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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

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Pre-conference Summits: Investor, Private Equity, Emerging Manager Bootcamp (9am - 3pm)
8:10am - 8:30am20 mins
Private Equity Ops & Compliance Summit - Salon 4
Summit overview
    8:30am - 9:00am30 mins
    Private Equity Ops & Compliance Summit - Salon 4
    Breakfast & registration open for pre-conference summits
      9:00am - 9:10am10 mins
      Private Equity Ops & Compliance Summit - Salon 4
      Chairperson's welcome - Summit Overview
      • Jeremy Broker - Director, Private Equity, Moss Adams
      9:10am - 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
      9:50am - 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
      10:30am - 10:50am20 mins
      Private Equity Ops & Compliance Summit - Salon 4
      Coffee & Refreshments
        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
        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
        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
        12:40pm - 12:50pm10 mins
        Private Equity Ops & Compliance Summit - Salon 4
        End of Private Equity summit
          12:50pm - 1:50pm60 mins
          Private Equity Ops & Compliance Summit - Salon 4
          Lunch - Investors and Private Equity summit networking
            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
            3:00pm - 3:10pm10 mins
            Private Equity Ops & Compliance Summit - Salon 4
            End of pre-conference Summits, Registration Open for Main Conference
              NextPLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for GAIM Ops West 2019 - Main Conference, Day 2

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