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BUC Conference Agenda

Below you’ll find the 2018 BUC agenda. For 2018, you’ll find exceptional sessions, engaging panels,
networking, and an evening reception you won’t want to miss.
Register now to attend the 2018 BUC Conference.

Register for BUC Now!

Agenda Key

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DAY 1 – June 6, 2018

TIME | Venue SIX10 Session Description
10:00 AM - 11:00 AM Check-in and BackCHAT Bar
11:00 AM - 11:55 AM BREAKOUT SESSIONS
  One-on-One Help: BackCHAT Bar
BackCHAT Bar, the crowd favorite, is returning again and will be available Wednesday and Thursday! We'll have stations for lots of hot topics. Want to learn more about using formulas in Report Builder? Head to the Report Builder station. Eager to find out how to simplify your investor reporting? Check out the Backstop Portal station. Others include Portfolio Planning, Advanced Liquidity, Private Equity, Asset Groups, Custom Layouts & Uploads and more!
  One-on-One Help: Backstop Basics Training
If you're a newer user, and would like an opportunity to get 1x1 or small group intro training on core Backstop functionality sign up for a time slot Tuesday afternoon.
All Users
 

One-on-One Help: Excel Toolkit Introduction

If you are brand new to the Excel Toolkit and would like an introduction pop by to get a basics overview of the ETK.
All Users

 

Marketing/Business Development Forum

This part of the program is intended to gather people who use Backstop similarly to share insights with one another, including challenges, creative solutions, best practices, etc. You will choose the group below with which you best align. Please note, there will be other Birds of a Feather Sessions throughout the rest of the conference. Look for the feather icon to find the forum you would like to join.

 

Intell X

If you're tired of dealing with individual usernames and passwords for fund manager websites and hate getting one off emails about new documents available on some portal that you have to grab this session is for you. Want to automate data from your fund managers directly into Backstop? Come learn about the new platform designed from the ground up for data automation in the alternative investment industry.

 

Portfolio/Research Management Forum

This part of the program is intended to gather people who use Backstop similarly to share insights with one another, including challenges, creative solutions, best practices, etc. 

 

Reporting 101

De-mystify Report Builder as we take you through all of the basics of one of Backstop's most powerful tools. We will walk through some tips and tricks for beginners. By the end of this session, you'll be able to easily leverage Report Builder to maximize your time!

 

Fireside Chat with Chris Roberts and Michael Neuman

Our one-on-one conversation with professional hacker Chris Roberts - you know, the guy who hacked into an airplane midflight, the one they hire to break into nuclear submarines and other unbreakable things  - is certain to be one of the many highlights of BUC. Chris is considered to be one of the world’s foremost experts on information security and counter threat intelligence, and Backstop's VP of Information Security, Michael Neuman, will be interviewing him 1-on-1 about the largest threats organizations face today, innovative approaches to protection, and much more.

12:00 PM - 2:05 PM Lunch & Presentations
 
  • Welcome
  • Overview of What’s New
  • CIO Panel
2:15 PM - 3:10 PM Breakout Sessions
 

One-on-One Help: BackCHAT Bar

BackCHAT Bar, the crowd favorite, is returning again and will be available Wednesday and Thursday! We'll have stations for lots of hot topics. Want to learn more about using formulas in Report Builder? Head to the Report Builder station. Eager to find out how to simplify your investor reporting? Check out the Backstop Portal station. Others include Portfolio Planning, Advanced Liquidity, Private Equity, Asset Groups, Custom Layouts & Uploads and more!

 

One-on-One Help: Backstop Basics Training

If you're a newer user, and would like an opportunity to get 1x1 or small group intro training on core Backstop functionality sign up for a time slot Tuesday afternoon.
All Users

  One-on-One Help: Excel Toolkit
If you are brand new to the Excel Toolkit and would like an introduction pop by to get a basics overview of the ETK. 
All Users
  Backstop Portal Focus Group
If you use Backstop Portal, then this session is for you. We will gather and walk through some of the exciting new updates to BP, including Visibility Service. You will have a chance to share ideas with other Backstop Portal users, provide feedback to our Product Management Team, and receive answers to any questions you have.
 

Client Success Showcase: Portfolio Exposures and Underlying Position Analytics

Join Jose Soto (the CFO at SAM Co.) a family office client has been able to leverage the Excel Toolkit and API in order to get powerful insights on exposures and underlying portfolio positions. Here we’ll walk through the two reports that SAM Co. uses to better analyze their portfolio and make more informed allocation decisions.

