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GAIM Ops West
October 5 - 8 2025
Waldorf Astoria Monarch BeachDana Point, CA
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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
12:30pm - 1:25pm
Registration
Pre-Conference Summits
Showing 2 of 2 Streams
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
2:00pm - 2:30pm
The Evolving World of ODD
  • Scott Beechert - Chief Operating Officer & General Counsel, Granby Capital Management, LLC
  • Rob Tello - Senior Director, Business Risk Management Group, Cambridge Associates LLC
  • Ryan King - Director of Operational Due Diligence, East End Advisors, LLC
2:30pm - 3:00pm
Fireside Chat - Improving ODD Assessments
  • Frank Perez - Managing Director, Makena Capital Management, LLC
  • Justine Lee - Head of Operational Due Diligence, M&G Investments
  • Zoe Fields - Associate Director – Operational Due Diligence, Cambridge Associates
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
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
  • Dan Rochkind - CFO, Lerer Hippeau
  • Brian Meyer - Partner, CCO, General Counsel, Fir Tree Partners
  • Joshua Barlow - Managing Director, Valhalla Fiduciary
2:30pm - 3:00pm
SEC Enforcement Actions: A 2025 Case Study
Networking
Showing 1 of 1 Streams
3:00pm - 3:30pm
Networking Break
Showing 2 of 2 Streams
3:30pm - 4:00pm
SMAs and Commingled Funds – The Full Picture
  • Rob Giacobbe - COO and CFO, BWCP
  • Rory Cohen - General Counsel & Co-Head, Asset Management, Varadero Capital, L.P.
  • Joshua Barlow - Managing Director, Valhalla Fiduciary
  • Irina Ludkovski - Senior ODD Analyst, Albourne Partners
  • Michael Altschuler - Partner and General Counsel, Comvest Partners
4:00pm - 4:30pm
Focus on Collaborative Operating Models
  • Ashley Roche - CFO & GC, Multilateral Endowment Management Company
  • Kim Tomsen - Partner, Chief Legal Officer and Chief Compliance Officer, Stamos Capital
  • Heath Weisberg - General Counsel, CAM Capital
3:30pm - 4:00pm
Identifying and Mitigating ODD risks
  • Justine Leung - CCO & General Counsel, Hawk Ridge Capital Management
  • George Fisher - Vice President, Wealth Solutions, Macquarie Asset Management
  • Max Kimpton - Operational Due Diligence Specialist, Innocap
  • Helen Rexwinkel - Director, PKF O'Connor Davies
  • Chip Miller - COO, Palogic Value Management LP
4:00pm - 4:30pm
Hedge Fund Fraud: Red Flags, Real Cases, and Risk Mitigation
Showing 1 of 1 Streams
4:30pm - 5:30pm
Networking Drinks Reception
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