Conference Agenda

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