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Roundtable topics

Compliance and ODD
  • DoL Fiduciary Rule: what to do given uncertainty
  • The evolution of hybrid structures: a convergence of hedge funds and private equity 
  • Succession planning and crisis management 
  • New ADV Form deep dive
  • Trade monitoring and surveillance updates 
  • Managing NFA reporting rule 2-46
  • Evolution of ODD: 2017 trends and how to use DDQ data
Speaker lunch tables
  • Tips for emerging managers - scaling ODD, compliance and operations for investors
  • Transitioning from Hedge Funds to Private Equity
  • ODD on Activist Funds - what to do and what to know
  • The hiring landscape: managing changing laws, expectations and generations
  • Negotiating and Complying with PB agreements
Private Equity Summit
  • Valuation for PE – getting it right in a hot market 
  • Standardized reporting: ILPA and AltExchange 
  • Managing conflicts of interest in Private Equity
  • Partner succession: compliance, controls and potential
  • Effective ODD for PE firms: investor and PE perspective