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
Reserved for sponsor
- Kevin Medina - Global Chief Compliance Officer, Värde 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.
- 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
(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
Building strong compliance programs
Best practice in fund formation
Delegation and outsourcing risks
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
- David Bradley - Chief Operating Officer, Hawk Ridge Capital Management
- Lawson Taylor Steinhauff - COO & CCO, Voss Capital
- 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.
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
- Jeff Wade - CCO, LS Power
- Laura Cappiello - Chief Human Resources Officer, Pretium