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Financial services / Private equity / Funds / Hedge funds / Operational due diligence / Collective investment scheme / Dodd–Frank Wall Street Reform and Consumer Protection Act / Due diligence / Fund of funds / Financial economics / Investment / Finance


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Document Date: 2014-07-02 08:27:49

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City

New York City / Battle Ground / Santa Cruz / /

Company

Moore Stephens International Limited / ROTHSTEIN KASS & COMPANY / PEPPER HAMILTON LLP / Partner QUADRANGLE CONSULTING LP / Senior Advisor BENTLEY ASSOCIATES / Hedge Fund / American Express / Tax NGP / Financial Officer W CAPITAL PARTNERS / STAPLES AND MANNER LLP / Partner DELOITTE & TOUCHE LLP / R V I S I T U S A T / Brown / Financial Research Associates / Accounting The Summit Organizer Financial Research Associates / Private Equity Funds / KPMG / MasterCard / A Compliant And Cost-Efficient Fund / Partner MARCUM LLP / Services Office ERNST & YOUNG LLP / Lincoln International / Chief Operating Officer APEX CAPITAL LLC / Compliance Forum Financial Research Associates / Conference Adjourns Silver Sponsors ACA Compliance Group / CPE Credits Financial Research Associates LLC / Milestone Group / S I T U S A T / CCO NEWBURY PARTNERS / /

Continent

Europe / Asia / North America / /

Country

China / India / United States / /

Currency

USD / /

/

Event

Reorganization / /

Facility

Iroquois Hotel / Royalton Hotel / City Club Hotel / Mansfield Hotel / Sofitel Hotel / Algonquin Hotel / /

/

IndustryTerm

technology advisory / advisory services / Technology considerations / waived management / tax solutions / distribution processing / private investment groups / service accounting / public accounting / software solutions / transaction services / tax services / real estate funds / fund distributors / mock audit / software vendors / acquisition advisory services / captive insurance / income processing / technology due diligence / valuation services / attestation services / economical operational infrastructure / holistic technology risk assessments / technology risk / verification services / firm services / focusing on technology advisory / /

Organization

U.S. Securities and Exchange Commission / FINRA / AICPA / National Association of State Boards of Accountancy / Internal Revenue Service / Hedge Fund of Funds / Your Fund / Princeton Club / FSA / /

Person

Adam Nadborny / Dianne Mattioli / Bob Kern / Steven DeCillis II / Greg Levy / Phyllis Schwartz / Deborah S. Prutzman / DECOSIMO TRACK / Michael Elio / How / Paula A. Bosco / Jill Lampert / Raj Bakhru / Charles Plaveczky / Robert Van Grover / LeAnn Kilarski / Patricia Luscombe / Sean Hafezizadeh / Meredith Moss / FRANKLIN PARK / Anthony Tuths / Cynthia J. Doe / Gerald Esposito / Roger G. Arrieux / Karl Jordan / Lawrence Penn / Gerald Francese / Debbie Richard / Boris Onefater / John Perry / Renee Ford / John Lambrech / Michael Katz / Frank Boutillette / Leslie Hardin / ACA COMPLIANCE / Kristina Staples / Marlena Fitts / Maury Cartine / James Rankin / Kara Singleton Dille / Timothy Haluszczak / Cyrus Daftary / Whitney Betts / /

/

Position

replacement speaker / Conference Director FINANCIAL RESEARCH ASSOCIATES / Chief Executive Officer / Chief Financial Officer Financial Research Associates / Managing Director / Chief Regulatory Counsel / investment advisors / broker / General Counsel & Chief / Managing Partner / Executive Vice President U.S. BANCORP FUND SERVICES / FATCA Going Forward / SVP Product Management & Marketing / head hunter / Managing Director / NYC General / administrator / CAPITAL ADVISORS / Chairperson / Senior Principal Consultant / CPA / Director / Investment Operations PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY Jay Freedman / / Private Investment / Chief Financial Officer / local travel agent / counsel / Chief Financial Officer FISHER / Administrative Officer / advisors / speaker / Refreshment break General / Officer / Chief Financial Officers Chief Operating Officers Controllers Chief / fund manager and administrator / Chief Operating Officer / Director / Managing Director / CFO / Chair / Chief Financial President and CEO / Chief Regulatory Counsel / Chief / Director PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY / EMIR / CFO / SVP Product Management & Marketing MILESTONE GROUP / Director / Investment Operations PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY Jay Freedman / Chief / /

ProgrammingLanguage

L / R / C / Cedar / /

ProvinceOrState

Washington / California / /

URL

www.aponixtechnology.com / www.frallc.com/softdollars.aspx / www.acacompliancegroup.com / www.lincolninternational.com / www.withum.com / learningmarket.org / www.frallc.com / /

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