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| September 19, 2012, THE METROPOLITAN CLUB, NYC
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Agenda-at-a-Glance (click here for a detailed agenda)
8:30 am
KEYNOTE ADDRESS: Keynote:Daniel Zwirn, Zwirn Family Interests LLC
9:15 am
MANAGERS:
Building & Presenting Your Marketing Pitch Panel:Bruce Frumerman, Frumerman & Nemeth Inc.
9:45 am
MARKETS:
Possible Market Outcomes of the November Election Moderator:Chris Clair, HedgeWorld Panel:Samuel K. Won, Global Risk Management Advisors, Inc. Ade Odunsi, Treesdale Partners LLC
10:45 am
MANAGERS:
Hedge Fund Sales Marketing (The Art of Persuasion) Panel:Rachel Minard, Minard Capital, LLC
11:45 am
MANAGERS:
A Sober Look at the JOBS Act: Implications, Opportunities & Tactics Panel:Bruce Frumerman, Frumerman & Nemeth Inc. Rachel Minard, Minard Capital, LLC
5:00 pm
HEDGEWORLD NEW YORK 2012 CONCLUDES
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DETAILED AGENDA
7:30 a.m. - REGISTRATION & BREAKFAST
8:30 a.m. - KEYNOTE ADDRESS:
Over nearly two decades in the financial industry, Daniel B. Zwirn built a reputation as a savvy credit specialist who knew where to find good lending opportunities and turn those into solid returns for investors.
At D.B. Zwirn & Co., the $6 billion hedge fund he spun out of Highbridge Capital Management in 2004, Zwirn produced 49 consecutive months of positive returns. His strategy was simple: make loans to companies that couldn't easily borrow by other, more traditional means. Zwirn closed the fund in February 2008 after disclosing to investors that some improper fund transfers had been made and that there were accounting irregularities. He self-reported the issues to the SEC. Three years later, he and his firm were cleared of any wrongdoing by the SEC.
Today Daniel Zwirn is the managing member of Zwirn Family Interests LLC and Arena Investors LLC. He is planning a new fund which will follow the same successful lending strategy he used at D.B. Zwirn & Co.
As HedgeWorld New York 2012's keynote speaker, Mr. Zwirn will discuss why he thinks the current global macro environment forms the perfect backdrop for his strategy. He will discuss his views on illiquid credit markets and offer some reflections on his career and advice for next generation hedge fund managers.
Keynote
Daniel Zwirn, Zwirn Family Interests LLC
9:15 a.m. - MANAGERS:
Building & Presenting Your Marketing Pitch
Communications marketing expert Bruce Frumerman shares insights and tips for constructing, telling and selling a more compelling story that have helped his clients attract over $7 billion in new assets.
This session will cover:
• A new way of thinking about, and structuring, what you have to communicate
• Out-marketing competitors in presentation events: from direct selling and Cap Intro to Finals presentations
• Creating marketing collateral that becomes part of your competitive edge
• Marketing collateral design and layout - How to tell bad from good
Panelists
Bruce Frumerman, Frumerman & Nemeth Inc.
9:15 a.m. - INVESTORS:
Fund Manager Showcase, Group I
The place to go for investors interested in seeing and hearing about exciting managers and funds. In our unique format, there are no visuals or handouts, just a stage and a microphone for a series of managers to talk directly to our audience about their funds, their strategies and themselves.
Moderator: Irwin Speizer, HedgeWorld
Panelists
Patrick Morris, Hagin Investment Management
Michael Schwenk, Platinum Grove Asset Management, L.P.
Michael Castor, Sio Capital
Ron Reuven, Reuven Capital Investments
David Choi, Principia Capital
Thomas Wyman, Internet Capital Management
9:15 a.m. - MARKETS:
Market View: Economists Share Their Macro Views
HedgeWorld's panel of economic experts from the asset management industry share their takes on what the rest of the year holds, and peer into 2013.
