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Investors today are facing a challenging road ahead of paltry forward-looking returns, higher volatility in asset prices, and low yields. Against this backdrop, both institutional and private wealth allocators have been on a trend in increasing the complexity of their portfolios by moving into new alternative asset categories, angling into private market opportunities, and turning to strategic partners.
As such, the depth and nature of due diligence is evolving with an increasing focus on operational due diligence (ODD) that is more rigorous, intrusive, and consuming. Far beyond a simple check-the-box exercise, effective ODD requires a look underneath the hood into various aspects of a manager’s business – bringing people, operations, technology, and governance into greater focus for investors.
5:30 PM | REGISTRATION & CHECK-IN
5:55 PM | INTRODUCTION & WELCOME
Alton Crooks, CFA, Managing Director, Fidelis Capital
6:00 PM | KEYNOTE SPEAKER
Justin Feldman, VP/Director of Operational Due Diligence, Alliance Bernstein
6:33 PM | PANEL DISCUSSION & FIRESIDE ESG DISCUSSION
Wendy Pan, CFA, Director, Private Investments Research, Segal Marco Advisors
Jared Schwartz, FRM, Chief Risk officer, HighTower
Kristin Koloniaris, Global head of Operational Due Diligence, Carne Group
Vincent Molino, Head of Operational Risk, Mercer
Michelle Perry, Director of Operational Due Diligence; ESG & Sustainability Officer, Aksia
Grant Badura,CFA, CAIA, Head of Operational Due Diligence(PE/FoF/RE/HF), Morgan Stanley
7:50 PM | AUDIENCE Q&A
8:00 PM | CLOSING REMARKS
Maria Weitzer, CFA, Senior Investment Risk Manager, APG Asset Management
NETWORKING & CATERED RECEPTION
- Gain understanding of the key components that comprise the ODD process.
- Appreciate and recognize how operational issues and concerns will vary across alternative strategies, and how ODD processes should be tailored based on where a given fund or strategy lies on the continuum.
- An examination into ESG Operational Due Diligence aspects and challenges from the lens of asset allocator practitioners investing in more complex asset categories.
- Identify specific issues that ODD teams consider “knock-out factors” in evaluation, selection, and ongoing oversight.
Features, Benefits, Values
Our goal is to provide perspectives and approaches from ODD specialists that are of a notable quality and a distinguished skillset in this arena. Our panel of industry experts will illuminate how operational issues and concerns will vary across alternative strategies, and how ODD processes should be tailored based on where a given fund or strategy lies on the continuum. We will also examine ESG Operational Due Diligence aspects and challenges from the lens of asset allocator practitioners investing in more complex asset categories.
Who Should Attend?
For both allocators assessing new asset categories to deploy capital, as well as asset managers that seek to attract and retain assets, this program aims to inform valuable ODD insights to best navigate the road ahead.
Asset allocator investment professionals and executives across private wealth, family offices, pensions and foundations who are seeking to augment ODD knowledge and best practices. As well as COOs, CROs, and executives of asset managers and hedge funds from organizations who are evaluated on the basis of ODD.
Continuing Education Credits
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