ACA's Spring Compliance and Performance Conference 2018 | ACA Compliance Group | 9 May 2018 | The Ritz-Carlton, 4750 Amelia Island Pkwy, Amelia Island, FL 32034, USA

ACA Academy:

• Non-compliance training to impact your ability to be successful in your role
• Sessions conducted by experts in various fields
• With the goal of providing a tool box that can be used in all areas

2018 Speakers

Michael Abbriano
Senior Principal Consultant, ACA Compliance Group

Tom Anderson
Director, Performance and Reconciliation, State Street Investment Manager Services

Bobby Ankar
Managing Director, ACA Performance Services

Carl Bacon
Director, StatPro

Raj Bakhru
Partner, ACA Aponix

Marc Baum
General Counsel and Chief Administrative Officer, Serengeti Asset Management LP

Ivana Bertuzzelli
VP, Portfolio Analytics, Intech

Tim Black
Chief Executive Officer and Chief Compliance Officer, Strategic Income Management, LLC

Laurin Blumenthal Kleiman
Partner, Sidley Austin LLP

Martin Breheny
Managing Director, Guggenheim Partners

Alyssa Briggs
Senior Principal Consultant, ACA Compliance Group

David Brosgol
General Counsel and Chief Compliance Officer, Digital Asset Custody Company, Inc.

Justin Browder
Associate, Willkie Farr & Gallagher LLP

Sarah Buescher
Associate General Counsel, Investment Adviser Assocation

Dan Campbell
Managing Director, ACA Compliance Groupp

Lynne Carreiro
Managing Director, ACA Compliance Group

Maria Chambers
Vice President and Chief Compliance Officer, Klingenstein Fields Wealth Advisors

Shivani Choudhary
Senior Principal Consultant, ACA Performance Services

Jacob Comer
General Counsel & Chief Compliance Officer, Independent

Michelina Cuccia
Director, ACA Compliance Group

Kimberly Daly
Managing Director, ACA Compliance Group

Diane DeBono Schafer
Chief Compliance Officer, Anchor Capital Advisors LLC

Richard Didio
Vice President - Operational Risk Management, Prudential Financial

Jim Diercksen
Managing Director, ACA Compliance Group

James Downing
Global Chief Compliance Officer, Aon Hewitt Investment Consulting, Inc.

Ambika D'Souza
VP, Global Head of GIPS, State Street Investment Manager Services

Chad Earnst
Vice President and Chief Compliance Officer, PGIM Investments

Burt Esrig
Managing Director, ACA Technology Solutions

Christie Farris Oberg
Deputy Chief Compliance Officer, Senior Counsel, CarVal Investors

Steven Felsenthal
General Counsel and Chief Compliance Officer, Millburn Ridgefield Corporation

Victor Fernandez
Deputy Chief Compliance Officer, Aegon Asset Management

Phil Fijal
Senior Principal Consultant, ACA Performance Services

Karen Foley
Partner, ACA Performance Services

Christopher Ford
Associate, Debevoise & Plimpton LLP

Lucas Foss
Vice President & Fund Chief Compliance Officer, ALPS Fund Service, Inc.

Askari Foy
Managing Director, ACA Aponix

Dean Freking
US Director of Performance & Attribution, Amundi Pioneer Asset Management

George Gerstein
Counsel, Stradley Ronon Stevens & Young LLP

Jacqueline Giammarco
Principal and Chief Compliance Officer, Stone Point Capital LLC

Gabriel Glass
Senior Principal Consultant, ACA Performance Services

Charles Glorioso
Chief Compliance Officer, Macquarie Infrastructure and Real Assets

Johan Glozman
Managing Director, ACA Technology Solutions

Amy Gray
Senior Principal Consultant, ACA Compliance Group

Justin Guthrie
Partner, ACA Performance Services

Manny Halberstam
Associate, Simpson Thacher & Bartlett LLP

Pat Heffernan
Head of Global Performance and Analytics, Macquarie Investment Management

Anne Hersh
Principal, Word of Mouth

Greg Hogan
Partner, ACA Performance Services

Jamie Houghtlin
Head of Compliance, Whale Rock Capital Management

Brian Hourihan
Managing Director, CCO, Regulatory Counsel, Brookfield Public Securities Group

