Below you'll find the 2017 BUC agenda as a reference for our 2018 event. The 2018 agenda will be available soon. For 2018 you'll find exceptional sessions, engaging panels, networking and an evening reception not-to-miss. Use the link below to register for the 2018 event.

 REGISTER FOR BUC NOW!

BUC 2017 AGENDA

Venue: SIX10

610 South Michigan Avenue
Chicago, IL 60605
Get Directions

BackCHAT Bar

BackCHAT Bar, the crowd favorite, is returning for your chance to check out your favorite hot topic station and will be available Wednesday and Thursday! Read More

Exhibitions and Breakout Rooms

Take advantage of special exhibitions, small group training opportunities and breakouts room to engage closely with Backstoppers in their designated specialties for one-of-a-kind insight. Read More

Agenda Key

Session Levels Agenda KeyFor All Levels Agenda KeyBasic Level Agenda KeyIntermediate Level Agenda KeyAdvanced Level
Session Types Agenda KeyGeneral Highlight or Networking Event Agenda KeyBirds of a Feather Agenda KeyClient Success
Showcase
Agenda KeyFunctionality Feedback Forum Agenda KeyLecture Agenda KeyPanel Agenda KeyWorkshop

Day 1

Venue SIX10 TUESDAY June 6, 2017
10:00 AM - 11:00 AM Check-in and BackCHAT Bar
11:00 AM - 11:55 AM BREAKOUT SESSIONS
Day 1Day 1 Birds of a Feather Sessions and BackCHAT Bar
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.
  • Endowment, Foundation, Pension and Institution Forum
  • Family Office Forum
  • Backstop Accounting Users Forum (fka Cogency)
Day 1Day 1 Principles of Report Builder
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!
12:00 PM - 2:05 PM Lunch & Presentations
Day 1Day 1
  • Welcome
  • Overview of What’s New
  • CIO Panel
    • Jon Harris, Alternative Investment Management, LLC
    • Terra Fuller, Pritzker Group Asset Management
    • Neal Triplett, Duke Management Company
2:15 PM - 3:10 PM Breakout Sessions
Day 1 Day 1 Client Success Showcase: Introduction to Backstop Accounting (fka Cogency)
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. Kevin Holl, Director of Technology & Operations for Evanston Capital Management, will join this session to share his insights on the integration of Backstop and Backstop Accounting.
Day 1 Day 1 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!
level_three.png Automation: Decoding the API
Are you curious about how vendor data can be integrated with Backstop; how Backstop reporting data can connect with other tools; wayss you can back-up your Backstop data? If so, join this session to learn what is possible with the Application Program Interface (API). Technical and non-technical users are welcome to join this session; prior knowledge of the API is not required.
Day2Day2 Client Success Showcase: Forge Ahead with Event Tracking
Join us along with a Backstop Power User, Marie Kiczek from Alternative Investment Management to talk through tracking events in Backstop. Do you ever host a quarterly call or meeting with your contacts? Do you invite people to sessions or attend networking events and want to know who you met? If this happens at your organization, this is the course for you! Join Backstop as we walk through the best way to track and plan events you are attending or hosting in Backstop. After 11 User Conferences we have become pros and are eager to share our tips & tricks with you!
3:10 PM - 3:35 PM Networking Break
3:35 PM - 4:30 PM BREAKOUT SESSIONS
Day 1Day 1 Panel: Here's the Cybersecurity Landscape You're Up Against Today
In 2017, the financial services industry is facing more threat actors than ever before. Our panel of experts will discuss new cyber security risks, trends, and regulations, as well as provide actionable takeaways that every alternative investment firm can implement immediately to better protect sensitive information, regardless of size or resources.
Day 1Day 1 Birds of a Feather Sessions and BackCHAT Bar 
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.
  • Investor Relations/Client Services
Day 1Day 1 Launching Activity: The Next Level
If you have already mastered the basics of activity, then this session is your chance to become a guru. We will walk through some ways to make sure your colleagues are all effectively entering in Activity along with using the Outlook Add-In and creating some advanced Activity Reports.
Day 1Day 1 Private Equity Professionals: Investment Management
This course is geared towards our private equity module users and will walk through tracking your acquisition pipeline, monitoring your portfolio and reporting. We will also show how the ETK can maximize your time with the PE module.
4:30 PM - 6:30 PM CHECK INTO HOTEL
6:30 PM - 10:30 PM BACKSPLASH DINNER AT SHEDD AQUARIUM

