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Key Sessions

Kimberly Summe

Manager-Investor townhall: Manager and investor expectations on the top trends in alternatives for 2018-2020

Sequoia Capital Global Equities

Suzanne Peterson

Keynote interview – How leaders create and sustain admired organizational culture for strategic advantage

CRA, Inc.

Showing of Streams
Showing of Streams
8:30am - 9:00am 30 mins
Info
Investor Summit
Breakfast & registration open for investor only pre-conference summit

Closed Door Summit for qualified Investors and investor Summit speakers only

8:30am - 9:00am 30 mins
Private Equity Summit
Breakfast & registration open for Private Equity pre-conference summit
8:30am - 10:50am 140 mins
ODD Bootcamp - New 2018!
Session begins at 10.40
9:00am - 9:10am 10 mins
Info
Investor Summit
Chairman's welcome
  • Chairman James Perry - Head of Institutional Investor Solutions, Maples Fund Services

This is a closed door Summit - for institutional investors and single family offices only. 

9:00am - 9:10am 10 mins
Info
Private Equity Summit
Chairman's welcome
  • Jeremy Broker - Director, Private Equity, Moss Adams

Welcome to the Private Equity Summit at GAIM Ops West 2018!

9:10am - 9:50am 40 mins
Investor Summit
Monitoring fund expenses – regulatory requirements and best practices in LPA review
  • Heath Weisberg - General Counsel, CAM Capital
  • Lorelei Graye - Principal & Consultant, Leodoran Financial
  • Brian Humphries - Lead Investment Operations Analyst, DUMAC, Inc
9:50am - 10:30am 40 mins
Investor Summit
Experiences utilizing CRM tools
  • Chris Gailey - Operations Manager - Office of Investments, Texas Tech University System (TTUS)
  • Robert Goldbaum - VP Strategy, Dynamo Software
9:50am - 10:30am 40 mins
Private Equity Summit
Co-investing: managing fees, expenses and allocation
  • Bonnie L. Harland - Director, Pouschine Cook Capital Management, LLC
  • Peter Rivera - Chief Financial Officer, Shamrock Capital Advisors
  • Josh Schoedler - Lead Investment Operations Analyst, DUMAC, Inc
10:30am - 10:50am 20 mins
Investor Summit
Coffee & Refreshments
10:30am - 10:50am 20 mins
Private Equity Summit
Coffee & Refreshments
10:50am - 11:30am 40 mins
Investor Summit
Ongoing ODD monitoring: frequency and what models are LPs using?
  • Chris Addy - President and Chief Executive Office, Castle Hall Alternatives
  • Dawn Wilson - Senior Director, Investment Administration, Emory Investment Management
  • Jason Garelli - Managing Director – Head of Operational Due Diligence, Strategic Investment Group
10:50am - 11:30am 40 mins
Private Equity Summit
Hot topics in PE ODD
  • Melanie Pickett - Practice Executive, Head of Front Office Solutions, Northern Trust
  • Jennifer Zloto - Managing Director, Operational Due Diligence, Summit Rock Advisors
  • Matt Jones - CCO and Director of Finance, K1
10:50am - 12:50pm 120 mins
Info
ODD Bootcamp - New 2018!
ODD bootcamp - New 2018
  • Joshua Barlow - Managing Director, Valhalla Fiduciary, LLC
  • George Fisher - Director of Operational Due Diligence, Central Park Group
  • Nick Lotysz - Director of Operational Due Diligence, Vivaldi Capital Management, LLC

Especially designed to help get your team up to speed with the fundamentals of effective ODD. Learn what it takes to run ODD in house, the best ways to prepare for ODD meetings, and ODD continuing ODD reviews. 

Led by several leading ODD experts, you will get indepth training on topics including:

  • Structuring your DDQ
  • Operating systems for ODD
  • In-house vs external ODD teams
  • Conducting ODD meetings
  • ODD Review and frequency
11:30am - 12:10pm 40 mins
Investor Summit
Presenting ODD findings to the CIO/investment Committee: standardizing reports and what to focus on
  • Saba Movahedi - Head of Operational Due Diligence, Hall Capital Partners LLC
  • David Weden - Corporate Director Investment Operations, Partners Healthcare System
11:30am - 12:10pm 40 mins
Private Equity Summit
Approaches to PE subscription lines usage
  • David Poulten - Chief Financial Officer, Chief Operating Officer, Glendon Capital Management
  • Matt Barbato - Principal, Finance, Hamilton Lane
  • Xavier Corzo - Principal, Chief Administrative Officer and Chief Compliance Officer, Solace Capital
12:10pm - 12:40pm 30 mins
Private Equity Summit
Conflicts of interest for LPs: warehousing, cross trades, GP investments, affiliate Funds – dos and don’ts
  • Jason Garelli - Managing Director – Head of Operational Due Diligence, Strategic Investment Group
  • Bob Racusin - COO and CCO, Virgo Investment Group
12:40pm - 12:50pm 10 mins
Investor Summit
End of closed door investor summit
12:40pm - 12:50pm 10 mins
Private Equity Summit
End of Private Equity summit
12:50pm - 1:50pm 60 mins
Info
Investor Summit
Lunch - Investors and Private Equity summit networking

Networking lunch for attendees of Institutional Investor and Private Equity Summits

12:50pm - 1:50pm 60 mins
Info
Private Equity Summit
Lunch - Investors and Private Equity summit networking

Networking lunch for attendees of Institutional Investor and Private Equity Summits

12:50pm - 1:50pm 60 mins
Info
ODD Bootcamp - New 2018!
Lunch - Investors and Private Equity summit networking

Networking lunch for attendees of Institutional Investor and Private Equity Summits

1:50pm - 3:10pm 80 mins
Info
Investor Summit
Roundtables: Investor ODD
  • Real Estate ODD John Canorro - Managing Director, Operational Due Diligence, Cornerstone Advisors Inc.
  • Private Credit ODD Jorge de Lafuente - Director of Operational Due Diligence, Texas Treasury Safekeeping Trust Company
  • Private Credit ODD Lauri Haas - Managing Director and Principal, PRISM LLC
  • Crypto Lewis Fellas - Chief Investment Officer, Bletchley Park Asset Management

Open to participants of the Investor and Private Equity Summits.

