At a time when AI is revolutionizing every industry, the need to rethink operating models has never been more critical. Join other industry leaders at IVP’s Mindmeld 2024 conference to explore how AI, ML, and modern data stacks are reshaping the future of asset management. Discover new strategies for navigating the rapidly evolving landscape of traditional and alternative investments and for overcoming operational complexities on the buy side.
Breakfast Networking and Registration
Welcome Keynote and Highlights
Keynote Presentation
Speaker:
Founder of Gooder AI and author of "The AI Playbook"
Topic - The AI Playbook: How to Capitalize on Machine Learning
Machine learning is the world’s most important general-purpose technology – but it’s notoriously difficult to launch. Enterprise ML – aka predictive AI – routinely fails to deploy, never realizing value. At the same time, generative AI consumes almost all the attention by promising dazzling, if often amorphous, value propositions.
Eric Siegel is a renowned AI thought leader, bestselling author, and former Columbia University professor. In this keynote, he will untangle when predictive AI should be harnessed rather than generative AI and he will present the gold-standard, six-step practice for ushering ML projects from conception to deployment. To illustrate, he will cover several established use cases for asset management, in both predictive AI and generative AI.
Panel Discussion:
The Evolution of Operating Models for Alternatives: AI, STP, and Managed Services
- Pivoting from “scale” to “scale plus efficiency” by leveraging GenAI
- How digital-first outsourcing drives scalability
- Using technology due diligence to evaluate where (and where not) to outsource
- Meeting demand for transparency and control with and without internal shadowing
- Considerations for developing a next-generation operating model
- Key observations from ODDs with current and prospective GPs/allocators
Panelists:
Rebecca Short | Senior Director, Head of Investment Operations, ORIX Corporation
Monica Kelsey | Chief Financial Officer, Antares Capital
Christina Stirling
| Managing Director, Director Of Operations at Offit Capital Advisors
Moderator:
Gurvinder Singh | Chief Executive Officer, Indus Valley PartnersBreak
Training IVP Security & Reference Master11:00 - 12:30 PM
Panel Discussion:
Scaling the Buy-Side Data Maturity Curve with a Modern Data Stack
- Understanding data maturity challenges at every stage of the transition to GenAI
- Developing a reference architecture for next-generation data management on the buy side
- Why a well-defined reference architecture is critical for enterprise data intelligence
- Potential pitfalls of defining and implementing a reference architecture
- GenAI adoption in data-driven nomenclature
- Primary use cases across trading strategies driving GenAI adoption
- Preparing for, planning for, and adopting GenAI across your data ecosystem
- Build vs. buy: How to weigh your options
Panelists:
Leon Abudaram | Managing Director and Chief Information Officer, Antares Capital
Rashmin Dahake | Chief Application Officer, Jennison Associates
Andrew Helms | Chief Technology Officer, Värde’s global engineering
Moderator:
Gaurav Aggarwal | Chief Commercial Officer, Indus Valley PartnersTraining IVP Security & Reference Master11:00 - 12:30 PM
Panel Discussion:
How Tech and Managed Services Are Redefining Private Market Operating Models
- Private credit use cases and opportunities for AI/ML
- Defining ROI for investment in this nascent space
- Evaluating partners who can help achieve these goals
- Prerequisites for success
Panelists:
Craig Pope | Director, Head of IT, Crestline Investors
Robby Bourgeois | Chief Financial Officer, Varagon Capital Partners
Dwayne Weston | Head of Operations, AGL Credit Management LP
Moderator:
Piyush Singhi | Managing Director, Credit and Private Funds, Indus Valley PartnersTraining IVP Security & Reference Master11:00 - 12:30 p.m.
