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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for GAIM Ops West 2019: Investor Summit, Private Equity Summit / Main Conference Day 1
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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for GAIM Ops West 2019: Investor Summit, Private Equity Summit / Main Conference Day 1
search
Streams
Formats
Topics
Pre-conference Summits: Investor, Private Equity, Emerging Manager Bootcamp (9am - 3pm)
8:10am - 8:30am20 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Summit overview
8:10am - 8:30am20 mins
Private Equity Ops & Compliance Summit - Salon 4
Summit overview
8:10am - 8:30am20 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Summit overview
8:30am - 9:00am30 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Breakfast & registration open for pre-conference summits
8:30am - 9:00am30 mins
Private Equity Ops & Compliance Summit - Salon 4
Breakfast & registration open for pre-conference summits
8:30am - 9:00am30 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Breakfast & registration open for pre-conference summits
9:00am - 9:10am10 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Chairperson's welcome - Summit Overview
- William de Cordova - Editor-in-Chief, The Hedge Fund Law Report
9:00am - 9:10am10 mins
Private Equity Ops & Compliance Summit - Salon 4
Chairperson's welcome - Summit Overview
- Jeremy Broker - Director, Private Equity, Moss Adams
9:00am - 9:10am10 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Chairperson's welcome - Summit Overview
- Keith Miller - Partner, EisnerAmper
9:10am - 9:50am40 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Benchmarking team synergies: how operations is involved in the allocation/investment process
- Jorge de Lafuente - Director, Operational Due Diligence, Texas Treasury Safekeeping Trust Company
- Christopher Kundro - Managing Director, SS&C
- Annie Kerns - Manager Investment Accounting & Reporting, UVIMCO
- Todd Lusk - Managing Director, Investment Operations, Children’s Healthcare of Atlanta
9:10am - 9:50am40 mins
Private Equity Ops & Compliance Summit - Salon 4
Private Equity operations 2019: pros and cons of Fund Admins and other PE investor expectations
- Kimberly Evans - Senior Vice President, Head of the Private Capital Fund Administration, Northern Trust
- George Fisher - Director of Operational Due Diligence, Central Park Group
- Joseph Patellaro - Managing Director, Global Head Private Equity, SS&C
- Greg Ciaverelli - Partner & Chief Operating Officer, Private Advisors
9:10am - 9:50am40 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Setting the scene: investor expectations of emerging managers and seeding in 2019
- Daniel Federmann - Managing Director, CFO, Alternative Investment Management, LLC
- Anthony Choe - Founder, Provenance Digital
- Charlie Nightingale - General Counsel, Chief Operating Officer of PAAMCO Launchpad, PAAMCO Prisma
9:50am - 10:30am40 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Limited budgets: where resource constrained ODD and Investment Ops teams should focus time
- Benjamin Murray - Associate Director, Operational Due Diligence, UTIMCO
- Josh Smith - Co-founder and CEO, Solovis
- Brian Humphries - Lead Investment Operations Analyst, DUMAC, Inc
9:50am - 10:30am40 mins
Private Equity Ops & Compliance Summit - Salon 4
Best practices for portfolio company operations
- Bill Shen - Managing Director, ART Capital LLC
- Kishore Devarakonda - Founder, Zag Ventures
9:50am - 10:30am40 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Operational infrastructure and scaling growth with AUM: inhouse needs and what you can outsource
- Adam Cohen - Managing Director, Perella Weinberg Partners
- Lauren Goldberg - General Counsel and CCO, The Chernin Group
- Paul Kiesling - Managing Director, Operations, Lighthouse Partners
10:30am - 10:50am20 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Coffee & Refreshments
10:30am - 10:50am20 mins
Private Equity Ops & Compliance Summit - Salon 4
Coffee & Refreshments
10:30am - 10:50am20 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Coffee & Refreshments
10:50am - 11:30am40 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Trends in side letter negotiations: what are LPs requesting and getting from GPs?
- Heath Weisberg - General Counsel, CAM Capital
- Charlie Nightingale - General Counsel, Chief Operating Officer of PAAMCO Launchpad, PAAMCO Prisma
10:50am - 11:30am40 mins
Private Equity Ops & Compliance Summit - Salon 4
PE finance priorities: fee verification, waterfall calculation, and valuation best practices
- Matt Barbato - Senior Risk Officer, ODD Team Lead, Hamilton Lane
- Tim Eberle - Vice President, Waterfall and Onboarding, Citco Fund Services
- Robert Ryan - Chief Financial Officer, Angel Island Capital
10:50am - 11:30am40 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Vendor due diligence: steps to assessing and selecting third parties that’ll make investors happy
- Erin Lavelle - Chief Financial Officer, Tenzing Global Investors
- Andrew Mittendorf - CEO, Edendale Capital LLC
- Jennifer Zloto - Managing Director, Operational Due Diligence, Summit Rock Advisors
11:30am - 12:10pm40 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Data and automation: where investors are moving with GP reporting, data assurance, and technology providers
- Chris Gailey - Operations Manager - Office of Investments, Texas Tech University System (TTUS)
- Lorelei Graye - Founder and CEO, ADS Initiative, Inc.
- Dawn Wilson - Consultant, Georgia Tech Foundation Inc.
