Investor OPS: Operational Due Diligence on Alternative Investments for Endowment & Foundations Download agenda Register now Home
Earn up to 12 CPE credits
provides an intimate setting for education, networking and learning with your peers about operational due diligence for alternative investments including hedge funds, private equity and real assets, brought to you by the producers of GAIM Ops Cayman.


"Informative, Crucial-to-Success and Excellent Networking were just some of the comments heard at this year's InvestorOps Operational Due Diligence on Alternative Investments for Endowments & Foundations conference.

The conference saw a 33% jump in attendance due to the quality of speakers focusing on extremely relative topics. Some of the more salient take-away points were:

  • Keynote speaker Andrew Bowden, Deputy Director, SEC, shared what inspectors look for when examining the investment advisory community, the red flags in their metadata and what it might mean to the validity of a firm
  • Critical benchmarks endowments look for in money managers and how they assess emerging and existing managers
  • Systems and technology changes investors need to be abreast of and which data management systems are being bought, used and discarded
  • Proprietary reports and fee modeling tools were shared with the attendees only
  • Vital regulatory issues were brought to light and how best to handle overseas and offshore investments
  • and so much more!

We are grateful to all those who attended and participated in such a successful event. We look forward to seeing you again in 2014!"

Christie D'Amour, Chairperson and Senior Director of Investment Administration, Emory Investment Management

Learn from your peers on the most pressing issues for Endowments and Foundations including:

  • Best Practices for Liquidity Management
  • Why Due Diligence Needs to Be Modified for Different Strategies
  • How Much Work is Necessary for Your PE Investments
  • Findings from the SEC on Recent Hedge Fund I

  • Deal Formats for Reporting to the Board
  • Legal Tactics to Protect Your Organization
  • Ensure Compliance with the Latest Rules and Regulations
  • Discuss How to Perform Adequate Diligence with Limited Resources
Peer to Peer NetWorking Opportunities

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Andrew J. Bowden

Andrew J. Bowden

Director, United States Securities and Exchange Commission
Office of Compliance Inspections and Examinations

Speaking Organizations
  • Boston University
  • The David and Lucille Packard Foundation
  • Emory Investment Management
  • Princeton University Investment Company
  • Rockefeller Foundation
  • Stanford Management Company
  • The Metropolitan Museum of Art
  • University of Virginia Investment Management Company
  • Williams College

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