Apex Sponsors the WAIS

On Thursday 29th September Apex Bermuda’s Managing Director, Ken Mahadeo, will be speaking on the following panel:

Fund Administration as a Strategic Outsourcing Solution for Asset Managers

• Moderator: Pat Bolland, Former BNN Anchor, Media Consultant
• Louis Almerini, CPA and FINOP, CFO Financial Partners LLC
• Mark Baumgartner, Partner, Deloitte Ltd. Bermuda
• Ken Mahadeo, Managing Director, Apex Bermuda

Topics:

• Effective fund set up, launch and administration.
• Managing compliance, regulation & risk in fund servicing.
• The process of trade Capture, record keeping & reconciliation.
• Role of fund operations and mitigating operational risks.
• Risk relationships: client/counterparty/bank.

Apex is also sponsoring the Networking Tea Break at 15:10 that same day.

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