| PLATINUM SPONSORS |
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| GOLD SPONSORS |
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| MEDIA SPONSORS |
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| OCTOBER 21, THE METROPOLITAN CLUB, NEW YORK CITY |
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Agenda-at-a-Glance (click here for a detailed agenda)
The fall conference will reprise the two-track formula we have used in the past, under which two panel discussions run concurrently throughout the day: one set geared toward investors, the other toward managers. While the investor focus will be on new and emerging managers, the manager panels will cover a range of issues and topics important to running and managing hedge funds.
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Keynote
Keynote:
Stephen Siderow,
BlueMountain Capital Management
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Managers
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Investors
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Managers - Compliance and Regulation
Panel:
William G. Mulligan,
HedgeOp Compliance, LLC
George Canellos,
U.S. Securities and Exchange Commission
Bob Guilbert,
Eze Castle Integration
Rick Banister,
Sesame Software
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Investors - Emerging Manager Showcase A
Panel:
Janu Subramanian,
Jai Guru Capital Management Inc.
John Saliba,
Saliba Portfolio Management
Peter Lupoff,
Tiburon Capital Management
Anton Honikman,
Ada Investments
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Break
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Managers - Prime Brokerage
Moderator:
Marilyn Selby Okoshi,
Katten Muchin Rosenman LLP
Panel:
Christine McGrath Kamrass,
Jefferies & Co
Mayiz Habbal,
Celent
Mark McGoldrick,
Alaris Trading Partners, LLC
Steve Gerbel,
Chicago Capital Management
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Investors - Emerging Manager Showcase B
Panel:
Stephen Ketchum,
Sound Point Capital Management
Tassos Recachinas,
Sophis Investments LLC
Spencer Greenberg,
Rebellion Research
Michael Murphy,
Rosecliff Capital
Christian Picot,
Odyssey Investment Management
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Managers - Third Party Administration
Moderator:
Gregory Nowak,
Pepper Hamilton LLP
Panel:
Jason Ganz,
Prime Fund Solutions
Jeffrey S. Pavlik,
Pavlik Capital Management LLC
David Bullock,
Arque Advisors
Jeffrey Clark,
UMB/JD Clark
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2010 Lipper Hedge Fund Awards
Hosted by Gabriel Burstein, Global Head of Investment Research, Lipper,
A Thomson Reuters Company
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Lunch break
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Managers - Risk Management
Moderator:
Ezra Zask,
Ezra Zask Advisors, LLC
Panel:
Michael Woodrow,
Risk Talent Associates
Philip Gocke,
Options Industry Council
Damian Handzy,
Investor Analytics
Peter Niculescu,
Capital Market Risk Advisors
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Investors - Portfolio Construction
Moderator:
Mitchell Nichter,
Paul, Hastings, Janofsky & Walker LLP
Panel:
Michael Felman,
MSF Capital Advisors
Robert Parauda,
Lanx Management
Michael Marcus,
Prelude Capital
William Bassin,
UBP Asset Management
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Managers - Best Trade Execution
Moderator:
Petter Kolm,
New York University
Panel:
Kevin McPartland,
TABB Group
Richard Flom,
Systematic Alpha Management, LLC
Dean Curnutt,
Macro Risk Advisors
Troy Buckner,
NuWave Investment Management
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Investors - Emerging Manager Showcase C
Panel:
Conrad Gann,
Cerebellum Capital
Nathaniel August,
Mangrove Partners
Michael Rothenberg,
Moab Capital Partners
Mark Alexander Price,
Alprion Capital Management
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Break
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Managers - Pitching Investors
Moderator:
Cathleen Rittereiser,
Writer, Marketing Consultant
Panel:
Bruce Frumerman,
Frumerman & Nemeth Inc.
Daniel Solomon,
Lyford Group International
Rachel Minard,
Optima Fund Management
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Investors - Emerging Manager Showcase D
Panel:
Roderick Wong,
RTW Investments
Daniel Gunsberg,
Modern Asset Group
Brad Lawson,
Point Defiance Capital Management
William Connors,
Battleground Capital Management
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Cocktail Reception
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DETAILED AGENDA
9:00 a.m. - Keynote
Keynote
Stephen Siderow, BlueMountain Capital Management
9:45 a.m. - Managers - Compliance and Regulation
The Private Fund Investment Advisor Registration Act of 2010 places additional SEC regulatory requirements on hedge funds. This panel examines the trends and strategies managers are using to ensure compliance and how they are coping with demands for more transparency from investors.
Panelists
William G. Mulligan, HedgeOp Compliance, LLC
George Canellos, U.S. Securities and Exchange Commission
Bob Guilbert, Eze Castle Integration
Rick Banister, Sesame Software
9:45 a.m. - Investors - Emerging Manager Showcase A
Discover up-and-coming Emerging Managers as they provide an introduction to their funds and strategies.
