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Europe’s Leading Event Connecting the C-level Hedge Fund Operations, Due Diligence and Compliance Community

20 - 21 June 2020

Conference Agenda - DAY 2 - MAIN CONFERENCE (MORNING MERGES WITH GAIM PROGRAMMING)

GAIM and GAIM OPS AMSTERDAM Morning General Sessions

8:00
8:10
9:00
9:45
10:40
11:10
12:00
1:15
Chair: Michael McCabe, MUFG Investor Services
 
THE ALTERNATIVES RUNDOWN BY ASSET CLASS

Leading managers and investors deliver thought provoking presentations that reveal  how to invest, hedge and secure returns in today’s alternative asset classes.

Remarks: Hedge Funds
Speaker: Luke Ellis

Remarks: Private Debt
Speaker: James Perry

Remarks: Private Equity
Speaker: Phillip Titolo

Remarks: Real Estate
Speaker: Matthijs Storm

Remarks: Infrastructure
Speaker TBD

 

 
NEW STRUCTURES, CONCEPTS AND INITIATIVES IN FUND STRUCTURES THAT WILL CONTINUE TO MORPH THE ALTERNATIVES INDUSTRY

Talk 1:  Appealing to Investors
Speaker: Michael S. J. Hart

Talk 2:The Case of Fees, SEC and FBI – May All Investors Be Treated Equally
One of the best lawyers in the business who has and continues to represent over 150 institutional investors provides an inside look at the upcoming changes to fee structures that every manager and investor needs to know
Speaker: Thomas A. Hickey

Talk 3:Talent Management: it’s now firmly back on the Executive’s agenda.What are the macro and micro impacts of attracting, securing and retaining talent. How do we keep the Financial Services industry attractive to the new millennials?
Speakers: Alan Bluett

 

 
KEYNOTE: YANIS VAROUFAKIS: Minister of Finance of Greece (January- July 2015), Economist

On 25 January 2020, Varoufakis was appointed finance minister by Prime Minister Alexis Tsipras after the election victory of Syriza in the parliamentary election. Varoufakis resigned as Finance Minister on 6 July 2020. In February 2016 he announced the Democracy in Europe Movement 2025 "DiEM 25".

Yanis Varoufakis, Economist (former) Minister of Finance of Greece (January- July 2015)
Morning Coffee
 
HOW INSTITUTIONAL INVESTORS ARE CONTINUING TO CHANGE THE ALTERNATIVE FUND INDUSTRY AND WHAT IT MEANS FOR MANAGERS AND INVESTORS ALIKE

From new transparency demands to fee negotiations to new perspectives on what a return ought to be and where it should come from, the leading institutional investors are collectively changing alternatives.   Today’s most influential end investors share what every manager needs to take into consideration when soliciting new allocations

Talk 1:  The Changing Diversification Benefits across Different Hedge Fund Strategies
Speaker: John Alexander

Talk 2: Assuming the equity stake in the manager as an individual rather than the fund
Speaker: Antony Barker 

Talk 3: Mid Market Private Equity: changing outcomes by changing incentives. The return potential of mid-market private equity seems tantalizing, yet somehow actual experience often falls short. Even worse, the aggravation posed by poorly performing funds which turn into "zombies" can make the  asset class frustrating even when lucrative
Speaker: James Star

Talk 4: Equity Portfolio Construction: Beta Exposures – utilizing futures, swaps and options to manage drawdown risk while still capturing 100%+ of the upside in a cost effective manner. Complementing the beta exposure, concentrated equity mandates are utilized to add idiosyncratic risk providing an overall cost effective blend within the portfolio.
TBD 


Moderated and Hosted by: Gerald P. Alain Chen-Young

 
KEYNOTE: A STORY ABOUT CORPORATE GOVERNANCE LIKE NO OTHER … THE FIRST CEO IN HISTORY TO BECOME A WHISTLEBLOWER OF HIS OWN CORPORATION

On October 14th, 2011 then President and CEO of the Japanese Corporation, Olympus – Michael Woodford - was unceremoniously dismissed following a series of letters he had written questioning his board colleagues on inexplicable payments amounting to over US$1.7 billion. Fearful for his life he fled Japan that day… the next day, his story was heard around the world when he landed on the front page of the Financial Times. Since then, there have been multiple arrests and subsequent indictments in Japan of three of his former board colleagues and several others who had facilitated the massive fraud, with all the remaining directors having to resign. And, that’s not even half the story. Don’t miss the full story.

