Speaking Engagements by GRMA’s Principals:

 

 

October 24, 2019 — Investment Management Institute, OCIO Solutions Summit (Stamford Marriott Hotel, Stamford, CT)
Speaking Topic: “The Impact of Technology for Clients with Complex Portfolios”

 

June 12, 2019 — Investment Management Institute, OCIO Solutions Summit (Stamford Marriott Hotel, Stamford, CT)
Speaking Topic: “How Technology is Delivering Value to Clients with Complex Portfolios”

 

December 06, 2018 — MarketCurrents Wealth Management Summit (Omni Berkshire Hotel, New York)
Speaking Topic: “Key Considerations for Family Offices into 2019”

 

June 13, 2018 — Investment Management Institute, OCIO Solutions Summit (Stamford Hilton Hotel, Stamford, CT)
Speaking Topic: “Integrating Technology with OCIO”

 

March 20-21, 2018 — The 7th Annual OCIO and Investment Outsourcing Summit (Princeton Club, New York, NY)
Speaking Topic: “Performance Measurement Techniques-Best Practices for Assessment”

 

DATE CHANGE:  From March 6, 2018 to September, 2018— Liquidity Risk Management and N-PORT Briefing (Harvard Club, New York, NY)
Hosted By: Global Risk Management Advisors, Sidley Austin & Advise Technologies

 

November 17, 2017 — American Bar Association, Institutional Investors Committee Meeting (Ritz Carlton, Washington DC)
Speaking Topic: “Current Issues on Counterparty Risks”

 

November 14-15, 2017 — The Private Investment Fund Due Diligence & Safeguarding Summit (Princeton Club, New York, NY)
Speaking Topic: “Perspectives on Evaluating a Fund’s Overall Risk”

 

July 21, 2017 — 11th Annual Alternative Investment Consultants Summit (Stamford, CT)
Speaking Topic: “Risk-based Asset Management Strategies for Maximizing Performance”

 

July 20, 2017 — 11th Annual Alternative Investment Consultants Summit (Stamford, CT)
Speaking Topic: “Risk-based Asset Management Strategies for Maximizing Performance”

 

May 24, 2017 — Alternative Investment Conference (Charlottesville, VA)
Speaking Topic: “Latest Trends in the Alternative Investment Industry and Policy Outlooks from Capitol Hill”

 

February 23, 2017 — Investment Management Institute, 3rd Annual OCIO Outsourcing Solutions Conference (Stamford, CT)
Speaking Topic: “Why OCIO providers are developing Delegated Investment Solutions Teams”

 

October 5, 2016 — iGlobal Forum, Navigating Alternative Direct & Co-Investing Strategies (New York, NY)
Speaking Topic: “Key Strategic Considerations and Best Practices for a Successful Direct Investing Program”

 

September 18-20, 2016 — Investment Management Institute, Fall 2016 Consultants Retreat (Newport, RI)
Speaking Topic: “Client Reporting Systems — the Life Blood of Client Retention”

 

June 27-28, 2016 — Financial Research Associates Conference, Manager Selection, Due Diligence and Oversight (New York, NY)
Speaking Topic: “Aggregated Risk Information: Is it possible for investors to achieve a “dashboard” view of their exposure to investment risk?”

 

June 15-16, 2016 — Capital Introductions East Conference (New York, NY)
Speaking Topic: “Institutional-Quality Litmus Test–What is Needed to Raise Capital in 2016”

 

March 13-15, 2016 — Investment Management Institute, Alternative Investments Forum (Miami, FL)
Speaking Topic: “Alternatives to Emerging Markets–Key Risk Management Considerations”

 

March 2, 2016 — Co-Investment Summit 2016
Speaking Topic: “Regulatory Developments and Risk and Return of Co-Investing”
Luncheon Workshop: “Navigating Alternative Direct Investing Strategies”

 

February 25, 2016 — Alternative Investment Consultant Summit
Speaking Topic: “Redefining Operational Risk Management”

 

February 1, 2016 — The Family Office Association Winter Retreat (Miami)
Speaking Topic: “Institutional Quality Risk Management for Family Offices: Governance, Processes and Controls”

 

November 12, 2015 — Risk Magazine Webcast
Speaking Topic: “Addressing the Shortcomings of Current Multi-Asset Class Risk Analytics across the Buy Side”

 

November 9-10, 2015 — Financial Research Associates
Speaking Topic: “Manager Selection and Due Diligence for Institutional Investors”

 

October 28-30, 2015 — Alternative Asset’s Summit
Speaking Topic: ” Institutionalizing the Hedge Fund Industry – What Institutional Intermediaries are Looking for with Alternatives”

 

October 13, 2015 — Axioma Quant Forum
Speaking Topic: “The Risk of Liquidity Black Holes”

 

October 4-6, 2015 — Investment Management Institute: Hospital and Healthcare Services Forum
Speaking Topic: “Real Asset Opportunities”

 

