Agenda - Main Conference Day 2

Main Conference Day 2Tuesday, 7 October 2025 - US/Pacific

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

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Networking

11:00am - 11:30am

Coffee Break

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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 with a Former Navy SEAL Platoon Commander

Kayle Watson - Former Navy SEAL Platoon Commander/ 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

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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
West Chapman - Managing Director, Stout Fund Advisory

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

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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

Main Conference Day 2Tuesday, 7 October 2025 - US/Pacific

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