11:30am - 12:10pm40 mins
Private Equity Ops & Compliance Summit - Salon 4
Conflicts of interest for PE Funds – areas of focus for investors and solutions
- Rebecca Brei - Director, Operational Due Diligence, Aksia
- Larry Block - MD, CCO, Island Capital
11:30am - 12:10pm40 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Compliance basics: what to focus on with limited resources and preparing for initial SEC and investor scrutiny
- Stella Ho - Managing Director, Chief Compliance Officer & Head of Business Operations, LightBay Capital
- Daniel Radden - General Counsel and Chief Compliance Officer, Armistice Capital, LLC
- Fizza Khan - Founder, Silver Regulatory Associates
12:10pm - 12:40pm30 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Private Fund ODD – comparing notes on what LPs should ask
- Adam Cohen - Managing Director, Perella Weinberg Partners
- Rob Tello - Senior Director, Business Risk Management Group, Cambridge Associates LLC
12:10pm - 12:40pm30 mins
Private Equity Ops & Compliance Summit - Salon 4
GP approaches to end of life issues for close end Funds – secondaries and LP approvals
- Gerry Esposito - Managing Director, CFO & CCO, Newbury Partners
- Josh Schoedler - Lead Investment Operations Analyst, DUMAC, Inc
- Chris Mendez - General Counsel and Chief Compliance Officer, SEMPER Capital Management
12:10pm - 12:40pm30 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Preparing for ODD – how to streamline your ODD process and answer common investor concerns
- Bob Racusin - COO and CCO, Virgo Investment Group
- Joshua Barlow - Managing Director, Valhalla Fiduciary, LLC
- Vijay Srinivasan - Chief Investment Officer, Scarsdale Capital LLC
12:40pm - 12:50pm10 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
End of closed door investor summit
12:40pm - 12:50pm10 mins
Private Equity Ops & Compliance Summit - Salon 4
End of Private Equity summit
12:40pm - 12:50pm10 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
End of Emerging Manager & Venture Capital Summit
12:50pm - 1:50pm60 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Lunch - Investors and Private Equity summit networking
12:50pm - 1:50pm60 mins
Private Equity Ops & Compliance Summit - Salon 4
Lunch - Investors and Private Equity summit networking
12:50pm - 1:50pm60 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Lunch - Investors and Private Equity summit networking
1:50pm - 3:00pm70 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
Roundtables: Investors, Private Equity and Emerging Managers
- Chris Addy - President and Chief Executive Office, Castle Hall Diligence
- Wesley Tellie - Vice President, Alternative Investments & Manager Selection (AIMS) Group, Goldman Sachs
- Saba Movahedi - Head of ODD, Hall Capital Partners LLC
- Chris Mendez - General Counsel and Chief Compliance Officer, SEMPER Capital Management
- Mark Russo - General Counsel, ZAIS Group
- Brian Humphries - Lead Investment Operations Analyst, DUMAC, Inc
- Rebecca Brei - Director, Operational Due Diligence, Aksia
- Tim Mundy - National Managing Partner – Integrated Services & Offerings Leader, Deloitte LLP
- Jessica Straus - Venture Partner, Dundee Venture Capital
1:50pm - 3:00pm70 mins
Private Equity Ops & Compliance Summit - Salon 4
Roundtables: Investors, Private Equity and Emerging Managers
- Chris Addy - President and Chief Executive Office, Castle Hall Diligence
- Wesley Tellie - Vice President, Alternative Investments & Manager Selection (AIMS) Group, Goldman Sachs
- Saba Movahedi - Head of ODD, Hall Capital Partners LLC
- Chris Mendez - General Counsel and Chief Compliance Officer, SEMPER Capital Management
- Mark Russo - General Counsel, ZAIS Group
- Brian Humphries - Lead Investment Operations Analyst, DUMAC, Inc
- Rebecca Brei - Director, Operational Due Diligence, Aksia
- Tim Mundy - National Managing Partner – Integrated Services & Offerings Leader, Deloitte LLP
- Jessica Straus - Venture Partner, Dundee Venture Capital
1:50pm - 3:00pm70 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
Evaluating Operating Risk in Private Markets: Lessons from the ILPA Institute
- Matt Kelly - Managing Director, Education, Institutional Limited Partners Association (ILPA)
- Jorge de Lafuente - Director, Operational Due Diligence, Texas Treasury Safekeeping Trust Company
3:00pm - 3:10pm10 mins
GAIM Ops Investor Summit (Closed door) - Salon 1
End of pre-conference Summits, Registration Open for Main Conference
3:00pm - 3:10pm10 mins
Private Equity Ops & Compliance Summit - Salon 4
End of pre-conference Summits, Registration Open for Main Conference
3:00pm - 3:10pm10 mins
Emerging Manager & Venture Capital Bootcamp - The Springs
End of pre-conference Summits, Registration Open for Main Conference
3:10pm - 3:30pm20 mins
GAIM Ops West 2019
Welcome coffee & main conference registration
3:30pm - 3:40pm10 mins
GAIM Ops West 2019
Chairwoman's welcome to GAIM Ops West 2019 - Day 1
- Melanie Pickett - Practice Executive, Head of Front Office Solutions, Northern Trust
3:40pm - 4:30pm50 mins
GAIM Ops West 2019
The new world of Alternatives: what is distinguishing alternative GPs for Institutional investors
- Justin Barton - President and Chief Investment Officer, UCLA Investment Company
- Joshua Barlow - Managing Director, Valhalla Fiduciary, LLC
- Jeff Willardson - Head of Investments, PAAMCO Launchpad
4:30pm - 5:15pm45 mins
GAIM Ops West 2019
Keynote – Making ESG a reality
- Taylor Jordan - Managing Director, AIMS Imprint Investment, Goldman Sachs
- Melanie Pickett - Practice Executive, Head of Front Office Solutions, Northern Trust
5:15pm - 6:45pm90 mins
GAIM Ops West 2019
Monday night Partner's Party - Welcome drinks
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- PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for GAIM Ops West 2019: Investor Summit, Private Equity Summit / Main Conference Day 1
- PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for GAIM Ops West 2019 - Main Conference, Day 2
- PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for GAIM Ops West 2019 - Main Conference, Day 3
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