Moderator
Bill Schomberg, Reuters
Panelists
Eric Green, TD Securities USA (LLC)
Christian Menegatti, Roubini Global Economics
Michael Carey, Crédit Agricole Corporate & Investment Bank
9:45 a.m. - MARKETS:
Possible Market Outcomes of the November Election
A panel of government experts discusses how the November 2012 general election is shaping up, and explores how the markets and the economy may react shifting majorities in the House and Senate, and what having a Democrat or a Republican in the White House might portend.
Moderator
Chris Clair, HedgeWorld
Panelists
Samuel K. Won, Global Risk Management Advisors, Inc.
Ade Odunsi, Treesdale Partners LLC
10:15 a.m. - COFFEE BREAK
Rachel Minard shares her time-tested workflow program built over nearly 20 years to source, grow and close new business.
Having raised over $9 billion in her career, Rachel will reveal short-cuts and tips that can help shorten the sales cycle and enable you to effectively compete against your most worthy adversaries, regardless of the size of your firm or funds.
10:45 a.m. - MANAGERS:
Hedge Fund Sales Marketing (The Art of Persuasion)
Rachel Minard shares her time-tested workflow program built over nearly 20 years to source, grow and close new business.
Having raised over $9 billion in her career, Rachel will reveal short-cuts and tips that can help shorten the sales cycle and enable you to effectively compete against your most worthy adversaries, regardless of the size of your firm or funds.
Panelists
Rachel Minard, Minard Capital, LLC
10:45 a.m. - INVESTORS:
Fund Manager Showcase, Group II
Panelists
Tony Acquadro, BTS Asset Management, Inc.
Seth Lieber, Buckland Capital Partners
Randy Saaf, AlphaGenius Technologies, LLC
Tom Facciola, TigerShark
Neil Gagnon, Gagnon Securities
Diego Kuschnir, EQC Funds
Lindsay Rosenwald, Opus Point Partners
10:45 a.m. - MARKETS:
What is Insider Trading?
Everyone knows trading on inside information is illegal, but what exactly constitutes inside information? Even as insider trading cases have resulted in guilty pleas and convictions, some of the accused maintain they've done nothing wrong, and that the government is overreaching. Our panel discusses what is, and isn't, insider trading.
Moderator
Martha Graybow, Reuters
Panelists
Kenneth Springer, Corporate Resolutions Inc.
Stephen Schultz, Kleinberg, Kaplan, Wolff & Cohen, P.C.
Richard T. Jacobs, Federal Bureau of Investigations
11:45 a.m. - MANAGERS:
A Sober Look at the JOBS Act: Implications, Opportunities & Tactics
In this session you'll learn:
- What are the most and least interesting opportunities, and why
- Prioritizing your new marketing opportunities - what makes most sense for your firm
- Budgeting considerations - what can you afford to do?
Panelists
Bruce Frumerman, Frumerman & Nemeth Inc.
Rachel Minard, Minard Capital, LLC
11:45 a.m. - INVESTORS:
Trends in Alternative Asset Allocation
Institutional investors appear to be leading a new push to allocate more assets to alternative managers. Can hedge funds expect this trend to continue and if so what types of strategies are being favored for allocation? Where do family offices and wealthy individuals stand on alternative allocations?
Moderator
Irwin Speizer, HedgeWorld
Panelists
Brian Moss, Optima Fund Management
Bruce Lipnick, Asset Alliance
Tom Williams, Pine Grove Asset Management
Mark Rzepczynski, Four Winds Capital Management
12:05 p.m. - MANAGERS:
Putting It All Together: A Role Play Session
Understanding the needs of your audience, and the various sales channels, is paramount in marketing a fund. Communication and sales marketing tips from the earlier sessions will be put into practice here as Rachel Minard and Bruce Frumerman demonstrate how to think on your feet when consultants or prospects raise questions during in-person pitches.
This role playing session was specifically added again this year after having received the highest rating for content and takeaways at Hedgeworld's two previous annual Capital Raising Symposium events.
Panelists
Bruce Frumerman, Frumerman & Nemeth Inc.
Rachel Minard, Minard Capital, LLC
12:30 p.m. - LUNCH BREAK
1:30 p.m. - MANAGERS:
Regulatory / Compliance Panel
New hedge fund registration and reporting initiatives have arrived. At the same time, the Security and Exchange commission is continuing its crackdown on infractions like insider trading. Our panel of experts discusses the latest compliance and related due diligence issues facing hedge funds and offers strategies for avoiding trouble.
