April 19 - 22, 2026
The Ritz-Carlton, Grand Caymankeyboard_arrow_right
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Summits Day
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ODD Summit
1:40pm - 1:45pm
Chair's welcome remarks
- David Warsoff - Executive Director, J.P. Morgan Alternative Asset Management
1:45pm - 2:15pm
Identifying and mitigating ODD risks
- Jim O'Hara - 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
- Terrance Brady - Director of Operational Due Diligence, Corbin Capital
2:15pm - 2:45pm
ODD best practice
- 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
2:45pm - 3:15pm
Inside Out: Operational Due Diligence from the Manager’s perspective
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
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ODD Summit
3:45pm - 4:15pm
What SEC enforcement means for ODD
- 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
- Victoria Roytvarf - Principal - Head of Operational Due Diligence, Siguler Guff
- Anthony Cetta - Director, Operational Risk Management, Summit Rock Advisors
4:15pm - 4:45pm
Best Practices to Assess Fund Administrators and Service Providers
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
- Max Kimpton - Operational Due Diligence Specialist, Innocap
4:45pm - 5:00pm
Chair's closing remarks and end of summit
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