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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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Introduction to Keynote Address:
John C. Shay - IDCG
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Keynote Address
Richard Bookstaber,
Wall Street Veteran and Author
"A Demon of Our Own Design: Markets, Hedge Funds,
and the Perils of Financial Innovation"
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Investors
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Managers
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Investors: Diving into Due Diligence
Panel:
Randy Shain,
First Advantage Corp.
Pasquale J. D'Amuro,
Giuliani Security and Safety
Thomas Kreitler,
C.P. Eaton Partners
Jeffrey Kollin,
Rothstein Kass
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Managers: Compliance in the Age of Obama
Panel:
George Michaels,
G2 Systems
Judith Gross,
JG Advisory Services LLC
Neil Morris,
Kinetic Partners LLP
Janaya Moscony,
SEC Compliance Consultants
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Coffee break
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Investors: Rethinking the Rules
Panel:
Philip J. Callahan,
Singer Partners LLC
E. Ann Gill,
Seyfarth Shaw LLP
Stuart J. Rabin,
Nine Thirty Capital
Matthew Fitzmaurice,
AWJ Capital Partners, LLC
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Managers: Pitching Investors
Moderator:
John M. Pagli, Jr.,
WR Group Holdings, LP
Panel:
Rachel Minard,
Optima Fund Management
Bruce Frumerman,
Frumerman & Nemeth Inc.
Jim Marrone,
Capital Z Asset Management
Andrew Saunders,
Hedge Connection
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Lunch break
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Investors: Risk Management for the Recovery
Moderator:
Denise Valentine,
Aite Group
Panel:
Jeffrey Rathgeber,
Pelorus Advisors
Richard Horwitz,
Risk Fundamentals
Oleg Movchan,
Vara Capital Management
William J. Heins,
BrookView Capital LLC
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Managers: Prime Brokerage Primer
Moderator:
Keith Bliss,
Cuttone & Company
Panel:
Ron Suber,
Merlin Securities, LLC
Edward Tedeschi,
HC Associates LLC
John Rogers,
Casedy Consulting LLC
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Investors: Investing with Obama
Moderator:
Mitchell Nichter,
Paul, Hastings, Janofsky & Walker LLP
Panel:
Anne Mathias,
Concept Capital Washington Research Group
Tom Capasse,
Waterfall Asset Management
Duncan Hennes,
Atrevida Partners
Mark Kleinman,
Marathon Asset Management
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Managers: Electronic Trading
Moderator:
Kevin McPartland,
TABB Group
Panel:
Arzhang Kamarei,
Thesys Technologies
Daniel Chait,
LAB49
Ryan Highland,
Trading Technologies
Michael Graves,
Tesseract Capital LLC
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Coffee break
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Keynote Panel: New Kids on the Block
Panel:
Stephen Raneri,
LionEye Capital
Tassos Recachinas,
Sophis Investments LLC
Peter Lupoff,
Tiburon Capital Management
Michael Ryan,
JAI Capital Management
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Cocktail Reception
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DETAILED AGENDA
9:00 a.m. - Keynote
Richard Bookstaber
Wall Street Veteran and Author,
"A Demon of Our Own Design: Markets, Hedge Funds,
and the Perils of Financial Innovation"
9:30 a.m. - Investors: Diving into Due Diligence
The Madoff scandal highlighted the importance of robust due diligence. But with Madoff now behind bars and off the front page, what’s to keep investors from falling back on lax due diligence? What does it take to maintain a robust and ongoing due diligence effort after the urgency wears off?
Panelists
Randy Shain, First Advantage Corp.
Pasquale J. D'Amuro, Giuliani Security and Safety
Thomas Kreitler, C.P. Eaton Partners
Jeffrey Kollin, Rothstein Kass
9:30 a.m. - Managers: Compliance in the Age of Obama
With investors demanding more transparency and the government looking into new regulation of hedge funds, fund managers are faced with rapidly expanding compliance demands. How are managers coping? What strategies and solutions are available to help managers reach compliance goals in trading, fund mandates, and what should they be doing to get ready for government regulation?
