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November 9 - 10, 2021
Convene 75 Rockefeller Plaza, NYC, USA
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Day 2 Agenda

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Day 2 Agenda

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08:20 - 09:0040 mins
Registration and refreshments
    09:00 - 09:1010 mins
    Chair's Welcome
    • Andrew Kehoe - Head of Legal, KB Associates
    09:10 - 09:5545 mins
    The rise of ESG in Europe
    • Jag Alexeyev - Head of ESG Insights, Broadridge Financial Solutions
    • Candice Richards - Chief Compliance Officer, MidOcean Partners
    • Martin Jarzebowski - Director of ESG & Responsible Investing, Federated Hermes
    • Yovanka Bylander - Head of Sustainability, TimesSquare Capital Management, LLC
    • Eunice Chapon - VP and Counsel, Decency Global Inc.
    09:55 - 10:4045 mins
    Launching UCITS & AIFs in Europe: Essential dos and don’ts for US Managers
    • Brian Dunleavy - Associate Director, KB Associates
    • Craig Peretz - Chief Financial Officer, Golden Eagle Strategies, LLC
    • Cyril Schopfer - Director, Client Coverage, RBC Investor & Treasury Services
    • Wassim Sakka - Director of Hedge Fund Research, Lyxor Inc
    • Phil Coolidge - CEO, Global Fund Connections LLC
    10:40 - 11:2545 mins
    The growth of ETFs and indexing in Europe; Impact for all managers
    • John Grady - Chief Operating Officer and General Counsel, ABR Dynamic Funds, LLC
    • Axel Lomholt - Head of Product and Master Program Management, Vanguard Asia
    • Nizam Hamid, Independent
    11:25 - 11:5530 mins
    Networking coffee break
      11:55 - 12:4045 mins
      Diversity on Boards; Optimising decision-making and performance
      • Aisha Hunt - Principal, Kelley Hunt, PLLC
      • Habib Moudachirou - Chief Investment Officer, V-Square Quantitative Management
      • Emma Rodriguez-Ayala - General Counsel, Chief Compliance Officer and Board Secretary, LGIM America
      • Deborah Gilshan - Independent Advisor, Investment Stewardship & ESG, Founder, The 100% Club
      12:40 - 13:2545 mins
      Distributing UCITS and AIFs into LatAm
      • Victor Hugo Rodriguez - CEO, LatAm Alternatives Group
      • Eric Neisner - Director, Global Financial Institutions, Franklin Templeton
      • Anne Marie Thurston - Director, US Offshore Intermediaries, BlueBay Asset Management
      • Daniel Mueller - Partner, Head of Latin America, Alpine Capital Advisors
      • Charles Heinzer, CIMA - SVP, Head of FIG Americas, PGIM Investments
      13:25 - 13:305 mins
      Chair’s summary and closing remarks
      • Andrew Kehoe - Head of Legal, KB Associates
      13:30 - 14:3060 mins
      Networking lunch
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