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OUTSOURCED CFO,
MIDDLE & BACK OFFICE SOLUTIONS

Blog - Applied Fund Solutions

Blog

06Dec

Speaking Engagement – Digital Assets and Blockchain for Alternative Investment Managers: Taking stock of 2018 and finding the way forward – Hosted by AIMA / Dechert LLP

By Daniel Nikci

2018 has been a dramatic year for digital assets. While prices of many cryptocurrencies swooned from their 2017 highs, the industry notched noticeable progress towards developing an institutional caliber infrastructure and new fund launches have continued to come to market. It’s been a year of maturation, but there’s still plenty of work to be done.

Hear from five industry experts on the current market and regulatory issues facing fund managers and allocators looking to invest in digital assets. The conversation will cover the following issues, but will also leave plenty of time for audience discussion, so please bring your questions:
– Where are we now? Mapping the digital asset fund landscape
– Taking stock of the progress made in the infrastructure – what’s come online and what’s still left to be done
– Doing diligence: challenges of reviewing industry service providers and solutions
– Regulatory review and registration requirements

Moderator:
Timothy Spangler, Partner, Dechert LLP

Speakers:
Scott Army, CEO, Vision Hill Advisors
Daniel Nikci, Founder, Applied Fund Solutions
Alex Stein, Managing Director, Two Sigma
Brice Wilson, COO, XBTO Capital, LP

https://www.aima.org/event/digital-assets-and-blockchain-for-alternative-investment-managers.html?dm_i=2LZ3,1C1CT,7LKVSA,4CFLN,1

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29Nov

Speaking Engagement – Industry Leaders Sessions – Global Custodian Industry Leaders Awards 2018

By Daniel Nikci

Fund administration 2020

The fund administration business is being affected both by growth in investible asset opportunities and consolidation among asset manager clients.  In a matter of years, the framework for providing fund services could radically change. How are fund admins responding?

Topics to be discussed include: 

How is the fund administration model changing as services expand, technology requirements evolve, and service providers consolidate while others grow their business through complimentary acquisitions?

Does the growing popularity of new asset classes bring any additional challenges to the admin process?

What will be the trigger for institutional engagement with investment in crypto-assets? What are the most appropriate vehicles for such investments?

Panelists: 

Jonathan Watkins, managing editor, Global Custodian (moderator)
Daniel Nikci, founder and principal, Applied Fund Solutions
Chris Meader, founder, North America Fund Administration Association
Daniel Smith, president, Trident Trust

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06Nov

Speaking Engagement – Risky Business – Managing Risk Today for Tomorrow’s Uncertainty – Hosted by the CFA Society of New York

By Daniel Nikci

his event will focus on the risk management frameworks for financial service s companies. There are multiple layers of risk, several regulatory bodies that define risk, and executives that have their own risk appetite. The purpose of the discussion is to explore how different firms of different sizes identify, measure, monitor, and control risk. This discussion will also highlight the importance of risk to investors and how to navigate investors view of risks versus their own.


Learning Outcomes

 How/when to use risk appetite statements
– Developing and managing the control environment
– Key Risk Indicators – what they, how do you use them, and how do they differ from Key Performance Indicators
– Development and importance of risk assessments
– The role that company size and culture plays in the way a firm views risk


Features, Benefits, Values

This event will help members an dot hers gain insight into how different firms define risk and how they go about managing it as part of their day – to-day business. The audience should walk away with an under standing of how/when risk appetite statements are developed, examples of how control environments are managed, what/what kind of Key Risk Indicators are used to monitor risk, and the purpose/importance of risk assessments.

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