 

Functionality Feedback Forum: Your Business, Your Backstop: Tailor your Contact and Pipeline Management Practices 

Come see the work that we have done to help Backstop better match your business. From defining unique entities to tracking distinct pipelines for investors and investments (deals), we have been hard at work giving you the ability to flex Backstop to meet the demands of your team and business. Share feedback on where these solutions have helped solve particular business challenges and provide feedback on what may be the most valuable enhancements going forward.

 

SHFT: Standard Hedge Fund Instance

"SHFT" your Hedge Fund Capital Raising and Retention into High Gear using Backstop's Standard Hedge Fund Template. In this session, you'll get a glimpse at the Custom Layouts, Reports, and other features included in this standard setup for Backstop CRM. This session is most informative for Hedge Fund Clients.

3:10 PM - 3:35 PM Networking Break
3:35 PM - 4:30 PM BREAKOUT SESSIONS
 

One-on-One Help: BackCHAT Bar

BackCHAT Bar, the crowd favorite, is returning again and will be available Wednesday and Thursday! We'll have stations for lots of hot topics. Want to learn more about using formulas in Report Builder? Head to the Report Builder station. Eager to find out how to simplify your investor reporting? Check out the Backstop Portal station. Others include Portfolio Planning, Advanced Liquidity, Private Equity, Asset Groups, Custom Layouts & Uploads and more!

 

One-on-One Help: Backstop Basics Training

If you're a newer user, and would like an opportunity to get 1x1 or small group intro training on core Backstop functionality sign up for a time slot Tuesday afternoon.
All Users

 

One-on-One Help: Excel Toolkit

If you are brand new to the Excel Toolkit and would like an introduction pop by to get a basics overview of the ETK. 
All Users

 

Event Tracking in Backstop: Conferences, Networking, Email Campaigns and more

There are many types of events you encounter each year. They might be conferences, networking, events you are hosting or ones you are attending, or even simply organizing a road show.  Join this session to learn all the best practice tips and tricks from Backstop around tracking events. This year is our 12th user conference and we have learned a thing or two over time and would love to pass along the knowledge.

 

Introduction to Backstop Accounting

This session is designed for existing Backstop users who are interested in partnership accounting and portfolio management for multi-asset class portfolios. Backstop Accounting (fka Cogency) is optimized for Fund of funds, endowments, single and multi-family offices and other institutional investors.

 

Making the Most of Our Time (Client Services/Investor Relations)

Let us help you make the most of your time in Backstop when it comes to tracking your investors. Join two of our Backstop productivity pros as they walk you through various ways to report on, track and monitor your investors within Backstop.

 

Private Equity Focus Group

Join our Backstop Product Team and Private Equity industry experts to walk through what Backstop offers with regards to Private Equity. If you are a current user or looking to use Private Equity in Backstop this is a great session to join to provide feedback on what works, what requires improvement and help us determine priority levels.

 

The State of Women in the Financial Services Industry: Let's Have An Open, Honest Dialogue

This panel discussion will make you think twice about industry standards and where changes can be made.

Remember that this isn't an us vs. them, but rather how to create allies. We'll chat about topics such as:
Thriving in a heavily male-dominated industry.
Why is there a lack of female leadership?
What can you do to be an ally or mentor?
Best practices and personal experiences.

4:30 PM - 6:30 PM

CHECK INTO HOTEL 

6:30 PM - 10:30 PM

BACKSPLASH DINNER & RECEPTION AT THE CHICAGO ART INSTITUTE

Look forward to a once-in-a-lifetime experience – an evening at the Chicago Art Institute.

We are hosting our reception in the Chicago Art Institute’s recently redesigned Terzo Piano restaurant and terrace.

Designed by Dirk Denison Architects, conference attendees will enjoy views of Millennium Park and the city skyline, while dining on delectable hors d’oeuvres and creative cocktails.The reception will also feature onsite artists, who will be creating personalized portraits.

DAY 2 – June 7, 2018

TIME | Venue SIX10 Session Description
8:00 AM - 9:00 AM Breakfast - CEO Address 
9:10 AM - 10:05 AM BREAKOUT SESSIONS
  One-on-One Help: BackCHAT Bar
BackCHAT Bar, the crowd favorite, is returning again and will be available Wednesday and Thursday! We'll have stations for lots of hot topics. Want to learn more about using formulas in Report Builder? Head to the Report Builder station. Eager to find out how to simplify your investor reporting? Check out the Backstop Portal station. Others include Portfolio Planning, Advanced Liquidity, Private Equity, Asset Groups, Custom Layouts & Uploads and more!
  One-on-One Help: Backstop Basics Training
If you're a newer user, and would like an opportunity to get 1x1 or small group intro training on core Backstop functionality sign up for a time slot Tuesday afternoon.
All Users
 

One-on-One Help: Excel Toolkit Introduction

If you are brand new to the Excel Toolkit and would like an introduction pop by to get a basics overview of the ETK.
All Users

 

Functionality Feedback Forum: Analytics Across the Suite

We have been moving quickly to expand the depth and breadth of analytics across the suite over the past year. From PME to VaR, join a recap of the work completed in the last 12 months and hear what is in progress and in planning for the remainder of 2018. Share your view on where future development will drive the most positive impact for your organization. This session will be focused on portfolio analytics but will also touch on Product and investor analytics.