Lunch
Panel Discussion:
Maximizing Impact: Streamlining Operations and Improving Predictability with Strategic Managed Services
- Identifying areas where managed services can drive the biggest efficiency gains and most impactful cost reductions
- Leveraging managed services to support business growth and seamless scaling of operations
- Best practices for ensuring managed services providers perform well and mitigate risk
- Evaluating the ROI of managed services and understanding the long-term impact
Panelists:
Peter Manion | Managing Director and Head of Operations and Technology, Napier Park Global Capital
David Pessah | Managing Director, Morgan Stanley
More Panelists to be Announced
Moderator:
Ashish Kumar Jain | Managing Director of Accounting Services, Indus Valley PartnersTraining IVP Enterprise Data Management1:30 - 03:00 PM
Training IVP Enterprise Data Management1:30-03:00 PM
Track 1
Master and Enterprise Data Management
2:05 PM - 3:30 PM
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Track 1
Master and Enterprise Data Management
2:05 PM - 3:30 PM - Track 2
Reconciliation Solution
2:05 PM - 2:45 PM
Training IVP Enterprise Data Management1:30 - 03:00 PM
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Track 1
Master and Enterprise Data Management
2:05 PM - 3:30 PM - Track 3
Navigate - NAV Oversight
2:50 PM - 3:30 PM
Training IVP Enterprise Data Management1:30 - 03:00 PM
Break
Training IVP Reconciliation Solution3:30-05:00 PM
Track 1
Private Funds Platform
3:45 PM - 4:30 PM
Track 4
Treasury and Cash Management
3:45 PM - 4:30 PM
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Track 1
Private Funds Platform
3:45 PM - 4:30 PM - Track 2
Expense Allocation Solution
3:45 PM - 4:10 PM -
Track 4
Treasury and Cash Management
3:45 PM - 4:30 PM
Training IVP Reconciliation Solution3:30-05:00 PM
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Track 1
Private Funds Platform
3:45 PM - 4:30 PM - Track 3
EDM- Developer's Delight
4:10 PM - 4:30 PM -
Track 4
Treasury and Cash Management
3:45 PM - 4:30 PM
Training IVP Reconciliation Solution3:30-05:00 PM
Panel Discussion:
The New World of CTOs: Navigating the Modern Data Stack, MDM, AI, and Outcomes as a Service
- Design patterns for buy-side use cases
- OLTP and OLAP stack options
- AI vs. ML use cases
- Buy vs. build considerations
Panelists:
Uche Abalogu | Chief Technology Officer, Euclidean Capital
Erik Wynkoop | Strategy and Technology Infrastructure, Napier Park Global Capital
Arvind Chandramohan | Chief Information Officer, Sound Point Capital
Moderator:
Gurvinder Singh | Chief Executive Officer, Indus Valley PartnersTraining IVP Reconciliation Solution3:30-05:00 PM
Cocktail & Reception
Keynote Speaker
Eric Siegel
Managing Partner, Workplace Intelligence
Uche Abalogu
Chief Technology Officer, Euclidean Capital
Leon Abudaram
Managing Director and Chief Information Officer, Antares Capital
Robby Bourgeois
Chief Financial Officer, Varagon Capital Partners
Rashmin Dahake
Chief Application Officer, Jennison Associates
Andrew Helms
Chief Technology Officer, Värde’s global engineering
Monica Kelsey
Chief Financial Officer, Antares Capital
Peter Manion
Managing Director and Head of Operations and Technology, Napier Park Global Capital
David Pessah
Managing Director, Morgan Stanley
Craig Pope
Director, Head of IT, Crestline Investors
Rebecca Short
Senior Director, Head of Investment Operations, ORIX Corporation
Erik Wynkoop
Strategy and Technology Infrastructure, Napier Park Global Capital
Arvind Chandramohan
Chief Information Officer, Sound Point Capital
Christina Stirling
Managing Director, Director Of Operations at Offit Capital Advisors
Dwayne Weston
Head of Operations, AGL Credit Management LP
Eric Siegel
Managing Partner, Workplace Intelligence
Eric Siegel is a renowned AI thought leader, bestselling author, and former Columbia University professor. In this keynote, he will explore when predictive AI should be harnessed instead of generative AI and introduce a gold-standard, six-step practice for deploying ML projects. Using real-world examples from the asset management industry, Eric will demonstrate how to effectively apply both predictive and generative AI to drive value.
Uche Abalogu
Chief Technology Officer, Euclidean Capital
Uche Abalogu is the Chief Technology Officer at Euclidean Capital – a New York
based family office for James H. Simons & Marilyn H. Simons.The Simons Foundation is dedicated to advancing research in mathematics and
the basic sciences. It is currently one of America’s two or three largest private funders of these areas.
