GAIM Ops Connect: West 2020 | Knect365 Informa Business | 28 September 2020 | Virtual Event

500+ operations, compliance and ODD professionals. Easily digestible digital content & networking opportunities delivered directly to you.

Why GAIM Ops Connect?
• In these uncertain times it can be difficult to plan for the future.
• But operations, compliance and ODD leaders exist to ensure business continuity and guide the industry through challenging times.
• In light of global precautions and restrictions caused by COVID-19, we are bringing together the alternatives community online to share best practices and define the
new normal.
• GAIM Ops is going digital for 2020 with GAIM Ops Cayman and GAIM Ops West coming together on a single, virtual platform.

What to expect?
• This isn’t like other digital events you will have experienced.
• GAIM Ops Connect will deliver a fully integrated virtual experience that works around you with multiple opportunities to engage, discuss, network and learn.
• The conference calendar has been carefully scheduled to run for half a day, every other day. Providing plenty of time for work and life while engaging with the GAIM
Ops content and communities at a time that works for you.

Reconnect with your community:
GAIM Ops Connect brings together the largest community of COOs, CCOs, Counsels, CFOs, Heads of ODD in North America. See who's attending.

Connect easily with peers, clients and new contacts:
• The versatile messaging system will enable you to hop out of sessions into 1-1 catch-ups with other attendees, just like bumping into each other in person!
• Interact with speakers through live Q&As and in session polling.
• Create personalized profiles, send messages, arrange meetings.

Innovative virtual sessions:
• The virtual experience features the same blend of world-class content, peer-to-peer collaboration and networking with senior decision makers that GAIM Ops always
provides.
• Solution rooms, Smart Seminars, Lunch with Leaders, Keynote updates, GAIM Ops TV, topic roundtables... a multitude of formats from deep dives to the highly
interactive.

A future-forward agenda:
• Operations have been disrupted as never before; it is time to define the new normal.
• Each half day will focus on two main themes so you can easily find the content and communities relevant to you – operations, ODD, compliance, finance, private
equity, ESG, human capital, and tech.
• Join experts from across the industry to determine best practices for the new alternatives landscape.

Learn from the best:
• Who better to discuss and define the new normal than with the industry’s leading experts?
• Join 100+ COOs, CFOs, CCOs, GCs and Heads of ODD in a variety of interactive formats, including Lunch with Leaders sessions, small group roundtables, Solution
Room discussions, and closed door peer groups.

2020 Speakers

Emily Agnew
Manager of Operational Business Risk, Meketa Group

Richard Aliberti
Director, BNY Mellon | Pershing

Tom Angell
Partner and Practice Leader, Financial Services, Withum

Janet Joyce Arzt
President, Mudrick Capital

Joshua Barlow
Managing Director, Valhalla Fiduciary, LLC

Jeff Barnes
Head of Operational Due Diligence, University of Virginia Investment Management Company (UVIMCO)

Robert Barnett
Group Vice President and Head of Intermediary Sales Distribution, Wilmington Trust

Susan Barreto
Editor, Alternatives Watch

Michael Barry
General Counsel & Chief Compliance Officer, Samlyn Capital

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

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.

Larry Block
MD, CCO, C-III Capital Partners

David Bradley
Chief Operating Officer & CCO, Hawk Ridge Capital Management

Terence Brady
Director of Operational Due Diligence, Corbin Capital Partners

Jeremy Broker
Business Development Executive, Moss Adams

Steve Bruce
Managing Partner, ASC Advisors, LLC

Katherine Burton
Journalist, Bloomberg News

Jimmy Castro
Director of Investment Transactions & Operations, Regents of the University of California

David Claypoole
President, Claypoole Executive Search LLC

Adam Cohen
Managing Director, Perella Weinberg Partners

Rory Cohen
General Counsel, Varadero Capital, L.P.

Brynn Coursey Heegan
Managing Director, Operational Due Diligence, Lyxor Asset Management Inc.

