The document summarizes a presentation from May 16, 2013 on the operational implications of investing in alternative investments. The presentation covered topics related to investors, investments, regulatory compliance, and the fund level. It featured a moderator and three panelists discussing their perspectives from BNY Mellon, PIMCO, and Ernst & Young. The panelists then took questions on their areas of expertise.
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The Operations Implications of Investing in Alternative Investments
3. www.nicsa.org
Todays Speakers
Moderator: Gary Mills Ernst & Young
Panelists:
Steve Farlese, Managing Director, Global Service Delivery
BNY Mellon
John Haymes, Senior Vice President/CFO Alternative Products
PIMCO
Samer Ojjeh, Principal, Financial Services - Asset Management
Ernst & Young
4. www.nicsa.org
Question & Answer
Steve Farlese, Managing Director, Global Service
Delivery
BNY Mellon
John Haymes, Senior Vice President/CFO Alternative
Products
PIMCO
Samer Ojjeh, Principal, Financial Services - Asset
Management
Ernst & Young