About
Agenda
Speakers
Duff & Phelps, A Kroll Business, in partnership with the IMDDA, recently hosted Due Diligence Insights, a virtual event focused on the concerns of institutional allocators,
public and private pensions, endowments, foundations, sovereign wealth funds, family offices, fund of funds. Industry experts shared their perspectives on operational due diligence, compliance, valuation, governance, environmental, social and governance
(ESG), cyber security and fund operations.
The event included four separate tracks: emerging trends, operational due diligence, valuation and regulatory and compliance. Replays of all sessions can be accessed below.
Tuesday, June 8, 2021
Agenda
Speakers
Partner,
Withum
Tom Angell
Emerging Trends
Operational
Due Diligence
Valuation
Regulatory/
Compliance
Do SPACs Work For
Your Organization?
ESG and
ODD
Overview Of Valuation Regulatory Changes
Global Regulatory
Update EMEA
The SEC Under
The Biden Administration
Ongoing Monitoring Of Fund Managers
PE Valuation Updates
Governance
and Diversity
Secondary Market Liquidity, When and How To Sell
Illiquid Investments/
Close Ended Funds
ODD
Venture Capital Valuation New Issues
US Regulatory
Updates
Update on Fund Administration
ODD On Funds Using An Outsourced Ops Model
Real Estate Valuation
New Issues
European Regulation
In a Post-Brexit World
Preparing For
The LIBOR Transition
Crypto Currency
Due Diligence
Crypto Asset Valuation
Effective Management of Cybersecurity Risks
Complex Credit
Valuation
Update on Fund
Administration
12:30 P.M. EDT
Due Diligence Insights
Learn the Best Practices in Fund Operations
Presented by Duff & Phelps, A Kroll Business, and the IMDDA
Co-hosted with:
Head of
Apex Americas,
Apex Group Ltd.
Georges Archibald
Founder and
CEO,
Vision Hill Group
Scott Army
Partner,
Lowenstein
Sandler LLP
H. Gregory Baker
Head of Operational
Due Diligence,
Hamilton Lane
Matthew Barbato
Associate Managing
Director, Compliance
Risk and Diligence, Kroll
Judith Barendse
Head of Specialty Finance and
Fin Tech Lending, Sound Point Capital Management, LP
Philip Bartow
Managing Director,
Marsh
James Beatty
CFO,
GCM Grosvenor
Pamela Bentley
Head of Business Development, Citco Fund Services (USA) Inc.
Claudia Bertolino
Partner,
Financial Services and Markets, Travers Smith
Stephanie Biggs
Managing Director,
Secondary Market Advisory
Services, Duff & Phelps
Dexter B. Blake, III
Managing Director,
Fairness and Solvency Opinions, Duff & Phelps
Corey Bleil
Litigation Counsel,
Debevoise & Plimpton LLP
Charu A. Chandrasekhar
Managing General
Partner, Applied
Real Intelligence
Zack Ellison
CEO,
Ikigai Asset
Management
Anthony Emtman
Director, Alternative
Asset Advisory,
Duff & Phelps
Jon Feinstein
Partner,
Moses & Singer LLP
Howard Fischer
Global Alternative Asset
Advisory Leader,
Duff & Phelps
Chris Franzek
Director, Investment
Operations, Howard Hughes
Medical Institute
Sai Gadwale
Managing Partner,
Kee Global Advisors
Kevin M.
Goldstein
Vice President and
Head of Financial and
Professional Liability,
Everest Insurance
Charles Higham
Director, Operational Due
Diligence, University of Texas Investment Management
Company (UTIMCO)
Justin Holm
COO,
Parabellum
Capital
David Icikson
Managing Director,
Compliance and Regulatory
Consulting, Kroll
Nicolas Inman
Partner,
Newbury
Partners
Chris Jaroch
President,
Fidelity
Digital Assets
Tom Jessop
Managing Director,
Alternative Asset Advisory,
Duff & Phelps
Ryan Johnson
Managing Director and Head of U.S. Compliance and Regulatory Consulting, Kroll
Ken C. Joseph, Esq.
