GAIM Ops West 2022 | Informa Connect | 17 October 2022 | Waldorf Astoria Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

Discuss trends, challenges and share expertise in a peer to peer setting.

The agenda focused on, IT infrastructure - control, cybersecurity and resilience, transformation of the COO role, remote compliance and talent management. Plus private equity - valuation, challenges and opportunities, the latest updates from regulators, the future of ODD and much more.

GAIM Ops West brings together 300+ leading COOs, CFOs, CCOs, GCs, Head of ODD and more to discuss trends, challenges, share experience and expertise. Creating a sustainable and successful alternatives industry.

Meet operations and compliance leaders from hedge funds, private equity, venture capital and multi-strategy/hybrid funds, as well as the largest community of heads of ODD and operations from US and international institutional investors.

2022 Speakers

Brent Wilner
Senior Counsel, Enforcement Division, SEC

Carlos Orozco
Senior Program Manager, CyberCrime,IRS - Criminal Investigation Division

John Hulsman
Geopolitical Expert & Life Member at U.S. Council On Foreign Relations

Hermine Wong
Director, Coinbase Institute and Director of Policy, Coinbase

Tom Hardin
Owner at Tipper X Advisors LLC

Jeffrey Stomski
Partner, Eisner Advisory Group LLC

Jocelyn Cortez-young
Managing Partner and Founder, Minerva Capital Group

Angela Jhanji
Managing Director, Sustainability - Private Capital, EQT Partners

Greg Xethalis
General Counsel and Chief Compliance Officer, Multicoin Capital

Matt Perona
COO and CFO, Polychain Capital

Grace Reyes
CEO, The Investment Diversity Exchange (TIDE)

Zane Alajou
Controller, Hawk Ridge Capital Management

Daniel Austin
Director, U.S. Policy and Regulation, AIMA

Matt Barbato
Managing Director, Head of ODD, Hamilton Lane

Joshua Barlow
Managing Director, Valhalla Fiduciary, LLC

Michael Barry
General Counsel and Chief Compliance Officer, Samlyn Capital LLC

Marc Baum
Senior Advisor, Abra

John Beczak
Chief Financial Officer, Resource Capital Funds

Ritu Bhasin
CEO & Founder at bhasin consulting inc

Nick Birnbaum
Analyst, Economic Crimes Unit, FBI

Patrice Bonfiglio
COO, CFO, CCO, Sarissa Capital Management LP

David Bradley
Chief Operating Officer, CFO, Hawk Ridge Capital Management

Jasmine Burgess
Chief Operating Officer/CRO, One River Digital

Cynthia Cain
Associate General Counsel, National Futures Association

John Canorro
Partner and Director of ODD, Pathstone

Joseph Cassano
Partner, Team Leader, Hedge Funds, Withum

Kelsey Chase
Co-founder and Chief Business Development Officer, Aumni, Inc

David Claypoole
Founder & President, Claypoole Executive Search

Mitchell Clayton
Director, The Rohatyn Group

ADAM COHEN
Managing Director, Head of ODD, Agility

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

William De Cordova
Editor-in-Chief, The Hedge Fund Law Report and Private Equity Law Report

Jorge De Lafuente
Director|ODD, Texas Treasury Safekeeping Trust Company

Helaine Dryden
General Counsel and Chief Compliance Officer, Episteme Capital Partners (US), LLC

Collin Eckles
Managing Partner, Natureza Growth Partners

Carlos Ferreira
Founder, Capital Governance Partners

Jiorjio Fetterman Cpa
Founder and Managing Directo r, Oro Advisors, LLC

Kelli Finnegan
Vice President, Operational Due Diligence and Portfolio Analytics, HarbourVest Partners

George Fisher
Vice President, Wealth Solutions, Macquarie Asset Management

Deborah Gallegos
MD, Co-Head of ESG and Sustainability, Palladium Equity Partners, L.L.C.