Day 2

Venue SIX10 WEDNESDAY June 7, 2017
7:30 AM - 9:00 AM Check-in / Continental Breakfast and Presentations
Day2Day2
  • CEO Address
  • Product Roadmap
9:10 AM - 10:05 AM Breakout Sessions
Day2Day2 Panel: How to Build an Effective, Repeatable, and Sustainable Capital-Raising & Retention Program
Chances are, your alternative investment firm has sound strategies for creating repeatable and sustainable returns for your investors. But most firms do not apply this level of rigor to the raising and retaining capital-which are arguably the lifeblood of the asset management business. For alternative investment managers looking to scale up and grow their assets under management, our panel of experts will discuss strategies, technologies, and processes for systematically attracting and servicing investors.
Day2Day2 Product Feedback Forum
Day2Day2 Mining Your Data
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, editing information with a few clicks of a button, and ways to keep maintenance tools at your fingertips.
Day2Day2 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.
Day2Day2 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.
10:15 AM - 11:00 AM Breakout Sessions
Day2Day2 Panel: Data-Rich vs. Insight-Poor: Bad Things Can Happen to Good Allocators
Why are so many asset owners data-rich, but insight-poor? How can today's allocators harness their increasing data to drive better investment decisions? Our panel will discuss the technologies, systems, and best practices for curating the burgeoning data every alternative investment professional is facing to provide actionable insights and increase their organization's business agility.
Day2Day2 Product Feedback Forum
Day2Day2 Client Success Showcase: Effectively Manage Your Capital Raising Process
Maximize your sales and marketing productivity within Backstop. This session will be an overview of how to leverage your data long with 3rd party data providers (e.g. Preqin), how to properly use Opportunities, and how to report with the Excel Toolkit dashboards. Learn how power user Kelly Kruse, Client Service and Development Specialist, manages her process at Crestline Management, L.P.
Day2Day2 Due Diligence / Research Management
Create an effective research management process in Backstop to make managing your Due Diligence a breeze! In this session, we'll walk through how allocators can leverage Backstop custom layouts and activity to track the research process and then walk through tips and tricks for managing your Due Diligence.
11:20 AM - 12:50 PM Lunch and Keynote Speaker
Day2Day2 Susan Allen, Shedd Aquarium
1:00 PM - 1:55 PM Breakout Sessions
Day2Day2 Panel: RFP/DDQ Best Practices: Perspectives From Both Managers & Allocators
Allocators and managers alike gather on our panel to share their-sometimes divergent-perspectives on RFP and DDQ best practices. Join us for what should be a lively discussion of the frustrations, challenges, and best practices that impact both sides of the industry when it comes to alternative investment due dillegence.
Day2Day2 Birds of a Feather Sessions and BackCHAT Bar
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.
  • Portfolio Management Forum
  • Research Management Forum
Day2Day2 Product Feedback Forum
Day2Day2 Client Success Showcase: Better, Faster, Stronger: Getting Data in and Out
Sean Carr is an associate with Freestone Capital Management as he walks through how they have come up with a process to track custom information and utilize that data via the Excel Toolkit. He will walk through how they are able to easily update their data using the ETK and update the information via the Upload tools as well as show how the Outlook Add-In saves them time when categorizing their email.
2:05 PM - 3:00 PM Breakout Sessions
Day2Day2 Panel: The 7 Deadly Sins of ODD
Performing operational due dillegence has its challenges and pitfalls. During this discussion, a panel of ODD veterans and experts will share the hard-won lessons, failures and best practices with you. Topics include: valuation, security breaches, disaster recovery, liquidity mechanisms, fraud risk, IT, and behavioral analysis into accounts.
Day2Day2 Birds of a Feather Sessions and BackCHAT Bar
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.
  • Marketing / Business Development Forum
Day2Day2 Client Success Showcase: The Value of Fully Leveraging Backstop
Join this session to walk in the shoes of Backstop users - Shanti Addeo and Maria Szabo work in Client Services with GTIS Partners and Michael Corrao oversees Investor Relations and Communications at Salient. They will walk through how they leverage Backstop in their daily lives.
Day2Day2 Client Success Showcase: Getting into the ETK
This session is for all advanced Excel Toolkit Users, join Quinn James from DUMAC (Duke University's endowment) as she shows how they have used the Excel Toolkit to advance their reporting in Backstop. We will also talk through some advanced features of the ETK including user defined fields.
   
