Main Conference Day 2 - US/Pacific
- Patrick Henning - Chief Deputy Treasurer, California State Treasurer
Today’s senior executives are navigating an increasingly complex operating environment, where fundraising, regulation, technology, operational resilience and talent strategy are more interconnected than ever before. This panel brings together leading CFOs, COOs and CCOs to discuss the priorities shaping their agendas, how they are responding to evolving investor expectations, and the strategic decisions they are making to position their firms for long-term success. Hear how the executive team is working together to drive growth, manage risk and build resilient organisations in an increasingly competitive market.
- Aaron Chan - CFO, Enlightened Hospitality Investments
- Brett Niehaus - CCO, Balbec Capital
Private markets are entering a new era as access to alternative investments expands beyond institutional investors. Driven by product innovation, regulatory developments and increasing investor demand, the retailisation of alternatives is reshaping the industry and creating new opportunities, alongside new operational, compliance and distribution challenges for investment managers.
Join industry leaders as they explore how firms are adapting their operating models, governance frameworks and product strategies to meet the needs of a broader investor base. From product structures and distribution channels to investor education, liquidity management and regulatory considerations, this session will examine what it takes to successfully capitalise on one of the industry's most significant growth opportunities.
Key learnings
- Understand the key drivers accelerating the retailisation of alternative investments and what they mean for the industry
- Explore the operational, regulatory and product challenges firms must address to successfully serve a broader investor base
- Learn how leading managers are adapting their strategies, operating models and distribution approaches to capitalise on this growing market opportunity
- Joshua Barlow - Managing Director, Valhalla Fiduciary, LLC
- Joseph Latini - Chief Commercial Officer, MUFG Investor Services
Financial markets are evolving at an unprecedented pace, driven by advances in technology, digital assets and new forms of market participation. From prediction markets and tokenisation to emerging trading models, these innovations are challenging traditional approaches to price discovery, risk management and investment strategy. Join industry leaders as they explore the opportunities, regulatory considerations and practical implications of this rapidly changing landscape.
Key learnings
- Understand how prediction markets are reshaping market intelligence and decision-making
- Explore how tokenisation is transforming financial markets and investment products
- Discover the regulatory, operational and strategic implications of emerging market structures
A fireside chat on structuring fragmented signals into defensible conclusions across a career in prosecution, diligence, and beyond.
- Ed Montes - CEO, Intelligo
- Alex Lesch - Partner, Adams Street Partners
- Jane Zaslavsky - Director of Operations, Hawk Ridge Capital Management
- Christian Szautner - Chief Compliance Officer, TIFF Advisory Services
- Griffin Keenan - Partner | Global Head of ODD, Aon
- Ronald Pierre - Chief Compliance Officer, VP of Operations and Finance, Composition Capital
- Laura Cappiello - Chief Human Resources Officer, Pretium
- Marcia Heitlinger - Partner, Chief Operating Officer, Chief Compliance Officer, Perryridge Capital
- Kim Tomsen - Partner, Chief Legal Officer and Chief Compliance Officer, Stamos Capital
- Nick Morgan - President, Investor Choice Advocates Network
Operational due diligence is evolving rapidly as firms adapt to AI, private markets, increasingly complex operating models and rising investor expectations. This session will explore how leading allocators and managers are redefining best practice, the operational risks attracting the greatest scrutiny, and how due diligence frameworks are being enhanced to assess resilience, governance, technology and third-party oversight. Join senior ODD professionals as they discuss what’s changing today and how firms can prepare for the next era of operational due diligence.
- Carmen Lam - Partner and a Senior Analyst, Albourne Partners
- Understand how compliance and operational due diligence increasingly overlap.
- Learn what investors expect to see in 2027.
- Discover how firms are building greater trust through governance.
