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Institutional Investor Workshop – Dallas
October 30, 2019 @ 9:00 am - 5:00 pm
Please join us in Dallas for our annual investor workshop. This event will take place at the Dallas Marriott Downton (650 North Pearl Street, Dallas, TX 75201). To book a hotel room at the venue, please use reference M-H2P5WUU.
Cost: $100.00 (non-members) at the door
Free for TAIA Members and invited guests.
9:00-9:40am Impact of Various Fund Legal Structures on Institutional Investors
9:45 – 10:30am Strategies for Managing through a Tight Spread Environment
10:35-11:15am Strategic Partnerships & Optimizing Alignment of Interests
11:20- 12:00pm Investor Discussion of Current Operational Challenges
12:05-1:00pm Lunch and Keynote
1:05-1:40pm International Hedge Fund Industry Update
1:45-2:25pm Afternoon Break
2:35-2:55pm 2020 GIPS Standards Update
3:00-3:25pm Creating Operational Alpha
3:30-4:10pm Investing in Asset Managers
4:10-4:20pm Afternoon Break
4:20-5:00pm Niche Strategies – Very Alternative Alts
5:00-6:00pm Closing Remarks and Networking Reception
Sam Austin – NEPC, LLC
Erik Serrano-Berntsen – Stable Asset Management
Christina Bodden – Maples Group
Bill Bohnsack – Oak Hill Advisors
Mel Carter – GCM Grosvenor
Jim Deeken – Akin Gump Strauss Hauer & Feld LLP
Jason Dillow – Bardin Hill
Frank Jordan – Crestline Investors, Inc.
Chris Hill – NEPC, LLC
Bob Kricheff -Shenkman Capital
Paul Lisiak – Metropolitan Partners Group
Jon Mandle – Corrum Capital Management, LLC
Finbarr O’Connor – Berkeley Research Group
Putri Pascualy – PAAMCO Prisma
James Perry – Maples Group
Eliot Raffkind – Akin Gump Strauss Hauer & Feld LLP
Ken Robinson – CFA National Institute
John Rochon Jr.– Richmont Capital Partners
Benoit Sansoucy – Maples Group
David Sawyer – CAZ Investments
Justin Slatky – Shenkman Capital
Additional speakers to be announced! Please register now.