ORC & DASSETI EVENT

Q&A:
Ongoing Manager Monitoring. How often is too often? 

Designed for asset allocators exclusively, during this Q&A we will discuss the challenges faced by allocators when keeping abreast of the operational and other portfolio risks during the lifetime of their investments.

Join us as we examine how the combination of automation and experienced overlay may be the solution.

The event will be followed by networking drinks.

 

Date: September 18th, 2024

Time: 6.00pm – 8.00pm

Venue: 67 Grosvenor Street, London
Ongoing Manager Monitoring ORC

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James Newman

James Newman

Co-Head and Co-Founder, perfORM

James Newman is a pioneer in the Operational Due Diligence space, with over 15 years’ experience in creating practices, developing standards and performing ODD. This includes leading an allocator delegation to negotiate fund corporate governance standards with the Cayman Islands Monetary Authority and pioneering private equity ODD in 2012. James is the former Global Head of ODD at Barclays Wealth, where he was responsible for developing and leading operational risk assessments across the bank’s retail and non-retail investment product offerings. Prior to Barclays, he was the Head of ODD for Liberty Ermitage Group, where he vetoed an investment in Madoff in 2008 preventing significant losses and reputational damage to the firm and its clients.

James Newman

James Newman

Co-Founder and Co-Head, perfORM

James Newman is a pioneer in the Operational Due Diligence space, with over 15 years’ experience in creating practices, developing standards and performing ODD. This includes leading an allocator delegation to negotiate fund corporate governance standards with the Cayman Islands Monetary Authority and pioneering private equity ODD in 2012. James is the former Global Head of ODD at Barclays Wealth, where he was responsible for developing and leading operational risk assessments across the bank’s retail and non-retail investment product offerings. Prior to Barclays, he was the Head of ODD for Liberty Ermitage Group, where he vetoed an investment in Madoff in 2008 preventing significant losses and reputational damage to the firm and its clients.