 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 - 4:40pm 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
  • Dawn Wilson - Senior Director, Investment Administration, Emory Investment Management
more
4:10pm - 4:40pm 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
4:10pm - 4:40pm 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
  • Uzi Rosha - Managing Director, Head of US Regulation and Compliance, AIMA
more
4:40pm - 6:10pm 90 mins
Welcome Cocktails on the Terrace (For all GAIM Ops Cayman attendees)
1:00pm - 1:35pm

Registration - Pre-conference Summits

Showing of Streams
4:40pm - 6:10pm

Welcome Cocktails on the Terrace (For all GAIM Ops Cayman attendees)