September 28-29, 2015 — Financial Research Associates
Speaking Topic: “Co-Investing Fall Summit”

 

September 24-25, 2015 — Financial Research Associates
Speaking Topic: “Hedge Fund Due Diligence Master Class “Going Beyond Operational Risk””

 

September 1, 2015 — Private Asset Management Magazine Breakfast Briefing
Speaking Topic: “The Challenges Faced By Increased Client Reporting Demands”

 

July 9, 2015 — Alternative Investment Consultants Summit
Speaking Topic: “How to Utilize Risk Management so that it is Actionable for Screening and Managing Alternative Investments”

 

July 8, 2015 — RiskHedge New York Conference
Speaking Topic:  “Macroprudential Regulation”

 

April 27-28, 2015 — Co-Investing 2015 (Private Equity and Direct Investing)
Speaking Topic: “What Do You Need to Know Before Jumping In? Due Diligence for Direct and Co-Investments”

 

December 10, 2014 — Webinar presented by GRMA, Dechert and Confluence
Speaking Topic: “AIFMD for US Managers Staying Compliant or Staying Exempt”  (New York, NY)

 

September 24, 2014 — Investment Management Institute’s Consultants Retreat
Speaking Topic: “The Importance of Formal Risk Management for Consultants, Outsourced CIOs and their Clients”  (Newport, RI)

 

September 23, 2014 — The Private Investment Funds Due Diligence Summit
Speaking Topic: “The Rise of Direct Investments and the Future of Funds for Private Equity Investing”  (New York, NY)

 

May 14, 2014 — FINCAD Panel Discussion
Speaking Topic: “A Unified View of Risk and Other Buy Side Quests” (New York, NY)

 

March 24 – 25, 2014 — Investment Outsourcing Strategy Summit
Speaking Topic: “Best Practices of the Fiduciary Responsibilities of the Board” (Boston, MA)

 

March 17 – 18, 2014 — PRMIA Training Course – Beyond Risk Measurement
Move your organization from one that simply measures risk into one that uses risk management as an integral part of running all important aspects of your business (Toronto, ON)

 

December 10, 2013 — Convergence LLC Breakfast Roundtable
Speaking Topic: “Optimizing Middle and Back Office Performance” (New York, NY)

 

November 26, 2013 — Thomson Reuters Datawatch Webinar
Speaking Topic: “Manage Your Firm’s Risk With the Right Tools” (New York, NY)

 

October 22, 2013 — AIFMD seminar sponsored by Citi Prime Finance, Seward & Kissel LLP, and Global Risk Management Advisors Speaking Topic: “AIFMD Implementation for US Managers–the Latest Important Developments” (New York, NY)

 

October 8, 2013 — FinCAD Breakfast Briefing
Speaking Topic: “In-depth discussion of operational and infrastructure challenges for hedge funds from SEC registration, Form PF and other regulatory initiatives” (New York, NY)

 

July 18, 2013 — 7th Annual Summer Alternative Investment Consultant Summit
Speaking Topic: “Risk-Based Asset Allocation: Myths and Realities” (New York, NY)

 

June 20 – 21, 2013 — Operational Due Diligence on Alternative Investments 2nd Annual Conference for Endowments & Foundations
Speaking Topic: “How to Get a Handle on Risk Management for Your Portfolio” (New York, NY)

 

June 5, 2013 — Foundation for Accounting Education 2013 Conference
Speaking Topic: “Why Funds Continue to Struggle with Form PF” (New York, NY)

 

May 7, 2013 — OCIO Solutions Forum
Speaking Topic: “Risk Management – Making a Change” (Philadelphia, PA)

 

April 15 – 17, 2013— Wealth Management Insights Summit 2013
Speaking Topic: “Helping Family Offices Make More Informed Hedge Fund Investment Decisions” (Miami, FL)

 

March 13, 2013 — Investment Management Institute’s Outsourced Chief Investment Officer Forum
Speaking Topic: “Risk Management for Pension Funds, Endowments, Foundations and Family Offices – Making a Difference” (Greenwich, CT)

 

November 14, 2012 — PRMIA Event Series on Hedge Funds
Speaking Topic:“Hedge Fund Governance”  (New York, NY)

 

November 8, 2012 — Investment Management Institute’s Endowments & Foundations Solutions Forum
Speaking Topic: “Risk Management and Fiduciary Risk for Endowments, Pensions and Family Offices” (Greenwich, CT)

 

October 18, 2012 — Form PF seminar sponsored by Sidley Austin, Citi Prime Finance, Imagine Software and Global Risk Management Advisors
Speaking Topic: “Lessons Learned and Not Learned From the August 2012 Initial Form PF Filing” (Greenwich, CT)

 

October 11, 2012 — Form PF seminar sponsored by Sidley Austin, Citi Prime Finance, Imagine Software and Global Risk Management Advisors
Speaking Topic: “Lessons Learned and Not Learned From the August 2012 Initial Form PF Filing”  (New York, NY)

