Conference & Event Calendar

October 2019: GAIMOps West Coast
David Geffen will be speaking on the following topics:
“Reviewing the prime brokerage landscape in 2019” and
“Lehman to Deutsche Bank: Counterparty Risk – Questions LPs should ask and how GPs should manage” 

April 2019: UBS Premier Hedge Fund Client Conference
David Geffen was in attendance

March 2019: Credit Suisse Prime Services Leadership Conference
David Geffen was speaker and moderator
“Hedge Fund Treasurers’ Treasury Roundtable”

October 2018: GAIMOps West Coast (Palm Springs, CA)
David Geffen was speaker
“The Prime Broker Landscape – An Update” and
“Lessons Learned from the Failure of Lehman Brothers”

March 2018: Credit Suisse Prime Services Leadership Conference
David Geffen was speaker and moderator
“Hedge Fund Treasurers’ Treasury Roundtable”

October 2017: GAIMOps West Coast
David Geffen was a panelist and a speaker
“Prime Brokerage Developments and Trends”
“Negotiating and Complying with Prime Brokerage Agreements”

April 2017: Pershing Prime Services COO and CFO Roundtable (Dallas)
David Geffen was speaker and moderator on the topic
“What’s Trending in Hedge Fund Financing and Treasury Management?”

March 2017: Credit Suisse Prime Services Leadership Conference
David Geffen moderated a panel and spoke on the topic
“The Elevation of Treasury”

November 2016: Emerging Manager Forum
David Geffen moderated a panel on the topic
“The Outlook for Hedge Funds in an Environment of Falling Returns”

October 2016: GAIMOps West Coast
David Geffen spoke on the following topics:
“Best Practices in Managing Dealer Relationships” and
“Treasury Management from Financing / Operations to Business Alpha”

October 2016: Pershing Prime Services COO and CFO Roundtable (San Francisco)
David Geffen was speaker and moderator at this event which focused on treasury management
best practices and the challenges currently affecting hedge fund managers

June 2016: GAIMOps Amsterdam
David Geffen presented on the topic:
“Counterparty Diversification: Is it still realistic as dealers increase their scrutiny of wallet share and ROA?”
David also hosted a roundtable discussion on “The Prime Brokerage Landscape”

May 2016: UBS Premier Hedge Fund Conference
David Geffen was in attendance

April 2016: Pershing Prime Services COO and CFO Roundtable (Los Angeles)
David Geffen was speaker and moderator at this event which focused on treasury management
best practices and the challenges currently affecting hedge fund managers

March 2016: Credit Suisse Prime Services Leadership Conference
David Geffen was in attendance

November 2015: Hedge Fund Startup Forum
David Geffen moderated a panel and spoke on the topic
“The Hedge Fund as a Business: Growing a Business and Ensuring Profitability”

November 2015: GAIMOps West Coast
David Geffen spoke about the following topics:
“Addressing the Changing Relationship between Hedge Funds and Their Prime Brokers” and
“Best Practices in Effective Counterparty Risk Management & Mitigation”

April 2015: GAIMOps Cayman
David Geffen presented and moderated a panel on the topic
“What happens in Cayman does not stay in Cayman: A multi-faceted review of the
past year and thoughts on the future”

April 2015: UBS Premier Hedge Fund Client Conference
David Geffen was in attendance

March 2015: Hedge Fund Startup Forum New York 2015
David Geffen was a panelist on the topic
“The Hedge Fund as a Business: Growing a Business & Ensuring Profitability”

March 2015: Credit Suisse Prime Services Thought Leadership Conference
David Geffen was in attendance

January 2015: Conifer Financial Services Asset Allocators Forum (San Francisco)
David Geffen was a panelist on the topic
“Common Operational Due Diligence Requests and their Effectiveness”

November 2014: GAIMOps West Coast
David Geffen was a panelist on the topic
“Prime Brokerage — The Current Market Environment, the Future Business Model
and How the Best PBs are Adapting to the New Regulations”

David also ran a boardroom session on “Identifying and Evaluating the Differences in Administrators”
and mini workshops on “Best Practices in Selecting and Managing Your Prime Broker Relationships”

October 2014: HedgeWorld West 2014
David Geffen moderated a panel on the topic
“Managed Accounts Vs. Funds of One”

April 2014: Liquid Alternative Strategies – West
David Geffen was a panelist on the topic
“’40 Act Funds: Prime Broker, Custodian, Neither or Both?”

April 2014: Custody Risk Americas Awards Ceremony
David Geffen served as judge and was in attendance at the
awards ceremony in New York City

April 2014: GAIMOps Cayman
David Geffen presented and moderated a panel on the topic
“Retailization of Alt Assets: 40 Act, Act II”

March 2014: Credit Suisse 2014 Prime Services Thought Leadership Conference
David Geffen was in attendance

September 2013: Alpha Hedge West Conference
David Geffen was in attendance

September 2013: Deutsche Bank Global Prime Finance Hedge Fund Conference
David Geffen was in attendance

May 2013: Deutsche Bank West Coast Managers Forum
David Geffen spoke as panelist on the topic
“Increased Areas of Focus in the Operational Due Diligence Process”

May 2013: SALT Conference
David Geffen was in attendance

April 2013: UBS Premier Hedge Fund Client Conference
David Geffen spoke as panelist on the topic
“Counterparty risk in today’s complex world – Effectively monitoring counterparty exposure,
evaluating counterparty credit quality and different prime broker models”

March 2013: Credit Suisse Prime Services 2013 Hedge Fund Leadership Conference
David Geffen spoke as panelist on the topic
“Looking Under the Hood: Re-evaluating your systems & infrastructure”