Event Calendar

>>>Event Calendar
Event Calendar 2019-07-19T11:03:41-04:00
Exploring Data & Resources to Build an ESG, SRI, or Impact Fund
May 19 @ 2:00 pm – 3:00 pm

Today’s market interest in environmental, social, and governance (ESG) investing, socially responsible investing (SRI), and impact investing has sparked a need for data transparency. This webinar will facilitate asset managers as they strategize their investments with a better understanding of metrics and risk factors for these types of funds.

Register Here

Discussion Topics:

  • Reasons ESG, SRI, and Impact Funds are gaining popularity
  • Define fund objective & criteria
  • Tools to help find securities for a fund
  • Understanding the available data

Featured Presenters:

  • Vladimir Kaplun, Director, Business Development & Strategy, North America, ICE Data Services
  • Stacy Louizos, Co-Chair Investment Management Group and Co-Leader ESG Team, Blank Rome LLP
  • John Pileggi, Chief Investment Officer, Uncommon Giving Corp.
  • Jason Stevens, EVP, Chief Technology Officer, Ultimus Fund Solutions (Moderator)v
Nicsa Webinar – Return to the Office
May 19 @ 2:00 pm – 3:00 pm

Return to the Office – The Future of the Workforce

2020 changed the landscape of the workplace indefinitely. Join us for an open discussion around the evolution of policies and processes for returning to the “new normal” in a post-pandemic environment. Attendees will hear from three different perspectives: HR, operations and client relations as they talk candidly about new challenges and opportunities as employees begin to return to the office.

  • Nicole Callies (Moderator), Director of Business Development, Mars SalesFocus Solutions
  • Heather Schwab, Executive Vice President and Chief Human Resource Officer, Ultimus Fund Solutions
  • Erika Ivanyi, General Manager, Capital Group | American Funds
  • Paul DeSalvo, Executive Director, Asset Managers Coverage, J.P. Morgan Securities Services

NEW FORMAT: At the conclusion of the panel, attendees will have the opportunity to take a deep dive into the three different perspectives via Zoom breakouts. The breakouts will be hosted by the respective panelist and attendees will be able to engage in meaningful dialogue by asking questions and sharing best practices. Attendees can sign up for the breakout of their choosing during the registration process.

Register Here
BNY Mellon Pershing INSITE 21
Jun 8 – Jun 10 all-day

INSITE is all virtual this year, bringing you both live main stage presentations and on-demand breakout sessions from luminaries and industry experts. It’s INSITE—but on the go!

INSITE At a Glance
  • 3  days of must-see live sessions leaving you ready to lead and think differently
  • 20 on-demand sessions to check out at your convenience
  • 23 days to take it all in—sessions are only available until June 30

INSITE will bring you an inspiring line-up of world-class speakers and industry luminaries. Our lineup of keynote speakers includes some of the most sought-after thought leaders across multiple disciplines to help fuel growth and transformation. There is something for everyone at INSITE.

Main Stage Moments:

TUESDAY, JUNE 8Focus on Leadership: Hear about Pershing’s latest strategy; financial literacy and organizational psychology

WEDNESDAY, JUNE 9 – Focus on Innovation: The latest industry and technology trends in the financial advice community, plus advancements in building intellectual prowess
THURSDAY, JUNE 10 – Focus on Inspiration and Motivation: Diversity and Inclusion, inspiring organizations, and personal ambition and rising to fame
KAYO Women’s Private Equity Summit
Jun 8 – Jun 9 all-day

Join 150 of the nation’s leading women in private equity, venture capital, and M&A including institutional investors, lenders, and finance, legal, and consulting advisors for two days of networking, identifying new investment opportunities, gathering insights, and strengthening your business relationships.

Join Ultimus LeverPoints’ Krista McCoy Tuesday, June 8th at 1:00 p.m. for the Fund Finance Peer to Peer Networking Session


PEI – CFO & COO Forum New York
Jun 9 – Jun 10 all-day

Now in its 18th year, the CFOs & COOs Forum New York is the industry benchmark for high-value content and networking. This year’s virtual Forum is one of the many benefits you will receive with a CFO All Access membership.

The annual meeting for C-level executives, the CFOs & COOs Forum is an irreplaceable resource for the private equity community. Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.

This year’s virtual Forum features insightful keynotespanelsworking groups, live Q&Asthink tanks and lunch chats. The event continues to respond to the needs of the PE community and addresses pivotal issues affecting the industry in real-time.

Join Ultimus LeverPoints’ Krista McCoy for a panel discussion on June 9th at 2:10 p.m. 

Topic: Distinguishing what firms are doing differently in LP communications

  • Handling increased LP requests while minimizing the impact on workload
  • What are firms doing to streamline the LP communication process while addressing investor specific questions?
  • Analyzing the creativity around LP communication in COVID
  • Are firms fulfilling requests in spreadsheets provided by the LPs or utilizing ILPA templates?
  • Communication combination: conducting virtual LP meetings interspersed with live sessions
  • Providing LPs with a glimpse into firm culture, work environment and portfolios


Kate de Mul, Director, Client Services, KKR


Les Brown, Partner, HGGC

Miles Chan, VP/GM of Insight, InCloudCounsel

Krista McCoy, EVP, Chief Business Development Officer, Ultimus LeverPoint Private Fund Solutions

Tina St. Pierre, CPA, Partner and Chief Administrative Officer, Landmark Partners


UDA Webinar with MARS
Jun 11 @ 2:00 pm – 3:00 pm