Operational Due Diligence: What are investors looking for?

USA

Join BNP Paribas and your fellow AIMA members for an evening of education and networking. Hear from institutional investors and leading consultants on what they are looking for from you and your firm.

Please note a strict limit of one attendee per service provider firm is in place for this event

Agenda:

5:00 pm - 5:30 pm: Registration

5:30 pm - 5:40 pm: Welcome Remarks

5:40 pm - 6:45 pm: Operational Due Diligence: navigating gatekeeper requirements and understanding current investor priorities

  • Private markets pivot – as portfolios become increasingly oriented towards private markets and real assets, how have operational due diligence priorities evolved
  • Investing, responsibly – evaluating ESG, diversity and culture
  • Considerations for first time funds and emerging managers – what are the must haves, vs nice to haves
  • Tech disruption – as funds increasingly leverage big data, AI and machine learning, how are ODD professionals updating their processes

Speakers:

  • Emily Agnew, Senior Vice President, Meketa Investment Group
  • Irina Ludkovski , Senior ODD Analyst, Albourne Partners
  • Beste Portnoff, Head of Operational Due Diligence, Bessemer Trust
  • David Warsoff, Executive Director, J.P. Morgan Alternative Asset Management

Moderator:

  • Michelle Noyes, Managing Director, AIMA

6:45 pm - 8:00 pm: Networking reception

Please note a strict limit of one attendee per service provider firm is in place for this event

 

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