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Main Conference Day 1 - PT (Pacific Time, GMT-08:00)
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Main Conference Day 1 - PT (Pacific Time, GMT-08:00)
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Showing 1 of 1 Streams
Networking
8:00am - 8:55am
Registration opens
Pre-Conference Summits
Showing 2 of 2 Streams
Investor Summit, invite-only
Operations and Compliance Summit
8:55am - 9:00am
Chair’s remarks
9:00am - 9:30am
Operational best practices - new ways of working with fund managers
9:30am - 10:00am
The evolving world of ODD
10:00am - 10:30am
Improving ODD assessments – Fireside chat
8:55am - 9:00am
Chair’s remarks
9:00am - 9:30am
Optimizing ops using inhouse or external expertise
- Judy Yuan - Chief Operating Officer and General Counsel, Sentinel Global
9:30am - 10:00am
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
10:00am - 10:30am
SEC Enforcement Actions: A 2025 Case Study
Networking
Showing 1 of 1 Streams
Networking
10:30am - 11:00am
Morning coffee break
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Investor Summit, invite-only
Operations and Compliance Summit
11:00am - 11:45am
SMAs and commingled funds – the full picture
11:45am - 12:15pm
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
12:15pm - 12:45pm
Best practice - real-time investor and regulatory reporting
11:00am - 11:45am
How to prepare for SEC exams
11:45am - 12:15pm
Identifying and mitigating ODD risks
12:15pm - 12:45pm
Hedge Fund Fraud: Red Flags, Real Cases, and Risk Mitigation
Showing 1 of 1 Streams
Networking
12:45pm - 1:45pm
Networking lunch for summit attendees
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Main Conference Day One - General Session
1:45pm - 1:50pm
Opening remarks
1:50pm - 2:35pm
Keynote: Combatting deepfake social engineering attacks: defensive tactics to protect your firm
2:35pm - 3:05pm
Panel: The importance of ODD in a deregulatory environment.
Networking
Showing 1 of 1 Streams
Networking
3:05pm - 3:35pm
Coffee break
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Main Conference Day One - General Session
3:35pm - 4:05pm
Panel: Fund admin - what effective governance looks like
4:05pm - 4:50pm
Fireside chat: Leadership & Strategy: The COO/CFO/CCO Agenda for 2026+
Drinks Reception
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Networking
4:50pm - 4:55pm
Drinks
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