Moderator
Lyn Marcrum, Aite Group
Panelists
Robert V. Castro, Grassi & Co
Kent Barnes, U.S. Bancorp Fund Services, LLC
Bruce Karpati, Securities & Exchange Commission
1:30 p.m. - INVESTORS:
Choosing a Hedge Fund Manager
Evaluating a hedge fund manager is a complex and challenging process. What are some of the best practices employed today to help determine which managers are best suited to an investor’s goals and demands?
Moderator
Irwin Speizer, HedgeWorld
Panelists
Tony Acquadro, BTS Asset Management, Inc.
Ari Sass, MD Sass Investors Services
Christopher Acito, Gapstow Capital Partners
Joseph Drohan, Kstone Partners
2:00 p.m. - MANAGERS:
What Family Offices Want in Hedge Funds
When selecting a hedge fund, are there certain characteristics that a family office typically looks for? Are there others that are an instant turn-off? What can hedge funds do to make themselves more attractive to family office investors?
Moderator
Cliff Short III, Ashford Capital Management
Panelists
Stuart J. Rabin, Nine Thirty Capital
Charles Krusen, Krusen Capital Management LLC
Darren Rabenou, Terrapin Asset Management
Charles B. Grace, III, Family Office Exchange
2:00 p.m. - INVESTORS:
Fund Manager Showcase, Group III
Panelists
Olga Kokareva, Da Vinci CIS Opportunities Fund
Chris Dieterich, Impetus Asset Management LLC
Charles Weeks, Ashford Capital Management
Ali Alagheband, Ballast Healthcare Partners Inc.
Uri Landesman, Platinum Partners
Pieter Taselaar, Lucerne Capital Management
Francois Parenteau, Defiance Fund Ltd
2:00 p.m. - MARKETS:
Market View: Fund CIOs Discuss Their Outlooks
They are responsible for setting the investment direction at their firms, and so who better to ask about their views for the fourth quarter of 2012 and beyond than the Chief Investment Officers of various alternative investment funds. Our panelists share their views in a series of short presentations.
Moderator
Chris Clair, HedgeWorld
Panelists
Robert W. Doherty, Doherty Advisors, LLC
Diane Garnick, Clear Alternatives
Christopher Mayer, Ada Investments
2:30 p.m. - MANAGERS:
Hedge Fund Operations Roundtable
Topic and speaker details coming soon...
Panelists
Marita K. Wein, Alternative Investment Group
Richard Flom, Systematic Alpha Management, LLC
Kelsey Biggers, K2 Advisors
Cheyenne Morgan, TABB Group
2:30 p.m. - MARKETS:
Algorithmic Trading and the Markets - Does Alpha Matter Any More?
What does the rise of high-frequency computer generated trading mean for money managers who rely on their own intelligence, analytic abilities and guts to trade? Does algorithmic trading mean the end of alpha as we've known it? Our panel discusses high-frequency trading and its effect on the markets.
Moderator
Chris Clair, HedgeWorld
Panelists
Irene Aldridge, ABLE Trading Co.
Miranda Mizen, TABB Group
Joseph Saluzzi, Themis Trading LLC
3:00 p.m. - FEATURED PANEL:
What Institutional Investors Want in Hedge Funds
Recent surveys indicate institutional investors have a growing interest in alternative investments, including hedge funds. What sorts of things are institutional investors looking for in hedge funds, and how can managers respond? Are there opportunities for smaller funds in the institutional space as well as for the larger funds?
Moderator
Irwin Speizer, HedgeWorld
Panelists
John Daly, IMMS LLC
Seema R. Hingorani, NYC Office of the Comptroller, Bureau of Asset Management
John J. Regan, Permanens Capital
Louis R. Kahl, Hewitt EnnisKnupp
3:30 p.m. - NETWORKING RECEPTION
Join us for a post-conference gathering - refreshments, hors d'oeuvres and a final opportunity to network and reconnect.
5:00 p.m. - HEDGEWORLD NEW YORK 2012 CONCLUDES
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