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Main Conference Day 2 - US/Pacific
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Main Conference Day 2 - US/Pacific
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Showing 2 of 2 Streams
Networking
Invite Only Networking
8:30am - 9:15am
Attendee Breakfast
8:30am - 9:15am
Investor Breakfast (Invite Only)
Showing 1 of 1 Streams
Main stage
9:15am - 9:20am
Chair's Remarks
- Suzan Rose - Senior Adviser, Government and Regulatory Affairs, AIMA
9:20am - 9:35am
Opening Remarks
9:35am - 10:15am
How AI is Reshaping Risk, Diligence and Operational Alpha in Alternatives
- Glenn Hopper - Head of AI, Author and Lecturer
10:15am - 10:40am
AI Agents in Investment Operations: What Actually Works (And What Doesn't)
This session breaks down what’s truly working, what’s not, and why. Learn where AI agents deliver measurable value, where human oversight remains essential, and how leading firms are turning pilot projects into lasting operational gains.
Location: Pacific Ballroom 1 & 2
- Joyce Li - CEO and Chief AI Strategist, Averanda Partners
10:40am - 11:00am
The Power of Data: Trends Shaping Investment Strategy
Showing 1 of 1 Streams
Networking
11:00am - 11:30am
Coffee Break
Showing 1 of 1 Streams
Main stage
11:30am - 12:00pm
Panel - Spotlight on Managers, Making Efficiencies and Driving Strategic Growth
Gain insights on how to streamline operations and positioning for long-term growth. This panel explores practical strategies for boosting efficiency, leveraging data, and aligning teams with evolving investment goals.
Location: Pacific Ballroom 1 & 2
- Michele Clifford - Chief Operating Officer, Toronado Capital Management
- Luke Sedler - Managing Director, BlackRock
- Jordan Herman - Operational Due Diligence, The University of Texas/Texas A&M Investment Management Company
12:00pm - 12:30pm
Fireside Chat - Critical Collaboration: How Teambuilding Can Determine Your Survival
- Kayle Watson - Head of Business Development, Clearing Bid
- Suzan Rose - Senior Adviser, Government and Regulatory Affairs, AIMA
Showing 5 of 5 Streams
Networking
Discussion roundtable 1
Discussion roundtable 2
Discussion roundtable 3
Discussion roundtable 4
12:30pm - 1:30pm
Lunch
12:30pm - 1:30pm
Enforcement Trends and Blue Sky Compliance Tips
12:30pm - 1:30pm
ODD Without a Map - Tailored diligence and CFO insights for complex private market investments
- Helen Rexwinkel - Director, Operational Risk, PKF O'Connor Davies
- Michael Stellwagen - Partner, PKF O'Connor Davies
- Darryl Wegner - Managing Director, PKF O’Connor Davies
12:30pm - 1:30pm
Best Practices in Shadowing Fund Admins
- Jane Zaslavsky - Director of Operations, Hawk Ridge Capital Management
12:30pm - 1:30pm
Women in Finance
Showing 3 of 3 Streams
Digital Assets
AI and Automation
Private capital
1:30pm - 1:35pm
Chair's Remarks
1:35pm - 2:05pm
Fireside chat: What Managers Can Expect from Digital Asset Regulation: Custody, the Clarity Act and Related Topics
- Daniel Austin - Head of U.S. Markets Policy and Regulation, AIMA
- Louis Froelich - Partner, Womble Bond Dickinson
2:05pm - 2:35pm
Fireside Chat - Focus on ODD Best Practice When Managing Digital Assets
1:30pm - 1:35pm
Chair's Remarks
1:35pm - 2:05pm
Creating Value and Efficiencies Through Automation
- Ted Hill - General Partner and CFO, B Capital
- Erin Simpson - Managing Director, Wilshire Advisors
- Alberto Rizzoli - CEO, V7 Labs
- Jemima John - Vice President, Compliance, Shamrock Capital
2:05pm - 2:35pm
Using AI in Due Diligence
- Jesse Bishop - Director, Operational Due Diligence, HarbourVest Partners, LLC
- Lior Keshet - Partner, General Counsel, and Chief Operating Officer, IEQ Capital
- Tom Holz - AI Researcher and Lead Engineer, AIx2
1:30pm - 1:35pm
Chair's Remarks
1:35pm - 2:05pm
New Operational Models
- Mark Russo - General Counsel, ZAIS Group
- John Canorro - Managing Director, Pathstone
2:05pm - 2:35pm
Adapting to New AML Requirements
- Michael Barry - General Counsel & Chief Compliance Officer, Samlyn Capital
- Alma Angotti - Managing Director, FTI Consulting
- Deborah Thoren-Peden - Partner, Pillsbury Winthrop LLC
Showing 1 of 1 Streams
Networking
2:35pm - 3:00pm
Coffee Break
Showing 3 of 3 Streams
Digital Assets
AI and Automation
Private capital
3:00pm - 3:30pm
Focus on compliance and analytics tools for digital assets
3:30pm - 4:00pm
Examining the Tax Implications of Digital Assets
- Megan Jones - Shareholder, Vedder Price
4:00pm - 4:30pm
How Trump is Reshaping US Crypto Policy
- Ayesha Kiani - Chief Operating Officer, Monarq Asset Management
- Daniel Austin - Head of U.S. Markets Policy and Regulation, AIMA
- Megan Jones - Shareholder, Vedder Price
- Louis Froelich - Partner, Womble Bond Dickinson
3:00pm - 3:30pm
Where and How to Leverage AI
- Robert Snetiker - Chief Compliance Officer, Deerfield Management Company
- Erin Lavelle - Partner & Chief Operating Officer, Flight Deck Capital, LP
- Connor Aller - Director of Investment Operations and Analytics, Corbin Capital Partners
- Zack Helgeson - Head of Product, Canoe Intelligence
3:30pm - 4:00pm
Leveraging AI and Synthetic Data for Smarter Investment Screening: A Practical Approach
4:00pm - 4:30pm
Thematic Sourcing with AI: LP Sourcing for Fundraising and Deal Sourcing for Investment
- Mohammad Rasouli - CEO/Researcher, AIx2.ai/Stanford
3:00pm - 3:30pm
Focus on Cyber Risk - Inside the Mind of an Ethical Hacker
3:30pm - 4:00pm
Focus on Private Equity Valuations
4:00pm - 4:30pm
Focus on Bolstering Talent
Showing 1 of 1 Streams
Networking
4:30pm - 5:30pm
Networking Drinks Reception
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