 | Presentations by Catalina Partners
Due Diligence – Getting it Right, panel discussion moderated by Mason Snyder, Seattle Alternative Investment Association, May 20, 2010
Alternative Investments and Nuclear Weapons: What do they have in common?, Patricia Watters for Investment Management Consultants Association, Orlando, May 18, 2010
Best Practices in Due Diligence - An Industry Perspective, Advent Tamale and Catalina Partners webcast, February 24, 2010 Link
Risk Transparency in the New Era of Alternative Investing, RiskMetrics Group and Catalina Partners, San Francisco, November 12, 2009
Operational Risk and Due Diligence Concerns in a Challenging Environment, panel discussion with Mason Snyder, BNP Paribas Client Conference, New York, October 2009
Separately Managed Accounts: The Operational Implications and Best Practices in
Making this Offering Profitable for Your Fund, Patricia Watters for The Hedge Fund Business Operations Association and Financial Research Associates, New York, September 25, 2009
Operational Risk Measurement: Identifying and capturing meaningful business risk measures, Hedge Fund Business Operations Association (HFBOA), San Francisco, June 11, 2009
Business Risk Management podcast. Patricia Watters and Frances Denmark for Institutional Investor, June 5, 2009. Link
Managing Counterparty Risk, webcast presentation by Mason Snyder, NICSA Alternative Investments Seminar, June 2009
Investor-Driven Trends in Operational Due Diligence, panel discussion with Mason Snyder, Advent Conference, Los Angeles, May 2009
Doing More With Less: How to adapt and scale your business model to meet the demands of investors and regulators, Patricia Watters for GAIM Ops Cayman, Grand Cayman, April 27, 2009
SEC Compliance Exams: What the SEC is Looking For, Paul Hastings Law Firm, Los Angeles, April 15, 2009
The Changing Landscape (focusing on Counterparty Risk, Regulatory Risk, and Valuations), Patricia Watters for the Northwest Hedge Fund Society (renamed Seattle Alternative Investment Association), Seattle, November 20, 2008
Geneva Implementation Lessons Learned, presentation by Mason Snyder, Advent Software Conference, Las Vegas, September 2008
Leveraging Technology to Grow a Wealth Management Business, by Mason Snyder, Advent Software Conference, Madrid, Spain, 2008
Articles
Combine Prime Brokerage With Custody — Voilà: 'Prime Custody', by Janice Fioravante, Institutional Investor, April 2010 Link
Demand Rises for Operational Experts, By Frances Denmark, Absolute Return, July/August 2009 Link
Mitigating New Risks: Q&A With Catalina Partners’ Patty Watters By Melanie Rodier, Wall Street & Technology, May 14, 2009. Link
Catalina Partners Launches As Independent Risk Advisory Firm: Addresses hedge fund due diligence, screening for fraud and broad array of risk management needs. By Ivy Schmerken, Advanced Trading, March 23, 2009. Link
Ex-PAAMCO, Deloitte Pros Launch Consultancy, by Harriet Agnew, Absolute Return + Alpha, March 23, 2009 Link
Advisory Fee Breakpoints: Guidance for the Post-Spitzer Era, by Mason Snyder, Art Zwickel and Will Slota, Journal of Investing, Winter 2006 Link
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