Summit Day
- David Warsoff - Executive Director, J.P. Morgan Alternative Asset Management
How to spot emerging operational red flags across managers, service providers, and fund structures — and the practical steps ODD teams use to assess and escalate risks.
A clear framework for identifying high-impact ODD risks early and applying effective mitigation strategies to strengthen decision-making and protect investors.
Location: Little Cayman (Ballroom)
- Jim O'Hara - Managing Director, Head of Operational Due Diligence, Lighthouse Partners
- Frank Perez - Managing Director, Makena Capital Management, LLC
- William Allison - Head of External Alpha Operational Risk, Man Group
- Terence 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.
Location: Little Cayman (Ballroom)
- 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
- Stuart Chapman - Director, Head of Operational Due Diligence, Strategic Investment Group
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
Location: Little Cayman (Ballroom)
- David Warsoff - Executive Director, J.P. Morgan Alternative Asset Management
- Gwen Stone - Executive Director - Operational Due Diligence, JP Morgan
- Thomas Hess - Chief Operating Officer & Chief Financial Officer, Daventry Group
- Justin Griffith - Chief Operating Officer and General Counsel, Cadian Capital Management
- 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.
Location: Little Cayman (Ballroom)
- Kai Lee - Deputy General Counsel & Chief Compliance Officer, Oak Hill Advisors, L.P
- Victoria Roytvarf - Principal - Head of Operational Due Diligence, Siguler Guff
- Anthony Cetta - Head of ODD, Summit Rock Advisors
- Michael Goulopoulos - Director, Enterprise Risk, CPPIB
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.
Location: Little Cayman (Ballroom)
- Jesse Knapel - CFO and CCO, Prelude Growth Partners
- Dave Poulten - Chief Business Officer, Shorecliff Asset Management Company LLC
- Louise Somers - Global Head of Reporting, Walkers
- Max Kimpton - Operational Due Diligence Specialist, Innocap