September 10 - 13, 2023
Omni La Costa Resort & SpaCarlsbad, CAkeyboard_arrow_right
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Day 2 - PST (Pacific Standard Time, GMT-8)
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Day 2 - PST (Pacific Standard Time, GMT-8)
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08:00 - 08:55
Breakfast
Showing 1 of 1 Streams
Main stage
08:55 - 09:00
Chair's remarks
09:00 - 09:50
Avoiding fraud and business risk
- Julie Siegel - MD, Chief Administrative Officer, and Deputy Chief Legal Officer, Sculptor Capital Management
- Luke Sedler - Director of Operational Due Diligence, BlackRock
09:50 - 10:30
Sustainability – an investor’s perspective on the drive to net zero
10:30 - 11:00
Coffee break
11:00 - 12:00
Stories from the leaders
Join four leaders as they share their career experiences and lessons learned.
- David Bradley - Chief Operating Officer, CFO, Hawk Ridge Capital Management
- Patrice Bonfiglio - President, Sarissa Capital Management LP
12:00 - 12:30
Leveraging DEI to develop better client relationships
Showing 2 of 2 Streams
Networking
Speaker hosted lunch tables
12:30 - 13:45
Lunch
12:30 - 13:15
Speaker Hosted Lunch Tables
1) Migrating to the cloud – the journey
2) Leveraging tech to tackle ODD risk
3) Ensuring excellence in governance and ESG integration
4) Managing privacy concerns with Chat GPT
5) Mitigating enterprise risk management
6) The SEC marketing rule a year later – the fund manager’s perspective
7) Troubleshooting challenges for emerging managers
Showing 3 of 3 Streams
Private credit and real estate
Security and data
Private equity Stream
13:45 - 13:50
Chair's remarks
13:50 - 14:20
Best practice in minimizing risk
14:20 - 14:50
How to value distressed portfolios - are firms facing the music?
14:50 - 15:20
Coffee break
15:20 - 16:00
Action points on compliance - the future for private credit
16:00 - 16:30
Action points on operations – the future for real estate
13:45 - 13:50
Chair's remarks
13:50 - 14:20
Data: innovation vs disruption
14:20 - 14:50
Corporate wrongdoing – case studies in class actions
14:50 - 15:20
Coffee break
15:20 - 16:00
The AI explosion – developments, use and reviewing further opportunities
16:00 - 16:30
The future focus for tech firms – tech’s role in operational efficiency
13:45 - 13:50
Chair's remarks
13:50 - 14:20
How PE firms are reacting to risks
Open forum for attendees to ask questions and share best practice.
- Stella Ho - Partner, CFO, CCO, Head of Business Operations, LightBay Capital
- George Fisher - Vice President, Wealth Solutions, Macquarie Asset Management
14:20 - 14:50
A PE blowup and diligence lessons
- Rebecca Heun - Managing Director, Operational Due Diligence, Aksia
- Kelli Finnegan - Vice President, Operational Due Diligence and Portfolio Analytics, HarbourVest Partners
14:50 - 15:20
Coffee break
15:20 - 16:00
Operating models for VCs
16:00 - 16:30
Compliance and legal change – action points for PE firms
Showing 1 of 1 Streams
Standing small group discussions
16:30 - 17:10
Standing small group discussions
17:10 - 17:15
End of day 2
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