Backstop Beyond 2023

Four Seasons Hotel, Austin

08.15 - 09.00


09.00 - 09.15

Opening Remarks and Welcome

Clint Coghill
Clint Coghill Head of Investors, ION Analytics
09.15 - 09.45

Backstop Update and Roadmap

It’s been 12 months, and we’ve been busy. Come and hear our Product leader share what we’ve been up to and what’s coming next with our parent, Ion. We will unveil the highlights of Backstop’s new streamlined flows, new Standards libraries, a new Outlook add-in, and a bevvy of exciting updates for day-to-day users.

Adam Hoit Investment Domain Director, ION Analytics ( Backstop)
09.45 - 10.00

Reality of AI and Machine Learning

This presentation will allow you to see behind the headlines and look at the development of AI, where it is today and a glimpse into the future.  We hope to inspire all our users to think about how AI can be applied in the most effective manner.

10.00 - 10.40

Panel: Thought Leadership - AI & Machine Learning and the revolutionary effect on the Investment community

AI and machine learning have disrupted the investment landscape at a pace we have never seen before and will undoubtedly revolutionize the industry- and those who fail to adopt it will fall behind. Improved decision-making, optimized operational efficiencies and enhanced deal sourcing are only a few benefits that await firms who are quick to adopt AI/ML tools and platforms, enabling them to capitalize on new opportunities, and ultimately, generate higher returns for their investors. Questions, however, remain around portfolio disruption, data privacy issues, and ethical concerns. Our panel will analyse, debate and unpack this new and exciting part of the investment landscape.

  • What is the impact of generative AI and what are the potentials and pitfalls to be aware of?
  • How will artificial intelligence transform deal sourcing and due diligence?
  • What do advances in AI mean for the internal operations of firms?
  • What does the current trajectory for AL/ ML mean for investors as we head into 2024?
10.40 - 11.00

Coffee Break

11.00 - 11.40

Update on New Backstop Developments

Let's take a tour through everything that's new in Backstop since the last time we met! Make sure you're up to date on the latest new and updated platform functionality before diving into the workflow-specific sessions. This presentation will have something for all verticals.

Ronen Kohn
Ronen Kohn Tech Touch Manager, ION Analytics ( Backstop)
Rob Imbornoni
Rob Imbornoni Senior Solutions Consultant, ION Analytics ( Backstop)
11.40 - 12.20

LP Track: Elevating Investment Excellence: Unveiling Backstop's Advanced Capabilities for LPs

In the world of investment management, optimizing deal pipelines, enhancing due diligence processes, and effectively exploring new investment strategies are essential for success. Join us as we dive deep into Backstop's innovative tools tailored to meet the specific needs of LPs.

Alex Crawford
Alex Crawford Director of Knowledge Management, ION Analytics ( Backstop)
Mike Kurze
Mike Kurze Director Product, ION Analytics ( Backstop)
11.40 - 12.20

GP Track: Maximizing Growth and Efficiency: Unleashing the Power of Backstop for GPs

In today's ever-evolving financial landscape, the ability to effectively track leads, seize opportunities, manage pipelines, and streamline capital raising processes is paramount. Join us as we delve into the capabilities of Backstop's cutting-edge solutions tailored to meet the unique needs of GPs.

Shane Jacob
Shane Jacob Associate Product Manager, ION Analytics ( Backstop)
Levi Eubanks
Levi Eubanks Head of Solutions Consulting, ION Analytics ( Backstop)
12.30 - 13.30

Networking Lunch

14.00 - 14.45

Panel: Thought Leadership - Fundraising: The art and science of investor relations from LP and GP perspectives

After years of ever-increasing fund sizes and capital raising, 2023 has landed with a bump. Even the most established managers are struggling to gain the traction that used to come to them with relative ease, and rumblings of extended timelines for fundraising, smaller fund sizes than previous vintages, and LPs sitting on unfunded commitments has meant that effective investor relations has never been more critical. Our panel will examine this topic from the GP and LP perspective and explore how to navigate this increasingly competitive market.

  • What do investors really want to hear from an investment pitch, and how has this changed from previous years?
  • How has the investor relations function evolved in the US, and what have been the main challenges GPS have faced?
  • What are the rules of engagement when fundraising?
  • Are AI tools set to be a differentiator when assessing the market?
14.45 - 15.20

LP Track: Illuminating Investment Insights: Leveraging Client-Defined Entities and Backstop's Custodian Connect for LPs

In the realm of investment management, gaining actionable insights from your assets is crucial for informed decision-making. Join us as we delve into the power of Backstop's innovative tools, including Client-Defined Entities and Custodian Connect, designed to empower LPs with unparalleled insights into their investment portfolios.

Sean Keogh
Sean Keogh Senior Product Manager, ION Analytics ( Backstop)
Christopher Anderson
Christopher Anderson SVP Integrations, ION Analytics ( Backstop)
14.45 - 15.20

GP Track: Amplifying Insights from Assets

In the fast-paced landscape of asset management, gaining actionable insights from your relationships and portfolio data is essential. Join us as we dive into the transformative capabilities of Backstop designed to empower GPs with enhanced intelligence.

Robert Silberschein
Robert Silberschein Senior Product Manager, Client Services, ION Analytics ( Backstop)
Ian Hecht
Ian Hecht Integration Project Manager, ION Analytics ( Backstop)
15.20 - 16.00

LP Track: Machine Learning, AI, and IntellX

Manager documents are the life blood of initial investment diligence as well as staying up to speed on your current investments. But have we ever considered how this critical input is acquired? When should we expect this vital information? Or how we get it into the right hands at the right time?

John Calzaretta
John Calzaretta Machine Learning Engineer, ION Analytics ( Backstop)
Andy Philips
Andy Philips VP, Data Products, ION Analytics ( Backstop)
John Moore
John Moore Principal Project Manager, ION Analytics (Backstop)
15.20 - 16.00

GP Track: On the Road Again

As GPs embark on their dynamic journey, staying connected and efficient on the go is paramount. Join us for an engaging exploration of Backstop's cutting-edge tools, including Location Search, Backstop Mobile, and Outlook 365 integration, tailored to meet the unique needs of GPs.

Brian Orlay
Brian Orlay Senior Business Analyst, ION Analytics ( Backstop)
Michelle Staeger
Michelle Staeger Principal Project Manager, ION Analytics ( Backstop)
16.00 - 17.00

Champagne Roundtable Discussions

  • Trends in Investing - Focus on Origination of Deals and Sourcing Managers
  • How can you make best use of technology and tools to deliver value
  • Limited Partner Peer-to-Peer
  • Investor Relations Peer-to-Peer
17.00 - 18.00