 

September 19, 2012 — HedgeWorld’s New York 2012 Conference: “Connecting Managers With Investors And The Markets”
Speaking Topic: “Possible Market Outcomes of the November Election”  (New York, NY)

 

July 31, 2012 — Form PF seminar sponsored by Sidley Austin, Deloitte Touche, Citi Prime Finance, Blue River Partners, Viteos, and Global Risk Management Advisors
Speaking Topic: “Form PF – Overcoming the Challenges and Understanding the Ramifications” (Boston, MA)

 

July 23, 2012 — Form PF seminar sponsored by Sidley Austin, Deloitte Touche, Blue River Partners, Viteos, and Global Risk Management Advisors
Speaking Topic: “Form PF – Overcoming the Challenges and Understanding the Ramifications” (Chicago, IL)

 

July 17, 2012 — Financial Research Associates, Opportunities in Direct Private Equity Investing
Speaking Topic: “Risk Management’s Role in Direct PE Investing” (New York, NY)

 

June 13, 2012 — Investment Management Institute, Family Office Forum
Speaking Topic: “Challenges of Risk Management for Family Offices” (Greenwich, CT)

 

June 13, 2012 — Form PF seminar sponsored by Sidley Austin, Deloitte Touche, Citi, Blue River Partners, Viteos, LineData and Global Risk Management Advisors
Speaking Topic: “Form PF – Overcoming the Challenges and Understanding the Ramifications” (Greenwich, CT)

 

May 31, 2012 — 11th Annual Canada Cup of Investment Management
Speaking Topic: “Tradeoff and Return in Downside Risk Management” (Toronto, Canada)

 

May 24, 2012 — Form PF seminar sponsored by Dechert LLP, Citi Prime Finance and Global Risk Management Advisors
Speaking Topic: “Form PF: Legal, Compliance and Operational Issues for Advisors” (New York, NY)

 

May 1, 2012 — Investment Management Institute, Endowments & Foundations Solutions Forum
Speaking Topic: “Risk Management –Making a Change” (Philadelphia, PA)

 

March 28, 2012 — Form PF Roundtable sponsored by Akin Gump, Price Waterhouse, Citi, Blue River Partners, LineData and Global Risk Management Advisors
Speaking Topic: “Operational Challenges and Investor and Regulatory Ramifications Arising from Form PF” (Dallas, Texas)

 

December 13, 2011 — The Professional Risk Manager International Association’s (“PRMIA”), Risk Year in Review 2011
Speaking Topic: “Innovation in Risk Management,” (New York, NY)

 

October 26, 2011 — Reuters Hedgeworld Conference
Speaking Topic: “Market Volatility and the Spotlight on Hedge Fund Risk Management” (New York, NY)

 

September 22, 2011 — Global Alpha Forum
Speaking Topic: “Risk Based Approach to Asset Allocation,” (Greenwich, CT)

 

May 6, 2011 — May Professional Risk Managers International Association (PRMIA), Chief Risk Officer’s Summit (New York, NY)

 

May 3 – 4, 2011 — CFA Institute, 2011 Annual Wealth Management Conference (Toronto, Canada)

 

April 12, 2011 — US Trust, Family Office Event (Phoenix, AZ)

 

January 27, 2011 — Investment Management Institute, Alternative Investment Conference (Old Greenwich, CT)

 

January 10, 2011 — American Institute of Certified Public Accountants (AICPA), Investment Advisors Annual Conference (Las Vegas, NV)

 

December 7, 2010 — Investment Management Institute, Wealthy Family/Family Office Forum (Greenwich, CT)

 

November 17, 2010 — PRMIA, Chief Risk Officer’s Summit (New York, NY)

 

May 13, 2010 — Managed Funds Association (MFA), Southern California Investment Funds Roundtable (Beverly Hills, CA)

 

July 21, 2010 — Investment Management Institute, 5th Annual Alternative Investment Consultants Summit (Old Greenwich, CT)

 

July 15, 2010 — Family Office Association, Summer Global Summit (Greenwich, CT)

 

April 28, 2009 — Reuters, PRMIA and Goldman Sachs, “How Is Risk Being Managed in the Current Environment?”, Chief Risk Officers Summit (New York, NY)

 

April 2, 2009 — PRMIA – Board of Directors and Chief Risk Officers Group, “Effective Communication of Risk to the Board,” PRMIA and BDCRO (North America Gathering) (New York, NY)

 

March 19, 2009 — Garrity Graham and PRMIA, “Given the Due Diligence and Risk Management Failures—Where are We Headed?” (Webinar)

 

February 9 – 12, 2009 — Global Association of Risk Professionals (GARP), “Operational Risk Management,” Global Risk Convention/Summit (New York, NY)

 

January 10 – 11, 2009 — IQPC, “More Efficient Investment Risk Management: Risk/Reward Management,” 2009 Hedge Fund Exchange: Senior Executives Conference (Miami, FL)