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INVESTOR OUTLOOK
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Program/Agenda
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Speaker Bios

Coverage of our Last Event
Take a tour of this year's
Fund Services Expo,
recently held in NYC.

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Program/Agenda
Lipper HedgeWorld's Investor Outlook & Master Classes will provide twelve timely, thought-provoking panels of allocators sharing their views on the alternative investment markets, where they are allocating their capital and to whom.

 
Managers

Investors

Operations

8:15 am
9:15 am

Registration / Breakfast

9:15 am
10:00 am

Keynote Address




James R. Burritt,
Managing Director, Thomas H. Lee Capital LLC

10:00 am
11:00 am
HF Management in the
Coming Election Year




Panel:

Dean M. Rubino,
Richcourt

John G. Gaine,
Managed Funds Association

Karen Finerman,
Metropolitan Capital Advisors

Thomas P. Zucosky,
Discovery Capital Management




All Speaker Bios
Portfolio Planning
for 2008




Moderator:

Jane N. Abitanta,
Perceval Associates, Inc.




Panel:

Garrett D'Alessandro,
Rochdale Investment Management

Christopher Jackson,
SFG Asset Advisors

Brian Altenburg,
Bank of America Alternative Investment Advisors




All Speaker Bios
Seeding Capital:
The Tradeoffs




Moderator:

Victor L. Zimmermann,
Curtis, Mallet-Prevost, Colt & Mosle LLP




Panel:

Mona Aboelnaga Kanaan,
Proctor Investment Managers LLC

Hugh R. Lamle,
MD Sass Investors Services Inc.

Christopher Kelley,
Weston Capital Management LLC




All Speaker Bios
 
 

Morning Coffee

11:45 am
12:45 pm
The Changing Profile of
Sophisticated Investors:
What They Want




Moderator:

Sharath Sury,
S4 Capital, LLC




Panel:

Anthony Scaramucci,
Skybridge Capital LLC

Jacques Kugler,
Safdie Investment Services

Jim Foster,
Greycourt




All Speaker Bios
Strategy Focus:
Credit Derivatives/
Structured Products




Moderator:

Joseph Holman,
Columbus Avenue Consulting LLC




Panel:

C. Mead Welles,
Octagon Asset Management LLC

Willa Cohen Bruckner,
Alston & Bird

Sasha Rozenberg,
SuperDerivatives




All Speaker Bios
Running an
Orderly Business




Moderator:

John M. Pagli, Jr.,
WR Group Holdings, LP




Panel:

Jeffrey P. Barnett,
Granite Point Capital Management LP

Harold B. Finn III,
Finn Dixon & Herling LLP

James Lanshe,
MadisonGrey Global Fund Services




All Speaker Bios
 
 

Luncheon Buffet

2:00 pm
3:00 pm
Meeting Investors'
Expectations




Moderator:

Gilman Perkins,
Perkins Fund Marketing LLC




Panel:

Lisa Vioni,
Hedge Connection Inc.

Myriam Stephens,
Broadreach Group




All Speaker Bios
Strategy Focus:
Looking Abroad and
Beyond the BRICs




Moderator:

David Beckwith,
Rinet Co.




Panel:

Nathalie Wallace,
Delta Partners LLC

Conor O'Driscoll,
Meldrum Asset Management

Vikram Mansharamani,
.




All Speaker Bios
Staffing Up:
Finding and Retaining
New Talent




Moderator:

George Yulis,
Rothstein Kass




Panel:

Bob Lilly,
LaPorte & Associates

Russ D. Gerson,
The Gerson Group

Jessica Mennella,
Merrill Lynch




All Speaker Bios
 
 

Afternoon Tea

3:45 pm
4:45 pm
Wealth Management:
Passing on a
Viable Business

Due Diligence on New and
Growing Hedge Funds




Moderator:

Ezra Zask,
Ezra Zask Advisors, LLC




Panel:

Kenneth Springer,
Corporate Resolutions Inc.

Pascal Roduit,
Rock Maple Funds

Arthur O'Connor,
Citi Global Wealth Advisory Services

Sarah Davidoff,
Stroock, Stroock, & Lavan LLP




All Speaker Bios
Profiting from Innovations
in Front-Back
Office Technology




Panel:

Dave Earley,
Norbury Financial

Kelly Adams,
FX Concepts Inc.

Paul Chain,
AIS Fund Administration




All Speaker Bios
 
 

Cocktail Reception

 

› Register to attend any of the presentations listed above.


Venue
The full-day Investor Outlook and Master Classes is being held overlooking
Central Park on the elegant ninth & tenth floors of:


The New York Athletic Club

180 Central Park South at Seventh Avenue

New York City


Please note The New York Athletic Club has a dress code policy.
Business casual attire, with jacket, at all times.
Comparable attire for ladies.
The following are never appropriate:
jeans and other denim wear; sneakers;
shorts; t-shirts and athletic wear.
Jackets are always required for men.


To learn more about the New York Athletic Club, please visit their homepage.





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