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.
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 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
- 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
- Vikram Mansharamani - Global Trend-Watcher, Former Harvard and Yale Lecturer; Author
- 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
Beyond the buzz: AI that actually works in finance – Raymond Verbeke
A human-centric approach for use of AI in due diligence
Smarter risk. Stronger growth: modernizing risk management for fund managers – Rob Showers
- Zane Alajou - Chief Financial Officer, Hawk Ridge Capital Management
- Raymond Verbeke - Director, GTM Strategy & Operations, Hebbia
- Robert Showers - Chief Revenue Officer, Derivative Path
- 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
- Sagan Weiss - Chief Compliance Officer, J. Goldman & Co. L.P.
- Mark Egert - Chief Compliance Officer, Brevet Capital
- 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
- 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