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

Speaker: Carmen Ortiz-McGhee

5:05pm – 6:00pm           Back Office Essentials

Compliance and regulatory requirements, institutional investor reporting standards, cash and treasury management are all areas that are often underestimated by new managers – both in their importance and complexity – with potentially dire consequences if not properly managed. This session will take you through these key areas, what you need to do to make sure you are well-covered as you build and grow your firm. This discussion will cover:

• Regulatory & compliance essentials
• Private equity administration
• Hybrid funds/ Investor services
• Management company accounting

Speakers: 

• Christopher Smyth, Partner, Americas PE Leader, Ernst & Young
• Gerald Whelan, Partner, Private Equity Tax Technical Leader
• Shake Culzac, Senior Manager, Co-leader of Americas Alternative Asset Management Solutions, Ernst & Young
• Jamila Mayfield, Partner, Business Consulting, Ernst & Young
• Damien Hughes, Principal, Strategies and Transactions - FSO , Ernst & Young
• Jonathan Tomback, Partner, Financial Services Organization, Ernst & Young

6:00pm – 6:05pm           Virtual Break (5 min)

6:05pm – 7:00pm           Back Office Essentials (Continued)

7:00pm – 7:05pm           Session #6 Closing Remarks

Speaker: Carmen Ortiz-McGhee

7:05pm                             Session #6 Ends

7:05pm – 7:35pm           Cohort Post-Session Networking (Optional)