Main conference day 2
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.
Roundtable discussions
- Digitalized DDQs – hosted by Sai Gadwale
- Developing better relationships with managers – hosted by Lily Kim
- Christine Ballantyne-Drewe - Partner, Walkers
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?
- Lee Cullum - Journalist and Senior Fellow, John G. Tower Center for Public Policy and International Affairs, SMU, Dallas
- Ingrid Pierce - Global Managing Partner , Walkers
- Jackie Doak - Director of Business Development, Dart
- 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
- Cary Goldstein - Chief Technology Officer, Empyrean Capital Partners, LP
- Anthony D'Ambrosi - Chief Executive Officer and Board Member, Abacus Group LLC
- 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.
- 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
- Judiann Myles - Head of AML/CFT Division, CIMA
(1) Tax structure changes, regulation and guidance(2) Building strong compliance programs (3) Best practice in fund formation (4) Delegation and outsourcing risks (5) How to capture the full value from data (6) Concerns around cloud computing and cybersecurity(7) Developing and enforcing compliance policies and procedures(8) Managing risks of AI (9) The evolving role of the controller
Tax structure changes, regulation and guidance - Zane Alajou
Building strong compliance programs
Best practice in fund formation
Delegation and outsourcing risks - Tim Shaw
How to capture the full value from data
Concerns around cloud computing and cybersecurity
Developing and enforcing compliance policies and procedures
Managing risks of AI
The evolving role of the controller
- Tim Shaw - Director, Head of Operations, Aperture Investors
- Zane Alajou - Chief Financial Officer, Hawk Ridge Capital Management
- 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
- Sagan Weiss - Chief Compliance Officer, J. Goldman & Co. L.P.
- Mark Egert - Chief Compliance Officer, Brevet Capital
- Christopher Samios - General Counsel & Chief Compliance Officer, Grey Wolf Capital
- Serge Bukhar - CEO, Atlas Technica
- Jen Berrent - CEO, Covenant
Driving value creation and delivering improved reporting
- Joseph Verderami - Managing Director, Finance, Apollo
- Tania Lynn Taylor - US Audit Leader for Investment Management, Deloitte & Touche LLP
• What the industry can learn from Asia concerning breaches of fiduciary duties • Exploring the Key Investment Services’ case and the failure to address conflicts of interest
- Martha Mensoian - GC & CCO, Ethos Capital LP
- Jeff Wade - CCO, LS Power
- Laura Cappiello - Chief Human Resources Officer, Pretium
- Michelle McGurk - Deputy Chief Operating Officer, Millburn Ridgefield LLC