| Conference Day OneDAY ONE : Monday, October 27, 2008 : THE STATE OF THE INDUSTRY |
| 7:00 | Breakfast & Registration | | 8:00 | Opening remarks from the Chairman
Alan Lenahan, CFA, Director of Hedged Strategies, FUND EVALUATION GROUP | | 8:30 | How the largest and most successful funds view the future of the funds of hedge funds business, changing transparency and governance standards and return expectations in the current environment and over the next three to five years
Michael Keenan, BIMCOR INC
Sean McGould, LIGHTHOUSE PARTNERS LLC
Laurent Seyer, LYXOR ASSET MANAGEMENT
Clark Cheng, CFA, FRM, HSBC PRIVATE BANK | | 9:15 | How leading end-investors are changing their allocation intentions in the face of market volatility, leverage and credit market dislocation and how they currently define and manage their appetite for risk
Jaeson Dubrovay, CPA, NEPC
Jim Powers, SOUTH CAROLINA RETIREMENT SYSTEM INVESTMENT COMMISSION
Michael Keenan, BIMCOR INC.
Theodore Economou, CFA, ITT CORPORATION | | 10:00 | Morning Networking Break | | 10:30 | How the largest, most successful funds of hedge funds are managing growth and digesting capital inflows
Jim Powers, SOUTH CAROLINA RETIREMENT SYSTEM INVESTMENT COMMISSION
Richard Leibovitch, GOTTEX FUND MANAGEMENT
Mustafa A. Jama, MORGAN STANLEY AIP (ALTERNATIVE INVESTMENT PARTNERS) FUND OF HEDGE FUNDS
Robert Kaplan, PERMAL ASSET MANAGEMENT INC. | | 11:15 | What changes have funds of hedge funds made in portfolio construction in light of market dislocation and higher hurdle rates for leveraged strategies?
Theodore Economou, CFA, ITT CORPORATION
Daniel J. Hoinacki, CFA, ALSTRA CAPITAL MANAGEMENT, LLC
Michael Waldron, CFA, CADOGAN MANAGEMENT, LLC
John Beech, FRM | | 12:00 | Meeting the needs of investors by delivering innovative, customized outsourcing solutions
Kevin P. Quirk, Casey, QUIRK & ASSOCIATES LLC
Michael F. Klein, AETOS CAPITAL
Stephanie Lynch, GLOBAL ENDOWMENT MANAGEMENT
Deborah D. Boedicker, CFA, STRATEGIC INVESTMENT GROUP | | 12:45 | Lunch |
| | A DUE DILIGENCE REVISITED | B NICHE FUNDS OF HEDGE FUND STRATEGIES | C GLOBAL MARKETS – EMERGING, FRONTIER & DEVELOPED MARKET ALPHA | | 2:00 | Managing counterparty risk through effective due diligence – What new criteria are leading funds of hedge funds using to gain confidence when assessing and monitoring managers’ counterparty exposure
Ian Headon, NORTHERN TRUST
Eric D. Siegel, CFA, MESIROW ADVANCED STRATEGIES
James Nicholas, ALTERNATIVE INVESTMENT SOLUTIONS
Robert P. Swan, III, CPA, LIGHTHOUSE PARTNERS, LLC | Delivering alpha in niche, esoteric strategies – how funds of hedge funds source, structure and stress test portfolios of the latest cutting-edge strategies
David Saunders, K2 ADVISORS
Arne Hassel, MILLENNIUM GLOBAL ASSET MANAGEMENT
Michelle McCloskey, RMF | Unearthing the best current investment opportunities in fundamental macro – identifying the richest investment opportunities in the current markets
Michael Woolfolk, BANK OF NEW YORK MELLON
David Gerstenhaber, ARGONAUT CAPITAL MANAGEMENT
Michael Cagney, CABEZON CAPITAL MANAGEMENT, LLC | | 2:40 | Conducting effective due diligence of managers’ financing arrangements; the key terms and triggers about which investors need to ask questions to identify and manage their exposure
Westley D. Chapman, Managing Director, GOLDMAN SACHS HEDGE FUND STRATEGIES LLC
George Covo, US Head of Operational Due Diligence, HSBC ALTERNATIVE INVESTMENTS GROUP | Best of breed niche funds of hedge funds showcase: Strategy focused funds of funds
Seth W. Chandler, STELLA CAPITAL
Patrick Brennan, NEWFINANCE CAPITAL
Michael S. Fuller, CFA, CPA, PRIVATE ADVISORS, LLC | Where do investment opportunities lie in key global regions and are these regions resilient enough to weather the turmoil in global financial markets, deal with rising inflation and a slowdown in global growth? ASIA
Daniel Wang, VISION ASSET MANAGEMENT
Robert Rahbari, RAS CAPITAL MANAGEMENT LLC
Frank Brochin, STONEWATER CAPITAL LLC | | 3:20 | Afternoon Networking Break | | 3:50 | MANAGING LIQUIDITY & THE EFFECTIVE USE OF LEVERAGE
How are funds of hedge funds currently using leverage?
Nicolas Guerin, SOCIÉTÉ GÉNÉRALE
Desmond P. Werthman, COAST ASSET MANAGEMENT, LLC | Best of breed niche funds of hedge funds showcase: Hybrid funds of funds specializing in innovative trading strategies
Andrew Fishman, SB SCHONFELD FUND ADVISORS LLC
Ari Bergmann, PENSO CAPITAL MARKETS, LLC
Duncan P. Hennes, ATREVIDA PARTNERS LLC | LATIN AMERICA
Nathan Shor, GALLOWAY ASSET MANAGEMENT
Cristiano Pardi, ARSENAL INVESTIMENTOS | | 4:30 | NEW ACCOUNTING STANDARDS The New Fair Value Standard – Understanding the new reporting & disclosure requirements of FASB 157
Christopher W. Mears, CPA Audit Principal, Financial Services Group, ROTHSTEIN KASS | Best of breed niche funds of hedge funds showcase: Small & emerging manager focused funds of funds
Marc A. Bender, Managing Director/Chief Operating Officer, EFX CAPITAL
Tushar Patel, Managing Director, HFIM
Andrew Godfrey, Director Emerging Manager Program, FOCUS INVESTMENT GROUP | EUROPE
NMÁS1 GESTIÓN | | 5:10 | Cocktail Reception |
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