Apex Sponsors the WAIS

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Date: 28th – 30th September, 2016

Venue: Fairmont Southampton, 101 South Shore Road, Southampton, Bermuda

On Thursday 29th September Apex Bermuda’s Managing Director, Ken Mahadeo, will be speaking on the following panel:

Fund Administration as a Strategic Outsourcing Solution for Asset Managers

  • Moderator: Pat Bolland, Former BNN Anchor, Media Consultant
  • Louis Almerini, CPA and FINOP, CFO Financial Partners LLC
  • Mark Baumgartner, Partner, Deloitte Ltd. Bermuda
  • Ken Mahadeo, Managing Director, Apex Bermuda

Topics:

  • Effective fund set up, launch and administration.
  • Managing compliance, regulation & risk in fund servicing.
  • The process of trade Capture, record keeping & reconciliation.
  • Role of fund operations and mitigating operational risks.
  • Risk relationships: client/counterparty/bank.

Apex is also sponsoring the Networking Tea Break at 15:10 that same day.

REGISTER NOW

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