Panelists
George Michaels, G2 Systems
Judith Gross, JG Advisory Services LLC
Neil Morris, Kinetic Partners LLP
Janaya Moscony, SEC Compliance Consultants
10:30 a.m. Coffee Break
11:00 a.m. - Investors: Rethinking the Rules
The economic meltdown provided a hard lesson for investors in the ways hedge fund rules work, sometimes restricting the ability to withdraw money while continuing to subject captive funds to management fees. Investor grumbling has led some managers to modify redemption rules and lower fees. Is this an opening for investors to more aggressively press for concessions? Is the old 2-and-20 standard (two percent management fee, 20 percent performance fee) still the rule or should investors expect something different today?
Panelists
Philip J. Callahan, Singer Partners LLC
E. Ann Gill, Seyfarth Shaw LLP
Stuart J. Rabin, Nine Thirty Capital
Matthew Fitzmaurice, AWJ Capital Partners, LLC
11:00 a.m. - Managers: Pitching Investors
With hedge fund returns on the rise again, investor interest in single fund managers is on the rebound. But the financial troubles of the past year have made investors more selective in their picks and more diligent in their screening. What does it take to woo investors today? What are some winning strategies, and what are some of the most common mistakes? And most importantly, where should managers be looking for investors?
Moderator
John M. Pagli, Jr., WR Group Holdings, LP
Panelists
Rachel Minard, Optima Fund Management
Bruce Frumerman, Frumerman & Nemeth Inc.
Jim Marrone, Capital Z Asset Management
Andrew Saunders, Hedge Connection
12:00 p.m. Lunch Break
1:00 p.m. - Investors: Risk Management for the Recovery
In the depths of the economic collapse, investors questioned the effectiveness of risk management methods and systems to shield against losses. But while risk professionals have been focusing on ways to improve risk management as a bulwark against catastrophic losses, investment opportunities have returned. Can and should risk levels be adjusted now to take advantage of these opportunities? What is the role of risk management during a rebound?
Moderator
Denise Valentine, Aite Group
Panelists
Jeffrey Rathgeber, Pelorus Advisors
Richard Horwitz, Risk Fundamentals
Oleg Movchan, Vara Capital Management
William J. Heins, BrookView Capital LLC
1:00 p.m. - Managers: Prime Brokerage Primer
A look at what every manager needs to know today in selecting and using a prime broker, including current trends in leverage.
Moderator
Keith Bliss, Cuttone & Company
Panelists
Ron Suber, Merlin Securities, LLC
Edward Tedeschi, HC Associates LLC
John Rogers, Casedy Consulting LLC
2:00 p.m. - Investors: Investing with Obama
First came TARP, then TALF and PPIP as the Obama Administration sought to unfreeze credit markets and restart the stalled economy with government-run investment initiatives. How can investors play these initiatives through hedge fund investments? Is there money to be made investing with Obama
Moderator
Mitchell Nichter, Paul, Hastings, Janofsky & Walker LLP
Panelists
Anne Mathias, Concept Capital Washington Research Group
Tom Capasse, Waterfall Asset Management
Duncan Hennes, Atrevida Partners
Mark Kleinman, Marathon Asset Management
2:00 p.m. - Managers: Electronic Trading
Electronic aids to trading remain one of the most powerful and popular aids for portfolio managers. What’s new in the world of program trading, algorithms, high-frequency trading and other electronic tools and methods
Moderator
Kevin McPartland, TABB Group
Panelists
Arzhang Kamarei, Thesys Technologies
Daniel Chait, LAB49
Ryan Highland, Trading Technologies
Michael Graves, Tesseract Capital LLC
3:00 p.m. Break
3:30 p.m. - Keynote Panel: New Kids on the Block
Is the dry spell for hedge fund startups over? Four new fund managers talk about the current climate for forming new funds, including raising money, picking a strategy, setting fees, and dealing with due diligence reviews.
Panelists
Stephen Raneri, LionEye Capital
Tassos Recachinas, Sophis Investments LLC
Peter Lupoff, Tiburon Capital Management
Michael Ryan, JAI Capital Management
4:30 p.m. Cocktail Reception
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