| Conference Day TwoDAY TWO : Tuesday, October 28, 2008 : MARKET OPPORTUNITIES |
| 7:30 | Breakfast & Registration | | 8:00 | Opening remarks from the Chairman
Benjamin S. Appen, CFA, MAGNITUDE CAPITAL | | 8:30 | The GAIM Fund of Funds Keynote Economic Forecast
David Martin Darst, CFA, MORGAN STANLEY | | 9:10 | The GAIM Fund of Funds Keynote Credit Forecast – an update on the credit market outlook and the resultant investment opportunities
Victor Consoli, PERELLA WEINBERG PARTNERS
XERION FUNDS | | 9:50 | Morning Networking Break | | 10:20 | The GAIM Fund of Funds Keynote Real Estate Forecast – the performance of key global real estate markets
Dr. Nouriel Roubini, Chairman, RGE MONITOR | | 11:00 | Myth or Reality? Translating forecasts into realizable investment opportunities. Are hedge funds and funds of hedge funds achieving this for their investors or are there different drivers at work?
Ted Seides, CFA, PROTÉGÉ PARTNERS, LLC | | 11:35 | Leading consultants and advisors examine global trends in alternative allocations and their latest thinking and selection processes
Kevin E. Lynch, ROGERSCASEY
Jodie Gunzberg, MARCO CONSULTING
David Gold, WATSON WYATT
Roger L. Fenningdorf, CFA, ROCATON INVESTMENT ADVISORS, LLC | | 12:15 | Lunch |
| | A OPPORTUNITIES IN CREDIT | B PORTFOLIO MANAGEMENT & CONSTRUCTION | C LATEST DISTRIBUTION CHANNELS | | 1:30 | The outlook for corporate credit – identifying the key trends and industry dynamics that are driving the pricing of credit securities and investment opportunities
John Yovanovic, AIG INVESTMENTS
Glenn R. August, OAK HILL ADVISORS | Closed door session for funds of hedge funds and end-investors – fund of fund CIOs talk in detail about the changes they have recently made in their allocations
Jim Neumann, RAMIUS HVB PARTNERS
Louay Mikdashi, OPTIMAL ALTERNATIVE INVESTMENTS | EXTENDED SESSION
Practicalities of using open architecture platforms to market fund of hedge funds to the retail market
James K. Dilworth, DILWORTH CAPITAL MANAGEMENT, LLC
Paul M. Weisenfeld, COO, Global Wealth Management, SMITH BARNEY ALTERNATIVE INVESTMENTS
Josh Kernan, Director Alternative Investments,
CHARLES SCHWAB & CO.
Steve Togher, CAIA, Managing Director, Alternative Investments, FORTIGENT, LLC | | 2:15 | Evaluating opportunities in key sectors of the distressed debt sector
Randy Slifka, SLIFKA ASSET MANAGEMENT LLC
Jonathan Kolatch, REDWOOD CAPITAL MANAGEMENT, LLC
John Brecker, LONGACRE FUND MANAGEMENT, LLC
Jonathan Neiss, CONTRARIAN CAPITAL MANAGEMENT, LLC | Defining the funds of hedge funds business model best positioned to exploit investment opportunities in the current market: a top down approach to asset allocation, a delegation of tactical bets to a diversified portfolio of multi-strategy hedge funds or something else?
Guy Boden, STANDARD & POOR'S
Randall Dillard, LIONGATE CAPITAL MANAGEMENT LLP
Benjamin S. Appen, CFA, MAGNITUDE CAPITAL
Martin Gagnon, INNOCAP INVESTMENT MANAGEMENT | | 3:00 | Afternoon Networking Break | | 3:30 | Identifying the best investment opportunities in structured credit and asset backed
Maurice C. Perkins, MKP CAPITAL MANAGEMENT
Oliver Wreidt, GOLDENTREE ASSET MANAGEMENT, LP | Deconstructing the portfolio construction processes of different categories of funds of hedge funds | Effective distribution to the retail market – who is cracking the retail nut and how?
David B. Perkins, CAIA, HATTERAS INVESTMENT PARTNERS
Greg Khost, CENTRAL PARK GROUP | | 4:15 | Meet the Speakers - Champagne Roundtable | | 5:00 | Drinks Reception |
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