Operational Due Diligence: Are you prepared for 2018 and beyond?

USA Operational infrastructure Due diligence

Please join BNP Paribas and your fellow AIMA members for an evening of education and networking.

Agenda: 
5:00 pm - 5:30 pm   Registration

5:30 pm - 6:15 pm   Hedge Fund ODD: Are you prepared for 2018 and beyond?

  • Increased outsourcing and cost savings: what are investors worried about?
  • New communication methods: what are the red flags?
  • Diversity and inclusion: are your policies clearly defined?

Moderator: 

  • Cathy Beckett, Chief Financial Officer, Hedge Fund Administration, BNP Paribas Financial Services

Panelists:

  • Brynn Coursey-Heegan, Managing Director, Operational Due Diligence, Lyxor Asset Management
  • Brian Rondeau, CFA, Director, Risk Management, Commonfund
  • Adrian Sales, Head Operational Due Diligence, Albourne

6:15 pm - 7:00 pm   ODD & Private Credit: What should managers be focused on? 

  • How do LPs evaluate a Private Credit fund?
  • Valuations: what is your process?
  • Investments vs Operations: do you have the right infrastructure?

Moderator:

  • Michelle Noyes, Head of Americas, AIMA

Panelists:

  • Simon Fludgate, Head of Operational Due Diligence, Aksia
  • Victor Kuntzevitsky, VP, Investment & Portfolio Strategy, Northland Wealth Management
  • Kate Lobb, Executive Director, J.P. Morgan Alternative Asset Management
  • Gwen Stone, Operational Due Diligence, K2 Advisors

7:00 pm - 8:00 pm   Networking reception 

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