ACA's Spring Compliance Conference 2019 | ACA Compliance Group Holdings, LLC | 8 May 2019 | Mandarin Oriental, 500 Brickell Key Dr, Miami, FL 33131, USA

• 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

2019 Speakers

Brian Hourihan
Chief Compliance Officer and Regulatory Counsel for the Public Securities Group

John Molesphini
eVestment’s Global Head of Insights

Anne Anquillare
CEO of PEF Services

Michael McGrath
Partner in the firm’s Boston office

Anisa Perez
Managing Director and Head of Investment Operations and Culture at Avalon Advisors

Denise Paglia-Cole
Helping people get out of their comfort zones

Heather Traeger
Chief Compliance Officer and Compliance Counsel for the Teacher Retirement System of Texas

Dina Tantra
CEO and Board Member of Advisers Investment Trust

David Gershman
Member of Trivest’s 6 person investment committee overseeing firmwide activity

Brian Lattanzio
Consultant in ACA’s Private Markets Segment

Marc Baum
Chief Administrative Officer depending on the needs and goals of the particular organization

Ivana Bertuzzelli
Vice President, Portfolio Analytics of Intech Investment Management LLC

Owen Schmidt
General Counsel and Chief Compliance Officer at Valinor Management

Therese Johnson
Subject matter expert and resource for the Global Investment Performance Standards (GIPS®) at Principal Global Investors based in Des Moines

Erik Olsen
Managing Director at ACA Compliance Group

Kristen Murray
GIPS team manager

Shivani Choudhary
Senior Performance Consultant with ACA Performance Services

Barbara Trivedi
Chief Compliance Officer for Equity Investment Corporation (EIC)

Amberly Treibert
Vice President & Compliance Officer

Paul Damon
Diverse background in risk management consulting

Sean Gilligan
Longs Peak’s lead investment performance and GIPS consultant

Jennifer Burka
Head of Investment Performance Attribution at Guggenheim Partners

Avi Gesser
Partner in Davis Polk’s Litigation Department and head of it Cybersecurity and Privacy practice

Maria Chambers
Chief Compliance Officer of Klingenstein Fields Wealth Advisors

Natasha Kohne
Co-leader of the firm’s cybersecurity, privacy and data protection practice

David Hintz
Cost Analysis and Best Execution reporting

Jacob Tiedt
Shareholder at Vedder Price

Elaine Vincent
Principal Consultant in the Analysis and Review Center

Andrew Welch
ACA’s FCA Authorisation team and works

Jim Diercksen
Managing Director, ACA Compliance Group

Tessa Carbone
Principal Consultant based in our Morristown

Michelina Cuccia
Director for ACA’s diversified financial clients and prospects

Phil Fijal
Senior Principal Consultant with ACA Performance Services

Karen Foley
Managing Director with ACA Performance Services

Richard Kemmling
Partner at ACA Performance Services

Julia Reyes
Partner with ACA Performance Services

Charlie Stout
Partner and Diversified Financial Practice leader for ACA Compliance Group

Johan Glozman
Software consulting and product implementation management experience

Justin Guthrie
Partner at ACA Performance Services

Arthur Don

Mike Pappacena
Partner at ACA Aponix

Raj Bakhru
Partner and the Head of ACA Aponix

Abigail Bertumen
General Counsel of Exchange Traded Concepts

Jordan Schwartz
Partner in ACA Technology

Kimberly Daly
Partner and Co-Head of ACA’s Analysis and Review Center

Colleen Marencik
Principal Consultant until March 2008

Alvaro Soto
Senior Principal Consultant with ACA based in Miami, Florida

Keith Willar
Head of the CIBC

Stephen McShea
General Counsel for Fiera Capital, Inc.

Ambika D'Souza
Vice President at T. Rowe Price

Joseph DiGiglio
Senior Compliance Officer at Cadre

Marc Lotti
Partner at ACA Aponix

Tricia Bailey
Manager of Performance Analysis at Ivy Investment Management Co.

Chas Spiro
Compliance at The Carlyle Group

Gregory Hegerich
Head of compliance for North American Private Investments

Basil Godellas
Concentrates his practice on representing companies

Angela Palmer
Director and serves as the Chief Compliance Officer of Baird’s registered investment advisers and the Baird Funds

Jonathan Feiler
General Counsel and Chief Compliance Officer of Arosa

Jeffrey Himstreet
PGIM (Prudential) Fixed Income law team

Patricia Flynn
Senior Vice President & Chief Compliance Officer for Intech Investment Management, LLC

Lynne Carriero
Managing Director, ACA

Michael Abbriano
Senior Principal Consultant, ACA Compliance Group

Ken Harman
Consultant in the Morristown office

Jay Petraitis
Consultant with the Analysis and Review Center

Greg Mekanik
Managing Director and as co-leader of ACA’s Hedge Fund Practice

Barry Rashkover
Co-heads the Firm’s New York Regulatory and Enforcement Group

Julie Terres
Global Head of Portfolio Analytics for CBRE Global Investors

James Silk
Partner in the Asset Management Group

Laurie Blumenthal Kleiman
Global co-leader of Sidley’s Investment Funds practice team

James O'Leary
Director of Performance at Mellon Investments Corporation

Lisa Mancini
Senior Business Intelligence Specialist on the Reporting and Business Intelligence team at Brown Advisory

Steve Kaufmann
Head Trader and Performance Analyst at Wedgewood Partners, Inc

Jason Brown
Extensive experience representing investment advisers to private equity funds,

Joe Kavanagh
Managed the performance measurement department since 2000

Patty Nykodym
Chief Financial Officer, FFL

Nabil Sabki
Frequently advises clients with respect to SEC and SRO

Michelle Canela
Director, Compliance at Intech Investment Management LLC

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

Sunil Shenoi

John Pollard Jr.
Director in EJF Capital LLC’s Compliance Department

Dawn Pallitto
Vice President in PGIM Investment's Compliance department

Timothy Kirwan
Chief Compliance Officer at Boston Advisors

Eleazer Klein
Activists and other investment funds, investment banks and companies

Doug Rappaport
Clients on matters of regulatory compliance and corporate governance

Lilly Farahnakian
GCM Grosvenor's Global Chief Compliance Officer

Allan Kahn
Chief Compliance Officer and Associate General Counsel of Oak Hill Capital Management

Mark Schonfeld
Co-Chair of Gibson Dunn’s Securities Enforcement Practice Group

Francois Cooke
Managing Director for the Broker-Dealer Services Division of ACA Compliance Group

Michael Mavrides
Partner in the Hedge Funds Group at Proskauer

Christie Horsman
Managing Director with ACA Performance Services

Martin Towey
Chief Compliance Officer, Fir Tree Capital Management

Jonathan McGee

Evan Williams

Melissa Chia

Abrielle Rosenthal

Mark Proctor

Joseph Nesler

Ken Robinson
Director in the Global Industry Standards team at CFA Institute