Summits Day
Coffee and refreshments will be served.
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.
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.
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.
- Jim O'Hara - Managing Director, Co-Head of Implementation, Lighthouse Partners
- Frank Perez - Managing Director, Makena Capital Management, LLC
- William Allison - Deputy Head of 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.
- 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.
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.
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.
LP priorities in operational due diligence, including common red flags, reporting quality and governance expectations.
How LPs assess transparency, controls and oversight when making allocation and re-up decisions.
Clear insight into how to align operations, reporting and governance with LP expectations to build trust and retain capital.
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, Wallkers
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.