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Event Date | Sun Apr 28 EDT - Wed May 1 EDT (over 5 years ago) |
Location |
The Ritz-Carlton
Seven Mile Beach, KY1-1209, Cayman Islands |
Region | Americas |
Navigate Compliance. Attract Investors. Realize Operational Excellence.
Where the Alternatives Operations and Compliance Community Sets the Standard.
Join 550+ Industry Leaders, Including 130+ Coos, Ccos, Counsels, Cfos and Heads of Odd at the Leading Alternatives Operations and Compliance Event.
2019 Speakers
Chris Addy
President and Chief Executive Office, Castle Hall Alternatives
Rachel Aldrich
Head of Fund Operations & Client Service, Galaxy Digital
Richard Aliberti
Director, BNY Mellon | Pershing
Tom Angell
Partner and Practice Leader, Financial Services, Withum
Joshua Barlow
Managing Director, Valhalla Fiduciary, LLC
Gordon Barnes
Managing Director, Head of ODD, Cambridge Associates
Michael Barry
General Counsel & Chief Compliance Officer, Samlyn Capital
Marc L. Baum
Chief Administrative Officer and General Counsel, Serengeti Asset Management
Anne Beaumont
Partner, Friedman Kaplan Seiler & Adelman LLP
Wendy Beer
Managing Director, Wells Fargo Prime Services
Brock Bell
Senior Vice President, Treasury and Portfolio Finance, Capstone Investment Advisors
Melissa Bender
Partner, Ropes & Gray LLP
Bruce S. Berger
Chief Operating Officer and Chief Financial Officer, Atlantic Investment Management, Inc.
Eric Bernstein
President of Asset Management Solutions, Broadridge
Claudia Bertolino
Managing Director, Head of Business Development, Citco Fund Services
Ranjan Bhaduri
Chief Executive Officer, Bodhi Research Group
Roger Birch
Americas Manager for Alternatives, Bloomberg
William Bogle
Partner, Chief Compliance Officer, NEPC
Scott Brace
Managing Director, Empire Valuation Consultants
Terence Brady
Director of Operational Due Diligence, Corbin Capital Partners
Stewart Burton
Vice President, GSAM
Amber Case
Research Fellow, Institute for the Future. Author of Calm Tech, Harvard Berkman Klein Center of Internet and Society, Author of 'Calm Technology'
James Cassady
Managing Director, Fund Compliance and Finance, Monroe Capital
Greg Ciaverelli
Partner & Chief Operating Officer, Private Advisors
David Cielusniak
Chief Operating Officer, TimesSquare Capital Management, LLC
Sal Cincinelli
Supervisory Special Agent, Complex Financial Crimes Unit, Federal Bureau of Investigations (FBI)
David Claypoole
Founder & President, Claypoole Executive Search
Adam Cohen
Managing Director, Perella Weinberg Partners
Rory Cohen
General Counsel, Varadero Capital, L.P.
Brynn Coursey Heegan
Head of Operational Due Diligence, Managing Director, Lyxor Asset Management Inc.
