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September 25-26, 2019
Chicago, Illinois
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WHY ATTEND?

  • Stay ahead of the curve — learn how CIOs are optimizing their data strategies to generate actionable portfolio insights.
  • Learn how leading pensions, consultants, private equity firms, hedge funds, and other institutional investors are generating productivity gains in their investment processes.
  • Exchange ideas and build relationships within the institutional & alternative investment communities.

At Backstop, we believe that standing still is falling behind. You deserve to live ahead of the curve — join us at the Swissotel for two days of valuable insights! 

 

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DAYS

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PARTICIPANTS

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SESSIONS

AGENDA

9:00a - 10:00a

9:00a - 10:00a

Welcome & Keynote: Using Analytics to Build a Culture of Innovation                                                      

Sam Hinkie, Former President & GM of the Philadelphia 76ers

10:00a - 10:50a

10:00a - 10:50a

Stay Ahead of the Curve: Your 5-Year Peek Into the Future 

Adam Hoit, VP Product Management, Backstop Solutions

We believe it's best to be proactive, rather than reactive. Our VP of Product Management, Adam Hoit, puts on his "futurist" hat and shares the trends we're seeing our clients experience today, what we see coming around the bend in the next 5 years, and what we're doing to keep our clients "ahead of the curve."

11:00a - 11:50a 

11:00a - 11:50a 

Session 1


Decision-Making in The Age of Terrible, Horrible, Too Much, Very Lagged Data

Chad Erwin, SVP of Asset Owners, Backstop Solutions

As an allocator, data comes at you from every channel and in every format. It comes from multiple sources and goes to multiple departments within your organization. It arrives at varying levels of depth and lag. How, then, can you harness it to improve your decision-making? Chad Erwin, our SVP of Asset Owners, shares the Backstop Solutions framework for how asset allocators can break down silos of data and make better decisions, as well as concrete examples of how our innovative institutional clients have mastered these challenges.

Session 2


How to Infuse Business Intelligence Into Your Capital-Raising & Investor Relations Processes

Greg Fujii, VP, Professional Services, Backstop Solutions

Time is finite. That’s why professional fund marketers and investor relations professionals need to make sure they’re making the most of every minute by working with focus, visibility, and clarity. Our VP of Professional Services, Greg Fujii, shares Backstop’s framework for leveraging technology to infuse business intelligence into your team’s daily workflows to be proactive rather than reactive, to manage your pipelines more effectively, and make sure you’re having the necessary conversations with your investor base.

11:50a - 1:00p

11:50a - 1:00p

Lunch & What's New in 2019?

Join us for this rapid fire course of all of the new enhancements at Backstop. We will walk through the new features and functionality that are available since our last conference.

1:00p - 1:50p

1:00p - 1:50p

Session 1


What Chief Investment Officers Can Learn from Chief Information Officers

  • Moderator: John Pettit, Backstop Solutions
  • Jon Roller, Horsley Bridge
  • Maria Roat, SBA
  • Matt Chambers, Ehrenkranz Partners

Chief Investment Officers often find themselves having to lead digital transformations within their organizations - an uncomfortable position for investment pros. On the other hand, digital transformation is right up the alley of the other kind of CIO - Chief Information Officers. We've assembled a panel of Chief Information Officers from institutional investment firms to share their hard-won wisdom and lessons learned.

Session 2


The Secret Sauce to Finding and Keeping Your Long-Term Investors for the Long Term

  • Moderator: Grace Reyes, AAAIM
  • Michael Bucella, BlockTower
  • Sid Makkar, Arrowmark Partners
  • Tom Sherwood, Magnetar Capital

Have you ever wondered how the best teams source and service capital while building strong long-term relationships with institutional investors? Join us for a panel featuring the best in the business and uncover the secrets of their success, including how they manage their days for maximum efficiency, how they partner with portfolio managers to create effective LP interactions, and more!

2:00p - 2:50p

2:00p - 2:50p

Session 1


Portfolio Manager Client Success Showcase with BP of North America & UNC

Hear how BP has been able to save time and resources by utilizing the entire Backstop suite to help assist with their portfolio management needs

Discover why UNC Management Company leans on Backstop to organize quantitative and quantifiable data across their organization.

