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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for pre-conference Summits - GAIM Ops Cayman 2019

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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for pre-conference Summits - GAIM Ops Cayman 2019

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Pre-conference Summits
1:20pm - 1:30pm10 mins
GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
Chairwomen’s Opening Remarks & Investor Summit Overview
  • Melanie Pickett - Head of Front Office Solutions, Northern Trust
1:20pm - 1:30pm10 mins
Private Equity Ops & Compliance Summit
OVERVIEW - Private Fund Summits (click here for description)
    1:20pm - 1:30pm10 mins
    Private Credit Ops & Compliance Summit
    OVERVIEW - Private Fund Summits (click here for description)
      1:30pm - 2:00pm30 mins
      Private Credit Ops & Compliance Summit
      Comparing notes across Private Funds – Panel 1
      • Kai Lee - Managing Director, Chief Compliance Officer and Associate General Counsel, Oak Hill Advisors, L.P
      • Mimi Gross - General Counsel, Clough Capital
      • Justine Lee - Head of Operational Due Diligence, Prudential Portfolio Management Group
      • Alan Flanagan - Managing Director, Global Head of Alternative Investment Services, BNY Melllon
      1:30pm - 2:00pm30 mins
      Private Equity Ops & Compliance Summit
      Comparing notes across Private Funds – Panel 1
      • Kai Lee - Managing Director, Chief Compliance Officer and Associate General Counsel, Oak Hill Advisors, L.P
      • Mimi Gross - General Counsel, Clough Capital
      • Justine Lee - Head of Operational Due Diligence, Prudential Portfolio Management Group
      • Alan Flanagan - Managing Director, Global Head of Alternative Investment Services, BNY Melllon
      1:30pm - 2:00pm30 mins
      GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
      2019 annual alternative investment review
      • Patrick Sakala - Head of Operational Due Diligence, OPTrust
      2:00pm - 2:30pm30 mins
      GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
      How are managed accounts and SMA platforms evolving and what are the new pros and cons for investors?
      • Mark Hannoush - Director, Due Diligence & Advisory, Ontario Teachers' Pension Plan
      • Jim O'Hara - Head of ODD, Lighthouse Partners
      2:00pm - 2:30pm30 mins
      Private Credit Ops & Compliance Summit
      Comparing notes across Private Funds – Panel 2
      • Chris Hughes - Chief Operating Officer, Axonic Capital LLC
      • Adam Cohen - Managing Director, Perella Weinberg Partners
      • Sang Min Kim - Managing Director, Deputy Chief Operating Officer and Chief Financial Officer, 400CM
      • Theo Lefkos - Partner, Cayman Islands, Walkers
      2:00pm - 2:30pm30 mins
      Private Equity Ops & Compliance Summit
      Comparing notes across Private Funds – Panel 2
      • Chris Hughes - Chief Operating Officer, Axonic Capital LLC
      • Adam Cohen - Managing Director, Perella Weinberg Partners
      • Sang Min Kim - Managing Director, Deputy Chief Operating Officer and Chief Financial Officer, 400CM
      • Theo Lefkos - Partner, Cayman Islands, Walkers
      2:30pm - 2:40pm10 mins
      GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
      Coffee Break - Private Fund / Investor networking
        2:30pm - 2:40pm10 mins
        Private Credit Ops & Compliance Summit
        Coffee Break - Private Fund / Investor networking
          2:30pm - 2:40pm10 mins
          Private Equity Ops & Compliance Summit
          Coffee Break - Private Fund / Investor networking
            2:40pm - 3:20pm40 mins
            Private Equity Ops & Compliance Summit
            Best practice operations for private equity co-investing and secondaries
            • Uzi Rosha - Chief Compliance Officer, Hudson Advisors, LLC
            • Tom Angell - Partner and Practice Leader, Financial Services, Withum
            • Tim Mundy - National Managing Partner – Private Equity Program, West Coast Asset Management Leader, Deloitte LLP
            2:40pm - 3:20pm40 mins
            GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
            Conducting cultural audits: considerations when reviewing managers and how to test governance and culture in practice
            • Sara Yarmand - Risk and Due Diligence professional, Independent
            • William Bogle - Partner, Chief Compliance Officer, NEPC
            2:40pm - 3:20pm40 mins
            Private Credit Ops & Compliance Summit
            Private credit structure fund formation: best practices with BDCs, credit funds and direct lending etc
            • Nauman Malik - General Counsel and Chief Compliance Officer, Eagle Point Credit Management LLC
            • Jiri Krol - Global Head of Alternative Credit Council, AIMA
            • Rory Cohen - General Counsel, Varadero Capital, L.P.
            3:20pm - 4:00pm40 mins
            Private Equity Ops & Compliance Summit
            Private fund finance and terms: trends in calculating waterfall and carry, catch-up calculations and subscription line usage
            • Gerry Esposito - Managing Director, CFO & CCO, Newbury Partners
            • Greg Ciaverelli - Partner & Chief Operating Officer, Private Advisors
            3:20pm - 4:00pm40 mins
            GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
            Ongoing ODD monitoring: frequency and what models are LPs using?
            • Marie Davis - Head of Business Management & Senior Due Diligence Analyst, Kedge Capital
            • Chris Addy - President and Chief Executive Office, Castle Hall Alternatives
            3:20pm - 4:00pm40 mins
            Private Credit Ops & Compliance Summit
            Troubleshooting challenges for loan origination: eligibility, client consent, illiquid assets, tax considerations, jurisdictional considerations etc
            • Rory Cohen - General Counsel, Varadero Capital, L.P.
            • Chris Mendez - General Counsel and Chief Compliance Officer, SEMPER Capital Management
            • Adam Greenwood - Partner, Ropes & Gray LLP
            4:00pm - 4:30pm30 mins
            Private Equity Ops & Compliance Summit
            Latest in level 3 valuation: best practice procedures, inputs, frequency and documentation
            • George Psarianos - Managing Director, National Portfolio Valuation Services Leader, Deloitte Financial Advisory Services LLP
            • Frank Pena - Director, Finance and Valuations, GPB Capital Holdings
            4:00pm - 4:30pm30 mins
            GAIM Ops Institutional Investor Summit (Closed door, Investor Only)
            Open discussion
              4:00pm - 4:30pm30 mins
              Private Credit Ops & Compliance Summit
              Handling credit life-cycle operations: maintaining loans, asset based leverage, subscription, vendors, secondaries and settlement
              • James Cassady - Managing Director, Fund Compliance and Finance, Monroe Capital
              • Nauman Malik - General Counsel and Chief Compliance Officer, Eagle Point Credit Management LLC
              NextPLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for 2019 Main Conference Day 1

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