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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.

Gold Sponsors

Silver Sponsors

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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