Agenda - Main conference day 1

Main conference day 1Monday, 7 April 2025

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Networking

8:00am - 9:00am

Registration & Breakfast

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Main Stage

9:00am - 9:05am

Chair's welcome remarks

Odette Samson - Partner | Audit & Assurance, Deloitte & Touche

9:05am - 9:15am

Opening address – Official welcome from Cayman Islands

Steve McIntosh - CEO, Cayman Finance

9:15am - 10:00am

Adopting AI and automation – the vital role of fund admins

What is on the GP’s wishlist and why?
Balancing innovation with efficiency
Managing less data better
Control of data

Ambuj Garg - Chief Operating Officer, NAV Fund Services
Stephen Godino - Chief Information Officer, Viking Global Investors LP
Brian Meyer - Partner, CCO, General Counsel, Fir Tree Partners
Sudhir Anantharaman - Chief Information Security Officer, AQR Capital Management, LLC
David Famoriyo - Director of Alternative Fund Operations, Brown Advisory

10:00am - 10:30am

Proactive partnerships: identifying and managing non-investment risks

Eric Fox - Vice Chair and US Investment Management Sector Leader, Deloitte
Emily Farrell - Managing Director, BXMA, Blackstone
Amy Poster - Senior Advisor, Turning Rock Partners

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Networking

10:30am - 11:00am

Coffee Break

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Main Stage

11:00am - 11:30am

Fireside chat with Bethany McLean

Bethany McLean - American journalist and contributing editor, Vanity Fair Magazine, Author, The Big Fail
Steve Bruce - Managing Partner, ASC Advisors, LLC

11:30am - 11:50am

From M&A to technology and value creation

Jason Costa - Head of Hedge Fund Services, North America, SS&C Technologies, Inc.
Michael McCreesh - Head of Battea, SS&C Technologies, Inc.

11:50am - 12:30pm

What the future CCO looks like

Mark Schein - General Counsel and Chief Operating Officer, Madison International Realty
Andrew Kandel - Global Chief Compliance Officer, Senior Legal Counsel & Senior Managing Director, Cerberus Capital Management

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Networking

SPEAKER HOSTED LUNCH TABLES

12:30pm - 1:30pm

Lunch and Speaker Hosted Lunch Tables

1) ODD best practices for counterparty risk monitoring - Christine Brigante

(2) Maximizing value: managing GP and LP vendor partnerships – Ronald Pierre

(3) Portfolio valuation 2.0 – Christopher Franzek

(4) Delegation and outsourcing risks – Tim Shaw

(5) Business materiality and cyber risk management in the era of digital convergence – priorities for firms now – Oleg Bogomolniy

(6) The use of AI to enhance the valuation and investment committee process – Lily Yang

(7) Best practice in fund formation - Chris Albright, NAV Fund Services

(8) Moving to the cloud - the journey for managers - Serge Bukhar, CEO, Atlas Technica

C-SUITE LUNCHES - Event by invitation only

Christine Brigante - Senior Vice President, Head of ODD, Magnitude Capital
Ronald Pierre - Chief Compliance Officer, VP of Operations and Finance, Composition Capital
Christopher Franzek - Managing Director, Portfolio Valuation, Stout
Tim Shaw - Director, Head of Operations, Aperture Investors
Oleg Bogomolniy - CSO, CyberXtreme
Lily Yang - Director, Cayman Islands - Financial Advisory, Deloitte
Chris Albright - VP, Fund Administration, NAV Fund Services
Serge Bukhar - CEO, Atlas Technica

12:30pm - 1:25pm

C-SUITE LUNCHES Event by invitation only

Afternoon Sessions

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Track 1 - Digital assets

Track 2 - Risk management

Track 3 - Private equity

1:30pm - 1:35pm

Chair's welcome remarks

1:35pm - 2:05pm

Better standardized global regulations for digital assets – the Cayman Islands perspective

Lucy Frew - Partner, Head of Regulatory and Risk Advisory, Walkers
Isabel Gumeyi - Head of VASP & Fintech Innovation Unit, CIMA

2:10pm - 2:40pm

Compliance risks and innovative tech for blockchain

Joseph Cassano - Digital Assets Leader, Withum
Scott Walker - CCO, a16z
Alixandra Smith - Chief of the Criminal Division, U.S. Department of Justice
Katherine Dowling - General Counsel & Chief Compliance Officer, Bitwise Asset Management

1:30pm - 1:35pm

Chair's welcome remarks

Adam Cohen - Head of Operational Due Diligence, Cerity Partners

1:35pm - 2:05pm

Transforming due diligence with AI – best practices and use cases

Scott Decker - Global Head of Investment Management Solutions, CENTRL, Inc

2:10pm - 2:40pm

Leveraging technology to drive treasury and collateral optimization

Rishi Gupta - Managing Director, Structuring, Wilshire

1:30pm - 1:35pm

Chair's welcome remarks

1:35pm - 2:05pm

Operating models for private firms

Marshall Saffer - Managing Director - Fund and Capital Market Services, CSC
Dave Poulten - Partner, INCEPTIV
Marc Valdes - Chief Operating Officer, Domain Real Estate Partners

