Main conference day 2 - see 2025 agenda below
Investor Breakfast (Invite only)
To be served on the terrace, with views of palm trees.
- Island chilled juices (orange, grapefruit, pineapple)
- Omelette station
- Seasonal sliced tropical fruits and berries
- Danish pastries, muffins, croissants and toasts.
- Marie Davis - Senior Due Diligence Analyst, Kedge Capital
An insider's view on the success of Cayman for asset managers and family offices
How private capital is driving growth in the industry
Stewardship and succession – who cares?
- Terrance O'Malley - General Counsel & Chief Compliance Officer, Kensico Capital Management
- Ingrid Pierce - Global Managing Partner , Walkers
- Jackie Doak - Director, Development Dart Family Office
- Suzan Rose - Senior Adviser, Government and Regulatory Affairs, AIMA
- Kevin Medina - Global Chief Compliance Officer, Värde Partners
- Brendan Kalb - General Counsel, ExodusPoint Capital Management LP
- Anthony D'Ambrosi - Chief Executive Officer and Board Member, Abacus Group LLC
- Cary Goldstein - Chief Technology Officer, Empyrean Capital Partners, LP
- Ed Vázquez - Principal, Head of IT Infrastructure and CISO, Adams Street Partners
- Terrance O'Malley - General Counsel & Chief Compliance Officer, Kensico Capital Management
- Mike Neus - Strategic Advisor and Senior Legal Counsel, Brevan Howard
Fiduciary issues are the primary concern for private funds. Compliance programs including valuations, adequacy of documentation, oversight of sub-advisers and use of AI. Cybersecurity, cyberbreaches, governance practices, vendor diligence, areas of exam focus – management and oversight of models is sufficient, crypto – suitability, custody and operational resiliency.
- Patricia Cushing - Director of Compliance, National Futures Association
- Simon Eyre - CISO – Chief Information Security Officer, Drawbridge
- Heather Zuzenak - Chief Compliance Officer, Advent International
- Neil Margolies - General Counsel & CCO, Tilden Park Capital Management LP
- Andrew Messinger - Managing Director, General Counsel, Magnitude Capital, LLC
- Dan Faigus - Division of Examinations, Private Funds Specialist, Private Funds Unit, SEC
- Vikram Mansharamani - Global Trend-Watcher, Former Harvard and Yale Lecturer; Author
Tax structure changes, regulation and guidance – Zane Alajou
Leveraging portfolio, order and execution management technology in challenging markets.
Smarter risk. Stronger growth; modernizing risk management for fund managers - Ciccy Yang
- Zane Alajou - Chief Financial Officer, Hawk Ridge Capital Management
- Ciccy Yang - MD Risk Advisory Solutions, Derivative Path
- Dave Poulten - Partner, INCEPTIV
- John Joseph - Head of Sales Engineering, North America, Xceptor
- David Bradley - Chief Operating Officer, Hawk Ridge Capital Management
- Tim Shaw - Director, Head of Operations, Aperture Investors
- Adam Angelowicz - COO, CFO, Untitled Investments
- Robert Rossitto - Managing Director, Credit, Apollo
- Brian Breakstone - Chief Financial Officer/Partner, Waterfall Asset Management, LLC
- Michael Barry - General Counsel & Chief Compliance Officer, Samlyn Capital
- Sagan Weiss - Chief Compliance Officer, J. Goldman & Co. L.P.
- Mark Egert - Chief Compliance Officer, Brevet Capital Management, LLC
- Angella Bent-Thomas - Chief Human Resources Officer., Public Service Pensions Board
- Laura Cappiello - Chief Human Resources Officer, Pretium
- Vishal Hingorani - President & CIO, Wealhouse International
- Angella Bent-Thomas - Chief Human Resources Officer., Public Service Pensions Board
- David Bradley - Chief Operating Officer, Hawk Ridge Capital Management
- Thomas Hess - Chief Operating Officer & Chief Financial Officer, Daventry Group
- Angella Bent-Thomas - Chief Human Resources Officer., Public Service Pensions Board
- Jeff Wade - CCO, LS Power
- Laura Cappiello - Chief Human Resources Officer, Pretium
- Michelle McGurk - Deputy Chief Operating Officer, Millburn Ridgefield LLC
- Angella Bent-Thomas - Chief Human Resources Officer., Public Service Pensions Board