Neil Datta
Head of Operational Risk, Optima Asset Management

William de Cordova
Editor-in-Chief, The Hedge Fund Law Report

Jorge de Lafuente
Director, Texas Treasury Safekeeping Trust Company

Paige Ernest
Senior Associate - Investment Operations, Alfred I. duPont Charitable Trust

Gerry Esposito
Managing Director, CFO & CCO, Newbury Partners

Jason Etherington
Chief of Staff, East Lodge Capital

George Evans
Co-President, Convergence Inc.

Samantha Fasone
Human Resources Manager, Marshall Wace North America L.P.

Michael Fastert
Chief Operating Officer and Chief Legal Officer, TIG Advisors

Carlos Ferreira
Managing Director, Head of Investment Operations, PAAMCO

George Fisher
Head of Operational Due Diligence, Central Park Group

Laurel FitzPatrick
Partner, Ropes & Gray LLP

Alan Flanagan
Managing Director | Head of Fund Services Asset Servicing, BNY Mellon Asset Servicing

Sabrina Foster
Independent Director & General Counsel, Athena

David Geffen
President, Geffen Advisors

Andy Genser
General Counsel, Viking Global Investors LP

Megan Gentilesco
Global Head of Private Equity Fund Services, BNY Mellon

Linda Gibson
Managing Director and Chief Business Officer, QMA

Richard Grant
Global Head of Regulatory and Government Affairs, AQR Capital Management

Rubin Gregg
General Counsel, Oak Hill Advisors

Brian Guzman
Founder & Partner, Guzman Advisory Partners, LLP

Paul Hale
Managing Director, Global Head of Tax Affairs, AIMA

Scott Hendler
Associate General Counsel, Viking Global

John Hindley
Partner, Heidrick & Struggles

Stella Ho
Managing Director, Chief Compliance Officer & Head of Business Operations, LightBay Capital

Mario Indelicato
Chief Compliance Officer, US

Jock Jones
Chief Operating Officer, Voloridge Investment Management

Matt Jones
CCO and Director of Finance, K1

Steve Kahn
Head of Operations, Talpion Fund Management

Brendan Kalb
General Counsel, ExodusPoint Capital Management

Jiri Krol
Global Head of Alternative Credit Council, AIMA

Carmen Lam
Partner, Operational Due Diligence, Albourne Partners

Josh Leonardio
U.S. Head of Capital Introduction, TD Securities LLC

Chris Lombardy
Managing Director, Duff & Phelps

Irina Ludkovski
Senior ODD Analyst, Albourne Partners

Todd Lusk
Managing Director, Investment Operations, Children’s Healthcare of Atlanta

Nicole Macarchuk
Chief Operating Officer & General Counsel, Angel Island Capital

Nicole Madau
Senior Analyst and Head of Operational Due Diligence, RVK, Inc.

Amit Malhotra
Partner, COO/CFO, Sachem Head Capital Management

Nauman Malik
General Counsel and Chief Compliance Officer, Eagle Point Credit Management LLC

Mary Matranga
The COO/CFO, JCP Investment Management

Chris Mattke
Senior Director, Operations & Administration, UNC Management Company

Juliette Maynard
Deputy Head of the Investments and Securities Division, CIMA

Thomas Mayrhofer
COO & CFO, EJF Capital

Chris Mendez
General Counsel and Chief Compliance Officer, Commonwealth Asset Management

Steve Metzger
Managing Director, Associate General Counsel, Two Sigma Investments, LP

Andrew Mittendorf
CEO, Edendale Capital

Pete Murphy
Senior Advisor - ESG Solutions, ASC Advisors

Andrew Nathanson
CCO & Legal Counsel, Suvretta Capital Management, LLC

Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)

Andra Ofosu
Director, US Sales, Aspect Capital Inc.

Dabney O’Riordan
Co-Chief of the Asset Management Unit, Division of Enforcement, U.S. Securities and Exchange Commission

Biral Patel
CFO and Head of ODD, Magnitude Capital, LLC

Jennifer Pearson
Head of Human Resources and Employment Counsel, Deerfield Management

Michelle Perry
Director, Operational Due Diligence - ESG & Sustainability Officer, Aksia

Suzanne Peterson
Partner, Leadership Style, Development, and Communication, CRA, Inc.

