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Showing of Streams
Showing of Streams
8:30am - 9:00am 30 mins
Investor Summit
Breakfast & registration open for Investor only pre-conference summit
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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
Investor Summit
Chairman's Welcome
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This is a closed door Summit - for institutional investors and single family offices only. 

9:00am - 9:10am 10 mins
Private Equity Summit
Chairman's Welcome
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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
9:50am - 10:30am 40 mins
Investor Summit
Experiences utilizing CRM tools
9:50am - 10:30am 40 mins
Private Equity Summit
Co-investing: managing fees, expenses and allocation
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?
10:50am - 11:30am 40 mins
Private Equity Summit
Conflicts of interest for LPs: warehousing, cross trades, GP investments, affiliate Funds – dos and don’ts
10:50am - 12:50pm 120 mins
ODD Bootcamp - New 2018!
ODD bootcamp - New 2018
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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 - 12:00pm 30 mins
Private Equity Summit
Approaches to PE subscription lines usage
12:00pm - 12:40pm 40 mins
Investor Summit
Presenting ODD findings to the CIO/Investment Committee: standardizing reports and what to focus on
12:00pm - 12:40pm 40 mins
Private Equity Summit
Evergreen Funds: examining the structures, its benefits and challenges
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
Investor Summit
Lunch - Investors and Private Equity summit networking
12:50pm - 1:50pm 60 mins
Private Equity Summit
Lunch - Investors and Private Equity summit networking
12:50pm - 1:50pm 60 mins
ODD Bootcamp - New 2018!
Lunch - Investors and Private Equity summit networking
1:50pm - 3:10pm 80 mins
Investor Summit
Roundtables: Investor ODD
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Open to participants of the Investor and Private Equity Summits.

Topics including:

  1. ODD on Energy Funds
  2. ODD on Private Credit
  3. ODD on Real Estate
  4. Understanding the crypto asset and bucket opportunities

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 (1.40 and 2.20). Tables run for 35 minutes. Choose any two topics below. First come, first served.****

1:50pm - 3:10pm 80 mins
Private Equity Summit
Roundtables: Private Equity deep dives
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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
  2. Diligence tips when choosing or switching third party administrators
  3. Hot topics in PE ODD
  4. Operating and challenges with long dated private equity Funds

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 (1.40 and 2.20). Tables run for 35 minutes. Choose any two topics below. First come, first served.****

1:50pm - 3:20pm 90 mins
ODD Bootcamp - New 2018!
Personal Development Workshop
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 Summit Registration
3:50pm - 4:00pm 10 mins
GAIM Ops West 2018
Chairman's Welcome to GAIM Ops West 2018 - Day 1
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Main GAIM Ops West Conference begins!

4:50pm - 5:30pm 40 mins
GAIM Ops West 2018
KEYNOTE: Interview with a Fund/Investor CIO
5:30pm - 6:30pm 60 mins
GAIM Ops West 2018
Monday Night Drinks