2:10pm - 2:40pm

Case study - When things don’t go right: Exiting a partnership

Evelyn Yanatos - Director of Finance and Compliance, Adjuvant Capital
Richard Rabin - Partner, Labor and Employment, Akin Gump Strauss Hauer & Feld LLP

1:40pm - 1:45pm

Chair's remarks

Angella Bent-Thomas - Chief Human Resources Officer., Public Service Pensions Board

1:45pm - 2:30pm

Developing the leaders of tomorrow (invite-only)

Angella Bent-Thomas - Chief Human Resources Officer., Public Service Pensions Board
Jesse Burkhead - ODD Analyst, First Trust Capital Management
Nick Lotysz - Director of Operational Due Diligence, First Trust Capital Management
Jesse Knapel - CFO and CCO, Prelude Growth Partners
Michelle McGurk - Deputy Chief Operating Officer, Millburn Ridgefield LLC
Timothy Foran - ODD Senior Analyst, Albourne Partners

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Networking

Women in Ops and Compliance afternoon gathering

2:40pm - 3:15pm

Coffee Break and Women in Ops and Compliance gathering

2:40pm - 3:15pm

Women in Ops and Compliance gathering

Showing 3 of 4 Streams

Track 1 - Digital assets

Track 2 - Risk management

Track 3 - Private equity

3:15pm - 3:40pm

View from CFTC

Jeremy Liabo - Partner, Ropes & Gray LLP
Cathy Yoon - GC, Wormhole Foundation
Patricia Cushing - Director of Compliance, National Futures Association

3:40pm - 4:10pm

Crypto goes mainstream – the future outlook

Gregory Xethalis - General Counsel, Multicoin Capital
Marc Baum - Senior Advisor, Abra
Sumit Sharma - Vice President, NAV Fund Services
Alixandra Smith - Chief of the Criminal Division, U.S. Department of Justice

4:10pm - 4:30pm

Discussion group 1 -What the new administration means for digital assets

What the new administration means for digital assets

Jasmine Burgess - CRO/COO, Coinbase Asset Management
Katherine Dowling - General Counsel & Chief Compliance Officer, Bitwise Asset Management
Stewart Eichner - GC and CCO, CoinFund
Rachel Anderika - Head of Global Operations, Anchorage Digital

3:15pm - 3:40pm

Cyber risk – from the back to the middle and front office

Louis Cordone - Head of Client Success, Drawbridge
Sagan Weiss - Chief Compliance Officer, J. Goldman & Co. L.P.

3:40pm - 4:10pm

MNPI case studies

Robert Johnston - Partner, Investment Management, Lowenstein Sandler LLP
Nauman Malik - Senior Principal, General Counsel, Eagle Point Credit
Kai Lee - Deputy General Counsel & Chief Compliance Officer, Oak Hill Advisors, L.P
Abigail Penzell - Partner, General Counsel & CCO, Bienville Capital Management

4:10pm - 4:30pm

Discussion group 2

Best practice when managing new compliance risks and prioritizing actionable data, regulatory evaluations, and proactive risk assessments

Michael Barry - General Counsel & Chief Compliance Officer, Samlyn Capital
Justine Leung - Chief Compliance Officer, Hawk Ridge Capital Management

3:15pm - 3:40pm

Private market valuations: governance, transparency and disclosure guidelines

- Proactive ways that managers are strengthening relationships with investors
- Assessing rationale behind valuations

Dave Poulten - Partner, INCEPTIV
Ronald Pierre - Chief Compliance Officer, VP of Operations and Finance, Composition Capital
Michael Patanella - Managing Partner - Asset Management, Grant Thornton

3:40pm - 4:10pm

Case study: New models to help private equity firms attract non-institutional investors

Jonathan Cancro - Managing Director, Apollo Global Management
Chelsea Childs - Partner, Ropes & Gray
Brian Breakstone - Chief Financial Officer/Partner, Waterfall Asset Management, LLC

4:10pm - 4:30pm

Discussion group 3 - Reviewing recent fraud cases for PE firms

Reviewing recent fraud cases for PE firms

Thomas Redburn - Partner – Securities Litigation, Lowenstein Sandler LLP
Amy Poster - Senior Advisor, Turning Rock Partners

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Networking

4:30pm - 6:30pm

Beach Cocktail Reception

Head to Seven Mile Beach and mingle with the GAIM Ops crowd. Enjoy cocktails, delicious cuisine, and lively music.

Main conference day 1Monday, 7 April 2025

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