5:00pm – 5:05pm           Opening Remarks & Speaker Introduction

Speaker: Carmen Ortiz-McGhee

5:05pm – 5:30pm           It all starts with the Cloud: Leveraging cloud technology as the ultimate strategic advantage

Speaker: Greeshma Nallapareddy, Manager, Startup Solutions, AWS

5:30pm – 5:40pm           Audience Q&A

5:40pm – 5:45pm           Virtual Break (3 min) & Next Panel Introduction (2 min)

5:45pm – 6:30pm           Risk Mitigation

Session Description: 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

Risk Mitigation: Enhancing the Deal and Your Portfolio
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)
Speakers: 

• Paul Damon, Senior Vice President Client Advocate, Lockton Companies
• Machua Millett, Senior Vice President, Chief Innovation Officer and Alternative Investment Practice Leader, Lockton Financial Services
• Matthew Heinz, Partner & Co-Practice Leader, Transaction Liability, Lockton Companies

6:30pm – 7:05pm          Top 5 Legal Mistakes to Avoid as a First-Time Fund Manager

This module will address common pitfalls that first-time fund managers often encounter and tips for avoiding them.  From fund terms to management company structuring and operations, to LP negotiations and side letters, you will gain invaluable insight on how to avoid costly mistakes from an experienced large law firm partner who has the unique perspective of advising both emerging fund sponsors and a variety of institutional investors.  

Speaker: Terence Rozier-Byrd, Partner, Akin Gump

7:05pm – 7:10pm          Closing Remarks

Speaker: Carmen Ortiz-McGhee

7:10pm                             Session #5 Ends

7:10pm – 7:40pm           Cohort Post-Session Networking (Optional)