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December 5 - 7, 2021
Monarch Beach ResortDana Point, CA and online
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Institutional Investor Summit (Invite only) *Physical attendees only*

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Institutional Investor Summit (Invite only) *Physical attendees only*

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13:00 - 14:0060 mins
Institutional Investor Summit
Institutional Investor Summit registration opens **Please note the summit is only available for physical attendees, closed door and invite only**
    14:00 - 14:1010 mins
    Institutional Investor Summit
    Opening remarks
    • William de Cordova - Editor-in-Chief, The Hedge Fund Law Report
    14:10 - 14:4030 mins
    Institutional Investor Summit
    Working with third party vendors for success
    • Chris Mattke - Vice President & Managing Director, Investment Operations and Finance, UNC Management Company
    • Dawn Wilson - Investment Operations Director, Group Health Foundation
    • Jimmy Castro - Director of Investment Transactions & Operations, Regents of the University of California
    • William de Cordova - Editor-in-Chief, The Hedge Fund Law Report
    14:40 - 15:3050 mins
    Institutional Investor Summit
    ODD best practice post pandemic
    • Frank Perez, Makena Capital Management
    • Joshua Barlow - Managing Director, Valhalla Fiduciary, LLC
    • Justin Holm - Director of Operational Due Diligence, UTIMCO
    • Brynn Coursey Heegan - Managing Director, Operational Due Diligence, Lyxor Asset Management Inc.
    • Mitchell Clayton - Director, The Rohatyn Group
    15:30 - 16:0030 mins
    Institutional Investor Summit
    Networking Break – Refreshments and Coffee
      16:00 - 16:4545 mins
      Institutional Investor Summit
      Model Deal Terms in 2022: SEC Developments
      • Edward Klees - Partner, Hirschler
      • William de Cordova - Editor-in-Chief, The Hedge Fund Law Report
      16:45 - 17:1530 mins
      Institutional Investor Summit
      Seize the opportunity in private credit
      • Rory Cohen - General Counsel, Varadero Capital, L.P.
      • Chris Mendez - General Counsel and Chief Compliance Officer, Commonwealth Asset Management LP
      17:15 - 18:4590 mins
      Welcome Reception - all attendees
        NextMain Conference - General Session and Kick Off Streams
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