Day 1 - Private Markets
Wednesday October 18, 2023, 10.30am - 5.30pm | New York
AltsOps is a two-day event, one private markets focused, one hedge funds focused, which is designed to provide alternative investment firm CEOs, COOs and middle and back office professionals with a forum to hear about the latest developments in the operational due diligence arena from leading investors and service providers. Day 1 on Wednesday, October 18th, is curated specifically for private markets firms.
1030 – 1100: Registration, Refreshments
1100 – 1105: Introductory Remarks
1105 – 1145: Session 1: What Do RIAs Focus on in Private Markets ODD?
RIAs and wealth managers are increasingly turning their attention to the private markets as they look to access different sources of returns for their clients. This panel explains what's foremost on the mind of these LPs when they are conducting their due diligence on potential and existing managers.
Speaker: Gregory Poapst: Managing Partner, Fundviews Capital
1145 – 1225: Session 2: How to Mitigate LP Communication and Relationship Pain Points
LPs come in a variety of types, each with different requirements and different demands they place of their GPs. This panel explains some of the areas where GPs can improve their CRM processes both with existing and potential clients to best support client retention and improve efficiency in the capital raising process.
Speaker: Trilliam Jeong: CEO, Co-Founder, WealthBlock
Speaker: Liron Mandelbaum: COO, Dasseti
Speaker: Ron Sylvestri: Founder & President, Quail Ridge Asset Management
1225 – 1330: Lunch
1330 – 1410: Session 3:
1410 – 1450: Session 4: How To Minimise Your Portfolio Company Cyber Risk
Private markets investors wisely spend time and resources at the management company level on cyber risk. But what they spend much less time on is portfolio company cyber risk. This panel will explain best practices for private markets GPs when it comes to both pre-and post-acquisition cyber due diligence.
Speaker: Michael Brice, Founder, President, BW Cyber
Speaker: Ryan Cejnowski, SVP, Treasury Solutions Sales, Valley Bank
1450 – 1520: Networking Break
1520 – 1600: Session 5:
1600 – 1640: Session 6: The Current State of the Private Markets Accounting, Audit, Compliance and Legal Environment
Whether you’re an established fund manager, a new one, or you are looking at launching, it’s critical to understand the current state of the regulatory environment. This panel will explain the knowledge gaps and upcoming changes to regulation that all private markets fund managers need to be cognizant of.
Speaker: Muhammad Akram: Founder, President, Akram Assurance, Advisory & Tax Firm
Speaker: Simon Riveles, Founder & Partner, Riveles Wahab
1640 – 1645: Closing Remarks
1645 – 1730: Networking Reception
Muhammad Akram: Founder, President, Akram Assurance, Advisory & Tax Firm
Michael Brice: Founder, President, BW Cyber
Glen Carballo, Vice President – Business Development, National Deposits Group, Valley Bank
Ryan Cejnowski, SVP, Treasury Solutions Sales, Valley Bank
Trilliam Jeong: CEO, Co-Founder, WealthBlock
Liron Mandelbaum: COO, Dasseti
Anthony Mascia, Managing Partner, EFSI
Gregory Poapst: Managing Partner, Fundviews Capital
Simon Riveles, Founder & Partner, Riveles Wahab
Ron Sylvestri: Founder & President, Quail Ridge Asset Management
Co-Host, Platinum Sponsor
Club 101, 101 Park Ave, New York, NY 10178