Prior to his current position, he was Chief Technology Officer at UTIMCO, the University of Texas, Texas AM Investment management company in Austin, Harbinger Capital Partners and Vice President at Goldman Sachs Global Securities
Services respectively.
Uche holds an MSc in Computer Science from the University of North London in the UK and a BEng in Mechanical Engineering from the University of Port Harcourt in Nigeria.
Leon Abudaram
Managing Director and Chief Information Officer, Antares Capital
Leon Abudaram currently serves as the Managing Director and Chief Information Officer (CIO) at Antares Capital. Before assuming this role, Leon was the Managing Director and Chief Technology Officer (CTO) at Napier Park, responsible for managing technology infrastructure, applications, and information security. Prior to his time at Napier Park, Leon Abudaram had a distinguished career at Citi, where he served as the CIO of the Investor division within the Capital Markets segment.
Leon initially joined Citi as the Chief Technology Officer for Citi Alternative Investments, where he played a pivotal role in building comprehensive front-to-back platforms for various asset classes. This undertaking involved striking a balance between meeting the stringent regulatory requirements of a global bank while also catering to the agile and rapid deployment needs of hedge funds and private equity investments.
Before his tenure at Citi, Mr. Abudaram held the position of Chief Operating Officer at Intellexchange, a web-based financial and technology B2B exchange services company. Prior to that role, he served as the Head of Global Application Development for Standard and Poor's Credit Ratings Group. During his time at S&P, Leon spearheaded the development and launch of their premier e-commerce product, Ratings Direct, into the market.
Mr. Abudaram is an alumnus of Iowa State University, holding both a Bachelor of Science degree in Computer Science and a degree in Economics. In addition to his professional endeavors, he is an advisor to startups operating in the Finance, HR, and Insurance sectors.
Andrew Helms
Chief Technology Officer, Värde’s global engineering
Andrew Helms is Chief Technology Officer leading Värde’s global engineering, infrastructure and operations, and business analysis teams. Andrew joined the firm in 2018 and is responsible for the firm’s technology strategy and execution. He previously served as Chief Data Officer and Head of Engineering.
Prior to joining Värde, Andrew held several roles spanning 8+ years at The Carlyle Group including Technical Lead, where he was responsible for the technology strategy and vision for Carlyle’s Investment Solutions segment. Prior to that, he was a Data Architect and Analysis Manager at American Cancer Society.
Andrew received a B.B.A. in Management Information Systems from University of Kentucky and an M.B.A. from Georgia State University Robinson College of Business.
Robby Bourgeois
Chief Financial Officer, Varagon Capital Partners
Arvind Chandramohan
Chief Information Officer, Sound Point Capital
Rashmin Dahake
Chief Application Officer, Jennison Associates
Rashmin Dahake is the Chief Application Officer at Jennison. He oversees the firm’s software development and works closely with senior management in the development and execution of the firm’s technology road map. Rashmin joined Jennison in 2021. Previously, he was with Caxton Associates, where he was most recently the Chief Technology Officer responsible for the firms Infrastructure, Software and the Quant group. Prior to that, Rashmin was at Publicis group, where he provided consulting services for buy side firms and previous to that at Angelo Gordon where he served as Chief Application Officer. Earlier in his career, Rashmin held various senior development roles at Avenue Capital and at SS&C Advent. He received a Bachelors in Electronics and Telecommunication from Mumbai University.
Monica Kelsey
Chief Financial Officer, Antares Capital
Monica Kelsey is the Chief Financial Officer of Antares Capital and a member of the Antares Executive Committee. She is also head of Operations and Information Technology at Antares. Prior to joining Antares, Ms. Kelsey was managing director and Chief Financial Officer at Madison Capital Funding (now Apogem Capital), a position that she held since 2004. Previously, she was executive director, head of global finance at UBS Global Asset Management. Ms. Kelsey began her career with the audit firm of PricewaterhouseCoopers. A certified public accountant, Ms. Kelsey earned a B.S. in Accounting/Computer Information Systems from Murray State University and an MBA from Northwestern University Kellogg Graduate School of Management. She has over 30 years of industry experience.
