Panel: Navigating the ODD landscape – How finance teams can elevate investor confidence
The speakers will discuss:
- How can finance leaders proactively engage in ODD processes to enhance investor perception and trust?
- What are the emerging trends and challenges in ODD that finance teams must address?
- How can finance teams leverage technology and data analytics to streamline ODD processes and improve efficiency?
- What are the latest developments in shadow accounting: To shadow or not?
Speakers:
- Michael D. Saarinen, Partner; Co-chair, Fund Formation & Structuring, Lowenstein Sandler LLP
- William Allison, Director of External Alpha Operational Risk Analyst, Solutions, Man Group
- Michelle McGurk, Deputy Chief Operating Officer, Millburn Ridgefield LLC
- Irina Ludkovski, Partner, ODD, Albourne Partners
Time: 12-12:35 p.m. ET
Panel: Counterparty management - Building resiliency in volatile markets
The speakers will discuss:
- What are the leading practices for counterparty management tailored to dynamic needs?
- How to assess the operational and financial stability of counterparties, including prime brokers and clearing institutions?
- What steps can funds take to implement agile and robust counterparty frameworks?
- How useful are scorecards and other quantitative tools in selecting and monitoring counterparties for fund operations?
- As fund AUM scales, how can firms optimize counterparty management to prevent concentration risk?
Moderator:
- Boris Liberman, Partner; Co-chair, Derivatives & Structured Products, Lowenstein Sandler LLP
Speakers:
- David Kiegel, Managing Director and Treasurer, Sculptor Capital Management
- David Zirin, Chief Operating Officer, Pentwater Capital Management
Time: 1:30-2:05 p.m. ET
Conference Location: Citi Field, New York, NY