Topics including:

  1. ODD on Real Estate
    John Canorro, Managing Director, ODD, Build Beyond
  2. ODD on Private Credit
    Jorge de Lafuente, Director of ODD, Texas Treasury Safekeeping Trust Company
    Lauri Haas, Managing Director and Principle, PRISM LLC
  3. Understanding the crypto asset and bucket opportunities
    Lewis Fellas, CEO, Bletchley Park Asset Management

Roundtable discussions - 10 per table for an intimate group discussion lead by one of our expert speakers. Get into the details of Ops and Compliance topics and have your key questions answered.

**** All tables repeat two times (1.50 and 2.40). Tables run for 35 minutes. Choose any two topics below. First come, first served.****

1:50pm - 3:10pm 80 mins
Info
Private Equity Summit
Roundtables: Private Equity deep dives
  • PE Tax landscape Jeremy Broker - Director, Private Equity, Moss Adams
  • Third party admins Isaiah Massey - Managing Director - Chief Financial Officer, CAZ Investments
  • Evergreen funds Rachel Masory - Deputy General Counsel, Golden Gate Capital
  • D&O and E&O Insurance Stephen Weisbrod - Founding Partner, Weisbrod Matteis & Copley PLLC

Open to participants of the Private Equity and Investor Summits.

Topics including:

  1. Evaluating tax landscape for PE firms: LLCs to C-Corps and other ideas
    Jeremy Broker, Director, Private Equity, Moss Adams 
  2. Diligence tips when choosing or switching third party administrators
    Isaiah Massey, Managing Director - CFO, CAZ Investments
  3. Evergreen funds: examining the structures, its benefits and challenges
    Rachel Masory, Deputy General Counsel, Goldengate 
  4. What Every Private Equity Firm and Hedge Fund Manager Needs to Know about D&O and E&O Insurance
    Stephen Weisbrod, Weisbrod Matteis & Copley

Roundtable discussions - 10 per table for an intimate group discussion lead by one of our expert speakers. Get into the details of Ops and Compliance topics and have your key questions answered.

**** All tables repeat two times (1.50 and 2.40). Tables run for 35 minutes. Choose any two topics below. First come, first served.****

1:50pm - 3:20pm 90 mins
Info
ODD Bootcamp - New 2018!
Lessons learned from the failure of Lehman Brothers
  • Workshop leader David Geffen - President, Geffen Advisors

Lessons learned from the failure of Lehman Brothers - implications and important lessons for Operations, Legal and Credit risk management 10 years on.

**** This workshop repeats two times (1.40 and 2.20) - running for 40 minutes. A sign up sheet will be available at the registration desk. ****

3:10pm - 3:20pm 10 mins
Investor Summit
End of investor summit
3:10pm - 3:20pm 10 mins
Private Equity Summit
End of Private Equity summit
3:20pm - 3:50pm 30 mins
GAIM Ops West 2018
Welcome coffee & main conference registration
3:50pm - 4:00pm 10 mins
Info
GAIM Ops West 2018
Chairwoman's welcome to GAIM Ops West 2018 - Day 1
  • Chairwoman Joann Arweiler - Managing Director, BDO

Main GAIM Ops West Conference begins!

4:50pm - 5:30pm 40 mins
Info
GAIM Ops West 2018
Keynote interview – How leaders create and sustain admired organizational culture for strategic advantage
  • Keynote Speaker Suzanne Peterson - Managing Director, CRA, Inc.
  • Interviewer Marty Meekins - Chief Operating Officer & General Counsel, Empyrean Capital Partners, LP

This session will be fireside chat between Marty Meekins (COO, Empyrean Capital Partners) and Dr Suzanne Peterson exploring leadership, and ways in which firms can create and sustain a distinct organizational culture in practice. Introducing the concept of Admired Leadership® - Marty and Suzanne will explore how fund leaders have a brand for getting results and creating followership, and how this can be applied by leaders throughout a fund’s operation and compliance for advantages in recruiting, coaching and standing out in a busy market place.

When it comes to building a culture of respect and excellence, Admired Leaders understand that it starts with them. Leading by example is an easy thing to say but hard to do in everyday leadership. In this discussion, we ask and answer the question, “Why should anyone follow you?” Whether a COO, CFO, CCO or CEO, Marty and Suzanne will discuss how Admired Leaders® display their character to others and unveil their competence while remaining humble.

Dr. Suzanne J. Peterson is an executive coach specializing in leadership style, development, and communication. She is also a member of the business faculty at the Thunderbird School of Global Management. She provides counsel and coaching to senior leaders primarily in financial services firms. Recent clients include leaders in firms such as Morgan Stanley, JP Morgan Chase, Charles Schwab, Bank of America/Merrill Lynch, Goldman Sachs, Societe Generale, CVC Partners, AQR, Senator, Aurelius, Third Point, Soros, Piper Jaffray, and Cowen.

5:30pm - 6:30pm 60 mins
GAIM Ops West 2018
Monday night welcome cocktail