Sarah Davidoff
Partner, Ropes & Gray
Marie Davis
Head of Business Management & Senior Due Diligence Analyst, Kedge Capital
William de Cordova
Editor-in-Chief of the Hedge Fund Law Report, The Hedge Fund Law Report
Michael D’Angelo
General Counsel and Chief Compliance Officer, Saba Capital Management
Chad Eisenberg
Chief Operating Officer, Vivaldi Capital Management
Jason Elmer
Managing Partner, Drawbridge Partners, LLC
Gerry Esposito
Managing Director, CFO & CCO, Newbury Partners
Dominick Falco
Managing Director, Head of Collateral Segregation, BNY Mellon Markets
Edward Fasano
COO/CFO/CCO, Saya Management LP
Michael Fastert
Chief Operating Officer and Chief Legal Officer, TIG Advisors
Daniel Federmann
Managing Director, CFO, Alternative Investment Management, LLC
Christine Fenske
Office Managing Partner, New York, Baker Tilly
Carlos Ferreira
Managing Director, Head of Investment Operations, PAAMCO
Andrew Fishman
President, Schonfeld Strategic Advisors LLC
Alan Flanagan
Managing Director, Global Head of Alternative Investment Services, BNY Melllon
Simon Fludgate
Partner, Head of Operational Due Diligence, Aksia
Stephan Forstmann
Managing Director, Alternative Asset Advisory, Duff & Phelps
Chris Franzek
Managing Director, Duff & Phelps
Lance Friedler
General Counsel and Chief Compliance Officer, Phoenix Investment Adviser LLC
Maneesh Gandhi
Managing Director, Due Diligence, Evanston Capital Management, LLC
Andy Genser
General Counsel, Viking Global Investors LP
Mimi Gross
General Counsel, Clough Capital
Lauren Gutierrez
Vice President, Investment Management, Goldman Sachs Asset Management
Brian Guzman
General Counsel, Indus Capital Partners, LLC
Tony Hairston
CFO, Fund of Funds product group, Maverick Capital
Mark Hannoush
Director, Due Diligence & Advisory, Ontario Teachers' Pension Plan
Jun Hasegawa
Group CEO and Founder, Omise Holdings
Jonathan Hatch
Managing Director, Madison Pacific Trust
Gary Hecimovich
Partner, Federal Tax Accounting, Periods, Methods and Credits Group, Deloitte
Donald Henry
Chief Financial Officer, Warlander Asset Management, LP
Jonathan Hinkley
Senior Vice President, Linedata
Chris Hughes
Director of Operations, Axonic Capital LLC
Fred Jacobs
Chief Revenue Officer, Apex
Jane Jarcho
Special Adviser-Promontory Financial Group & Former Deputy Director of OCIE Securities & Exchange Commission, Securities and Exchange Commission
Vikas Kalra
Executive Director, Portfolio Management Analytics, MSCI
Andrew Kandel
Global Chief Compliance Officer and Senior Legal Counsel, Cerberus Capital Management
Anthony Kelly
Dechert LLP & Former Co-Chief – Asset Management Unit, U.S. Securities and Exchange Commission
Scott Kern
Global Head of Prime Custody, Alternative Investment Services, BNY Mellon
Sang Min Kim
Managing Director, Deputy Chief Operating Officer and Chief Financial Officer, 400CM
Mike Klarman
CFO, Highline Capital Management, LP
Benjamin Kozinn
Partner, Investment Management, Lowenstein Sandler
Jiri Krol
Global Head of Alternative Credit Council, AIMA
Alexandra Krystal
Managing Director, CIBC
Justine Lee
Head of Operational Due Diligence, Prudential Portfolio Management Group
Kai Lee
Managing Director, Chief Compliance Officer and Associate General Counsel, Oak Hill Advisors, L.P
Theo Lefkos
Partner, Cayman Islands, Walkers
Jean-Marc Levy
Chief Executive Officer, ComplySci
Courtney Lewis
General Counsel and Chief Compliance Officer, Hound Partners
Chris Lombardy
Managing Director, Duff & Phelps
Tim Ludford-Thomas
Partner, Cayman Islands, Walkers
Nauman Malik
General Counsel and Chief Compliance Officer, Eagle Point Credit Management LLC
Chris Mattke
Senior Director, Operations & Administration, UNC Management Company
Thomas Mayrhofer
CFO, Deputy COO, EJF Capital
Marty Meekins
Chief Operating Officer & General Counsel, Empyrean Capital Partners, LP
James Melen
Partner, Cayman Islands, Walkers
Chris Mendez
General Counsel and Chief Compliance Officer, SEMPER Capital Management
Steve Metzger
Managing Director, Associate General Counsel, Two Sigma Investments, LP
Marat Molyboga
Chief Risk Officer, Director of Research, Efficient Capital Management
Jim Nadalini
CTO & CCO, HighGround Advisors
David Naphtali
MD, Madison Pacific Trust
Mike Neus
General Counsel, ExodusPoint
Kevin O'Connor
Chief Legal Officer, Point72
Jim O'Hara
Head of ODD, Lighthouse Partners
Tery O'Malley
General Counsel, Blue Ridge Capital
Jennifer Pearson
Director of Human Resources & Associate General Counsel, Brigade Capital Management
Frank Pena
Vice President, Valuations, GPB Capital Holdings
Frank Perez
Makena Capital Management
Suzanne Peterson
Partner, Leadership Style, Development, and Communication, CRA, Inc.
