with investment management experts on best practices for due diligence on alternative investment managers and hard to value assets
Discover
the latest approaches to conducting due diligence on managers and meeting established industry standards including guidance on operational diligence and ongoing practices and procedures
Apply
practical tools from industry experts on the widely accepted practices that will help institutional investors mitigate manager risk
Time | Description |
---|---|
8:00-8:45 | Registration & Breakfast |
8:45-9:00 | Opening Remarks 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 Led by: Michael C. Neus, Managing Partner & General Counsel, Perry Capital, L.L.C. Presenter: 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. |
9:45-10:30 | Panel Discussion Partnership Risk: Aligning Interests with External Asset Managers Moderator: West Chapman, Chief Executive Officer & Founder, AlphaPipe Panelists: 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 |
10:30–10:45 | Refreshment Break |
10:45-11:15 | Presentation Diversity & Investing: Examining the Positive Impact of Women on Volatility, Risk & Returns Presenter: Meredith Jones, Founder, MJ Alternative Investment Research & Author, Women of the Street, Why Female Money Managers Generate Higher Returns |
11:15-12:00 | Panel Discussion Trend Forecast: Materiality in ESG Factors as a Fiduciary Concern Moderator: Francis H. Byrd, Founder & Chief Executive Officer, Byrd Governance Advisory Panelists: Jess Gaspar, PhD, Managing Director, Head of Quantitative Research, Commonfund Amit Sharma, Co-founder, Empowerment Capital |
12:00-1:00 | Networking Luncheon |
1:00-1:45 | Panel Discussion Reputation Risk: Strategies to Help You Sleep at Night Moderator: Don Ebanks, Managing Director & Chief Compliance Officer, DMS Offshore Investment Services Panelists: 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 |
1:45-2:15 | Presentation The New Cayman LLC Regime & Resulting Tax Entitlement Benefits for Investors Presenter: Melissa Lim, Partner, Cayman Islands, Walkers Len A. Lipton, Managing Director, GlobeTax |
2:15-3:00 | Panel Discussion Operational Risk: Surveillance of Controls & Infrastructure Moderator: Corey McLaughlin, Member, Audit, Assurance & Advisory, Arthur Bell CPAs Panelists: Rob Masi, Managing Partner, Accordo Brice Wilson, Head of Operational Due Diligence, Magnitude Capital, LLC Esther Zurba, Director, Castle Hall Alternatives |
3:00-3:15 | Refreshment Break |
3:15-4:00 | Panel Discussion Transparency & Control Risk: Best Practices in Negotiation Moderator: Michael McCabe, Managing Director, BNY Mellon Panelists: 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 |
4:00-5:00 | Panel Discussion Ongoing Diligence: How Often, How Deep? Moderator: Barry Knee, Partner, NY Metro Alternatives Assurance Leader, PwC LLP Panelists: 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 |
5:00-5:15 | Closing Remarks |
5:15 | Networking Reception |
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