Session 2


Has Your ODD Gone ADD? How to Take Control & Set Up Proactive Processes

Andy Phillips, VP Solutions Consulting, Backstop Solutions

Is your ODD team going "ADD" trying to manage all of the data charging in through the front door with nothing but manual workflows? Have you been using your research management system as a data "dumping ground?" Are you reactively trying to figure out which managers have gone out of compliance by checking and reconciling numerous spreadsheets? Andy Phillips, Backstop's VP of Product Management, shares our 3 best ideas for how to organize your operational due diligence communications and gain maximum efficiency.

Session 3


Sales & Marketing Client Success Showcase with Myriad Capital

See how Myriad Asset Management have utilized automation & customization of the Backstop platform to ensure anyone on their team can access information, anywhere, anytime.

Session 4


There is a Smart Way - and a Hard Way - To Raise Capital

Chris Anderson, Director, Solutions Consulting, Backstop Solutions

You can raise capital the smart way or the hard way. The smart way entails gaining greater visibility into pipeline and arming the sales and marketing team with the right processes and workflows to maximize their time. Join our VP of Solutions Consulting, Chris Anderson, as he shows you how the best and the brightest sales and marketing professionals in the industry leverage Backstop to intelligently, sustainably, and repeatedly raise capital.

3:00p - 4:00p

3:00p - 4:00p

Session 1


ODD Client Success Showcase with Nationwide 

Hear how Nationwide revolutionized their ODD process through automation and a streamlined data ingestion processes, saving hundreds of hours and resources.

Reporting Client Success Showcase 

Private Investment Data Automation: Find out how the investment team at Freestone Capital, a Seattle-based IRA, has leveraged Backstop’s Client-Defined functionality and Excel Toolkit (ETK) to automate data collection and analysis across their direct real estate and private equity investments.

Session 2


IR Client Success Showcase with GTIS

Gain insight into how GTIS uses Backstop Portal & collaborates with Backstops' Client Care team to automate investment information.

Session 3


How to Establish World-Class Investor Servicing: Getting IR Teams & Deal Teams to Collaborate More

Adam Pinkert, Backstop Solutions

Consolidating data concerning portfolio companies, target companies, lenders, vendors, and investors into a single system to answer questions is the underpinning of a world-class investor servicing process. Adam Pinkert, our Director of Private Equity Solutions, shares how IR and deal teams can both benefit by working more closely together and architecting a holistic data strategy.

4:00p - 5:00p

4:00p - 5:00p

Manager-Allocator Dating Game

What happens when allocators looking to find a few good managers meet in the classic Dating Game format? Hilarity ensues!

6:00p - 9:00p

6:00p - 9:00p

Experience Chicago like a local at the BEYOND BASH! Join us at the world's largest rooftop, Offshore, to live it up Chicago-Style

7:00a - 8:00a

7:00a - 8:00a

Beyond Balance: Meditation Yoga

Event Partner:   100 Women in Finance Logo

9:15a - 9:30a

9:15a - 9:30a

Views from the CEO: Clint Coghill

9:30a - 10:20a

9:30a - 10:20a

Session 1


Intelligent Portfolio Management: How to Combine Qualitative & Quantitative Data to Generate 6 Actionable Insights
Chad Erwin, Backstop Solutions

Many institutional investors are failing to maximize the vast trove of internal and external data available to them. This is dangerous, because there are important insights that can be unlocked by marrying qualitative data and quantitative portfolio metrics to inform investment strategies. Chad Erwin, our SVP of Asset Owners, shows you our 6 biggest ideas for leveraging Backstop to generate actionable insights that bolster investment “worldviews,” provide additional lenses of risk into the portfolio, and ultimately, improve decision-making.

Session 2


Backstop Bests:
Raise the Investment Bar with Real Estate

Learn what is coming in 2019 and beyond with a brand New Real Estate Holding type, deeper Analytics, and specialized Benchmarking

10:30a - 11:20a 

10:30a - 11:20a 

Session 1


Backstop Bests: Navigate with Confidence

Get a personal Introduction to your new Header based upon client feedback and get the inside scoop on more efficiencies to come

Session 2


IDD & ODD Functional Area Masterclass

Session 3


Sales & Marketing Functional Area Masterclass

Session 4


IR Functional Area Masterclass

11:30a - 12:50p

11:30a - 12:50p

Lunch and Backstop & BarclayHedge: I've Followed the Hedge Fund Industry For 3 Decades and What I've Learned Will Blow Your Mind

Sol Waksman, Backstop BarclayHedge

When you spend the last 34 years tracking the hedge fund and CTA industry, you learn a few surprising things. Over lunch, Backstop BarclayHedge president, Sol Waksman, will share his perspectives, including why he founded BarclayHedge and the stories and insights he has gathered along the way.

