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Institutional Investor Workshop – Austin

November 1, 2019 @ 9:00 am - 5:00 pm

Please join us in Austin for our annual investor workshop. This event will take place at Hotel Zaza (400 Lavaca Street, Austin, TX 78701). The code for the room block at the hotel is TEX103.

Cost: $100.00 (non-members) at the door

Free for TAIA Members and invited guests. 


8:30-9:00am Registration

9:00-9:40am Impact of Various Fund Legal Structures on Institutional Investors

9:45 – 10:30am Strategies for Managing through a Tight Spread Environment

10:35-11:15am Strategic Partnerships & Optimizing Alignment of Interests

11:20- 12:00pm Investor Discussion of Current Operational Challenges

12:05-1:00pm Lunch and Keynote

1:05-1:40pm International Hedge Fund Industry Update

1:45-2:25pm Afternoon Break

2:35-2:55pm 2020 GIPS Standards Update

3:00-3:25pm Creating Operational Alpha

3:30-4:10pm Investing in Asset Managers

4:10-4:20pm Afternoon Break

4:20-5:00pm Niche Strategies – Very Alternative Alts

5:00-6:00pm Closing Remarks and Networking Reception

Presenters include:

Sam Austin – NEPC, LLC

Erik Serrano-Berntsen – Stable Asset Management

Christina Bodden – Maples Group

Bill Bohnsack – Oak Hill Advisors

Mel Carter – GCM Grosvenor

Jim Deeken – Akin Gump Strauss Hauer & Feld LLP

Jason Dillow – Bardin Hill

Frank Jordan – Crestline Investors, Inc.

Chris Hill – NEPC, LLC

Bob Kricheff -Shenkman Capital

Paul Lisiak – Metropolitan Partners Group

Jon Mandle – Corrum Capital Management, LLC

Finbarr O’Connor – Berkeley Research Group

Putri Pascualy – PAAMCO Prisma

James Perry – Maples Group

Eliot Raffkind – Akin Gump Strauss Hauer & Feld LLP

Ken Robinson – CFA National Institute

John Rochon Jr.– Richmont Capital Partners

Benoit Sansoucy – Maples Group

David Sawyer – CAZ Investments

Justin Slatky – Shenkman Capital

Tom Tull – Employees Retirement System of Texas

Additional speakers to be announced! Please register now.


Event Registration - Institutional Investor Workshop Austin


November 1, 2019
9:00 am - 5:00 pm


Hotel Zaza
400 Lavaca Street
Austin, TX 78701 United States
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