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Event Date |
Mon Sep 9 CDT - Wed Sep 11 CDT (over 5 years ago)
In your timezone (EST): Mon Sep 9 7:00pm - Wed Sep 11 1:30pm |
Location |
Kimpton Hotel Van Zandt
605 Davis St, Austin, TX 78701, USA |
Region | Americas |
Insightful speakers and sessions will address hot topics across the alternative investment and registered fund industry. Our goal is to provide actionable takeaways for your asset management business. Join over 150 client, partner and UMB associate attendees to enhance your knowledge and expand your network.
2019 Speakers
William Taylor
Founding Editor Fast Company & Best-Selling Author
Maureen Quill
EVP/Executive Director of Registered Funds, UMB Fund Services
Jill Calton
SVP/Executive Director Alternative Investments, UMB Fund Services
Amy Small
SVP/Executive Director Institutional Custody, UMB Bank
Russell Parker
President, rpmAUM
Roger Grimes
Data-Driven Defense Evangelist, KnowBe4, Inc
John Weasler
Vice President, Relationship Management, BMO Global Asset Management
Max Banhazl
Managing Director, Marketing and Sales, Research Analyst, Foothill Capital Management
John Nolan
Senior Vice President, Green Century Capital Management
Pete Bergman
SVP/Institutional Custody Administration Manager, UMB Bank
Jennie Wang
Head of Product for InvestCloud’s Digital Warehouse, Aggregation, Analytics and Reporting Division, InvestCloud
Nikos Iatropoulos
Chief Operating Officer, Kairos Ventures
Daniel Terlep
Senior Managing Partner, Cresset Family Office
Spencer Erickson
VP/Tax Managing Director, UMB Fund Services
Adam Hill
Partner-in-Charge, Real Estate & Construction; A&A/Tax Planning & Compliance, Cohen & Company
Josh Vail
President, 361 Capital
Robert Stewart
Senior Vice President, Head of Custody Product, Brown Brothers Harriman
Barbara Kocsis
Managing Director, Fund Finance, iCapital Network
2019 Sponsors
PLATINUM SPONSOR:
• Tait Weller
GOLD SPONSORS:
• BKD
• Cohen & Co
• Drinker Biddle
• File Point
SILVER SPONSORS:
• AST
• BBD
• Broadridge
• CohnReznick
• DFIN
• Dzlura Compliance Consulting
• ETC
• Electra
• Foreside
• Grant Thornton
• Harborside Group
• Invest Cloud
• Linedata
• MFAC
• Morgan Lewis
• OKAPI
• RSM
• SalesStation
• Thompson Hine