Author: David Teten

9/17, NYC: The Summit for Asset Management

Join us at the 1-day in-person Summit for Asset Management conference, with over 70 buy-side speakers:

Brian Fruh, Chief Information Officer and Head of Global Technology, Impax Asset Management

Olga Sudvarg, Global Head Of Strategy & Delivery& COO (Data), Invesco

Jeff Kazen, Head of Operations and Technology, Altrinsic Global Advisors LLC

Eugene Shuster, Chief Risk Officer for US, Nomura Asset Management USA

Michael Fastert, Chief Operating Officer & Chief Legal Officer TIG Advisors

Justine Leung, Chief Compliance Officer & General Counsel, Hawk Ridge Capital Management

David S. Bradley, Chief Operating Officer, Hawk Ridge Capital Management

John Polis, Chief Operating Officer & Chief Technology Officer, Star Mountain Capital

Dale Sang, Chief Technology & Operations Officer, MacKay Shields LLC

Gabriel Keiji Altbach, Chief Marketing Officer, Voya Investment Management

Evan Fire, Managing Principal, Chief Operating Officer, Pzena Investment Management

Cinda Whitten, Senior Managing Director, Head of Global Investment Operations, Nuveen

Paul Zajac, Global Head of Investments Technology, Invesco US

Serge Todorovich, General Counsel and Chief Compliance Officer, Shenkman Capital Management

Shoby Kelliher, Global Head of Enterprise Data, Janus Henderson

Robi Krempus, Global Head of AI, Manulife Investment Management

Andrew Onslow, Global Head of Investment Management Operations, Morgan Stanley Investment Management

Jane Conway, Managing Director, Head of Digital, Data and Enablement-Client & Product Solutions, Apollo Global Management

Nichole Graveen, Head of Investment Operations – Americas, Morningstar Investment Management

Iro Tasitsiomi, Head of Investments Data Science, Principal Data Scientist, . T. Rowe Price

Dave Frederick, Head of Americas Investment Compliance, Schroders

Vincent Catalano, Chief Markets Strategist, Stuyvesant Capital Management

David Ferreira, Head of Sales & Marketing, Hartford Investment Management Company

Lara Hoffmans, Managing Director Marketing, Diamond Hill Capital Management

David Lower, Managing Director Client Services, Nuveen

Heather Ramos, Vice President U.S. Client Marketing, PGIM Investments

Rohit Shrivastava, Director of Equity Investments – Senior Researcher and Portfolio Manager, PanAgora Asset Management

Russell Newman, Former Chief Operating Officer at Rothschild & Co

Lisa Masten, Principal, Cutter Associates

Robert Behan, Executive Vice President, Chief Distribution Officer, Calamos Investments

Kenny Juarez, Head of Communications & Marketing Americas, DWS

Leon Chen, Head of Risk Management, Lazard Asset Management

Sylvester Marbey, Chief Compliance Officer, Vontobel Asset Management

Habideen Kassim, Managing Director – Head of Investment Operations, Genworth Financial

Emily Pachuta, Chief Marketing Officer, Ascensus

Kevin Burson, Head of Digital, Americas, Schroders

Mark Shpizner, Head of Sales Strategy & Execution, Centerbridge Partners, L.P.

Robert Zuccaro, Founder & CIO, Golden Eagle Startegies

Anna Sembos, Deputy Chief Operating Officer, CIFC Asset Management

Leeor Sillman, Managing Director, Marketing, TD Epoch

Jay Gattani, Senior Managing Director: Global Head of Products, Front Office – Trading and Operations Technology, Nuveen a TIAA company

Craig Peretz, Chief Operating Officer, Golden Eagle Strategies

Yuyu Fan, Senior Data Scientist (VP), Alliance Bernstein

Peter Ciecka, Unit Chief, Treasury Risk Management, Inter-American Development Bank

Teresa Chuang, Global Head of Relationship Management & Distribution Enablement, Manulife Asset Management

Dan Glusker, Managing Director, Senior Counsel, MacKey Shields

David Brookman, Managing Partner and Chief Operating Officer, First Pacific Advisors

Mita Matharu, Vice President, Technology Transformation, PGIM

Cj Jaskoll, Chief Technology Officer, Russell Investments

Barbara Wenig, Executive Managing Director, Global Head of Client Experience, Operations and Technology, Principal Asset Management

Kevin Rocherfort, Global Head of Investment Operations, Cohen & Steers

Chris Chung, Chief Financial Officer, Bayview Advisors LLC

Rick Harper, Chief Investment Officer, Fixed Income and Model Portfolios, WisdomTree Asset Management

Coolwater Capital Limited Partner VC Investor Summit, 9/24, NYC

Coolwater CapitalWe are thrilled to announce the upcoming Coolwater Capital Limited Partner VC Investor Summit in NYC at Lavan Midtown on September 24th, 2024! 

We look forward to welcoming emerging venture capital managers and the investors who love them: family offices, exited founders, and institutional fund of funds. You’ll see presentations from thirty General Partners. 

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Our GPs are investing in Fintech, EdTech, HealthTech, BioTech, DefenseTech, Supply Chain, EnergyTech, and more. As we coincide with Climate Week in New York, we are also proud to highlight transformative ClimateTech funds, showcasing innovations that pave the way for sustainability. Space is limited and we expect to hit capacity quickly. Register now for our most influential Demo Day yet!

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If you have any questions regarding our upcoming Demo Day or Coolwater Capital, contact events(@)coolwatercap.com. We have limited room for additional sponsors and presenters, if you want to maximize your exposure to our audience.