 

Fundamentals of ETK (Excel Toolkit)

Take the leap into using the Excel Toolkit with this course. We will walk through the basics of using the Toolkit, as well as how to combine your reports with PivotTables and Slicers to create some basic dashboards. If you haven't yet taken the leap into using the ETK, then this is the course for you!

 

Reporting Workshop for Investor Relations

Become a Backstop reporting rock star! These workshop-style sessions will work through multiple reporting scenarios for Investor Relations, starting with some common scenarios and building up to more challenging options, using Report Builder with the Excel Toolkit.

 

Reporting Workshop for Portfolio

Become a Backstop reporting rock star! These workshop-style sessions will work through multiple reporting scenarios for the portfolio, starting with some common scenarios and building up to more challenging options, using Report Builder with the Excel Toolkit.

10:15AM - 11:00AM BREAKOUT SESSIONS
 

One-on-One Help: BackCHAT Bar

BackCHAT Bar, the crowd favorite, is returning again and will be available Wednesday and Thursday! We'll have stations for lots of hot topics. Want to learn more about using formulas in Report Builder? Head to the Report Builder station. Eager to find out how to simplify your investor reporting? Check out the Backstop Portal station. Others include Portfolio Planning, Advanced Liquidity, Private Equity, Asset Groups, Custom Layouts & Uploads and more!



 

One-on-One Help: Tech (API, Security, etc.) and ETK

Want to learn more about integrating with Backstop’s API? Have questions about data security? Questions on the ETK? Stop by the Tech/ETK Room where you can speak with Backstop’s Technology teams and get your questions answered.

 

Capturing Your Internal Workflow

Your data is only as valuable as what you put into the system. In this session, we will walk through tips and tricks for keeping your data up to date. We will highlight processes for maintaining key data points, including exception reporting to audit your data, editing information with a few clicks of a button, and ways to keep maintenance tools at your fingertips.

 

 

Client Success Showcase: How GP’s can Achieve Efficiency and Scalability in Investor Relations and Client Service

Join Claire Williams (Capital Formation Associate at Castlelake LP) as she talks through Castlelake’s improved investor relations workflow and reporting. The growing private equity firm has been able to achieve greater efficiency and scalability across the firm as a result of prioritizing Backstop. This session will focus on Backstop customization, Excel Toolkit and other reports and processes that showcase some of the ways general partners can improve client servicing, IR, and capital raising.

 

Functionality Feedback Forum: Excel and Backstop: Two-way data flow through Data Import and Data Upload

Whether you are accessing or centralizing data in Backstop, Excel remains a part of many workflows.  We have augmented the ability to access and share data with the release of the Data Import function into Excel.  We are now looking to amplify the power of the Toolkit by introducing a Data Upload function. If you collect, aggregate or transform data in Excel to load into Backstop, we want your perspective on how direct data uploads into Backstop can simplify your process(es).

 

Recommended Configuration for Multi Asset Portfolio

Take the work out of finding the optimal way to track your research and due diligence data in Backstop, and come sit with two Backstop pros as they walk through the best way to track your Portfolio Data!

 

 11:20AM - 12:50PM

Lunch and Presentations

Product Roadmap

1:00PM - 1:55PM

BREAKOUT SESSIONS

 

One-on-One Help: BackCHAT Bar

BackCHAT Bar, the crowd favorite, is returning again and will be available Wednesday and Thursday! We'll have stations for lots of hot topics. Want to learn more about using formulas in Report Builder? Head to the Report Builder station. Eager to find out how to simplify your investor reporting? Check out the Backstop Portal station. Others include Portfolio Planning, Advanced Liquidity, Private Equity, Asset Groups, Custom Layouts & Uploads and more!

 

 One-on-One Help: Tech (API, Security, etc.) and ETK

Want to learn more about integrating with Backstop’s API? Have questions about data security? Questions on the ETK? Stop by the Tech/ETK Room where you can speak with Backstop’s Technology teams and get your questions answered.