Panelists
Janu Subramanian, Jai Guru Capital Management Inc.
John Saliba, Saliba Portfolio Management
Peter Lupoff, Tiburon Capital Management
Anton Honikman, Ada Investments
10:30 a.m. Break
11:00 a.m. - Managers - Prime Brokerage
What should you consider when choosing and managing a Prime Broker? Stay up to date on the current issues affecting this critical function.
Moderator
Marilyn Selby Okoshi, Katten Muchin Rosenman LLP
Panelists
Christine McGrath Kamrass, Jefferies & Co
Mayiz Habbal, Celent
Mark McGoldrick, Alaris Trading Partners, LLC
Steve Gerbel, Chicago Capital Management
11:00 a.m. - Investors - Emerging Manager Showcase B
Discover up-and-coming Emerging Managers as they provide an introduction to their funds and strategies.
Panelists
Stephen Ketchum, Sound Point Capital Management
Tassos Recachinas, Sophis Investments LLC
Spencer Greenberg, Rebellion Research
Michael Murphy, Rosecliff Capital
Christian Picot, Odyssey Investment Management
11:30 a.m. - Managers - Third Party Administration
What should managers look for when selecting and using a third party administrator? A panel of experts examines balancing hedge fund needs with investor demands.
Moderator
Gregory Nowak, Pepper Hamilton LLP
Panelists
Jason Ganz, Prime Fund Solutions
Jeffrey S. Pavlik, Pavlik Capital Management LLC
David Bullock, Arque Advisors
Jeffrey Clark, UMB/JD Clark
12:00 pm - 2010 Lipper Hedge Fund Awards
Hosted by Gabriel Burstein, Global Head of Investment Research, Lipper,
A Thomson Reuters Company
A number of factors led to hedge fund strategies becoming highly correlated in 2010: the lack of longer term trends; the increased correlation of different asset types; the lack of complete visibility of fundamentals; and funding difficulties. We examine these factors, the present market environment, and solutions going forward.
12:30 pm - LUNCH
1:45 p.m. - Managers - Risk Management
How have the lessons of the economic collapse – the need to monitor and manage leverage and counterparty relationships chief among them -- informed current risk management practices?
Moderator
Ezra Zask, Ezra Zask Advisors, LLC
Panelists
Michael Woodrow, Risk Talent Associates
Philip Gocke, Options Industry Council
Damian Handzy, Investor Analytics
Peter Niculescu, Capital Market Risk Advisors
1:45 p.m. - Investors - Portfolio Construction
Learn from an expert panel as they share key issues and considerations when building a portfolio of hedge fund investments.
Moderator
Mitchell Nichter, Paul, Hastings, Janofsky & Walker LLP
Panelists
Michael Felman, MSF Capital Advisors
Robert Parauda, Lanx Management
Michael Marcus, Prelude Capital
William Bassin, UBP Asset Management
2:30 p.m. - Managers - Best Trade Execution
Electronic aids to trading remain some of the most powerful and popular tools for portfolio managers. Find out what’s new in the world of program trading, algorithms, high-frequency trading and other electronic tools and methods.
Moderator
Petter Kolm, New York University
Panelists
Kevin McPartland, TABB Group
Richard Flom, Systematic Alpha Management, LLC
Dean Curnutt, Macro Risk Advisors
Troy Buckner, NuWave Investment Management
2:30 p.m. - Investors - Emerging Manager Showcase C
Discover up-and-coming Emerging Managers as they provide an introduction to their funds and strategies.
Panelists
Conrad Gann, Cerebellum Capital
Nathaniel August, Mangrove Partners
Michael Rothenberg, Moab Capital Partners
Mark Alexander Price, Alprion Capital Management
3:15 p.m. - Break
3:45 p.m. - Managers - Pitching Investors
The latest installment of what has proven to be our most popular panel aimed at managers, featuring a practical discussion of what it takes to effectively pitch a hedge fund to investors.
Moderator
Cathleen Rittereiser, Writer, Marketing Consultant
Panelists
Bruce Frumerman, Frumerman & Nemeth Inc.
Daniel Solomon, Lyford Group International
Rachel Minard, Optima Fund Management
3:45 p.m. - Investors - Emerging Manager Showcase D
Discover up-and-coming Emerging Managers as they provide an introduction to their funds and strategies.
Panelists
Roderick Wong, RTW Investments
Daniel Gunsberg, Modern Asset Group
Brad Lawson, Point Defiance Capital Management
William Connors, Battleground Capital Management
4:30 p.m. - Cocktail Reception
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