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Agenda-at-a-Glance (click here for a detailed agenda)
8:00 a.m.
Registration, coffee, breakfast


9:00 a.m.
Keynote Address

Hedge Funds and Regulation

Luis Aguilar,
U.S. Securities and Exchange Commission



Investors




Managers








10:00 a.m.
Due Diligence


Moderator:

Chris Clair,
HedgeWorld


Panel:

Kenneth Springer,
Corporate Resolutions Inc.

Jordan Allen,
HFR Asset Management

Howard Altman,
Rothstein Kass

Marita K. Wein,
Alternative Investment Group





Technology


Moderator:

Denise Valentine,
Aite Group


Panel:

Bob Guilbert,
Eze Castle Integration

Kevin McPartland,
TABB Group

Jerry Levine,
AQR Capital Management

Mark Seaman,
Gravitas Technology







11:00 a.m.
Separately Managed Accts


Panel:

John Cunningham,
WR Capital Management

RIva Waller,
ISAM

Sa'ad Shah,
DGAM (Diversified Global Asset management)

Steve Oyer,
Family Office Exchange



Managers: Prime Brokerage and Execution Outsourcing


Moderator:

Irwin Speizer,
HedgeWorld


Panel:

Ron Suber,
Merlin Securities, LLC

Neil Sherman,
JP Morgan Chase

Tom Whelan,
Instinet, LLC




12:30 p.m.
Lunch break in the Expo Hall


1:30 p.m.
Risk Management for Investors


Moderator:

Tanya Beder,
SBCC Group


Panel:

Greg van Inwegen,
Ivy Asset Management

Barbara Lucas,
Capital Market Risk Advisors

Richard Horwitz,
Risk Fundamentals

Wei Wu,
Parker Global Strategies



Risk Management for Fund Managers


Moderator:

Irwin Speizer,
HedgeWorld


Panel:

Boryana Racheva-Iotova,
FinAnalytica

Kelsey Biggers,
K2 Advisors

Oleg Movchan,
Vara Capital Management

Andrew Aziz,
Algorithmics




2:15 p.m.
Break


2:30 p.m.
Taking Control


Moderator:

Chris Clair,
HedgeWorld


Panel:

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

Todd Whitenack,
BBR Partners

Heather Slavkin,
AFL-CIO

Jim Suglia,
KPMG LLP



Pitching Investors


Moderator:

Irwin Speizer,
HedgeWorld


Panel:

Anthony Scaramucci,
Skybridge Capital LLC

Bruce Frumerman,
Frumerman & Nemeth Inc.

Andrew Saunders,
Hedge Connection

Rachel Minard,
Optima Fund Management




3:30 p.m.
Back to Alpha


Moderator:

Chris Clair,
HedgeWorld


Panel:

James F. Lubin,
Hyman Beck &Co.

Laurence Siegel,
Ford Foundation

Samer Nsouli,
Lyford Group International

Jacob Gottlieb,
Visium Asset Management, LP









4:15 p.m.
Cocktail Reception



DETAILED AGENDA

9 a.m. Keynote Address: Hedge Funds and Regulation. When five of the nation's top hedge fund managers were called to testify before a Senate hearing last year, all but one agreed on the need for more disclosure by hedge funds - and the one hold out offered a qualified endorsement. The hearing highlighted the prevailing sense in the hedge fund industry that new regulation is coming from Washington. If new rules are indeed on the way, what form are they likely to take and what will be the impact on hedge fund managers and investors? Speaker: TBA

9:45 a.m. Break

10 a.m. Breakout panels

Investors: Due diligence in the Post-Madoff era. Missed clues. Overlooked data. Unchallenged assertions. As the Madoff collapse and other recent investment scandals have shown, due diligence can all too easily be compromised, sometimes with catastrophic results. What are some of the due diligence lessons learned from recent events? How can investors improve their due diligence efforts?
Moderator:
Chris Clair, Managing Editor, HedgeWorld
Panelists:
Howard Altman, managing partner, Rothstein Kass
Bill Bassin,NYU Adjunct Professor
Marita Wein, partner, Alternative Investments
Kenneth Springer, Corporate Resolutions Inc.


Managers: New frontiers in technology. The economy may be slowing, but not the pace of technological innovation. In a time of economic challenge, what does it take for a hedge fund to stay abreast of technological advances in everything from trading software to client management systems to hardware solutions. Are hedge funds continuing to spend generously on technology, or has the tech arms race slowed?

Panelists:
Jerry Levine, chief technology officer, AQR Capital Management
Larry Tabb, CEO, Tabb Group
Bob Guilbert, Eze Castle Integration


11 a.m. Breakout panels

Investors: The Pros and Cons of Separately Managed Accounts. As investors clamor for more control over their portfolios, separately managed accounts are becoming increasing popular. But are separately managed accounts the right solution for all hedge fund investments? What do investors need to know before wading in?

Panelists:
John Cunningham, president, WR Capital Management
Riva Waller, Man Investments
Sa'ad Shah, DGAM (Diversified Global Asset management)
Justin Dew, Senior Managing Director of Strategic Development at Welton Investment Corp.


Managers: Prime Brokerage and Execution Outsourcing. The world of prime brokerage and execution outsourcing has undergone significant change since Lehman Brothers collapsed last September. How have these changes affected prime brokerage and execution services? How does a hedge fund navigate this new world order?

Panelists:
Neil Sherman, Managing Director at J.P. Morgan
Ron Suber, Senior partner, Merlin Securities


2:15 p.m. Break

2:30 p.m. Breakout panels

Investors: Taking control. Investors who were happy to cede substantial control over their assets to hedge fund managers during good times have had second thoughts as redemption requests ran up against gates, side pockets and other restrictions. Complaints about redemption policies have spilled over into debate about hedge fund fee structures. Has the time come to reevaluate and restructure the relationship between hedge fund managers and investors? Can hedge funds offer greater liquidity without compromising investment returns?

Moderator:
Chris Clair, Managing Editor, HedgeWorld
Panelists:
Heather Slavkin, senior legal and policy advisor, AFL-CIO
Others TBA

Managers: Pitching Investors. Is one good hedge fund idea or one good manager enough these days to attract investment? Or does the pitch need to be more sophisticated and nuanced? What is it that investors want and need to hear from hedge funds? What elements define a marketable hedge fund?

Invited Panelists:
Bruce Frumerman, President, Frumerman & Nemeth Inc.
Andrew Saunders, Hedge Connection
Rachel Minard, president, Cogo Wolf Asset Management

3:30 p.m. General Session

Keynote Panel: Back to Alpha. Is distressed debt the next big play for hedge funds? Or is it undervalued equities? What do top hedge fund managers view as opportunities ripe for investment these days, and what will it take to exploit them. Is the hedge fund industry poised for a return to more traditional, alpha-style management, leaving beta jockeys behind?

Moderator:
Chris Clair, Managing Editor, HedgeWorld
Panelists:
Samer Nsouli,Lyford Group International
Laurence Siegel,Ford Foundation
James Lubin,Hyman Beck &Co.
Jacob Gottlieb,Visum Asset Management





4:30 p.m. Cocktail Reception






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