Agenda - Main Conference Day 1

Showing 2 of 2 Streams

Networking

Women in Finance Networking Breakfast

8:00am - 9:00am

Breakfast

8:00am - 9:10am

100 Women in Finance Networking Breakfast

Showing 1 of 1 Streams

Main stage

9:10am - 9:15am

Chair’s Welcome

9:15am - 10:00am

The New Regulatory Reality

Matthew Siano - Consultant, Siano Services, LLC
Marc Baum - Principal, Solel Group Inc.
Daniel Austin - Director, U.S. Policy and Regulation, AIMA
Dan Berkovitz - Vice Chairman, External and Regulatory Affairs, Millenium

10:00am - 10:30am

Canoe Intelligence

10:30am - 11:00am

Cybersecurity, Governance & Privacy in the age of ai

Location: Pacific Ballroom 1 & 2

Mark Russo - General Counsel, ZAIS Group
Cary Goldstein - Chief Technology Officer, Empyrean Capital Partners, LP

Showing 1 of 1 Streams

Networking

11:00am - 11:30am

Coffee and Networking

Showing 1 of 1 Streams

Main Stage

11:30am - 12:00pm

The Next Wave of SEC Examinations

Matthew Harris - Co-Head, Private Funds Unit, U.S. Securities and Exchange Commission
Drew Weilbacher - CCO, TSG Consumer Partners
Jason Scoffield - Chief Compliance Officer, Audax Group
Suzan Rose - Senior Adviser, Government and Regulatory Affairs, AIMA

12:00pm - 12:40pm

Leading through uncertainty

Markets change. Technology evolves. Regulations shift. Uncertainty is no longer an occasional disruption—it's the operating environment.

When the future is uncertain, leadership matters more than ever. This panel explores how leaders create confidence without having all the answers, build trust through change, and foster cultures that enable organizations to adapt, perform, and thrive.

Discussion topics:

Examine how effective leaders respond when the future is uncertain.
Discuss leadership behaviors that build trust during change.
Reflect on the role culture plays in organizational performance.

Karen Colligan - Leadership strategist, executive coach, and founder of PeopleThink, People Think
Angella Bent-Thomas - Chief HR and Operations Officer, Public Service Pensions Board

Showing 1 of 1 Streams

Networking

12:40pm - 1:40pm

Lunch

Showing 3 of 3 Streams

Regulation, Risk & Enforcement

Private Equity Operations

Fund Strategy

1:40pm - 1:45pm

Chairs Remarks

1:45pm - 2:15pm

Third party risk in an outsourced industry

2:15pm - 2:45pm

Inside the SEC: enforcement and what's coming next

Nick Morgan - President, Investor Choice Advocates Network
Patrick Hunnius - GC & CCO, Silver Rock Financial LP
Fahreen Kurji - Chief Customer Intelligence Officer, Behavox
Rory Cohen - General Counsel, Varadero Capital, L.P.

1:40pm - 1:45pm

Chairs Remarks

1:45pm - 2:15pm

Scaling private market platforms

2:15pm - 2:45pm

Fundraising in private markets

1:40pm - 1:45pm

Chairs Remarks

1:45pm - 2:15pm

SMA's and multi-account platforms

2:15pm - 2:45pm

Fireside chat with an institutional investor

Showing 1 of 1 Streams

Networking

2:45pm - 3:15pm

Coffee and Networking

Showing 3 of 3 Streams

Regulation, Risk & Enforcement

Private Equity Operations

Fund Strategy

3:15pm - 3:20pm

Digital Assetss and Enforcement

3:20pm - 3:50pm

Valuations

3:15pm - 3:45pm

Building resilient operating models

3:45pm - 4:15pm

Evergreen funds

3:15pm - 3:45pm

The rise of the algorithmic trading hedge fund

Explore how technology is reshaping investment strategies.
Understand the operational infrastructure systematic firms require.
Learn where quantitative investing is heading.

Louis Froelich - Partner, Womble Bond Dickinson
Angela Ty - Partner, CohnReznick LLP
Julie Dixon - Chief Compliance Officer, Voleon

3:45pm - 4:15pm

The new california tax rule

Showing 1 of 1 Streams

Networking

4:15pm - 5:15pm

Networking Drinks Reception

Main Conference Day 1Monday, 26 October 2026 - US/Pacific

Get the Latest Event Updates