Summits Day
- Ghufran Rizvi - President, CalALTs
Practical AI tools and workflows already reshaping fund operations.
How teams are using AI to streamline processes, reduce manual work and improve accuracy.
Clear examples of where AI delivers real efficiency gains today — and how to implement them immediately.
- Kenyon Shubert - Chief Legal Officer, Stone Coast Fund Services
Peer benchmarking on where CCOs are actively deploying AI — and where adoption has stalled
Practical use cases that are live, piloting, or paused across compliance functions
How firms are measuring success and deciding when pilots are “production-ready”
Governance models and decision-making accountability for AI risk
Areas CCOs are deliberately holding back — and why
Behavioural and cultural barriers to AI adoption inside investment organisations.
Why human psychology shapes whether AI succeeds or stalls.
Strategies for shifting mindsets and building a culture that embraces AI.
- David Warsoff - Executive Director, J.P. Morgan Alternative Asset Management
- Jim O'Hara - Managing Director, Co-Head of Implementation, Lighthouse Partners
- Frank Perez - Managing Director, Makena Capital Management, LLC
- William Allison - Head of External Alpha Operational Risk, Man Group
- Terrance Brady - Director of Operational Due Diligence, Corbin Capital
- Key operational due diligence standards and methodologies that define best practice in today’s environment.
- How top allocators evaluate managers and what benchmarks they consider non-negotiable.
- Practical steps to refine your ODD processes, ensuring resilience and alignment with industry expectations.
- Adam Cohen - Head of Operational Due Diligence, Cerity Partners
- Christine Brigante - Senior Vice President, Head of ODD, Magnitude Capital
- Eric Lazear - Deputy COO, Head of ODD, Titan Advisors
How managers prepare for, manage, and survive increasingly intrusive ODD
The operational questions investors are really asking—and why
Where managers most often underestimate ODD risk and scrutiny
- David Warsoff - Executive Director, J.P. Morgan Alternative Asset Management
- Gwen Stone - Executive Director - Operational Due Diligence, JP Morgan
- Chris Hughes - Principal: Chief Operating Officer / Chief Compliance Officer, Axonic Capital LLC
- Thomas Hess - Chief Operating Officer & Chief Financial Officer, Daventry Group
Heads of ODD gathering – investors and investment managers welcome
Real-world examples of how GPs are integrating AI into ODD workflows and reporting.
How AI is being used for monitoring, document analysis, risk identification and trend detection.
Practical ideas on how ODD teams can harness AI without compromising control or judgement.
- Irina Ludkovski - Senior ODD Analyst, Albourne Partners
- Chris Hughes - Principal: Chief Operating Officer / Chief Compliance Officer, Axonic Capital LLC
- Coleen Fay - Practice Leader, Withum
Regulatory expectations for responsible AI use across financial services.
How firms can align AI deployment with compliance, data protection and governance rules.
Actionable steps to build ethical AI frameworks that withstand regulatory scrutiny.
- Kevin Medina - Global Chief Compliance Officer, Värde Partners
- Recent SEC enforcement actions and the operational issues that have drawn regulatory scrutiny.
- How enforcement trends are influencing ODD focus areas, documentation standards and ongoing monitoring.
- Clear guidance on where ODD teams should prioritise attention to reduce regulatory and operational risk.
- Kai Lee - Deputy General Counsel & Chief Compliance Officer, Oak Hill Advisors, L.P
- Anthony Cetta - Director, Operational Risk Management, Summit Rock Advisors
Key criteria LPs and GPs use to evaluate fund administrators and core service providers, from controls and reporting to technology and resilience.
How to run a consistent, risk-based assessment that identifies operational gaps, conflicts and service weaknesses early.
A practical framework and checklist to strengthen provider selection, oversight and ongoing monitoring.
- Jesse Knapel - CFO and CCO, Prelude Growth Partners
- Dave Poulten - Chief Business Officer, Shorecliff Asset Management Company LLC
- Louise Somers - Head of Tax Reporting Services, Walkers
Relax, unwind, and connect with the GAIM Ops community. Enjoy an evening of canapes, delicious cocktails, and music as the sun sets on the beautiful Caribbean Sea.