Melanie Pickett
Head of Front Office Solutions, Northern Trust
Ingrid Pierce
Global Managing Partner, Walkers
Beste Portnoff
Head of Operational Due Diligence, Bessemer Trust
George Psarianos
Managing Director, National Portfolio Valuation Services Leader, Deloitte Financial Advisory Services LLP
Amanda Pullinger
Chief Executive Officer, 100 Women in Finance
Terry Ram
Chief Operating Officer & Chief Financial Officer, Sigma Analysis & Management Ltd
Richard Reading
Managing Partner, Cayman Islands Practice, Baker Tilly
Adam J. Reback
CCO, J. Goldman & Co.
Asaf Reindel
Partner, Friedman Kaplan Seiler & Adelman LLP
Uzi Rosha
Chief Compliance Officer, Hudson Advisors, LLC
Mark Russo
General Counsel, ZAIS Group
Matthew Rymer
General Counsel and Chief Compliance Officer, Cross Ocean Partners
Patrick Sakala
Head of Operational Due Diligence, OPTrust
Christopher Samios
General Counsel & Chief Compliance Officer, Greywolf Capital
Odette Samson
Partner, Audit, Deloitte Cayman Islands
Peter Sanchez
Executive Vice President and Head of Alternative Fund and Omnium Business Services, Northern Trust
Mark D. Schein
Chief Compliance Officer and Managing Director, York Capital Management
Aaron Schmutter
Treasury & Operations, Tilden Park Capital Management LP
Jeff Schultz
General Counsel & Chief Compliance Officer, Navy Capital LLC
Dorothy Scott
Partner, Walkers
Mark Shayne
Managing Director, Empire Valuation Consultants
Alixandra Smith
Deputy Chief of Business and Securities Fraud, U.S. Department of Justice
Josh Smith
Co-founder and CEO, Solovis
Anna Spector
Managing Director, Chief Compliance Officer, CVC Credit Partners
Ryan Teal
Partner, Head of ODD Americas, Albourne Partners
Jonathan Tepper
Author – Myth of Capitalism, and Founder, Variant Perception
Vincent Tortorella
Chief Compliance and Surveillance Officer, Point72
Marc Towers
Founder, Towers Fiduciary Pte. Ltd
Marc Valdes
Partner and Chief Operating Officer, DW Partners, LP
Claire Van Wyk-Allan
Director, Head of Canada, AIMA
Andrew Volz
Managing Director, Head of Prime Brokerage Services, JonesTrading
John Ward
Managing Director, Duff & Phelps
Steven Warshavsky
Managing Director and Chief Financial Officer, Sandler Capital Management
Frederick Wasch
Chief Financial Officer, Raging Capital Management, LLC
Roland Waz
Principal, Asset Management Ops and Tech Transformation, Deloitte
Chris Wylie
Trend Forecaster and Cambridge Analytica Whistleblower, Cambridge Analytica
Sara Yarmand
Risk and Due Diligence professional, Independent
Jennifer Zloto
Managing Director, Operational Due Diligence, Summit Rock Advisors
2019 Sponsors
PRINCIPAL CONFERENCE SPONSORS:
• Deloitte
• WALKERS
PLATINUM SPONSORS:
• BAKER TILLY
• BNY MELLON
• ComplySci
• DUFF & PHELPS
• NORTHERN TRUST
• SEI New ways. New answers.
GOLD SPONSORS:
• BDO
• Broadridge
• Harbour
• Intertrust
• Omise Holdings
• Ropes & Gray
• SS&C
SILVER SPONSORS:
• Bishops Services
• Borrelli Walsh
• Citco Fund Services
• Drawbridge
• Friedman Kaplan Seiler & Adelman LLP
• GlobeTax
• Goldman Sachs Asset Management
• Labaton Sucharow
• MSCI
• Wells Fargo
• Withum Smith Brown PC
BRONZE SPONSORS:
• Apex
• Battea
• Bloomberg
• BTIG
• CIBC
• Crowe LLP
• Empire Valuation Consultants
• Financial Recovery Technologies
• Jones Trading
• Linedata
• Lowenstein Sandler
• Madison Pacific
• Solovis
• State Street
• US Bank Global Fund Services
• Vistra
MEDIA PARTNERS:
• AIMA
• California Alternative Investment Association
• Canadian Hedge Watch
• Cayman Funds
• Eurekahedge
• Hedge Fund Alert
• Pinnacle Media