AltsOps 2023: Day 1 – Private Markets

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.

Agenda

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: Lance Paddock: CEO, Thomson Creek Wealth Advisors

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.

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 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

Speakers

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

Lance Paddock: CEO, Thomson Creek Wealth Advisors

Gregory Poapst: Managing Partner, Fundviews Capital

Simon Riveles, Founder & Partner, Riveles Wahab

Ron Sylvestri: Founder & President, Quail Ridge Asset Management

Register