AltsOps 2023

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.

Agenda

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: Trent Carmichael, Managing Principal, Forester Capital

Speaker: Jonathan Joyce, Principal, Head of Operational Due Diligence, Investcorp Tages

Moderator: Greg Winterton, Managing Editor, AlphaWeek

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: Thomas Byrne, EMEA Client & Business Development, Truss Edge

Speaker: David Gingeleskie, Managing Director, Outsourced Trading, StoneX

Moderator: Greg Winterton, Managing Editor, AlphaWeek

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

Moderator: Greg Winterton, Managing Editor, AlphaWeek

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.

Speaker: Michael Brice, Founder, President, BW Cyber

Speaker: Ryan Cejnowski, SVP, Treasury Solutions Sales, Valley Bank

Speaker: Anthony Mascia, Managing Partner, EFSI

Moderator: Glen Carballo, Vice President – Business Development, National Deposits Group, Valley Bank

1450 – 1520: Networking Break

1520 – 1600: Session 5: Tales From an Outsourced CFO – Challenges, Opportunities, and War Stories

Brian Tsai was the COO/CFO for multi-billion dollar hedge fund firms before going to work for himself as an outsourced CFO. During this fireside chat, Tsai will offer his views on when and what to outsource, and why, as well as some ‘war stories’ from his 20+ year career. Tsai has been in ODD meetings since 2006 and will offer his views on how best to work with Allocators, citing specific examples and case studies. He will also share his views on outsourcing.

Speaker: Brian Tsai, Outsourced COO/CFO, Covalent Management Partners

Moderator: Greg Winterton, Managing Editor, AlphaWeek

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

Moderator: Greg Winterton, Managing Editor, AlphaWeek

1640 – 1645: Closing Remarks

1645 – 1730: Networking Reception