How do I best negotiate investment management and trading agreements?
How can I make sure my IT and business process outsourcing are up to date?
What do I need to know about blockchain technology?
You are invited to Managing Relationships: Best Practices for Working with Service Providers, an intimate, one-day event in the heart of Manhattan that will cover these questions and more.
Best Practices for Working with Service Providers
Co-hosted by RFG and McGuireWoodsLLP
Tuesday, June 14, 2016 | 10:00am - 3:00pm | New York, NY
1345 Avenue of the Americas, 7th Floor
New York, NY 10105
Free for RFG Members. RSVP to JMeltzer@RegFG.com.
10:00 am – 10:15 am Introduction & Welcoming Remarks
Deborah Prutzman, CEO, The Regulatory Fundamentals Group, LLC
10:15 am – 11:00 am Negotiating Trading Agreements
Key issues for negotiating trading documentation including prime brokerage, custodial and other trading agreements.
John Servidio, McGuireWoods LLP
11:00 am – 11:15 am Coffee and Email Break
11:15 am – 12:00 pm IT / Outsourcing Agreements
An introduction to negotiating information technology, business process outsourcing and insourcing, enterprise resource system deployment and restructuring, software and other licensing arrangements.
Rakesh Gopalan, McGuireWoods LLP
12:00 pm – 1:00 pm Lunch and Networking Session at Tables
1:00 pm – 1:45 pm Investment Management Agreements
Important structuring, tax and regulatory considerations endowments need to consider when negotiating investment management agreements.
Michele McKinnon, McGuireWoods LLP
1:45 pm – 2:00pm Coffee and Email Break
2:00 pm – 2:45 pm Blockchain: The New Kid on the Block
A peek into the future: what will an outsourcing workshop will be discussing five year hence? Learn about blockchain technology and its potential impact on investment office activities.
[Speakers to be announced]
2:45 pm - 3:00 pm Closing Remarks
Deborah Prutzman, CEO, The Regulatory Fundamentals Group