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Agenda-at-a-Glance (click here for a detailed agenda)
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Registration, coffee, breakfast
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Keynote Address
Hedge Funds and Regulation
Luis Aguilar,
U.S. Securities and Exchange Commission
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Investors
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Managers
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Due Diligence
Moderator:
Chris Clair,
HedgeWorld
Panel:
Howard Altman,
Rothstein Kass
Marita Wein,
Alternative Investment Group
Kenneth Springer,
Corporate Resolutions Inc.
Jordan Allen,
HFR Asset Management
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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
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Separately Managed Accts
Panel:
RIva Waller,
ISAM
Sa'ad Shah,
DGAM (Diversified Global Asset management)
John Cunningham,
WR Capital Management
Steve Oyer,
Family Office Exchange
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Managers: Prime Brokerage and Execution Outsourcing
Moderator:
Irwin Speizer,
HedgeWorld
Panel:
Ron Suber,
Merlin Securities, LLC
Tom Whelan,
Instinet, LLC
Neil Sherman,
JP Morgan Chase
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Lunch break in the Expo Hall
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Risk Management for Investors
Moderator:
Tanya Beder,
SBCC Group
Panel:
Greg van Inwegen,
Ivy Asset Management
Richard Horwitz,
Risk Fundamentals
Wei Wu,
Parker Global Strategies
Barbara Lucas,
Capital Market Risk Advisors
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Risk Management for Fund Managers
Moderator:
Irwin Speizer,
HedgeWorld
Panel:
Kelsey Biggers,
K2 Advisors
Oleg Movchan,
Vara Capital Management
Andrew Aziz,
Algorithmics
Boryana Racheva-Iotova,
FinAnalytica
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Taking Control
Moderator:
Chris Clair,
HedgeWorld
Panel:
Victor L. Zimmermann,
Curtis, Mallet-Prevost, Colt & Mosle LLP
Todd Whitenack,
BBR Partners
Jim Suglia,
KPMG LLP
Heather Slavkin,
AFL-CIO
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Pitching Investors
Moderator:
Irwin Speizer,
HedgeWorld
Panel:
Rachel Minard,
Optima Fund Management
Bruce Frumerman,
Frumerman & Nemeth Inc.
Anthony Scaramucci,
Skybridge Capital LLC
Andrew Saunders,
Hedge Connection
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Back to Alpha
Moderator:
Chris Clair,
HedgeWorld
Panel:
Samer Nsouli,
Lyford Group International
James F. Lubin,
Hyman Beck &Co.
Laurence Siegel,
Ford Foundation
Jacob Gottlieb,
Visium Asset Management, LP
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Cocktail Reception
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DETAILED AGENDA
9:00 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?
Keynote
Luis Aguilar, U.S. Securities and Exchange Commission
9:45 a.m. Break
10 a.m. Breakout panels
10:00 a.m. - Due Diligence
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?
Moderators
Chris Clair, HedgeWorld
Panels
Howard Altman, Rothstein Kass
Marita Wein, Alternative Investment Group
Kenneth Springer, Corporate Resolutions Inc.
Jordan Allen, HFR Asset Management
10:00 a.m. - 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?
Moderators
Denise Valentine, Aite Group
Panels
Bob Guilbert, Eze Castle Integration
Kevin McPartland, TABB Group
Jerry Levine, AQR Capital Management
Mark Seaman, Gravitas Technology
11 a.m. Breakout panels
11:00 a.m. - Separately Managed Accts
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?
Panels
RIva Waller, ISAM
Sa'ad Shah, DGAM (Diversified Global Asset management)
John Cunningham, WR Capital Management
Steve Oyer, Family Office Exchange
11:00 a.m. - 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?
Moderators
Irwin Speizer, HedgeWorld
Panels
Ron Suber, Merlin Securities, LLC
Tom Whelan, Instinet, LLC
Neil Sherman, JP Morgan Chase
12:30 p.m. Lunch Break
1:30 p.m. Breakout Panels
1:30 p.m. - Risk Management for Investors
As events of the last year have shown, monitoring and managing risk is a complex and tricky task for hedge fund investors during turbulent markets. What lessons should investors have learned about how to accurately evaluate the risk profile of their hedge fund investments? Where are the weak links in hedge fund investor risk management practices, and what solutions have proved effective?
Moderators
Tanya Beder, SBCC Group
Panels
Greg van Inwegen, Ivy Asset Management
Richard Horwitz, Risk Fundamentals
Wei Wu, Parker Global Strategies
Barbara Lucas, Capital Market Risk Advisors
1:30 p.m. - Risk Management for Fund Managers
The steep losses at so many hedge funds in 2008 raised questions about the effectiveness of risk management practices, particularly the use of the popular Value at Risk method. What have hedge funds learned about managing risk during rare and highly volatile market events? Do current risk practices and methods work or are fundamental changes needed?
Moderators
Irwin Speizer, HedgeWorld
Panels
Kelsey Biggers, K2 Advisors
Oleg Movchan, Vara Capital Management
Andrew Aziz, Algorithmics
Boryana Racheva-Iotova, FinAnalytica
2:15 p.m. Break
2:30 p.m. Breakout panels
2:30 p.m. - 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?
Moderators
Chris Clair, HedgeWorld
Panels
Victor L. Zimmermann, Curtis, Mallet-Prevost, Colt & Mosle LLP
Todd Whitenack, BBR Partners
Jim Suglia, KPMG LLP
Heather Slavkin, AFL-CIO
2:30 p.m. - 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?
Moderators
Irwin Speizer, HedgeWorld
Panels
Rachel Minard, Optima Fund Management
Bruce Frumerman, Frumerman & Nemeth Inc.
Anthony Scaramucci, Skybridge Capital LLC
Andrew Saunders, Hedge Connection
3:30 p.m. General Session
3:30 p.m. - 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?
Moderators
Chris Clair, HedgeWorld
Panels
Samer Nsouli, Lyford Group International
James F. Lubin, Hyman Beck &Co.
Laurence Siegel, Ford Foundation
Jacob Gottlieb, Visium Asset Management, LP
4:30 p.m. Cocktail Reception
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