February 27 - March 1, 2019

Santa Barbara, CA

Wed, Feb 27

8:30am-9:00am Registration (for Institutional Investor Symposium only) 

9:00am-12:30pm Institutional Investor Symposium (Open to Approved Institutional Investors Only) 

12:30pm-2:00pm Private Luncheon: Institutional Investor Symposium and Advisory Boards (Invitation only) 

1:15pm Registration 

1:55pm Welcome Remarks 

2:05pm-2:55pm Panel: State of the Industry – Looking Ahead 

2:55pm-3:30pm Panel: The Macro Trends Altering Operational Due Diligence in Asset Management 

3:30pm-3:45pm Refreshment Break 

3:45pm-4:15pm Fireside Chat: The Washington D.C. Update - Tax Reform, Markets and the New Political Landscape 

4:15pm-5:00pm Keynote Fireside Chat: Global Political Risk 

5:00pm-6:15pm Welcome Cocktail Reception 

Thu, Feb 28

7:15am Registration and Breakfast 

8:00am Welcome Remarks 

8:10am-9:00am Panel: What’s Next on the Regulatory and Enforcement Agenda 

9:00am-9:40am Panel: ESG and Sustainable Finance: Innovation, Allocation and Motivation 

9:40am-10:10am Morning Refreshment Break 

10:10am-10:50am The European Update: Legal and Operational Ramifications in a Post-Brexit World ... 

11:00am-12:45pm Concurrent Panel Discussions 1-6 

12:45pm-2:00pm Luncheon 

2:05pm-4:25pm Working Group Roundtables 

4:40pm-6:00pm Cocktail Reception 

Fri, Mar 1

8:00am Registration and Breakfast 

8:20am Welcome Remarks 

8:30am-9:30am Presentation and Interactive Exercise 

9:30am-10:00am Fireside Chat: Achieving Optimal Performance Management and Applying New Data to People Analytics 

10:00am-10:20am Morning Refreshment Break 

10:20am-10:45am Fireside Chat: AML Efficiency And Effectiveness In The Fintech Era: A New Evolution For Funds 

10:45am-11:15am MFA Briefing: State And Local Tax Considerations For Hedge Fund Managers 

11:15am-11:45am Keynote Fireside Chat: CFTC Commissioner Dawn D. Stump -- Data Collection and Protection 

11:45am-12:15pm Keynote: Cyber Resilience -- Safeguarding Vulnerable Infrastructure and Managing Disruptions that May Occur 

12:15pm Conference Concludes