Beyond Alpha

The Cayman Islands Monetary Authority (CIMA) has issued a set of rules that create new compliance requirements for funds. Taking effect this month, the new rules have raised concerns for the buy side. They also reflect an increased emphasis on transparency from regulators worldwide. What exactly are the changes? How should firms respond? Join our expert guests for a lively and informative breakdown of everything you need to know.

Featured guests:
Lynden John, Executive Director, Product Development, Waystone
Daniella Skotnicki, Partner, Harneys

What is the best operating model for investment managers? The answer lies at the intersection of people, process and technology. Learn how to identify the right ecosystem for your strategy, how to leverage co-sourcing models to get the most from your team and what to do to ensure a smooth flow of information from front-to-back office.

Featured guests:
Bart LeClooney, Head of Business Development, IQ-EQ
John Falcone, Global Head of Managed Services, Enfusion

Learn how to navigate strategic platform decisions, including what drives the need for infrastructure change, how to diagnose operational issues, and ways to keep the business running smoothly when implementing a new platform.

Featured guests:
Ken Weiller, Partner and COO of X Cubed Capital Management
Patrick Kehoe, President of KEO Solutions.

With investors seeking more transparency, operational due diligence is becoming more comprehensive. Investors are looking deeply into operational risks and costs, counterparties and vendor relationships. Learn how both consultants and operators approach the process and how you can survive the scrutiny.

Featured guests:
Tara McCarthy, General Counsel and Chief Compliance Office, Nitorum Capital
Simon Fludgate, Partner, Aksia LLC

As the "Great Resignation" continues, recruiting and retaining talent have become top strategic issues for operational leaders. Learn the latest strategies and techniques for building and maintaining a worldclass operational team.

Featured guests:
David Bradley, COO, Hawk Ridge Capital Management
Elizabeth Fried, Executive Recruiter, JSB Partners

Investment managers face intensifying scrutiny from regulators and a growing compliance burden. Learn about the latest proposals and changes and what middle and back office leaders can do to prepare. Special guests: David Polonsky, FundApps. Adam Reback, Optima Partners.