with investment management experts on best practices for due diligence on alternative investment managers and hard to value assets
the latest approaches to conducting due diligence on managers and meeting established industry standards including guidance on operational diligence and ongoing practices and procedures
practical tools from industry experts on the widely accepted practices that will help institutional investors mitigate manager risk
|8:00-8:45||Registration & Breakfast|
Meg Bode, Special Advisor, Skytop Strategies
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
|9:00-9:45||Opening Armchair Chat
More Art than Science: The Critical Importance of Evaluating Character
Michael C. Neus, Managing Partner & General Counsel, Perry Capital, L.L.C.
Eric R. Nierenberg, PhD, Senior Investment Officer, Hedge Funds, Low Volatility Strategies, MassPRIM
Shakil Riaz, Managing Director, Head of U.S. Alternative Portfolio Management & Global Chief Investment Officer, Rothschild Asset Management, Inc.
Partnership Risk: Aligning Interests with External Asset Managers
West Chapman, Chief Executive Officer & Founder, AlphaPipe
Lionel Erdely, Head & Chief Investment Officer, Hedge Funds, Investcorp Investment Advisors
Jonathan P. Koerner, Portfolio Group, Albourne America LLC
Judith Posnikoff, PhD, Managing Director, Pacific Alternative Asset Management Company, LLC
Douglas Smith, CFA, Senior Investment Consultant, Hedge Fund Manager Research, Towers Watson
Diversity & Investing: Examining the Positive Impact of Women on Volatility, Risk & Returns
Meredith Jones, Founder, MJ Alternative Investment Research & Author, Women of the Street, Why Female Money Managers Generate Higher Returns
Trend Forecast: Materiality in ESG Factors as a Fiduciary Concern
Francis H. Byrd, Founder & Chief Executive Officer, Byrd Governance Advisory
Jess Gaspar, PhD, Managing Director, Head of Quantitative Research, Commonfund
Amit Sharma, Co-founder, Empowerment Capital
Reputation Risk: Strategies to Help You Sleep at Night
Don Ebanks, Managing Director & Chief Compliance Officer, DMS Offshore Investment Services
Ranjan Bhaduri, PhD, CFA, CAIA, Chief Research Officer, Sigma Analysis & Management Ltd.
Fabien Pavlowsky, Head of US Product Development, Lyxor Inc
Meredith A. Simmons, Chief Compliance Officer, Mason Capital Management LLC
James W. Sweetman, Senior Vice President & Senior Global Alternative Investment Strategist, Wells Fargo & Company
The New Cayman LLC Regime & Resulting Tax Entitlement Benefits for Investors
Melissa Lim, Partner, Cayman Islands, Walkers
Len A. Lipton, Managing Director, GlobeTax
Operational Risk: Surveillance of Controls & Infrastructure
Corey McLaughlin, Member, Audit, Assurance & Advisory, Arthur Bell CPAs
Rob Masi, Managing Partner, Accordo
Brice Wilson, Head of Operational Due Diligence, Magnitude Capital, LLC
Esther Zurba, Director, Castle Hall Alternatives
Transparency & Control Risk: Best Practices in Negotiation
Michael McCabe, Managing Director, BNY Mellon
Marc Baum, General Counsel & Chief Administrative Officer, Serengeti Asset Management
Elena Boeva, Head of Operational Due Diligence, Aflac Global Investments
Gregory T. Donovan, Chief Financial Officer, Campbell & Company
Ongoing Diligence: How Often, How Deep?
Barry Knee, Partner, NY Metro Alternatives Assurance Leader, PwC LLP
Christopher J. Dvorak, Global Head of Relationship Management, Northern Trust Hedge Fund Services
Ela Karahasanoglu, CFA, CAIA, Institutional Portfolio Manager, CIBC Asset Management Inc.
Marie Katz, Chief Compliance Officer, AIG Global Capital Markets Securities, LLC
Arvin Soh, Portfolio Manager, Alternative Investment Solutions, GAM
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