| 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:
George Canellos,
U.S. Securities and Exchange Commission
Bob Guilbert,
Eze Castle Integration
William G. Mulligan,
HedgeOp Compliance, LLC
Rick Banister,
Sesame Software
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Investors - Emerging Manager Showcase A
Panel:
Janu Subramanian,
Jai Guru Capital Management Inc.
Peter Lupoff,
Tiburon Capital Management
John Saliba,
Saliba Portfolio 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:
Steve Gerbel,
Chicago Capital Management
Mayiz Habbal,
Celent
Christine McGrath Kamrass,
Jefferies & Co
Mark McGoldrick,
Alaris Trading Partners, LLC
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Investors - Emerging Manager Showcase B
Panel:
Christian Picot,
Odyssey Investment Management
Spencer Greenberg,
Rebellion Research
Stephen Ketchum,
Sound Point Capital Management
Tassos Recachinas,
Sophis Investments LLC
Michael Murphy,
Rosecliff Capital
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Managers - Third Party Administration
Moderator:
Gregory Nowak,
Pepper Hamilton LLP
Panel:
Jeffrey Clark,
UMB/JD Clark
David Bullock,
Arque Advisors
Jeffrey Pavlik,
Pavlik Capital Management LLC
Jason Ganz,
Prime Fund Solutions
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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:
Damian Handzy,
Investor Analytics
Michael Woodrow,
Risk Talent Associates
Philip Gocke,
Options Industry Council
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
William Bassin,
UBP Asset Management
Michael Marcus,
Prelude Capital
Robert Parauda,
Lanx Management
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Managers - Best Trade Execution
Moderator:
Petter Kolm,
New York University
Panel:
Dean Curnutt,
Macro Risk Advisors
Troy Buckner,
NuWave Investment Management
Kevin McPartland,
TABB Group
Richard Flom,
Systematic Alpha Management, LLC
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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.
Rachel Minard,
Optima Fund Management
Tony Corrado Acquadro,
MFI Associates, MFIP Inc.
Daniel Solomon,
Lyford Group International
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Investors - Emerging Manager Showcase D
Panel:
Daniel Gunsberg,
Modern Asset Group
Brad Lawson,
Point Defiance Capital Management
William Connors,
Battleground Capital Management
Roderick Wong,
RTW Investments
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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
George Canellos, U.S. Securities and Exchange Commission
Bob Guilbert, Eze Castle Integration
William G. Mulligan, HedgeOp Compliance, LLC
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.
Peter Lupoff, Tiburon Capital Management
John Saliba, Saliba Portfolio 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
Steve Gerbel, Chicago Capital Management
Mayiz Habbal, Celent
Christine McGrath Kamrass, Jefferies & Co
Mark McGoldrick, Alaris Trading Partners, LLC
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
Christian Picot, Odyssey Investment Management
Spencer Greenberg, Rebellion Research
Stephen Ketchum, Sound Point Capital Management
Tassos Recachinas, Sophis Investments LLC
Michael Murphy, Rosecliff Capital
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
Jeffrey Clark, UMB/JD Clark
David Bullock, Arque Advisors
Jeffrey Pavlik, Pavlik Capital Management LLC
Jason Ganz, Prime Fund Solutions
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
Damian Handzy, Investor Analytics
Michael Woodrow, Risk Talent Associates
Philip Gocke, Options Industry Council
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
William Bassin, UBP Asset Management
Michael Marcus, Prelude Capital
Robert Parauda, Lanx 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
Dean Curnutt, Macro Risk Advisors
Troy Buckner, NuWave Investment Management
Kevin McPartland, TABB Group
Richard Flom, Systematic Alpha Management, LLC
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.
Rachel Minard, Optima Fund Management
Tony Corrado Acquadro, MFI Associates, MFIP Inc.
Daniel Solomon, Lyford Group International
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
Daniel Gunsberg, Modern Asset Group
Brad Lawson, Point Defiance Capital Management
William Connors, Battleground Capital Management
Roderick Wong, RTW Investments
4:30 p.m. - Cocktail Reception
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