Todd Humphrey
Senior Principal Consultant, ACA Compliance Group

Alicia Hyde Spencer
Partner, ACA Performance Services

Sarah Iverson
Director, Investigations, National Futures Association

Jami Jack
Director, ACA Compliance Group

Danielle Joseph
Director, ACA Compliance Group

Robert Kaplan
Partner, Debevoise & Plimpton LLP

Richard Kemmling
Partner, ACA Performance Services

Tess Koncick
Executive Vice President and General Counsel, Aviance Capital Management, LLC

Lior Kosovski
Principal Consultant, ACA Compliance Group

John LaMonica
Principal Consultant, ACA Compliance Group

Michael Lehman
Partner, ACA Technology Solutions

Robert Leonard
Partner, Proskauer

Lisa Lord
Executive Coach, Speaker, Consultant, Lisa Lord Consulting

Cathy Lowe
Director of Operations, West End Advisors

Colleen Marencik
Director, ACA Compliance Group

Sean McKeveny
Consultant, ACA Compliance Group

Keri McLoughlin
Head of Client Advisory Business Management, QS Investors

Stephen McShea
General Counsel, Fiera Capital Inc.

Gregory Mekanik
Managing Director, ACA Compliance Group

Christopher Mendez
General Counsel and Chief Compliance Officer, SEMPER Capital Management

Jeffrey Neuburger
Partner, Proskauer

Patty Nykodym
CCO/CFO, FFL Partners

Marianne O'Doherty
Chief Compliance Officer, NISA Investment Advisors

Matthew Ohlson
PhD - Leadership, School Counseling & Sport Management, University of North Florida

James O'Leary
GIPS Compliance Analyst, BNY Mellon Asset Management North America

Erik Olsen
Director, ACA Compliance Group

Mike Pappacena
Partner, ACA Aponix

Anthony Perez
Senior Principal Consultant, ACA Compliance Group

Mark Perlow
Partner, Dechert LLP

Jack Rader
Partner, ACA Compliance Group

Doug Rappaport
Partner, Akin Gump

Julia Reyes
Partner, ACA Performance Services

Brian Roberts
Consultant, ACA Compliance Group

Sascha Rosebush
Associate General Counsel and Chief Compliance Officer, Arclight Capital Partners, LLC

Abrielle Rosenthal
Managing Director, Chief Compliance Officer, and Chief Human Resources Officer, TowerBrook Capital Partners L.P.

Erin Ross
General Counsel and Chief Compliance Officer, Hitchwood Capital Management LP

Simon Saddleton
Associate, Sidley Austin LLP

Jose Sanchez
Partner, Sidley Austin LLP

Philip Schafer
VP, Company and Investment Operations, Calamos Investments

Steve Shapiro
Executive Recruiter and Principal, Cardea Group

George Shkreli
Vice President, Investment Performance & Analytics, First Eagle Investment Management

Robert Sichel
Partner, K&L Gates LLP

Kevin Slaton
Chief Financial Officer & Chief Compliance Officer, Insight Equity Management Company LLC

Arin Stancil
Principal, Guardian Performance Solutions

Jesse Starks
Chief Technology Officer, Breckinridge Capital Advisors, Inc.

Charles Stout
Partner, ACA Performance Services

Heather Traeger
Chief Compliance Officer & Compliance Counsel, Teacher Retirement System of Texas

Kimberly Versace
Counsel, Richards Kibbe & Orbe LLP

Megan Vesely
General Counsel Chief Compliance Officer, Sigma Analysis & Mangement Ltd.

Ron Weekes
Partner, ACA Compliance Europe

Thomas Wynn
Chief Compliance Officer, Schonfeld Strategic Advisors LLC

2018 Sponsors and Exhibitors

• Sidley Austin
• Akin Gump.
• Alliant/Mesirow Insurance Services
• Ashland Partners & Company LLP
• Backstop Solutions
• Battea
• CompositeBuilder
• First Rate
• Global Relay
• Smarsh
• Untracht Early