Peter Manion
Managing Director and Head of Operations and Technology, Napier Park Global Capital
Peter Manion is a Managing Director for Napier Park Global Capital and is responsible for Napier Park’s U.S. Credit Operations. Peter has over 30 years of Structured Credit experience and has spent much of his career building and implementing support and control infrastructure solutions. Peter has been with Napier Park since its inception and was previously at Citigroup Alternative Investments. Prior to joining Citigroup, Peter was a Director at Carlton Hill Global Capital where he was responsible for building out the Middle Office. Peter has held Operations leadership positions at Bank of America, CGA Investment Management, and Merrill Lynch Capital Services. Peter holds an M.B.A. from Fordham University and B.S. degree in Finance, with a minor in Economics, from Manhattan College.
Craig Pope
Director, Head of IT, Crestline Investors
Rebecca Short
Senior Director, Head of Investment Operations, ORIX Corporation
Rebecca Short is Senior Director and Head of Investment Operations of ORIX Corporation USA, responsible for reporting, processing external financing and trade settlements, maintaining compliance with the principal investment credit authority, and maintaining the asset management subledgers. Ms. Short has more than 15 years of experience in financial services, with a focus on process execution, redesign, and control – including previous roles in the ORIX Corporation USA Internal Audit department where she led the annual Sarbanes-Oxley control design, implementation, and operating effectiveness project. She joined the firm in 2010 and is based in Dallas.
Prior to joining ORIX USA, Ms. Short spent four years at Ernst & Young LLP in Advisory Services, supporting clients across multiple industries, focused on internal control.
Ms. Short is an alumnus of the University of Texas at Austin where she earned a BBA and a Masters in Professional Accountancy (MPA) with a specialization in audit. She is a Certified Public Accountant licensed in Texas. She is a recipient of the Presidential Civil Service Award and a Lifetime Member of Girl Scouts of USA where she is a troop leader, troop cookie manager and business manager for a summer camp.
Christina Stirling
Managing Director, Director Of Operations at Offit Capital Advisors
David Pessah
Managing Director, Morgan Stanley
David Pessah is a Managing Director of Morgan Stanley and a member of the Morgan Stanley Private Credit team, where he serves as Chief Financial Officer of the Middle Market Direct Lending strategy. In his role, David oversees all accounting, valuation, internal controls and financial reporting activities for this strategy. In addition, Mr. Pessah serves as Chief Financial Officer of the Morgan Stanley Private Credit business development companies. Mr. Pessah joined Morgan Stanley in 2023 and has over 17 years of relevant industry experience. Prior to joining, Mr. Pessah held various positions at Goldman Sachs, most recently as the Chief Financial Officer, Treasurer and Chief Accounting Officer of its business development company complex within Goldman Sachs’ Private Credit group. Mr. Pessah started his career at Ernst & Young LLP as an auditor in their financial services group. Mr. Pessah received his Bachelor of Science in Accounting from the University of Delaware and his MBA in Finance from Baruch College.
Dwayne Weston
Head of Operations, AGL Credit Management LP
Erik Wynkoop
Strategy and Technology Infrastructure, Napier Park Global Capital
Erik Wynkoop leads global Strategy and Technology Infrastructure for Napier Park Global Capital. Napier Park is a Global Alternative Asset Manager focused primarily on credit. Erik leads strategic programs and initiatives across Client, Operations and Product. He is responsible for the annual strategy planning process, firm data and analytics, global project management, vendor management, and firm technology.
Prior Napier Park, Erik was a member of the N.A. Leadership Team at Ericsson Inc. During his time at Ericsson, Erik held various roles within the digital, big data, analytics, cloud, and mobile infrastructure. He executed a digital practice growth plan resulting in 300% annual recurring revenue growth within a 3-year period.
When not working, Erik spends time with family, exercising, volunteering, and mentoring early career professionals.
Mr. Wynkoop holds a B.S. degree in Finance from Miami University where he currently serves as an Executive Advisory Board member.