Main Conference Day 2 - US/Pacific
- Sagan Weiss - Chief Compliance Officer, J. Goldman & Co
- Sunny Bedi - Founder and CEO, Whirl ai
- Seth Blackman - Partner, National Segment Leader Hedge Funds, KPMG
Today’s senior executives are navigating an increasingly complex operating environment, where fundraising, regulation, technology, operational resilience and talent strategy are more interconnected than ever before. This panel brings together leading CFOs, COOs and CCOs to discuss the priorities shaping their agendas, how they are responding to evolving investor expectations, and the strategic decisions they are making to position their firms for long-term success. Hear how the executive team is working together to drive growth, manage risk and build resilient organisations in an increasingly competitive market.
- Sagan Weiss - Chief Compliance Officer, J. Goldman & Co
- Aaron Chan - CFO, Enlightened Hospitality Investments
- Brett Niehaus - Chief Corporate and Compliance Officer, Balbec Capital
- Scott Black - Partner, Chief Legal Officer & Chief Compliance Officer, Hudson Bay
Private markets are entering a new era as access to alternative investments expands beyond institutional investors. Driven by product innovation, regulatory developments and increasing investor demand, the retailisation of alternatives is reshaping the industry and creating new opportunities, alongside new operational, compliance and distribution challenges for investment managers.
Join industry leaders as they explore how firms are adapting their operating models, governance frameworks and product strategies to meet the needs of a broader investor base. From product structures and distribution channels to investor education, liquidity management and regulatory considerations, this session will examine what it takes to successfully capitalise on one of the industry's most significant growth opportunities.
Key learnings
- Understand the key drivers accelerating the retailisation of alternative investments and what they mean for the industry
- Explore the operational, regulatory and product challenges firms must address to successfully serve a broader investor base
- Learn how leading managers are adapting their strategies, operating models and distribution approaches to capitalise on this growing market opportunity
- Joshua Barlow - Managing Director, Valhalla Fiduciary, LLC
- Joseph Latini - Chief Commercial Officer, MUFG Investor Services
- Johanna Bombaci - Vice President of Operational Due Diligence, Hamilton Lane
- Eric Bernstein - CEO, Drawbridge
Financial markets are evolving at an unprecedented pace, driven by advances in technology, digital assets and new forms of market participation. From prediction markets and tokenisation to emerging trading models, these innovations are challenging traditional approaches to price discovery, risk management and investment strategy. Join industry leaders as they explore the opportunities, regulatory considerations and practical implications of this rapidly changing landscape.
Key learnings
- Understand how prediction markets are reshaping market intelligence and decision-making
- Explore how tokenisation is transforming financial markets and investment products
- Discover the regulatory, operational and strategic implications of emerging market structures
- Fizza Khan - CEO, Silver Regulatory Associates
- Edward Point - Head of Market Microstructure and Liquidity, Kalshi
- Craig Warkol - Partner, Seward & Kissel
- Emilie Abate - Partner and the Head of Consulting and Delivery, Iron Road Partners
- Adrian Isagholian - Vice President of Operations, Hawk Ridge Capital Management
- Kellan Brown - COO/CDO, 100 Women in Finance
- Greg Gleeson - Controller, One River Asset Management
- Emilie Abate - Partner and the Head of Consulting and Delivery, Iron Road Partners
- Griffin Keenan - Partner | Global Head of ODD, Aon
- Saba Movahedi - Director, Pathstone
- Kellan Brown - COO/CDO, 100 Women in Finance
- Lacey Calac Dunne - Founder, Acknowledge Capital LLC
- Judith Posnikoff - Managing Director, Martlet Asset Management, LLC
- Carmen Lam - Partner and a Senior Analyst, Albourne Partners
- Nicole Ford - Director, Operational Due Diligence, F.L.Putnam Investment Management Company
- Jameson Greenfield - CFO, State of Wisconsin Investment Board
- Laura Cappiello - Chief Human Resources Officer, Pretium
- Marcia Heitlinger - Partner, Chief Operating Officer, Chief Compliance Officer, Perryridge Capital
- Kim Tomsen - External Counsel, Stamos Capital
- Arik Oslerne - CEO & Co-Founder, Steward
- Ayesha Kiani - Chief Operating Officer, Monarq Asset Management
- Emily Barron - Co-Founder & CEO, Zaria
- Nick Morgan - President, Investor Choice Advocates Network
- Ronald Pierre - Chief Compliance Officer, VP of Operations and Finance, Composition Capital
- Suzan Rose - Senior Adviser, Government and Regulatory Affairs, AIMA
- Mark Kirim - Managing Director, Antares Capital
- Understand how compliance and operational due diligence increasingly overlap.
- Learn what investors expect to see in 2027.
- Discover how firms are building greater trust through governance.
- Maureen Ocampo - Chief Compliance Officer, Post Advisory Group
- Michael Barry - General Counsel & Chief Compliance Officer, Samlyn Capital
- Betsy Thedford - Chief operating officer & Chief Compliance Officer, Islander
- Hector Male - GTM, Carta Law
