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Capital Allocation Symposium 2011
Agenda-at-a-Glance (click here for a detailed agenda)
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| 1:00 p.m. |
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Best Balance
Moderator:
Stuart Feldman,
Fidelity Prime Services
Panel:
Sondra Vitols,
Clark University
Peter Cary,
SkyBridge Capital
Jeff Peskind,
Phoenix Investment Advisors
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| 1:50 p.m. |
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Best Strategies
Moderator:
Chris Clair,
HedgeWorld
Panel:
Inna White,
Althea Group
Charles Gradante,
Hennessee Group
Dennis Shibiko,
J.P. Morgan
Ross Margolies,
Stelliam Investment Management
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| 2:40 p.m. |
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Best Managers
Moderator:
Tanya Ghaleb-Harter,
Merrill Lynch Wealth Management
Panel:
Stuart J. Rabin,
Nine Thirty Capital
David Harmston,
Albourne America LLC
John Daly,
IMMS LLC
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| 3:30 p.m. |
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Meet the Managers - Cocktails and Networking
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DETAILED AGENDA
1:00 p.m. - Best Balance
Are you dedicating enough of your assets to hedge funds – or too much? How do you arrive at the optimum hedge fund allocation level? How and when should you rebalance your hedge fund allocation? What role does risk tolerance play in the process? How do you match hedge fund allocations to your overall investment goals?
Moderator
Stuart Feldman, Fidelity Prime Services
Panelists
Sondra Vitols, Alternative Investment Analyst, Clark University
Peter Cary, Managing Director, SkyBridge Capital
Jeff Peskind, Founder & Chief Investment Officer, Phoenix Investment Advisors
1:50 p.m. - Best Strategies
Gold and growth funds were some of the best bets in the recent past, but last year’s uppers are often this year’s downers. Where are the best hedge fund returns likely to emerge this year and next? What can we learn from trends that powered successful strategies in the recent past? What will drive returns in the near future? Which strategies are right for your needs?
Moderator
Chris Clair, HedgeWorld
Panelists
Inna White, Chief Investment Officer , Althea Group
Charles Gradante, Managing Principal, Hennessee Group
Dennis Shibiko, Executive Director, J.P. Morgan
Ross Margolies, Founder, Stelliam Investment Management
2:40 p.m. - Best Managers
How do you effectively evaluate and select managers who can help you reach your investment goals? How much transparency should you expect from managers – and how do you know if you get it? Does size matter when picking a manager? What role should advisors and funds of funds play?
Moderator
Tanya Ghaleb-Harter, Merrill Lynch Wealth Management
Panelists
Stuart J. Rabin, Co-Founder, President and CEO , Nine Thirty Capital
David Harmston, Global Head of Client Group, Albourne America LLC
John Daly, President, IMMS LLC
3:30 p.m. - Meet the Managers - Cocktails and Networking
Put your new knowledge to work in an informal networking session with fund managers attending the HedgeWorld Capital Raising Workshop.
The Capital Allocation Workshop 2011 is free of charge and open to accredited investors only. To register, or for more information, please contact Greg Winterton at (+1) 646 223 6787 or email greg.winterton@thomsonreuters.com.
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