Beste Portnoff
Head of Operational Due Diligence, Bessemer Trust

David Poulten
Partner, Inceptiv

Julianne Recine
Director, Alternative Advisory and Portfolio Valuation, Duff & Phelps

Tara Rivers
Minister for Financial Services, Cayman Islands Government

Olga Romanova
Head of Operational Due Diligence, International Asset Management

Suzan Rose
Senior Adviser, Government and Regulatory Affairs, AIMA

Gregg Rubin
General Counsel, Oak Hill Advisors

Christopher Samios
General Counsel & Chief Compliance Officer, Greywolf Capital Management LP

Owen Schmidt
General Counsel & Chief Compliance Officer, Valinor Management, L.P.

Aaron Schmutter
Treasury & Operations, Tilden Park Capital Management LP

Ryan Schulzetenberg
Managing Director & Controller, CarVal Investors

Luke Sedler
Director, BlackRock

Leor Shapiro
Managing Director, Global Head of Capital Intelligence, Jefferies LLC

Dave Sherwin
Counsel, Ogier

Matthew Siano
Managing Director, General Counsel, Two Sigma

Andrew Siegel
Deputy General Counsel and Chief Compliance Officer, Galaxy Digital LP

Julie Siegel
MD, Chief Administrative Officer, and Deputy Chief Legal Officer, Sculptor Capital Management

Matthew Siegel
CMO and Head of Global Client Group, Aperture Investors

Jennifer Signori
Senior Vice President, Neuberger Berman

John Sitilides
Geopolitical Strategist, Diplomacy Consultant to U.S. Department of State

Alixandra Smith
Chief of the Business & Securities Fraud, U.S. Department of Justice

Kristin Snyder
Co-Deputy Director, Office of Compliance Inspections and Examinations (OCIE), U.S. Securities and Exchange Commission (U.S. SEC)

Kurt Spero
COO, CFO, CCO, Old Farm Partners

Daniel Strachman
Co-Founder, IMDDA

Ryan Taylor
Head of Group Compliance, Brevan Howard

Rob Tello
Senior Director, Business Risk Management Group, Cambridge Associates LLC

Ryan VanGrack
Deputy General Counsel, Citadel

Andrew Volz
Managing Director, Head of Prime Brokerage Services, JonesTrading

Erin Wallace
Chief Compliance Officer & Director of Administration, Endeavour Capital

Danielle Walsh
Managing Director, Alternative Investments & Manager Selection (AIMS) Group, Goldman Sachs, AIMS Group

John Ward
Managing Director, Duff & Phelps

David Warsoff
Executive Director, J.P. Morgan Alternative Asset Management

Joel Wattenbarger
Partner, Ropes & Gray LLP

Keith Weiner
President, Suvretta Capital Management

Kevin Williams
Chief Operating Officer & CFO, Martlet Asset Management, LLC

Mark Wittet
Chief Operating Officer, Founding Partner, Ishana Capital Limited

Calvin Wong
Partner | Head of Business Development & Client Service, Green Court Capital Management

Stan Yakoff
Head of Americas Supervision, Citadel

Kevin Yew
Alternative ODD Head - Americas, Citi Investments

Jennifer Zloto
Managing Director, Operational Due Diligence, Summit Rock Advisors

2020 Sponsors, Exhibitors and Partners

PLATINUM SPONSORS:
• BNY Mellon

GOLD SPONSORS:
• Duff & Phelps
• Ropes & Gray
• SEI

BRONZE SPONSORS:
• Athena
• Jefferies
• Jones Trading
• Ogier
• RFA
• TD Securities
• Wilmington Trust
• Withum Smith Brown

EXHIBITORS:
• MUFG Investor Services
• Northern Trust Alternative Fund Services
• Northern Trust Front Office Solutions

CHARITY PARTNER:
• Help For Children

SUPPORTING ORGANISATIONS:
• AIMA
• CAASA
• Convergence
• ILPA
• IMDDA
• New York Alternative Investment Roundtable
• North American Fund Administration Association
• 100 Women in finance

MEDIA PARTNERS:
• Cayman Funds
• Eurekahedge
• Global Custodian
• Hedge Connection
• Hedge Fund Alert