 

 API: Your Time is Money

Backstop values your time, and Backstop’s APIs will help you make smart business decisions quickly. Every use case in this session is designed to save you time, and enhance your investment decisions. From Big Data to Visualization, attend this session to learn how Backstop’s APIs make every minute matter.

 

 Investor Relations/Client Services Forum

This part of the program is intended to gather people who use Backstop similarly to share insights with one another, including challenges, creative solutions, best practices, etc. You will choose the group below with which you best align. Please note, there will be other Birds of a Feather Sessions throughout the rest of the conference. Look for the feather icon to find the forum you would like to join.

 

 Client Success Showcase: Increase Efficiency in Backstop

Join Kenneth Lo (Sr. Product Manager at Horsley Bridge Partners) as he walks through how they use Backstop with regards to tracking custom data, planning effective road shows, and increasing efficiency with activity tracking.

 

 Behind the Curtain: How Institutional Asset Owners Really Select Their Managers

Behind the Curtain: How Institutional Asset Owners Really Select Their Managers” takes you inside the process of manager selection. We'll speak to processes, including rationales for preferring small managers or larger managers, the criteria they utilize to evaluate candidates, proven strategies for success, and much more.

 2:05PM - 3:00PM  BREAKOUT SESSIONS
   

One-on-One Help: BackCHAT Bar

BackCHAT Bar, the crowd favorite, is returning again and will be available Wednesday and Thursday! We'll have stations for lots of hot topics. Want to learn more about using formulas in Report Builder? Head to the Report Builder station. Eager to find out how to simplify your investor reporting? Check out the Backstop Portal station. Others include Portfolio Planning, Advanced Liquidity, Private Equity, Asset Groups, Custom Layouts & Uploads and more!

 

One-on-One Help: Tech (API, Security, etc.) and ETK

Want to learn more about integrating with Backstop’s API? Have questions about data security? Questions on the ETK? Stop by the Tech/ETK Room where you can speak with Backstop’s Technology teams and get your questions answered.

 

 Fine Tune Activity Tracking

Keeping track of your organizations activity can be cumbersome, although it is vital to have a full picture across the board of all of your organizations interactions. Join Backstop as we walk through the most efficient ways to streamline this process using things like the Outlook Add-In, Templates and Activity Reporting. This session will not cover the basics of activity, so we suggest a stop by the BackCHAT bar prior to the session to get caught up.

 

Functionality Feedback Forum: Portfolio Cash is King and Queen

Join our team in a review of the soon-to-be newest member of the Backstop Portfolio entity family: Cash. See the progress we have made to date through a LIVE demo and provide feedback on the relative importance of the remaining deliverables for release.

 

 Nerd Out with Greg and the ETK

Join our resident Excel Toolkit (ETK) expert Greg Feldkamp and dive deep in advanced reporting with the ETK. This session is meant for "power users" of the ETK.

 

 Pension Investment Outlook: The Burning Issues Every Pension Investment Professional Is Obsessing About Today

If you've ever contemplated performance, or worried about the risks related to passive investments, join us as we discuss these and several topics throughout this panel. We'll touch on the approaches to onboarding new managers and strategies, and how to monitor increasingly complex investments too. We'll take your questions ensuring this is an interactive panel here to bring you into the discussion.

3:00PM - 3:25PM Networking Break
3:25 PM - 4:20 PM Help
 

One-on-One Help: BackCHAT Bar

BackCHAT Bar, the crowd favorite, is returning again and will be available Wednesday and Thursday! We'll have stations for lots of hot topics. Want to learn more about using formulas in Report Builder? Head to the Report Builder station. Eager to find out how to simplify your investor reporting? Check out the Backstop Portal station. Others include Portfolio Planning, Advanced Liquidity, Private Equity, Asset Groups, Custom Layouts & Uploads and more!

 

One-on-One Help: Tech (API, Security, etc.) and ETK

Want to learn more about integrating with Backstop’s API? Have questions about data security? Questions on the ETK? Stop by the Tech/ETK Room where you can speak with Backstop’s Technology teams and get your questions answered.

 3:25PM - 4:20PM

Closing Session - Keynote Presentation

 

 

Keynote Speaker: Emily Graslie Chief Curiosity Officer for The Field Museum

4:30PM - 6:30PM BUC Closing Cocktails

Day 3 - JUNE 8, 2018 - Backstop Headquarters (Optional)

Venue Willis Tower Session Description
8:00 AM - 11:00 AM Breakfast Refreshments and Open House at Backstop Headquarters

Friday's activities are not a part of the official BUC conference but if you are extending your stay in Chicago, we are welcoming attendees to our Backstop Headquarters.