mitigating portfolio risk powerpoint
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MITIGATING PORTFOLIO RISK-
The Modernization of Diligence for Alternative Investments
8:00-9:00am
Registration and Breakfast
9:00-9:45am
Opening Armchair ChatMore Art than Science: The Critical Importance of Evaluating Character
Led by:Michael C. Neus, Managing Partner & General Counsel, Perry Capital, L.L.C.
Presenter:Eric R. Nierenberg, PhD, Senior Investment Officer, Hedge Funds, Low Volatility Strategies, MassPRIMShakil Riaz, Managing Director, Head of U.S. Alternative Portfolio Management & Global Chief Investment Officer, Rothschild Asset Management, Inc.
9:45-10:30am
Panel DiscussionPartnership Risk: Aligning Interests with External Asset ManagersModerator:West Chapman, Chief Executive Officer & Founder, AlphaPipe
Panelists:Lionel Erdely, Head & Chief Investment Officer, Hedge Funds, Investcorp Investment AdvisorsJonathan P. Koerner, Portfolio Group, Albourne America LLCJudith Posnikoff, PhD, Managing Director, Pacific Alternative Asset Management Company, LLCDouglas Smith, CFA, Senior Investment Consultant, Hedge Fund Manager Research, Towers Watson
10:30-10:45am
Refreshment Break
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10:45-11:15am
PresentationDiversity & Investing: Examining the Positive Impact of Women on Volatility, Risk & Returns
Presenter:Meredith Jones, Founder, MJ Alternative Investment Research & Author, Women of the Street, Why Female Money Managers Generate Higher Returns
11:15-12:00pm
Panel DiscussionTrend Forecast: Materiality in ESG Factors as a Fiduciary Concern
Moderator:Francis H. Byrd, Founder & Chief Executive Officer, Byrd Governance Advisory
Panelists:Jess Gaspar, PhD, Managing Director, Head of Quantitative Research, CommonfundAmit Sharma, Co-founder, Empowerment Capital
12:00-1:00pm
Networking Luncheon
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1:00-1:45pm
Panel DiscussionReputation Risk: Strategies to Help You Sleep at NightModerator:Don Ebanks, Managing Director and Chief Compliance Officer, DMS Offshore Investment Services
Panelists:Ranjan Bhaduri, PhD, CFA, CAIA, Chief Research Officer, Sigma Analysis & Management Ltd.Fabien Pavlowsky, Head of US Product Development, Lyxor IncMeredith A. Simmons, Chief Compliance Officer, Mason Capital Management LLCJames W. Sweetman, Senior Vice President & Senior Global Alternative Investment Strategist, Wells Fargo & Company
1:45-2:15pm
PresentationThe New Cayman LLC Regime & Resulting Tax Entitlement Benefits for Investors
Presenter:Melissa Lim, Partner, Cayman Islands, WalkersLen A. Lipton, Managing Director, GlobeTax
2:15-3:00pm
Panel DiscussionOperational Risk: Surveillance of Controls and InfrastructureModerator:Corey McLaughlin, Member, Audit, Assurance & Advisory, Arthur Bell CPAs
Panelists:Rob Masi, Managing Partner, AccordoBrice Wilson, Head of Operational Due Diligence, Magnitude Capital, LLCEsther Zurba, Director, Castle Hall Alternatives
3:00-3:15pm
Refreshment Break
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3:15-4:00pm
Panel DiscussionTransparency & Control Risk: Best Practices in NegotiationModerator:Michael McCabe, Managing Director, BNY Mellon
Panelists:Marc Baum, General Counsel and Chief Administrative Officer, Serengeti Asset ManagementElena Boeva, Head of Operational Due Diligence, Aflac Global InvestmentsGregory T. Donovan, Chief Financial Officer, Campbell & Company
4:00-5:00pm
Panel DiscussionOngoing Diligence: How Often, How Deep?Moderator:Barry Knee, NY Alternative Investments Assurance Leader, PwC LLP
Panelists:Christopher J. Dvorak, Global Head of Relationship Management, Northern Trust Hedge Fund ServicesEla Karahasanoglu, CFA, CAIA, Institutional Portfolio Manager, CIBC Asset Management Inc.Marie Katz, Chief Compliance Officer, AIG Global Capital Markets Securities, LLCArvin Soh, Portfolio Manager, Alternative Investment Solutions, GAM
5:00pm
Networking Reception
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