Summit Day - US/Pacific
Gain a deeper understanding of what institutional investors are looking for beyond investment performance, including the operational, governance and transparency factors that influence allocation decisions. Learn how firms can strengthen investor confidence and position themselves for long-term fundraising success.
- Joshua Barlow - Managing Director, Valhalla Fiduciary, LLC
Discover how leading firms are evolving their operational due diligence programmes to meet rising investor expectations. Learn practical approaches to strengthening governance, improving operational transparency and demonstrating institutional-quality controls throughout the investment lifecycle.
- Luke Sedler - Managing Director, BlackRock
- Sam Rhyu - Director, Strategic Advisers LLC
Understand how recent SEC enforcement actions are reshaping operational due diligence and investor expectations. Explore the lessons firms can take from recent cases and how to strengthen governance, controls and operational readiness to mitigate regulatory and reputational risk.
- Kai Lee - Deputy General Counsel, Chief Compliance Officer & Managing Director, Oak Hill Advisors, L.P
- Jeremy Szuch - Chief Compliance Officer, Main Street Advisors
In this session, you will gain practical insights into developing a robust framework for evaluating fund administrators and strategic service providers. Discover how leading firms assess operational resilience, innovation, governance and risk management, while learning best practices for enhancing due diligence, strengthening oversight and building long-term partnerships that drive operational excellence and support business growth.
- Romulad Beneche - Head of Investor Relations and Business Development, Iris International's Private Credit Fund
- Max Kimpton - Operational Due Diligence Specialist, Innocap
- Ian Holroyd - CEO and Founder, Ideal Consulting
- James Yuill - Head of Private Companies Finance and Operations, Ballie Gifford
- How managers prepare for, manage, and survive increasingly intrusive ODD
- The operational questions investors are really asking—and why
- Where managers most often underestimate ODD risk and scrutiny
- Gwen Stone - Executive Director, J.P. Morgan Alternative Asset Management
- Joe Tagliaferro - CEO & CCO, Logica Funds
- Justine Leung - Deputy CCO & General Counsel, Hawk Ridge Capital Management
- Jason Garelli - Head of Operational Due Diligence & Business Risk Oversight, AIA Investment Management