Speaker Hosted Lunch Tables (for GAIM Ops Amsterdam)
George Chamberlain, COO, CDAM David Geffen, , Geffen Advisors LLC James L. Koutoulas, Chief Executive Officer, Typhon Capital Management Jerry Cooper, Director, GDC

TRACK 1: Operational Risks & Boards & Talent Management

TRACK 2: Operational Due Diligence

TRACK 3: Outsourcing & Prime Brokerage & Big Data

TRACK 4: PERSONAL DEVELOPMENT WORKSHOPS (these workshops are on a first come first served basis and repeat three times this afternoon)

2:25
3:15
4:05
Cyber Security: New Responsibilities for the GC/CCO
Emma Dickson, General Counsel Criterion Capital Management

You’ve Done Your First Cyber Assessment- Now What?

The Benefits of an International Board: the board dynamic , regulatory challenges, distribution and market opening across global markets.
Noel Ford, Director and Principal Governance Ireland
Lorenzo Parages, Head of Sales March A.M.
Donnacha Loughrey, Managing Director, Chief Investment Officer Crossroads Capital Management
TALENT MANAGEMENT: The Latest in Recruiting and Retaining Top Talent
Anne Keys, Managing Partner The Panel Search & Selection
Joanna Thompson de Colonges, International Marketing Funds Consultant, and Paris Chair of 100Women in Hedge Funds TMS Arktos
Conducting ODD on Private Debt Funds
Max Ferri, CRO, Senior Operational Due Diligence Analyst Swiss Capital Invest Holding (Dublin) Limited
Outsourcing vs. Insourcing – assessing the true cost and conducting through ODD
Reena Lalji, General Counsel Wilshire Associates Incorporated
Josh Barlow, Head of Accounting & Operational Due Diligence PAAMCO
ODD Across Multiple Strategies – Equities, Loans, Private Assets
Adam Cohen, Head of Operational Due Diligence, Agility Unit Perella Weinberg
David Allen, Head of Risk Analysis, Investments Fund of Hedge Funds Pioneer Investment Management Limited
Smart Outsourcing in a Regulatory Perspective: Success Factors and Pitfalls
Robert Vennegoor, Managing Partner IMP Professionals

The outsourcing of business processes and IT allows pension plan and investment managers to save material costs ànd time. Provided that the associated risks are timely identified and properly addressed. Obtain valuable insight in the success factors ànd pitfalls. 

Prime Brokerage: Financing, the costs, Basel III, how to use cap intro, what do the smaller firms do / who do they go to. How do new entrants compete?
Simon Goodman, COO & Partner Duet Group
James L. Koutoulas, Chief Executive Officer Typhon Capital Management
The LP/GP Communication Challenge – Turning Data and Information into Actionable Insight
Tom Cozens, Sales Director EMEA Dynamo Software
Working Group
SECRETS OF PERSUASIVE COMMUNICATIONS OR COMMUNICATION & CAREER GROWTH
Chuck Garcia, Climb Leadership Consulting. LLC
Gareth Lewis, Consultant Templar Advisors Ltd

OPTION 1:
Power 60 minutes" focused on the dynamics of Persuasive Communications in Financial Services. Templar one of the leading Global Communication Consultancies will explore what customers want from the interactions they have with their Professional Advisors as well as offering practical tips on how to persuade and influence others through the medium of spoken communication.

OPTION 2:
“No matter what job you have in life, your success will be determined 5% by your academic credentials, 15% by your professional experiences, 15% by your natural ability, and 65% by your communication skills.”

One common thread that weaves its way through today’s economy: The top jobs go to the most compelling communicators as soft skills have taken their place at the forefront of career development. Learn from a mountain climber and career Wall Streeter the framework and tactics necessary to set you apart from the crowd and accelerate your career climb.

Masterful storyteller, renowned communications coach, and author of A Climb to the Top: Communication and Leadership Tactics to Take Your Career to New Heights, Chuck Garcia leads you on a climb to learn presentation skills that are compelling, powerful, and persuasi

 

 

 

Working Group
SECRETS OF PERSUASIVE COMMUNICATIONS OR COMMUNICATION & CAREER GROWTH
Chuck Garcia, Climb Leadership Consulting. LLC
Gareth Lewis, Consultant Templar Advisors Ltd
Working Group
SECRETS OF PERSUASIVE COMMUNICATIONS OR COMMUNICATION & CAREER GROWTH
Chuck Garcia, Climb Leadership Consulting. LLC
Gareth Lewis, Consultant Templar Advisors Ltd