OTCFin Presentation at Managed Fund Association Outlook 2014, New York City

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Managed Fund Association (MFA) is the leading association of the global hedge fund industry. Outlook 2014 is MFA’s annual two-day hedge fund leadership conference in New York. Over 400 thought leaders from around the world share their insights and outlooks including prominent alternative investment professionals, institutional investors, policy makers, investment counterparties and service providers.

Outlook inspired a forward-looking dialogue on the critical issues impacting global investors and fiduciaries. As MFA’s annual think-tank summit, the Outlook program focuses on public policy, global markets, the needs of institutional investors, and the key trends that foster change for alternative investments.

OTCFin is pleased to participate in the event. The Head of Product Development at OTCFin, Ee Wah Lim, will be leading a discussion about Enterprise Risk: The High Stakes of Data Management & Reporting on Thursday, October 16, 2014.

OTCFin Leading a Discussion about Enterprise Risk: The High Stakes of Data Management & Reporting

Discussion Leaders:

Chris Cococcia, Director, Hedge Fund Consulting Group, Deutsche Bank

Christopher Cococcia joined Deutsche Bank’s Hedge Fund Consulting Group in April 2010. He has been working with buy-side firms since 1997, and specializing in hedge fund solutions since 1999. In his current role, Mr. Cococcia advises start-up and existing hedge fund clients and prospective clients with installing and optimizing best practices for all aspects of their target operating model. Prior to joining Deutsche Bank, Mr. Cococcia has done extensive project work from 2004 to 2010 at some of the largest hedge funds on a consulting and full-time basis, including Angelo Gordon, Perella Weinberg, Paulson, Avenue Capital, and Tribeca Global Investments.


Rashmin Dahake, Chief Application Officer, Angelo, Gordon & Co. L.P.

Rashmin Dahake joined Angelo, Gordon in 2011 as chief application officer in charge of application development. Before joining Angelo, Gordon, Mr. Dahake was associated with Avenue Capital, where he served as the head of Systems Development overseeing the application technology group for the firm. Prior to that, he worked in a number of technology positions at Advent, Ivy Asset Management, and AT&T.


Jeffrey Kollin, Advisory Principal, KPMG

Jeffrey Kollin is the lead partner for Alternative Investments at KPMG where he focuses the firm’s advisory, tax and audit resources in the hedge fund and alternative investments market, including all activities for business and practice development, professional development, technical support, and market activity. Jeffrey is also an advisory partner in New York. He serves as the lead advisory partner on several of the firm’s leading alternative investments clients.
Mr. Kollin’s clients include hedge funds, funds of funds, mutual funds, private equity managers, broker-dealers, RIAs and family offices. He advises on all matters, such as business strategy, including growth and planning; new product development; infrastructure; operational, technology and risk assessments; service provider evaluation; and project management.


Ee Wah Lim, Head of Product Development, OTCFin

Ee Wah Lim manages OTCFin’s portfolio analysis tool applications, PAT FoHF® and PAT One®. She has worked directly with clients in the past 8 years and managed the platform to successfully implement and rollout solutions which enable the clients to automate, scale and enhance their portfolio and risk management processes. She has expertise with all phases of system development and actively contributes to the specification and design of critical modules in the platform such as liquidity calculations, trade process, risk and compliance reporting, with the recent focus on enhancing the platform for SMA needs.