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Event Date | Sun Sep 10 EDT - Wed Sep 13 EDT (over 1 year ago) |
Location |
Omni La Costa Resort & Spa
2100 Costa Del Mar Rd, Carlsbad, CA 92009, USA |
Region | Americas |
The leading alternatives community;
This brings together 350+ leading COOs, CFOs, CCOs, GCs, Heads of ODD and more to discuss trends, challenges and expertise.
Join operations and compliance leaders from hedge funds, private equity, venture capital and multi-strategy/hybrid funds. Plus the largest community of heads of ODD and operations from US and international institutional investors.
The hottest industry topics;
Get the latest insights on:
Risk management and governance
• The economy
• Operational best practice and new models
• Regulatory update
• Private credit, real estate and private equity challenges
100+ thought leaders;
Get unprecedented access to industry leaders and innovators through a variety of session formats including ‘stories from the leaders’, roundtables, and private peer-group sessions.
2023 Speakers
Stephanie Kelton
Economist, Author, Independent
Michael Anastasio
Global Head of Operational Risk and Business Resilience, Point72
Claire Muldoon
Senior Vice President, The D.E. Shaw Group
Metta Sandiford-Artest
Founder, Artest Management Group; Former NBA Player
Aaron Samuels
Founder, Collide Capital; Co-Founder, Blavity & AfroTech
Chloe Demrovsky
President and CEO, Disaster Recovery Institute International
James Gaven
General Counsel and Chief Compliance Officer, SK Capital Partners
Robert Lally
SSA, FBI
Stephanie Smith
Global Chief Operating Officer, Equity Private Markets, and Head of Private Markets Platform, BlackRock
Rachel Masory
Managing Director and General Counsel, Golden Gate Capital
Patrice Bonfiglio
President, Sarissa Capital Management LP
Michael O'Neill
Assistant Chief, Fraud Section, Criminal Division, United States Department of Justice
Melinda Lilly
Managing Director, Crestline Investors; COO, Crestline Summit, Crestline Investors
David Kim
Managing Director, Operational Due Diligence, Harvard Management Company
Andrew Mittendorf
Co-Founder and CEO, Edendale Capital
Jafar Adibi
President, Computational Thinking Alliance
Joshua Barlow
Managing Director, Valhalla Fiduciary, LLC
Michael Barry
General Counsel and Chief Compliance Officer, Samlyn Capital LLC
Michelle Bergren
Partner and Chief Operating Officer, Camden Asset Management
David Bradley
Chief Operating Officer, CFO, Hawk Ridge Capital Management
Rosemary Bradley
General Counsel, Shamrock Capital
Jimmy Castro
Managing Director, Investment Transactions & Operations, UC Investments
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.
Helaine Dryden
General Counsel and Chief Compliance Officer, Episteme Capital Partners (US), LLC
Zack Ellison
Managing General Partner & Chief Investment Officer, A.R.I. Venture Debt Opportunities Fund
Kelli Finnegan
Senior Vice President, Operational Due Diligence, HarbourVest Partners
George Fisher
Vice President, Wealth Solutions, Macquarie Asset Management
Claudia Garibay
Investment Operations Manager, James Irvine Foundation
Carlissia Graham
President, New Media Ventures
Lorelei Graye
President, PCDS
John Hans
Vice President, Bipsync
Leah Heald
Director, Investment Administration, Emory Investment Management
Robert Herin
Chief Information Officer, Canyon Partners LLC
Darren Herz
Chief Financial Officer, Goldner Hawn
Rebecca Heun
Managing Director, Operational Due Diligence, Aksia
Stella Ho
Partner, CFO, CCO, Head of Business Operations, LightBay Capital
Stacy Huynh
Director of Operations, Arcadian Capital Management, LLC
John Jacobs
Chief Compliance Officer, Deputy General Counsel and Managing Director, Gryphon Investors
Jonathan Kaplan
Chief Operating Officer, Canyon Partners, LLC
Paul Kiesling
Co-Head Global Implementation, Luminae Partners
Colleen Kilfoyle
Managing Director, Head of Litigation, Sculptor Capital Management
Sylvia Kim
Founder and CEO, Rebel for Good Strategies
Max Kimpton
Operational Due Diligence Specialist, Innocap
Carmen Lam
Partner, Operational Due Diligence, Albourne Partners
Erin Lavelle
Chief Operating Officer and Chief Financial Officer, Flight Deck Capital
Ross Lesnick
CFO, LibreMax Capital LLC
Justine Leung
CCO & General Counsel, Hawk Ridge Capital Management
Mariah Lichtenstern
Founding Partner, DiverseCity Ventures
Irina Ludkovski
Partner, ODD, Albourne Partners
James MacDonnell
Managing Director, BDO USA
Edgar Mkrtchian
GC and CCO, Commonwealth Asset Management LP
J.R Morgan
Assistant General Counsel, Investments and Head of Securities Litigation, Teacher Retirement System of Texas
Nick Morgan
Founder & President, Investor Choice Advocates Network (ICAN)
Saba Movahedi
Head of ODD & Research Operations, Hall Capital Managers LLC
Benjamin Murray
Chief Operating Officer, Cypress Creek Partners
Carlos Orozco
Supervisory Special Agent/Program Manager, Cyber Crimes at IRS – Criminal Investigation
Carmen Palafox
Managing Partner, 2045 ventures
Jennifer Pearson
Chief Human Resources Officer and Employment Counsel, Deerfield Management
Yulia Perruzzi
COO/CFO/CCO, Caden Capital Partners
Sarah Pikover
Chief Compliance Officer and Director of Operations, 137 Ventures
David Poulten
Partner, Inceptiv
Mohammad Rasouli
AI Expert for Investment, Stanford University
Ghufran Rizvi
President, CalALTs
Mark Robertson
GC/CCO, Eagle Capital Management, LLC
Ashley Roche
COO, GC, MEMCO
Suzan Rose
Senior Advisor, Government and Regulatory Affairs, AIMA
Jessica Salinas
Chief Investment Officer, New Media Ventures
Phillip Sanders
Partner, New Media Ventures
Tashi Schmidt
CFO, Tola Capital
Luke Sedler
Director of Operational Due Diligence, BlackRock
Ruban Selvakumar
Founder and CEO, Knight Way Advisors
Jarett Sena
Director of Litigation Analysis, ISS SCAS
Jeremy Szuch
Chief Compliance Officer, Main Street Advisors
Regina Thoele
Senior Vice President, National Futures Association
Paul Tran
Associate, ODD, UTIMCO
Katie Twomey
Vice President of Finance & Operations, Illumen Capital
Heath Weisberg
General Counsel, CAM Capital
Sagan Weiss
Chief Compliance Officer, J. Goldman & Co
Christian Wenger
CEO, Clairmont Capital Group
2023 Sponsors
GOLD SPONSORS:
• BDO
• Bipsync
• Nasdaq Asset Owners
SILVER SPONSORS:
• Centrl
• CSC
• Dasseti
• Diligence Vault
• Flow
• FundBank
• Intelligo
• ISS SCAS
• Northern Trust Front Office Solutions
• OpEff Technologies
• Sterling Check
• Ultimus LeverPoint Private Fund Solutions
BRONZE SPONSORS:
• Broadridge
• Canoe Intelligence
• Centralis
• Customers Bank
• Haynes Boone
• Optima
• SEI Investments
• US Bank