8:15

Registration & Breakfast with Exhibitors 

9:00

Chairperson’s Opening Remarks

Dan Strachman, Author & Strategist,
HedgeAnswers

9:15

Opening Roundtable: Current Challenges for the Hedge Fund COO 

• Viewpoints from Chief Operating Officers and Heads of Operations

Moderator:
Kenneth Raisler, Partner,
Sullivan & Cromwell LLP
Panelists:
Greg Sonis, COO,
Eidesis Capital, LLC
Barry Brick, COO,
Guidance Capital, LLC
Bijesh Amin, Co-Founder,
Indus Valley Partners

10:15

Hedge Fund Op Due Diligence – Are You Prepared? 

• What Operational Due Diligence measures need to be taken to protect your firm?
• What questions should you expect from investors?
• How is the Dod-Frank Bill affecting Op Due Diligence?

Moderator:
Dan Strachman, Author & Strategist,
HedgeAnswers
Panelists:
Eric Cressman, COO, Head of Operational Due Diligence,
Telesis Capital LLC
Shawn Singh, General Counsel & CCO,
Calypso Capital Management,
Samir Shah, SVP, Operational Risk,
Cadogan Management, LLC

11:00

Morning Refreshment Break with Exhibitors

11:15

Industry Response to New Regulation – Less is More?

• Post-Crisis there was an immediate reaction to regulate, but was this the best solution?
  Will too much regulation harm the hedge fund industry?
• With regulation and governance being a major concern for most hedge funds, what can you do to move forward?
• What are current compliance challenges?
• Will the SEC decide to let FINRA regulate hedge funds and other investment advisors?  If yes, what does this mean for the industry? 

Moderator:
Jeff Cobb, Founder & Principal,
Cobb & Associates PC
Panelists:
Mark Schein, CCO,
York Capital LLC
Stephen Mellas, Principal Operations,
AQR Capital Management LLC
Tony Scianna, EVP, Product Management & Business Development,
SunGard

12:00

Technology Update –Automating Manual Processes

• How can automation help reduce costs, mitigate operational risk and streamline your overall processes?
• Is automation needed to standardize the hedge fund industry?
• Can automation help to comply with existing and pending regulation? Also, will it help with the planned regulatory reporting? 

Moderator:
John Evans, Head of Technology Operational Management,
Delaware Investments
Panelists:
Lisa Iagatta, Solutions Strategist,
Fiserv
Michael Alexander, Sales Director,
Smarsh
Ron Kashden, President,
TKS Solutions, Penny - It Works
Keith Walsh, Director,
Omgeo

12:45

Lunch Break with Exhibitors

1:45

Business Continuity & Disaster Recovery Planning for Hedge Funds

• Under SEC Rule 206(4)-7 managers with $100M of AUM or $150M of AUM will need to generally institute compliance policies and procedures and appoint a chief compliance officer. Part of this process will be to create a business continuity or disaster recovery plan.
• How can compliance teams protect their firm from events such as natural, man-made or technological disasters?
• How does cloud computing play into DRP’s?

Moderator:
Vinod Paul, Managing Director,
Eze Castle Integration
Panelists:
Jeremy Garber, COO
LONGACRE Fund Management LLC
Kate Chigounis, Associate Director of Operational Risk Management, 
Delaware Investments

2:30

Post-Crisis: Staffing your Hedge Fund Operations Team

• With cuts made to operations personnel, infrastructure and technology over the past few years, how can your firm re-build post-crisis, with increased investor and regulatory demands?
• How can you consolidate roles without compromising your operations?

Moderator:
Boris Onefater, President & CEO
Constellation Investment Consulting Group
Panelists:
Ronald Lenihan, Managing Partner,
Seacrest Investment Management, LLC
Christopher Kundro, Co-Chief Executive Officer,
LaCrosse Global Fund Services
Guillaume Detrait, Senior Managing Director, COO,
Welton Investment Corporation

3:15

Afternoon refreshment Break with Exhibitors

3:30

Operational Risk – Why it Should be a Priority for Your Firm this Year

• What should be on your checklist?
• What can it cost your firm if you sweep OpRisk under the rug?

Speaker:
John Simone, Director, Operational Risk Management,
AIG

4:00

Caution Ahead: Focus on Outsourcing

• Is your firm taking a cautious approach to outsourcing by trying out one or two functions before outsourcing all your operations?  Or are you moving full steam ahead with outsourcing to cut back on costs? 

Moderator:
Boris Onefater, President & CEO,
Constellation Investment Consulting Group
Panelists:
Joe Trentacosta, Vice President,
AQR Capital
Ian Shaw, Managing Director, Global Head AIS Regulatory Control,
BNY Mellon
Kevin Williams, Managing Director,
PAAMCO

4:45

Conference Adjourns