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Pre-conference briefing summits - PT (Pacific Time, GMT-08:00)
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Pre-conference briefing summits - PT (Pacific Time, GMT-08:00)
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Networking
12:30pm - 1:25pm
Registration and Investors Lunch
Pre-Conference Summits
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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
2:00pm - 2:30pm
The evolving world of ODD
2:30pm - 3:00pm
Improving ODD assessments – Fireside chat
1:25pm - 1:30pm
Chair’s remarks
1:30pm - 2:00pm
Optimizing ops using inhouse 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
2:30pm - 3:00pm
SEC Enforcement Actions: A 2025 Case Study
Networking
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Networking
3:00pm - 3:30pm
Networking break
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Investor Summit, invite-only
Operations and Compliance Summit
3:30pm - 4:00pm
SMAs and commingled funds – the full picture
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
3:30pm - 4:00pm
Identifying and mitigating ODD risks
4:00pm - 4:30pm
Hedge Fund Fraud: Red Flags, Real Cases, and Risk Mitigation
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Networking
4:30pm - 5:30pm
Networking drinks for all registered attendees
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