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


8:50 a.m.
Introduction to Keynote Address:

John C. Shay - IDCG

9:00 a.m.
Keynote Address


Richard Bookstaber,
Wall Street Veteran and Author
"A Demon of Our Own Design: Markets, Hedge Funds,
and the Perils of Financial Innovation"



Investors




Managers








9:30 a.m.
Investors: Diving into Due Diligence


Panel:

Randy Shain,
First Advantage Corp.

Thomas Kreitler,
C.P. Eaton Partners

Pasquale J. D'Amuro,
Giuliani Security and Safety

Jeffrey Kollin,
Rothstein Kass





Managers: Compliance in the Age of Obama


Panel:

Janaya Moscony,
SEC Compliance Consultants

Judith Gross,
JG Advisory Services LLC

George Michaels,
G2 Systems

Neil Morris,
Kinetic Partners LLP




10:30 a.m.
Coffee break


11:00 a.m.
Investors: Rethinking the Rules


Panel:

Matthew Fitzmaurice,
AWJ Capital Partners, LLC

Stuart J. Rabin,
Nine Thirty Capital

Philip J. Callahan,
Singer Partners LLC

E. Ann Gill,
Seyfarth Shaw LLP



Managers: Pitching Investors


Moderator:

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


Panel:

Bruce Frumerman,
Frumerman & Nemeth Inc.

Andrew Saunders,
Hedge Connection

Rachel Minard,
Optima Fund Management

Jim Marrone,
Capital Z Asset Management




12:00 p.m.
Lunch break


1:00 p.m.
Investors: Risk Management for the Recovery


Moderator:

Denise Valentine,
Aite Group


Panel:

Richard Horwitz,
Risk Fundamentals

Oleg Movchan,
Vara Capital Management

Jeffrey Rathgeber,
Pelorus Advisors

William J. Heins,
BrookView Capital LLC



Managers: Prime Brokerage Primer


Moderator:

Keith Bliss,
Cuttone & Company


Panel:

Ron Suber,
Merlin Securities, LLC

John Rogers,
Casedy Consulting LLC

Edward Tedeschi,
HC Associates LLC




2:00 p.m.
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



Managers: Electronic Trading


Moderator:

Kevin McPartland,
TABB Group


Panel:

Daniel Chait,
LAB49

Arzhang Kamarei,
Thesys Technologies

Ryan Highland,
Trading Technologies

Michael Graves,
Tesseract Capital LLC




3:00 p.m.
Coffee break


3:30 p.m.
Keynote Panel: New Kids on the Block


Panel:

Peter Lupoff,
Tiburon Capital Management

Stephen Raneri,
LionEye Capital

Michael Ryan,
JAI Capital Management









4:30 p.m.
Cocktail Reception



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.
Thomas Kreitler, C.P. Eaton Partners
Pasquale J. D'Amuro, Giuliani Security and Safety
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
Janaya Moscony, SEC Compliance Consultants
Judith Gross, JG Advisory Services LLC
George Michaels, G2 Systems
Neil Morris, Kinetic Partners LLP

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
Matthew Fitzmaurice, AWJ Capital Partners, LLC
Stuart J. Rabin, Nine Thirty Capital
Philip J. Callahan, Singer Partners LLC
E. Ann Gill, Seyfarth Shaw LLP

11:00 a.m. - Managers: Pitching Investors

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?

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

Panelists
Bruce Frumerman, Frumerman & Nemeth Inc.
Andrew Saunders, Hedge Connection
Rachel Minard, Optima Fund Management
Jim Marrone, Capital Z Asset Management

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
Richard Horwitz, Risk Fundamentals
Oleg Movchan, Vara Capital Management
Jeffrey Rathgeber, Pelorus Advisors
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
John Rogers, Casedy Consulting LLC
Edward Tedeschi, HC Associates 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
Daniel Chait, LAB49
Arzhang Kamarei, Thesys Technologies
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
Peter Lupoff, Tiburon Capital Management
Stephen Raneri, LionEye Capital
Michael Ryan, JAI Capital Management



4:30 p.m. Cocktail Reception






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