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Institutional Investor Workshop – Dallas

October 30, 2019 @ 9:00 am - 5:00 pm

Please join us in Dallas for our annual investor workshop. This event will take place at the Dallas Marriott Downton (650 North Pearl Street, Dallas, TX 75201). To book a hotel room at the venue, please use  reference M-H2P5WUU.

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

Additional speakers to be announced! Please register now.


Event Registration - Institutional Investor Workshop Austin

Event Registration - Institutional Investor Workshop Dallas


October 30, 2019
9:00 am - 5:00 pm


Dallas Marriott Downtown
650 N Pearl Street
Dallas, Texas 75201
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