Hedge Fund Operations & Technology
Event Sponsors
April 23, 2008
CPE Credits: 7.0
| 8:15 | Registration and Breakfast with Exhibitors |
| 9:00 | Chairperson's Opening Remarks |
| 9:15 | Keynote Address: Reinforcing Your Operations Post Credit Crunch/Liquidity Crisis |
| 9:45 | Hedge Fund Operational Challenges and Solutions |
| 10:30 | Refreshment Break with Exhibitors |
| 10:45 | Mastering Operational Due Diligence to Meet the Expectations of Institutional Investors |
| 11:30 | Regulation Roundup: Is it coming? Are There Any Benefits to Registering with the SEC? Moderator Lance Friedler, Partner, Sadis & Goldberg, LLC Panelists Nancy Fox, Senior Vice President, Chief Compliance Officer, Halcyon Asset Management LLC Marc Mehrespand, Partner, K&L Gates Paul A. Seader, Executive Director, Hedge Fund & Private Equity Resource Center |
| 12:00 | Case Study: Building a Successful Processing Infrastructure to Support Growth of New Products Nicky Dawda, CTO, View Presentation Carlyle Blue Wave |
| 12:30 | Luncheon with Exhibitors |
| 1:30 | Maximizing Your Prime Brokerage Relationship Speakers Jon Kinderlerer, Director, Credit Suisse Prime Brokerage John Budzyna, Hedge Fund Consulting Group, Deutsche Bank Securities, Inc. |
| 2:15 | Raising the Bar: More Rigorous Valuation Standards |
| 3:00 | Pros and Cons of Outsourcing Operations Moderator Samer Ojjeh, Lead Principal for Ernst & Young's Hedge Fund Advisory Services, Ernst & Young Panelists Elliot Brown, Executive Director, Global Head of Product, JP Morgan Hedge Fund Services Mark McKeefry, Chief Operating Officer & General Counsel, Fairfield Greenwich Group Sean Moran, Director, Client Relations, Fulcrum Fund Services |
| 3:30 | Refreshment Break with Exhibitors |
| 3:45 | A Soup to Nuts Technology Case Study: Analysis of Operations, Breakdown of IT Spending and Implementation Guidelines Thomas Brown, Vice President, Business Applications, Nuveen Investments |
| 4:15 | Creating and Implementing Standards for Derivatives Operations & Processing Speakers Andrew Ho, Product Manager, Sungard STeP Aaron Mayor, Senior Product Specialist, SuperDerivatives View Presentation |
| 5:00 | Conference Adjourns |
