Kroll’s Alternatives and Fund Management Summit promises to deliver invaluable insights and discussions tailored for operational leaders in the alternatives and fund management industry. This year's theme, "Insights into Regulation, Valuation and Innovation," will focus on challenges faced by firms and regulators including stimulating economic growth, demonstrating resilience amidst geopolitical uncertainty, and managing new risks from volatile markets and evolving technology.
We are honored to welcome Lord Kim Darroch, former UK National Security Advisor and Ambassador to the United States, as our keynote speaker. His unique perspective on global affairs and their impact on financial markets will set the stage for an engaging and thought-provoking summit. We are also excited to confirm that speakers from the Financial Conduct Authority (FCA) will be joining us to share valuable insights into FCA's policies and its plans for growth.
Agenda
8:15 a.m. to 9:00 a.m. – Registration and Breakfast
9:00 a.m. to 9:05 a.m. – Welcome and Introduction by Monique Melis, Global Head of Financial Services Compliance and Regulation
9:05 a.m. to 9:50 a.m. – Keynote by Lord Darroch: Global Affairs and Their Impact on Financial Markets
9:50 a.m. to 10:30 a.m. – Private Asset Investment Amid Economic Turbulence and Geopolitical Disruption
Moderator: Ryan McNelley, Managing Director and EMEA Portfolio Valuation Leader, Kroll
Speakers:
- Vincenz Rentsch, Head Investment Valuations, Partners Group
- Justine Lee, Head of Operational Due Diligence, M&G Investments
- Marie Davis, Chief Operating Officer (Hedge Funds) & Head of Operational Due Diligence at Kedge Capital
10:30 a.m. to 10:45 a.m. – Coffee Break
10:45 a.m. to 11:30 a.m. – A Choice of Either Breakout Session:
Breakout Session: Around the World in 45 minutes: Regulatory Trends in the EU, US, Middle East and APAC
Moderator: Nicholas Inman, Managing Director, Financial Services Compliance and Regulation, London
Speakers:
- Colleen Corwell, Managing Director and Head of U.S. Compliance Consulting, Financial Services Compliance and Regulation, Kroll
- Hannah Rossiter, Managing Director and Head of Middle East, Financial Services Compliance and Regulation, Kroll
- Aaron Weiss, Managing Director and Head of Asia Pacific, Financial Services Compliance and Regulation, Kroll
- Eoin Devlin, Director, Financial Services Compliance and Regulation, Kroll
Breakout Session: The Intersection of Valuation Technology and Valuation Governance
Moderator: Vasileios Perakakis, Managing Director, Portfolio Valuation, Kroll
Speakers:
- Palak Patel, Managing Director, Private Capital Markets, Kroll
- David Larsen, Managing Director, Alternative Asset Advisory, Kroll
- Isobelle White, Chief Operating Officer, Ambienta
11:30 a.m. to 12:15 p.m. – A Choice of Either Breakout Session:
Breakout Session: New Challenges in Operational Risk and Enterprise Security: How Resilient is Your Firm?
Moderator: Richard Taylor, Director, Financial Services Compliance and Regulation, Kroll
Speakers:
- Tiernan Connolly, Managing Director, Cyber and Data Resilience, Kroll
- Steve Rumbold, Managing Director, Enterprise Security Risk Management, Kroll
Breakout Session: Leverage, Non-Banking Financial Intermediation and Systemic Risk – Regulatory Focus in Volatile Markets
Moderator: Warren Low, Director, Financial Services Compliance and Regulation, Kroll
Speakers:
- Martin Arrowsmith, Co-Head of Market Based Finance, Bank of England
- James Hopegood, Director – Asset Management Regulation, AIMA
- Matthew Downer, Technical Specialist, Financial Conduct Authority
12:15 p.m. to 1:10 p.m. – Fireside Chat: The FCA’s Policy and Supervisory Agenda for Growth
Moderator: Matteo Basso, Managing Director, Financial Services Compliance and Regulation, Kroll
Speakers:
- Nike Trost, Head of Department - Asset Management and Pensions Policy, Financial Conduct Authority
- Howard Cornwell, Manager – Alternatives Supervision, Financial Conduct Authority
1:10 p.m. to 1:15 p.m. – Closing Address
1:15 p.m. to 2:00 p.m. – Lunch
Why Attend?
Join us as we seek answers and solutions to these questions and more. Building on the success of last year's event, this year's summit promises to be even bigger, addressing various pressing topics of interest to industry leaders. Connect with investment and fund operations leaders to explore the current challenges within operational development, industry advancements, and new trends.
