Venue
Kimpton Hotel Van Zandt
Kimpton Hotel Van Zandt, 605 Davis St, Austin, TX 78701, 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 Mon Sep 9 CDT - Wed Sep 11 CDT (about 2 years ago)
In your timezone (EDT): Mon Sep 9 7:00pm - Wed Sep 11 1:30pm
Location Kimpton Hotel Van Zandt
605 Davis St, Austin, TX 78701, USA
Region Americas
Details

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.

Speakers

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

Sponsors & Partners

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