Agenda

  • Convene Conference Center, NY
  • November 1, 2017
 
8:00 am - 4:30 pm
Registration
 
8:00 am - 9:00 am
Breakfast
 
8:45 am - 9:00 am
Welcome and Opening Remarks
 
9:00 am - 12:00 pm
One on One Meetings
 
9:00 am - 10:00 am
Panel Discussion: Technology
Having the Right Technology Platform is Crucial

Moderator:
  Ted Carlson, Marcum Technology

Panelists:
  Andrew Donofrio, DVP Partners
  Erin Hulse, Deviate Consulting
  Dennis Mangalindan, Archway


 
10:00 am - 10:15 am
Coffee Break
 
10:15 am - 11:15 am
Panel Discussion: Service Providers Matter
The primary service providers (attorneys, auditor, prime & administrator) discuss how to use your team of service providers more effectively

Moderator:
  Beth Wiener, Marcum LLP

Attorney:
  Peter Tsirigotis, Stradley Ronon

Offshore Attorney:
  Philip Graham, Harney

Prime Broker:
  Frank Magnani, Interactive Brokers

Auditor:
  Marni Pankin, Marcum LLP

Administrator:
  Rom Beneche, Gemini Fund Services

 
11:15 am - 12:15 pm
Panel Discussion: Operations & Compliance
Making Investors Comfortable with Your Business

Moderator:
  Daniel Strachman, APEX

Panelists:
  Jason Cholewa, ALPS Fund Service
  Medina Jett, ICS – Solutions
  Amy Tarlowe, Alpine Global Management, LLC

 
12:15 pm - 2:00 pm
Lunch and Keynote Speaker

Keynote:
  Paul Viollis, of Viollis Group International

 
2:00 pm - 4:30 pm
One on One Meetings
 
2:15 pm - 3:15 pm
Panel Discussion: Marketing and Public Relations
Gaining Insights to Effectively Marketing Your Business

Moderator:
  Maury Cartine, Marcum LLP

Panelists:
  Howard Eisen, Collegium Global Partners LLC
  Adrienne Garofalo, Gagnon Securities
  Seth Wohlberg, Far Hills Group LLC

 
3:15 pm - 3:30 pm
Afternoon Coffee Break


 
3:30 pm - 4:30 pm
Panel Discussion: Exploring and Using Big Data
How to Utilize Big Data

Moderator:
  Tim Harrington, BattleFin Group, Inc.

Panelists:
  J.T. Levin, Commercial Director, Enigma
  Ben Rudin, Sales - East Coast, Orbital Insight, Inc.
  Sarah Smith, Edison Software, Inc.
 
4:30 pm
Cocktails & Networking