Managing Director,
Compliance and Regulatory Consulting, Kroll
Alan Keating
Director, Alternative
Asset Advisory,
Duff & Phelps
Robert Kucenski
Managing Director,
Alternative Asset Advisory,
Duff & Phelps
David Larsen
Director,
Offshore Restructuring,
Kroll
Niall Ledwidge
Founder,
HighWater Limited
Gary Linford
Managing Director,
Investment Operations,
Children’s Healthcare of
Atlanta, Inc.
Todd Lusk
Managing Director, Alternative Asset Advisory,
Duff & Phelps
Robert Malagon
Director,
Borrelli Walsh
Mitchell
Mansfield
Partner,
Morrison & Foerster
Haimavathi V. Marlier
Director,
Alternative Asset Advisory,
Duff & Phelps
Jenetta Mason
Vice President,
Cyber Risk,
Kroll
Terry Mason
Director, Compliance and Regulatory Consulting,
Kroll
Mark McGrath
Global Head of Compliance
and Regulatory Consulting, Kroll
Monique Melis
Managing Director,
Cyber Risk,
Kroll
Gregory Michaels
Head of Operational
Due Diligence, Siguler
Guff & Company, LP
Anushree Mohta
Managing Director,
Alternative Asset Advisory,
Duff & Phelps
Steven Nebb
Director,
Alternative Asset Advisory,
Duff & Phelps
Masa Noggle
View Speakers by Session
Head of Sustainability,
Brummer & Partners
Ann-Sofie
Odenberg
Principal,
Lexington
Partners
Simon Oak
Global Head of the
Real Estate Advisory Group,
Duff & Phelps
Ross Prindle
CEO and Founder,
BlockFi
Zac Prince
Managing Director,
Transfer Pricing,
Duff & Phelps
Stefanie Perrella
Partner,
Proskauer Rose LLP
Christopher C.
Robinson
Partner,
Jenner & Block
Charles D. Riely
Director,
Alternative Asset Advisory,
Duff & Phelps
Julianne Recine
Managing Director, Financial
Instruments and Technology,
Duff & Phelps
John Schrader
CEO and Founder,
Paddock Consultancy
Bill Salus
Managing Director,
Compliance and Regulatory Consulting, Kroll
Hannah Rossiter
Director, Investment Strategy,
NYC Board of Education
Retirement System
Antonio Rodriguez
Managing Partner,
Electric Capital
Curtis Spencer
Managing Director,
Compliance and Regulatory Consulting, Kroll
Claire Simm
Partner,
Orrick
Albert W. Vanderlaan
Partner, Private Growth
Equity, Glade Brook
Capital Partners LLC
John-Paul Van Arsdale
US FINPRO Financial
Institutions Practice Leader,
Marsh McLennan
Tom Tierney
Senior Advisor,
GreenPoint
Partners
Katherine Zamsky
Head of U.S.
Compliance Consulting,
Kroll
Peter Wilson
Managing Director,
Alternative Asset Advisory,
Duff & Phelps
John Ward
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Company
Full name
Title
Title
Company
Full name
Title
Title
Company
Full name
Managing Director,
Alternative Asset Advisory,
Duff & Phelps
Ryan McNelley
Senior Principal, U.S. Distribution, Sagard Holdings
Johnita Walker Mizelle
Managing Director and
Head of Americas,
AIMA
Michelle Noyes
Managing Director,
Alternative Asset Advisory,
Duff & Phelps
Jennifer Press
Global Senior Partner,
Ogier
Rachael Reynolds
Co-Founder,
IMDDA
Daniel
Strachman
CCO,
LS Power
Jeff Wade
Director,
Operational Due Diligence,
Corbin Capital Partners
Terence Brady
Partner,
Reed Smith
Aaron Javian
Managing Director, Valuation Advisory Services,
Duff & Phelps
Marcus Morton
Valuations Controller,
Sculptor Capital Management
Eric Rechtschaffen
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Resources
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Closing Remarks
OPENing Remarks
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