NextGen Session #6: Risk Mitigation & Portfolio Reporting Essentials
Date & Time
Friday, March 25, 2022, 3:00 PM - 5:05 PM
Carmen Ortiz-McGhee Paul Damon Sherman Edwards Matthew Heinz Nia White Kjael Skaalerud Alan Guo Amit Lalwani

3:00pm – 3:05pm | Opening Remarks & Speaker Introduction

Speaker: Carmen Ortiz-McGhee, Chief Operating Officer, NAIC

3:05pm – 3:55pm | Risk Mitigation

The asset management world is rife with risks and uncertainties. In this discussion, global leaders in risk management will instruct how best to protect your firm, partners, and deals from common risks. You will also learn about a few innovative new products in the market that can increase the value of a deal or strongly position your firm in competitive deal situations. 

  • Key fund level insurances
  • Key employee level insurances/risk management
  • Cyber liability insurance and risk management for fund and portfolio companies
  • IP valuation and price modeling
  • Due diligence (Human Capital, Property Insurance and Cyber Security) for acquisitions
  • Transactional insurance (Reps & Warranties insurance, tax liability insurance, litigation insurance


  • Sherman Edwards, Producer, Lockton
  • Paul Damon, Senior Vice President - Client Advocate, Lockton Companies
  • Matthew Heinz, Partner & Co-Practice Leader, Transaction Liability at Lockton Companies
  • Gaurav Sud, Partner & Co-Practice Leader, Transaction Liability at Lockton Companies

3:55pm – 4:00pm | Virtual Break (3 min) & Next Panel Introduction

4:00pm – 4:50pm Portfolio Reporting Software Essentials

General partners require robust data management systems to optimize all aspects of their fund investment cycles. These systems allow managers to organize, prioritize, protect, and properly analyze the large quantities of data that managers of alternative assets evaluate, so they may focus their efforts on deals, strategies, and relationships. Learn about some of the technologies available for general partners to manage and monitor alternative investment portfolios, elevate investor relationship management, and automate difficult and often error-prone tasks. Hear how managers can increase productivity, improve investor satisfaction, and gain greater insights into operations and investment performance via industry-leading solutions.

  • Moderator: Nia Gandy White, Co-Founder & Managing Partner, Arc Capital Advisors and NAIC Advisor

4:00pm – 4:15pm | Altvia

Hear about best practices and trends to establish your firm’s technological infrastructure to raise your inaugural fund.

4:15pm – 4:20pm | Audience Q&A

Speaker: Kjael Skaalerud, Chief Revenue Officer, Altvia

4:20pm – 4:35pm | DealCloud

Learn about investment and portfolio management tools and how to enhance your investment team’s investing and monitoring capabilities.

4:35pm – 4:40pm | Audience Q&A

Speaker: Amit Lalwani, VP, Financial Services, DealCloud, an Intapp company

4:40pm – 4:55pm | eFront, Investment Café

Hear about best practices and trends to generate high-quality investor reporting.

4:55pm – 5:00pm | Audience Q&A

Speaker: Alan Guo, VP, Solutions Engineer, eFront

5:00pm – 5:05pm | Closing Remarks

Speaker: Carmen Ortiz-McGhee, Chief Operating Officer, NAIC

5:05pm | Session #6 Ends

Virtual Session Link