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RFG Announces 2019 Annual Meeting Agenda

Pre-Conference Program:

Garnering Efficiencies for the Investment Office

Wednesday, May 15, 2019 | 1:00 PM - 4:30 PM

Citco Fund Services: 350 Park Ave, 13th Floor, New York, NY 10022

1:00 PM AI and the Investment Office Workload

A look at the AI tools that exist today, what might exist in the future and how decisions to insource or outsource technology should be made, with a focus on document management.

Moderator: Christopher J. Adams, Chief Strategic Counsel, McDermott Discovery


Aaron Crews, Chief Data Analytics Officer, Littler Mendelson P.C.

Brian Kuhn, Partner, Co-Founder and Global Leader of the Watson Legal Practice, IBM

2:30 PM Coffee Break

2:45 PM Technology’s Increasing Role in Optimizing Treasury and Cash Management Operations

An exploration of how endowments and other institutional investors are using technology and data to help reduce operational risk in cash management and treasury operations.


Chris Martinez, Managing Director, Oakbrook Solutions

Jacob Blier, Senior Vice President – Treasury & Cash Management, Citco Fund Services

3:45 PM Closing Remarks

Deborah Prutzman, Chief Executive Officer, RFG

4:30 PM Sunset Cruise

Departing from Chelsea Pier (transport to marina will be provided), Citco Fund Services hosts dinner and drinks on a private yacht around New York Harbor with commentary from Tim Eberle, Citco’s part-time historian. Concludes at 8:30 PM.

2019 Annual Conference Agenda:

Fostering Key Relationships

Thursday, May 16, 2019 | 8:30 AM - 3:00 PM

8:30 AM Breakfast and Registration

9:00 AM Welcome Remarks

Deborah Prutzman, Chief Executive Officer, RFG

9:05 AM The Chief Investment Officer Role: Challenges and Change

A moderated conversation about the ways in which the CIO role has evolved over time.

William Jarvis, Managing Director, U.S. Trust

Dr. Philip Zecher, Chief Investment Officer, Michigan State University

10:15 AM Coffee Break

10:40 AM Building the Investment Office Team

An industry expert will share his views on the construction of an investment office, including what the CIO needs (and in what order), compensation and benchmarking the team players, and the role of the investment committee.

Charles Skorina, Managing Partner, Charles A. Skorina & Company

11:45 AM Coffee Break

12:00 PM Keynote Address: The Next Wave of Financial Services

A strategic discussion of how technology will impact financial services—from business strategy, to business and operating models.


David Kadio-Morokro, Principal, Innovation Leader, US Financial Services Advisory, EY

Roger Park, Americas Advisory and FSO Innovation Leader, EY

12:40 PM Lunch

1:40 PM Risks Associated with Self-Administered Funds

Less than 50% of private equity funds are independently administered by a third-party provider. What risk does this pose for LP’s and what oversight can they put in place to minimize their exposure? Moderator: Tim Eberle, Head of Waterfall Fee Verification, Citco Fund Services

Speakers: Bob Achtstatter, Partner at Grant Thornton, Audit Services

Ron Geffner, Co-Founder and Partner, Sadis & Goldberg

Anne Storie, Chief Executive Officer, DMS Governance

2:50 PM Closing Remarks Deborah Prutzman, Chief Executive Officer, RFG

RFG members may RSVP to Taylor Norton here.

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