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Main Conference Day 2
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Main Conference Day 2
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Showing 1 of 1 Streams
Networking
8:00am - 8:45am
Registration & Breakfast
To be served on the terrace, with views of palm trees.
Showing 1 of 1 Streams
Main Stage
8:45am - 8:50am
Chair's welcome remarks
- Odette Samson - Partner | Audit & Assurance, Deloitte & Touche
8:50am - 9:20am
Keynote
- Julia Cloud - Global Investment Management Leader, Deloitte Tax LLP
9:20am - 10:00am
Macro masterclass: navigating growth, inflation and volatility in 2026
In this fireside chat, Constance Hunter, Chief Economist at the Economist Intelligence Unit, will discuss the macro forces driving global markets. From inflation and interest rates to geopolitical risk, the conversation will focus on what investors should be paying attention to as uncertainty reshapes the operating environment.
- Constance Hunter - Chief Economist, Economist Intelligence Unit
- Suzan Rose - Senior Advisor, Government & Regulatory Affairs, AIMA
10:00am - 10:30am
AI & the Future of Cyber Regulation: Safeguarding Financial Services in a High‑Risk Era
- Anthony D'Ambrosi - Chief Executive Officer and Board Member, Abacus Group LLC
- Stu Solomon - CEO, Human Security
- Kathleen McGee - Partner, Lowenstein Sandler
Showing 1 of 1 Streams
Networking
10:30am - 11:00am
Coffee Break
Showing 1 of 1 Streams
Main Stage
11:00am - 11:30am
The Art of the Impossible
11:30am - 12:00pm
Navigating SEC examinations
- Kevin Vincent - Chief Compliance Officer, S2G Investments
- Jason Scoffield - Chief Compliance Officer, Audax Group
12:00pm - 12:30pm
Regulatory Whiplash
12:30pm - 1:00pm
Cybersecurity that works: what actually reduces operational and reputational risk
A deep dive into the hard data illustrating how managers are strengthening their cyber-risk frameworks, using insights drawn from our data.
- Simon Eyre - CISO – Chief Information Security Officer, Drawbridge
Showing 8 of 8 Streams
Networking
C-SUITE LUNCH - Event by invitation only
Roundtable 1
Roundtable 2
Roundtable 3
Roundtable 4
Roundtable 5
Roundtable 6
1:00pm - 1:55pm
Lunch
1:00pm - 1:55pm
C-SUITE LUNCH Event by invitation only
1:00pm - 1:55pm
Valuation of private credit
- Marc Valdes - Chief Operating Officer, Domain Real Estate Partners
1:00pm - 1:05pm
Managing multiple Separately Managed Accounts
1:00pm - 1:55pm
International investing considerations
1:00pm - 1:55pm
Venture capital
1:00pm - 1:55pm
The ODD process
1:00pm - 1:55pm
Best Practice for Shadowing your Fund Admin
Showing 3 of 3 Streams
Track 1 - Hedgefunds
Track 2 - Fund Strategy & Structure
Track 3 - Leadership and Culture
1:55pm - 2:00pm
Chair's remarks
2:00pm - 2:30pm
Prediction Markets: Opportunity, Operational Risk & Regulatory Scrutiny
- Michelle Noyes - Managing Director, Head of Americas, AIMA
2:30pm - 3:00pm
Retailization & Capital Flows
- Amanda Nelson - Principal, Casey Quirk by Deloitte
- Eric Fox - Vice Chair and US Investment Management Sector Leader, Deloitte
1:55pm - 2:00pm
Chair's remarks
- Romulad Beneche - Head of Investor Relations and Business Development, Iris International's Private Credit Fund
2:00pm - 2:30pm
Beyond Yield: Operational Risks, Complexity, and Controls in Private Credit
- Keith Hladek - President, Piedmont Credit Services
2:30pm - 3:00pm
Tokenization of investments and funds
- Rajat Jain - SVP, NAV Fund Services
- Steve McIntosh - CEO, Cayman Finance
1:55pm - 2:00pm
Chair's remarks
- Karen Colligan - Leadership strategist, executive coach, and founder of PeopleThink, People Think
2:00pm - 2:30pm
The evolving role of the Strategic CFO/COO
- Brian Breakstone - Chief Financial Officer/Partner, Waterfall Asset Management, LLC
- David Bradley - Chief Operating Officer, Hawk Ridge Capital Management
2:30pm - 3:00pm
The outsourced CCO
- Joshua Barlow - Managing Director, Valhalla Fiduciary, LLC
- Mark Dempsey - Founder & CCO, Crypto Regulatory Solutions
Showing 1 of 1 Streams
Networking
3:00pm - 3:30pm
Coffee break
Showing 3 of 3 Streams
Track 1 - Hedgefunds
Track 2 - Fund Strategy & Structure
Track 3 - Leadership and Culture
3:30pm - 4:00pm
Technology, data and AI in hedge fund operations: where managers are investing
- Sagan Weiss - Chief Compliance Officer, J. Goldman & Co
- Laura Schnaidt - Founder and CEO of Women in Funds, Women in Funds
- Alex Vayner - Global Head of AI & Advisory, Atlas Technica
- Brad LeClair - Head of Product Strategy, Clearwater Analytics
4:00pm - 4:30pm
Is Fund Administration Fit for the Next Decade?
- Steve Bullock - VP of Financial Services and Strategic Accounts, Kyriba
3:30pm - 4:00pm
Embracing Innovation: Direxion Leverages CollateralONE Technology to Scale
- Angela Brickl - Chief Operating Officer/General Counsel, Direxion
- Jason Steinberg - Senior Director, Liquidity and Margin, BNY
4:00pm - 4:30pm
Operational Alpha in a Multi-SMA World: Challenges, Controls and ODD Expectations
- Michelle McGurk - Deputy Chief Operating Officer, Millburn Ridgefield LLC
- Steven Petersen - Co-Founder, Stavtar Solutions
- Joseph Castellano - Chief Accounting Officer, Axonic Capital LLC
- Marshall Saffer - Managing Director - Fund and Capital Market Services, CSC Global
3:30pm - 4:00pm
Leadership alignment and psychological safety: building resilient operational teams
- Angella Bent-Thomas - Chief Human Resources Officer, Public Service Pensions Board
- Mark Russo - General Counsel, ZAIS Group
- Tim Shaw - Director, Head of Operations, Aperture Investors
4:00pm - 4:30pm
How to communicate with boards, investors and regulators
- Neil Margolies - General Counsel, Tilden Park Capital Management LP
- Kevin Medina - Global Chief Compliance Officer, Värde Partners
Showing 1 of 1 Streams
Networking
4:30pm - 5:30pm
Drinks Reception
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