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Apex Sponsors the WAIS
28 September 2016
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.
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