Coolwater Capital is the “Y Combinator for emerging VCs”.We invest into VC funds as a limited partner, into General Partnerships and fund management companies, and also directly into tech companies. We have backed >256 funds which have collectively raised >$3b; 46 have raised follow-on funds. Our funds have collectively invested into >6,000 companies, which makes us indirectly one of the largest accelerators in the world. We are backed by investors with expertise in private equity, VC, and hedge funds, as well as leading tech industry executives. We run an accelerator for emerging VC fund managers with a Net Promoter Score of 83.

See you there!

9/9-9/11, NYC: FinovateFall

SEPTEMBER 9-11, 2024|THE MARRIOTT MARQUIS TIMES SQUARE, NEW YORK
The world’s premier fintech showcase & meetings hotspot
2,000+ decision-makers. 1,000+ from banks & investors.
26,000+ meetings and new opportunities.
60+ demos. 120+ speakers.

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20% discount with VIP code: FKV2474SPK

ATTEND FOR FREE

If you’re a director/head/SVP/C-level from a bank, credit union, insurer or family office you can attend FinovateFall for free via the Finovate Leadership Program.

STARTUP PASS

Are you a fintech startup that’s less than 5 years old who has not raised your Series A, yet? If so, you may be eligible for a Startup Pass for $999.

6/20, NYC: Cybersecurity Briefing for Family Offices

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Single and multi-Family offices are unique entities with distinct cybersecurity needs and problems. They face numerous issues, from complying with legal obligations and having the right technical tools to protect the business, to physically protecting the family and hiring trustworthy third parties.

In addition, there has been a tsunami of new and broad cybersecurity and privacy regulation in both the US and around the world, which have started to impact family offices in new ways. This shift requires a more professional approach to cybersecurity. This, combined with the growing array of cyber and physical threats, particularly targeting affluent individuals, makes all forms of security a top priority. 

We have gathered a team of experts who will address the following questions in our 90 min briefing:  

  • What are the key regulatory issues affecting family offices, and how can I ensure compliance?
  • What are the cyber and physical security basics to secure the office and the family? 
  • What are the components of a comprehensive security framework that addresses the administrative, technical, and physical security concerns?
  • What are best practices for setting up or updating technical security controls for the family office?

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6/20 Virtual: Fund of Funds/Family Office VC Conference

Please join me and 500+ GPs, LPs, Family Offices, and other VC/PE stakeholders at the Venture Studios Fund of Funds/Family Office Virtual Conference on June 20th, noon EST.  Among the speakers are leaders from major GP seeders/fund of funds (Taurus, Top Tier Capital Partners, MESA Lane Capital, Coolwater Capital) and VCs (Foundry, Science). I’ll be speaking on “Eating Their Own Dogfood: How VC Investors are Using AI, Technology & Analytics as a Competitive Weapon” . You can see the other speakers & topics here.

You can do it for free, or you can buy a PRO ticket to access the whole attendee list + get recordings from 3 parallel sessions, + be featured on the attendee list. Here is the promo code for a 10% discount for the first 10 tickets: DAVIDTETEN

Register for free.

6/4, NYC: Family Wealth Report Family Office Cybersecurity & AI Summit 2024

We’ll be discussing best practice uses of Cybersecurity and Artificial Intelligence (AI) by family offices and wealth managers at the June 4 Family Wealth Report Family Office Cybersecurity & AI Summit. Among the topics we’ll discuss:

Archimedes’ Lever — AI and The Age of Infinite Leverage

The Intersection of Cyber Security and Physical Security

Hacking People – Cybersecurity, Reputations, and AI

Human Vulnerabilities: (Not so) Deep Dive into Social Engineering Attacks

Unleashing the power of AI: Navigating the benefits, challenges, cyber and privacy risks

A Privacy Plan for Your Family OfficeWhy AI Will Not Eliminate The Traditional Advisor

The AI Revolution – AI as a Game Changer for Family Offices

What can we learn from highly mature cybersecurity programs?

From Risk to Resilience: Strategies for Cybersecurity in Family Offices

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5/23, NYC: Global Family Office Governance and Technology Summit

I hope you’ll join us 5/23 in NYC at the Global Family Office Governance and Technology Summit. 

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Speakers include:  Linda Isabel Rincón, Director of Experiences, The ImPact; David Friedman, Partner, Forbes Banister International; Tara Thompson Popernik, CFA, CFP, Senior National Director and Head of Ultra High Net Worth Strategy, Bernstein Private Wealth Management; George Burciaga, Managing Partner, The U.S. Roundtable and Elevate Cities; Christopher Hetner, Former SEC Chair Senior Cybersecurity Advisor; David Livingstone, Managing Director, Barclays; David Teten, Venture Partner, Coolwater Capital; Kevin J. Ernst, CIO, Canadian Family Office; Marco Antonio Soriano Von Hemmersdorff IV, CEO, Soriano Group and Family Office; Abe Minkara, Founding Partner, Legacy Knight Multi-Family Office and Board Member, Springboard Enterprises; LaMar Wright, Director of Partnerships, McBride Family Office; Margaret Butler, Partner and Co-leader of Financial Services Team, BakerHostetler.

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5/22, NYC: AI x Wall Street Night

​This is an exclusive event for finance professionals who want to stay ahead of the curve.

​ Experience Hands-On Innovation: Discover how traditional Wall Street firms are adapting to technological transformations with cutting-edge applications. This event goes beyond traditional panel discussions, focusing on real-time demonstrations of what’s achievable today with AI in finance:

  • ​The first AI-Powered Financial Terminal: Watch how efficient analysts can perform research in 2024 using generative AI
  • ​The platform to use AI from enterprise data: Understand how financial institutions can build AI workflows on top of their proprietary datasets

AGENDA:

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