Day 2 - Hedge Funds
Thursday October 19, 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 2 on Thursday, October 19th, is curated specifically for hedge fund firms.
1030 – 1100: Registration, Refreshments
1100 – 1105: Introductory Remarks
1105 – 1145: Session 1: To Seed or Not To Seed?
Launching a hedge fund continues to get more expensive, requiring not only more up front money, but more ongoing availability of capital. This panel will discuss the strategies most attractive to seeders and how a seed investor can be an ally in the journey to institutional-readiness.
Speaker: Lance Baraker, CEO, Positive Gamma
Speaker: Jonathan Joyce, Principal, Head of Operational Due Diligence, Investcorp Tages
1145 – 1225: Session 2: Trading Infrastructure Best Practices That Can Improve Your Business
Hedge fund managers are continually looking for an edge in their investment strategy in order to extract as much alpha as they can, but too often, their infrastructure doesn’t get as much attention. This panel explains how hedge fund managers can better manage their infrastructure not only to reduce the administrative burden, but to be a true ally to alpha generation.
Speaker: David Gingeleskie, Managing Director, Outsourced Trading, StoneX
Speaker: Dave Shastri, Chief Strategy Officer, Truss Edge
1225 – 1330: Lunch
1330 – 1410: Session 3: Family Offices’ View Into Operational Due Diligence
Different types of institutional investor have different requirements when it comes to the ODD process. This panel explains what family offices tend to veto – and where they are more flexible – when it comes to the ODD process.
Speaker: Steve Kahn, Head of Operations, Talpion
Speaker: Brian Moss, Founder, Soaring Capital Management
1410 – 1450: Session 4: Best Practices In Mitigating Cybersecurity and Wire Fraud-Related Risks
Cyber-crime continues to be a growing threat for hedge fund firms, and while regulators are imposing additional levels of regulation, common sense best practices associated with the prevention of wire fraud and ransomware continue to elude most organizations. This panel will discuss a range of topics including wire fraud, phishing, and AI risks, and explain how to reduce your risk of attack.
Moderator: Glen Carballo, Vice President – Business Development, National Deposits Group, Valley Bank
Speaker: Michael Brice, Founder, President, BW Cyber
Speaker: Ryan Cejnowski, SVP, Treasury Solutions Sales, Valley Bank
Speaker: Anthony Mascia, Managing Partner, EFSI
1450 – 1520: Networking Break
1520 – 1600: Session 5:
1600 – 1640: Session 6: The Current State of the Hedge Funds Accounting, Audit, Compliance and Legal Environment
Whether you’re an established hedge 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 hedge 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
Lance Baraker, CEO, Positive Gamma
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
David Gingeleskie, Head of Business Development, Outsourced Trading, StoneX
Jonathan Joyce, Principal, Head of Operational Due Diligence, Investcorp Tages
Steve Kahn, Head of Operations, Talpion
Anthony Mascia, Managing Partner, EFSI
Brian Moss, Founder, Soaring Capital Management
Simon Riveles, Founder & Partner, Riveles Wahab
Dave Shastri, Chief Strategy Officer, Truss Edge
Co-Host, Platinum Sponsor
Club 101, 101 Park Ave, New York, NY 10178