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Event Date | Wed Oct 3 EDT - Thu Oct 4 EDT (about 6 years ago) |
Location |
The Marker San Francisco
501 Geary St, San Francisco, CA 94102, USA |
Region | Americas |
The Forum provided an industry driven analysis of regulatory guidelines and requirements to identify gaps, safeguard the firm from enforcement actions, as well as informed Chief Financial Officers and Chief Commercial Officers of the impact of changes on their roles.
2018 Speakers
Bradford Berenson
Firm Partner and General Counsel, TPG
Kevin Bloss
Associate General Counsel, CarVal Investors
Jason Brown
Partner, Ropes & Gray LLP
David Byrd
Blockchain Assurance Research Lead, Americas Financial Services, Ernst & Young
Cliff Cammock
Partner, Private Equity Assurance and Advisory Services, Ernst & Young
Annie Chau
Chief Administrative and Compliance Officer, Angeles Equity Partners, LLC
José Cisneros
Treasurer, City of San Francisco
Doug Cruikshank
Head of Fund Financing and Hark Capital, Aberdeen Standard Investments
Dan Drury
Tax Director, Makena Capital Management LLC
Steve Eisner
General Counsel and Chief Compliance Officer, Francisco Partners
Jason Granger
Chief Executive Officer, Intellisys
Ashwini Habbu
Counsel, Clifford Chance US LLP
Joann Harris
Firm Partner and Chief Compliance Officer, TPG
Greg Hegerich
Vice President, Compliance, Bain Capital, LP
Robert J. Jackson Jr.
Commissioner, U.S. Securities and Exchange Commission
Chad Neale
Managing Director, ACA Aponix
Meghan Morris
Senior Reporter, PERE Magazine
Annette O’Donnell-Butner
Chief Compliance Officer for Public Markets, KKR
Erin Schneider
Associate Regional Director, Enforcement, San Francisco Regional Office, U.S. Securities and Exchange Commission
Kristin Snyder
Associate Regional Director, Examinations, San Francisco Regional Office, U.S. Securities and Exchange Commission
Amelia Stoj
Chief Compliance Officer, Director of Investor Relations and Registered In-House Counsel, Foresite Capital
Dale Thompson, CPA
Assurance Partner Asset Management Practice, BDO
Pedro Urrutia
Chief Financial Officer, Clearlake Capital Group, L.P.
Eric Wauthy
Partner, Financial Services Organization, Ernst & Young
2018 Sponsors
Lead Sponsor
• EY
Lanyard sponsor
• Eisneramper
Sponsors
• ACA Compliance Group
• BDO
• Clifford Chance
• Ropes & Gray
• SS&C
• Globe op
Conference App Sponsor
• Koger
Supporting Sponsor
• Liberty Advisor Group