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Backstop Beyond 2020

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We're pulling out all the stops to ensure that Backstop Beyond 2020 will be uniquely engaging and fun for both asset owners /allocators and managers. 

Register today!

(Invoices will be issued by Backstop Solutions directly within two weeks of registration. By registering, you agree to pay all related fees according to the above-noted scale. Any cancellations are fully refundable if requested in writing on or before Monday, October 19. Substitutions will be accepted on or before Monday, October 26. Please send an email to [email protected] to initiate any cancellations or substitution requests.)

Schedule

· Networking
Networking & Expo Booths Open
· Stage
Welcome & Keynote Introduction
· Stage
"Never Let A Crisis Go To Waste: How to Use Bad Times to Leap Ahead in Good Ones" - Keynote by Former Assistant Secretary of Defense Owen West
Owen West, dubbed "The Most Badass Banker on Wall Street" by Business Insider, shares insights and wisdom gained from crises throughout his life experiences.
· Stage
Stretch Break & Conference Game
· Sessions
MANAGER TRACK - How to Sell In A Virtual World
There is no denying that sales and marketing have changed dramatically. Craig Wortmann shares his best advice for how to continue to sell in a virtual world.
· Sessions
ALLOCATOR TRACK - CIOs May Want to Sit Down: This is How Institutional Investment Teams Are Really Spending Their Valuable Time
Backstop & Mercer joined forces to research the productivity and efficiency of institutional allocators; we'll share the results of this groundbreaking survey.
· Stage
Stretch Break & Conference Game
· Stage
Backstop Product Vision
In a remote world, we understand that your partnership has become even more critical. We'll share how we're continuing to keep our clients ahead of the curve.
· Stage
Stretch Break & Conference Game
· Sessions
ALLOCATOR TRACK - Up to Our Necks in Allocators: 4 Groundbreaking New Capabilities for Institutional Investors
From bolstering multi-asset class research management to IntellX to integrating with Mercer to introducing a Real Estate holding, we've got lots to show you.
· Sessions
MANAGER TRACK - What's New in Our Canoe: Managers' Edition
We have developed powerful capabilities for increased visibility into your pipeline as well as empowered you to easily create dashboards on the fly.
· Stage
Day 1 Wrap Up
· Sessions
Choice of Afternoon Networking Experiences (per advance registration)
Participate in a Virtual Escape Room team challenge or a Musical Happy Hour hosted by world-class musicians - or feel free to keep networking!
· Stage
Optional "Bring the Family" Experience with the Toucan Rescue Ranch in Costa Rica
Enjoy a guided tour of this amazing facility - visit with the rain forest animals they have rescued and hear their stories.
· Networking
Networking & Expo Booths Open
· Stage
Allocator-Manager Dating Game
We are bringing back our popular "dating" game - which lucky manager will get the opportunity to meet with our coveted allocator?
· Stage
Stretch Break & Conference Game
· Sessions
ALLOCATOR TRACK - How CIOs Are Using Crisis to Evolve
What changes are CIOs making during this time to get ahead of the curve? Join our panel of CIOs and OCIOs to hear how they are preparing now.
· Sessions
MANAGER TRACK - What if This is the Permanent Normal? How Managers Can Up Their Business Development & Client Relations Game
The pandemic doesn't have to mean "pause everything." Join us to hear how other BD and IR leaders are rethinking, reworking, and retooling.
· Stage
Stretch Break & Conference Game
· Sessions
MANAGER TRACK - Allocators Share What World Class Client Service Looks Like
According to Greenwich Associates, 70% of the reason an allocator stays with a manager is performance, the rest is client service. Get an edge on this 30% here.
· Sessions
ALLOCATOR TRACK - Allocators Sound Off on Successfully Setting Up ESG Initiatives
Successfully architecting an ESG mandate for your institution is no easy process. Join our panel of trail-blazing allocators and learn from their experiences.
· Stage
Stretch Break & Conference Game
· Stage
Client Insights: How To Drive Software Adoption Successfully…Whether or Not You Have an IT Department
A pandemic is a good time to drive deeper usage of critical tools like Backstop throughout the organization...whether or not you have an IT department.
· Stage
Stretch Break & Conference Game
· Sessions
ALLOCATOR TRACK - Allocator Client Success Showcases
· Sessions
MANAGER TRACK - Manager Client Success Showcases
· Stage
Manager-Allocator Dating Game Reveal & Closing Remarks
· Networking
Open Networking

Speakers

Deanne Folk-Backstop Team

Backstop Beyond Emcee

Joshua Mika

Partner at Optima Partners Compliance Advisory

Brad Long

Partner, Research Director - Global Public Markets at DiMeo Schneider & Associates, L.L.C

Justin Rikard

COO - GT Funds at Gerber Taylor

Kenneth Lo

Senior Product Manager at Horsley Bridge Partners

Jon Roller

Chief Information Officer at Horsley Bridge Partners, LLC. Member at Consortium of Information Executives (CISE)

Fernando Vinzons

CIO, Cook County Pension Fund

Jose Soto

CFO - Smith Asset Management Co

Andrew Mastroe

Moderator - "Allocators Share What World Class Client Service Looks Like"

Lucy Tusa

Partner at - Mercer -

John Kaye

Chief Operating Officer - Endowment at University of Pittsburgh

Mike Kurze - Backstop Team

Moderator - "Allocators Sound Off on Successfully Setting Up ESG Initiatives"

Kelly Kruse

Managing Director at Crestline Investors, Inc.

Lianna Gao

Deputy COO of Business Development at Magnetar Capital

sean macdonald

Chief Operating Officer at Cheyne Capital

Owen Hickle-Edwards

Host - Allocator-Manager Dating Game

Alex Crawford - Backstop Team

Presenter - "What's New in Our Canoe: Managers' Edition"

Christopher Anderson

Presenter - "What's New in Our Canoe: Managers' Edition"

Richard Phu - Backstop Team

Presenter - "Up to Our Necks in Allocators: 4 Groundbreaking New Capabilities for Institutional Investors"

Craig Wortmann

CEO, Clinical Professor, Operating Partner - Kellogg School of Management, Pritzker Group, Sales Engine Inc

Ron Carson

Founder and Principal Consultant, Thirdside Solutions, LLC

owen west

Keynote Speaker - "Most Badass Banker on Wall Street"

Tickets

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Backstop Solutions Group

We make software for institutional investors that helps them maximize their time and make better investment decisions.

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Booths

Backstop Multi-Asset Class Research Managment Solution (RMS)

NEW STRATEGY AND VEHICLE ENTITIES

Backstop-MercerInsight Integration

MERCER RESEARCH AND DATA IN YOUR BACKSTOP

Backstop IntellX

STRAIGHT-THROUGH DOCUMENT PROCESSING TO TURBO-CHARGE EFFICIENCY

Backstop Real Estate Portfolio Management

NEW REAL ESTATE PERFORMANCE HOLDING

Backstop Capital Raising Solutions

PIPELINE MANAGER AND CAPITAL-RAISING DASHBOARDS

Backstop Admin Connect

FUND ADMIN DATA DIRECTLY INTO BACKSTOP

BackCHAT Lounge

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