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| MEDIA SPONSORS |
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Agenda-at-a-Glance (click here for a detailed agenda)
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Registration 
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Keynote Speaker
Keynote:
Ron S. Geffner,
Sadis & Goldberg LLC
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Break
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Managed Futures and Commodity Funds: Making the Case for Diversification
Panel:
Annette Cazenave,
R.J. O'Brien Fund Management
Jay Feuerstein,
2100 Xenon Group
James F. Lubin,
Hyman Beck & Co.
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Lunch
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Risk Management: Tools & Tips For A Changing Industry
Moderator:
Richard Reibman,
Dykema
Panel:
David Matteson,
Drinker Biddle & Reath LLP
Steve Erdman,
New World Holdings
Jeff Malec,
Attain Capital Management
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Brokerage - The Changing OTC Market
Moderator:
Ann Saphir,
Thomson Reuters
Panel:
Mark Metzger,
R.J. O'Brien Fund Management
Paul Rowady,
Tabb Group
Kathryn Trkla,
Foley & Lardner LLP
Michael Rulle,
MSR Investments
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Break
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IT - Plugging Into New Exchange - Traded Contracts
Panel:
Carolyn Mitchell,
The Options Clearing Corporation
Dr. Francisco Vaca,
Vaca Capital Management LLC
Joseph Reynoso,
Reynoso Asset Management
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Derivatives Service Providers: What To Know About The People Behind The Funds
Panel:
Robert Gusick,
Gravitas Technology
Matthew Koenig,
Ernst & Young
Steve Petillo,
Coquest
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Cocktail Reception
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| DETAILED AGENDA |
8:30 a.m. - Registration
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9:30 a.m. - Keynote Speaker
Keynote
Ron S. Geffner, Sadis & Goldberg LLC
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10:30 a.m. - Break
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11:00 a.m. - Managed Futures and Commodity Funds: Making the Case for Diversification
Financial events of the past three years have highlighted the importance of portfolio diversification. Incorporating managed futures funds and commodities into a portfolio can be a great way to achieve this diversification, but only if done properly. Our panel of experts - which includes fund managers and brokers - will discuss how to invest intelligently, the importance of risk modeling and due diligence, what the benefits of adding these investments to a portfolio are and what possible drawbacks to consider. They will also share their outlook for managed futures and commodities and whether the current level of interest is fleeting or whether it represents a long-term shift in portfolio construction.
Panelists
Annette Cazenave, R.J. O'Brien Fund Management
Jay Feuerstein, 2100 Xenon Group
James F. Lubin, Hyman Beck & Co.
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12:00 p.m. - Lunch
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Split sessions
1:30 p.m. - Risk Management: Tools & Tips For A Changing Industry
Investing in managed futures and commodity funds carries its own set of risks, and necessitates risk measurement skills different from other asset classes and a broadening of an investor's overall risk management strategy. Our experts will talk about what investors should do, and how.
Moderator
Richard Reibman, Dykema
Panelists
David Matteson, Drinker Biddle & Reath LLP
Steve Erdman, New World Holdings
Jeff Malec, Attain Capital Management
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2:00 p.m. - Brokerage - The Changing OTC Market
Up-close Perspective on Regulatory Scrutiny and the Drive for Transparency. We'll discuss the likelihood that instruments that have historically traded over-the-counter will be forced onto exchanges, and what this means for managers and investors.
Moderator
Ann Saphir, Thomson Reuters
Panelists
Mark Metzger, R.J. O'Brien Fund Management
Paul Rowady, Tabb Group
Kathryn Trkla, Foley & Lardner LLP
Michael Rulle, MSR Investments
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2:30 p.m. - Break
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3:00 p.m. - IT - Plugging Into New Exchange - Traded Contracts
Our panelists will discuss how to use technological innovations to get the most out of the migration of off-exchange contracts onto exchange platforms.
Panelists
Carolyn Mitchell, The Options Clearing Corporation
Dr. Francisco Vaca, Vaca Capital Management LLC
Joseph Reynoso, Reynoso Asset Management
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3:30 p.m. - Derivatives Service Providers: What To Know About The People Behind The Funds
A look at the service provider sector for derivatives funds, including, for investors, what questions to ask prospective fund managers about their service provider relationships and, for managers, what to look for in service providers.
Panelists
Robert Gusick, Gravitas Technology
Matthew Koenig, Ernst & Young
Steve Petillo, Coquest
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4:00 p.m. - Cocktail Reception
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