3:00 PM - 3:25 PM Networking Break
3:25 PM - 4:20 PM Breakout Sessions
Day2Day2 Panel: What Institutional Investors Expect From You and Your Service Providers When It Comes to Data Management, Compliance, & Communications
As your firm scales up in assets and attempts to attract capital from institutional investors, you'll be subjected to an increased level of scrutiny around operations, security, and compliance. Hint: when it comes to attracting and retaining institutioinal investors, performance is most definitely not the only thing that it counts. Is your organization "institutional-ready?" Join us as our panel of experts share what institutional investors expect from you AND your third-party vendors when it comes to data management, compliance, investor communications, and transparency.
Day2Day2 Birds of a Feather Sessions and BackCHAT Bar
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.
  • Administrative/CRM Forum
Day2Day2 Backstop Portal Huddle
If you use Backstop Portal (fka InvestorBridge), 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.
Day2Day2 Product Feedback Forum
Day2Day2 Product Feedback Forum
4:30 PM - 5:30 PM Cocktail Hour at Venue SIX10

Day 3 - Backstop Headquarters (Optional)

Venue Willis Tower Thursday June 8, 2017
8:00 AM - 11:00 AM Breakfast Refreshments and Open House at Backstop Headquarters

Thursday 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.

Venue SIX10  
Tuesday
10:00 AM - 11:55 AM
1:10 PM - 4:30 PM

Wednesday
9:10 AM – 11:00 AM
1:00 PM - 4:30 PM
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!

» Geared Towards All Users

Tuesday
10:00 AM - 11:55 AM
1:10 PM - 4:30 PM
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.

» Geared Towards All Users

Tuesday
10:00 AM - 11:55 AM
1:10 PM - 4:30 PM
Custom Backstop User Manual Training
If you are interested in creating a custom manual to assist your colleagues with learning Backstop, pop on by!

» Geared Towards All Users

Tuesday
10:00 AM - 12:00 PM
1:10 PM - 4:30 PM

Wednesday
1:00 PM - 4:30 PM
ETK Help Room
The Excel Toolkit is one of the most powerful tools in Backstop, and we want to help you leverage this tool to meet your reporting needs and work more efficiently. Head to the "ETK Help Room" to meet with our in-house ETK experts and get your questions answered.

» Geared Towards All Users

Wednesday
9:10 AM - 11:55 AM
1:00 PM - 4:30 PM
Tech Room
Want to learn more about integrating with Backstop’s API? Have questions about data security? Stop by the Tech Room where you can speak with Backstop’s Technology teams and get your questions answered.

» Geared Towards All Users

Tuesday
10:00 AM - 12:00 PM
1:10 PM - 4:30 PM

Wednesday
9:00 AM - 11:00 AM
Innovation Station
Stop by to get inspired by the awesome products Backstop is working on. Also, check in with Cogency experts.

» Geared Towards All Users