As investors, auditors and regulators push for more consistent, evidence-backed reporting, alternative managers are discovering that ESG disclosures, hedge accounting/TOFA and finance reporting all point to the same root issue: fragmented data and manual workflows. Delivered jointly by Hedge Effective, Oracle NetSuite and ESG Impact, this session brings together ESG data integrity, hedge accounting documentation and finance data infrastructure to show how a stronger reporting operating model, built on structured data, clear ownership and workflow controls, can support investors, auditors and AI-ready analytics. Practical and CFO-relevant, it’s for finance leaders looking to move from fragmented reporting to something more defensible and scalable.

Attendees will gain a…

• A practical view of the reporting pressures currently facing alternative managers and why they are increasing
• Clear understanding of how ESG and hedge accounting / TOFA requirements expose gaps in reporting infrastructure
• Practical steps to strengthen data integrity, documentation, testing and audit defensibility
• Guidance on how stronger finance systems and structured data can support investor-grade reporting
• A forward-looking view on how finance teams can prepare for AI-enabled reporting and analytics

Speakers

• James Cronan, Managing Director at ESG Impact & ESG AI
• Tania Large, Head of Industry Associations at NetSuite

Moderator

• Kevin Mitchell, CEO & Founder at Hedge Effective