Fernando Gentil
Co-founder and Managing Partner, Natureza Growth Partners

Lorelei Graye
President, PCDS

Robert Herin
Chief Information Officer, Canyon Partners LLC

Ted Hill
General Partner and Chief Administrative Officer, B Capital Group

Justin Holm
Director of Operational Due Diligence, UTIMCO

Colin Holmes
Associate Counsel, Financial Recovery Technologies

Lily Hou
Director of Operations, Architect Capital

Kevin Jennings
Director, North America, Accelex

Ayesha Kiani
Chief Operating Officer, LedgerPrime

Kelly Koscuiszka
Partner, Schulte Roth & Zabel LLP

Abhishek Kumar
Head of ESG and Investment Analyst, Hunter Capital Management

Matthew Le Merle
Managing Partner, Blockchain Coinvestors

Kai Lee
Deputy General Counsel, Chief Compliance Officer & Managing Director,
Oak Hill Advisors, L.P

Gary Leung
Regional Trial Counsel, SEC

Justine Leung
CCO & General Counsel, Hawk Ridge Capital Management

Mariah Lichtenstern
Founding Partner, DiverseCity Ventures

Qi Liu
Vice President, Portfolio Management, StepStone Group

Nick Lotysz
Director of Operational Due Diligence at First Trust, Capital Solutions

Jeff Lubitz
Managing Director, ISS Securities Class Action Services

Sean Madnani
Founder & CEO, Twist Capital

Chris Mattke
Managing Director, Finance & Operations, UNC Management Company

Monica Mcnabb
Vice President, Investment Operations, AIMCo

Andrew Mittendorf
Co-founder and CEO, Edendale Capital

Christopher Mizer
President and CEO, Vivaris Capital

Saba Movahedi
Head of ODD & Research Operations, Hall Capital Managers LLC

Krista Murphy
Chief Administrative Officer, Point72

Benjamin Murray
Chief Operating Officer, Cypress Creek Partners

Michael O'neill
Assistant Chief, Fraud Section, Criminal Division, United States Department of Justice

Maureen Ocampo
Chief Compliance Officer, Camden Asset Management, LP

Jennifer Pearson
Chief Human Resources Officer and Employment Counsel, Deerfield Management

Abigail Penzell
General Counsel and Chief Compliance Officer, Bienville Capital Management

Yulia Perruzzi
COO/CFO/CCO, Caden Capital Partners

Beste Portnoff
Principal, Bessemer Trust

David Poulten
Partner, INCEPTIV

Kurt Ramirez
Founding Partner, Nine Four Ventures

Adam Reback
Partner, Optima Partners Compliance Advisory

Mark Robertson
GC/CCO, Eagle Capital Management, LLC

Ashley Roche
COO, GC, MEMCO

Suzan Rose
Senior Adviser, Government and Regulatory Affairs, AIMA

Mark Russo
General Counsel, ZAIS Group LLC

Natasha Salins
Principal, GC & CCO, Angel Island Capital

Ryan Schulzetenberg
Managing Director & Controller, AB CarVal Investors

Jason Scoffield
Chief Compliance Officer, Audax Group

Luke Sedler
Director of Operational Due Diligence, BlackRock

Hezy Shalev
Founder, INCEPTIV

Julie Siegel
Executive Managing Director, Chief Administrative Officer and Deputy Chief Legal Officer, Sculptor Capital Management

Anna Spector
Managing Director, Chief Compliance Officer, CVC Credit Partners, LLC

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

Fred Thiel
General Partner, Navigate VC

Serge Todorovich
Senior Vice President, General Counsel and Chief Compliance Officer, Shenkman Capital Management, Inc

Nicole Tortarolo
Managing Director, Chief Business Officer, UBS Hedge Fund Solutions

Marc Venegas
Founder, Orion Real Estate Partners

Sharon Vosmek
CEO and Managing Partner, Astia

Tom Walker
Board Member, PCDS

Oliver Walters
Chief Operating Officer, Commonwealth Asset Management (CWAM)

Craig Warkol
Partner, Schulte Roth & Zabel LLP

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

Heath Weisberg
General Counsel, CAM Capital

Sagan Weiss
Chief Compliance Officer, J. Goldman & Co

Anna Zhang
Controller, Axonic Capital LLC

Patrick Zufan
Head of Operations Strategy, Northern Trust

2022 Sponsor

SILVER SPONSORS:
• Accelex
• Aumni
• Diligend
• Diligence Vault
• Eisneramper
• Financial Recovery Technologies
• ISS SCAS
• NORTHERN TRUST
• OPEFF TECHNOLOGIES
• Schulte Roth & Zabel Llp
• Sterling Check
• Withum Smith Brown

BRONZE SPONSORS:
• Broadridge
• Convergence
• Customers Bank
• Optima Partners
• Ss&c Technologies
• U.s. Bank Global Fund Services