1:00p - 1:50p

1:00p - 1:50p

Session 1


Backstop Bests: Expand Your Backstop Marketing & Client Service Solutions

See how you can narrow your focus and solve for more with the powerful capabilities of Client-Defined Contacts and Client-Defined Opportunities

Session 2


Backstop Bests:
Power Your Capital Raising

Explore a whole new level of team performance and business insight with Opportunity Pipeline and Opportunity Dashboards

Session 3


Backstop Bests: Broaden Your Research Horizons

Join a comprehensive review of the new Investment Vehicles across Multiple Asset Classes and Dynamic Research Pipeline Views

Session 4


Backstop Bests: Automate your Document and Data Flow from Managers

Preview upcoming solutions for capturing and classifying documents and data from your Managers

2:00p - 3:00p

2:00p - 3:00p

What A Successful Digital Transformation Looks Like

John Pettit, CTO, Backstop Solutions

 At Backstop, we like to say, “Begin with the end in mind.” It might be helpful to know what a successful digital transformation looks like before you even start one so you can hitch your wagon to the right star. Our CTO, John Pettit, shares the elements of successful journeys, as well as the signposts to heed along the way that might well make the difference between operational triumph and failure.

3:00p - 3:10p

3:00p - 3:10p

Closing

Greg Fujii, Chief Operating Officer, Backstop Solutions

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All Day

1:1 Meetings with Product Team & Interactive Feedback Available All Day 

- Stations set up by functionality

Climbing the Communication Mountain Spotlight

Day 1: 1:00p - 1:50p

Climbing the Communication Mountain Spotlight  

In this spotlight we will show you the easy way to get up the Mountain that is staying on top of your communication. Our Backstop Guides will help you streamline the process of entering in your interactions, reporting on it and even being notified when you need to follow up with someone.

 

Backstop Lesser Known Gems Spotlight

 Day 2: 9:30a - 10:20a

Backstop Lesser Known Gems Spotlight

Not all diamonds sparkle the same, and with Backstop there are some "hidden gems" that you might not be aware of. In this spotlight our Backstop jewelers will take you on a tour of some of our favorite features that you might not be aware of.

 

KEYNOTE SPEAKER

Sam Hinkie Headshot
Sam Hinkie
Former President and GM, Philadelphia 76ers

Few people are as renowned for disruption as Sam Hinkie. As President and GM for the 76ers, Hinkie made waves not only by implementing a radical plan to overhaul virtually every aspect of the team, but also in his unapologetic long view of the process. Hinkie demonstrates the importance of not only being innovative but also withstanding the misunderstandings that necessarily arise from disrupting old ways. A practitioner of analytics in both scouting and talent management, Hinkie shows audiences how they can develop analytical practices for their organization.

RATES

Early Bird

$ 399


  • Full access to all keynote & breakout sessions, bites and the Beyond Bash

  • Group Pricing: $299/person for 2 or more individuals from your organization


  • DEADLINE PASSED

 

Advanced

$ 599


  • Full access to keynote & breakout sessions, bites and the Beyond Bash

  • Group Pricing: $499/person for 2 or more individuals from your organization


  • DEADLINE PASSED

 

Standard

$ 999


  • Full access to keynote & breakout sessions, bites and the Beyond Bash

  • Group Pricing: $799/person for 2 or more individuals from your organization


  • Available through September 20, 2019 

 

SPONSORS

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VENUE

CONFERENCE LOCATION

Swissotel

323 E. Wacker. Dr., Chicago, IL

ACCOMMODATIONS

The room block for Backstop Beyond closed as of September 3rd. Should you need help booking a room after this date, please contact our events team for support and we will do our best to help you!

Swissotel

323 E. Upper Wacker Dr., Chicago, IL 60601, USA
Phone: +1 312-280-8800

2018 PHOTO GALLERY