Venue
Omni La Costa Resort & Spa
Omni La Costa Resort & Spa, 2100 Costa Del Mar Rd, Carlsbad, CA 92009, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

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
Details

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.

Speakers

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

Sponsors & Partners

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