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Pre-conference briefing summits - US/Pacific
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Pre-conference briefing summits - US/Pacific
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Showing 1 of 1 Streams
Networking
12:30pm - 1:25pm
Registration
Pre-Conference Summits
Showing 2 of 2 Streams
Investor Summit, invite-only
Operations and Compliance Summit
1:25pm - 1:30pm
Chair’s Remarks
1:30pm - 2:00pm
Operational Best Practices - New Ways of Working with Fund Managers
- Benjamin Murray - COO, Council Oaks Partners
- Nicole Ford - Director And Principal, FLP Atrato Consulting
- Jason Garelli - Head of Operational Due Diligence, AIA Investment Management
- Chip Miller - COO, Palogic Value Management LP
2:00pm - 2:30pm
The Evolving World of ODD
- Scott Beechert - Chief Operating Officer & General Counsel, Granby Capital Management, LLC
- Robert Tello - Senior Director, Cambridge Associates LLC
- Ryan King - Director of Operational Due Diligence, East End Advisors, LLC
- John Canorro - Managing Director, Pathstone
- Helen Rexwinkel - Director, Operational Risk, PKF O'Connor Davies
2:30pm - 3:00pm
Panel - Improving ODD Assessments
- Frank Perez - Managing Director, Makena Capital Management, LLC
- Zoe Fields - Associate Investment Director, Cambridge Associates
- Daniel Rochkind - CFO, Lerer Hippeau
- Dave Poulten - Chief Business Officer, Shorecliff Asset Management Company LLC
1:25pm - 1:30pm
Chair’s Remarks
1:30pm - 2:00pm
Optimizing Ops using In-house or External Expertise
- Judy Yuan - Chief Operating Officer and General Counsel, Sentinel Global
- David Bradley - Chief Operating Officer, Hawk Ridge Capital Management
2:00pm - 2:30pm
The Changing Role of the COO
- David Bradley - Chief Operating Officer, Hawk Ridge Capital Management
- Reena Lalji - Partner, Chief Operating Officer, Research Affiliates
- Daniel Rochkind - CFO, Lerer Hippeau
- Brian Meyer - General Counsel, Fir Tree Partners/AirGC
- Joshua Barlow - Managing Director, Valhalla Fiduciary
2:30pm - 3:00pm
SEC Enforcement Actions: A 2025 Case Study
Networking
Showing 1 of 1 Streams
Networking
3:00pm - 3:30pm
Networking Break
Showing 2 of 2 Streams
Investor Summit, invite-only
Operations and Compliance Summit
3:30pm - 4:00pm
SMAs and Commingled Funds – The Full Picture
- Rob Giacobbe - Chief Operating Officer, BWCP
- Rory Cohen - General Counsel & Co-Head, Asset Management, Varadero Capital, L.P.
- Joshua Barlow - Managing Director, Valhalla Fiduciary
- Irina Ludkovski - Partner, ODD, Albourne America LLC
4:00pm - 4:30pm
Focus on Collaborative Operating Models
- Ashley Roche - COO & General Counsel, Multilateral Endowment Management Company
- Kim Tomsen - Managing Partner, General Counsel, CCO, & COO, Stamos Capital Partners LP
- Heath Weisberg - General Counsel, CAM Capital
3:30pm - 4:00pm
Identifying and Mitigating ODD risks
- George Fisher - Vice President, Portfolio Manager, J.P. Morgan Asset Management
- Max Kimpton - Principal, Operational Risk Management, Innocap
- Chip Miller - COO, Palogic Value Management LP
- Justine Leung - Deputy CCO & General Counsel, Hawk Ridge Capital Management
4:00pm - 4:30pm
First Loss, Lasting Impact: Unmasking a Complex (and Strange) Multi-Manager Fraud
Showing 1 of 1 Streams
Networking
4:30pm - 5:30pm
Networking Drinks Reception
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