Katie Hall, CEO & CIO, Hall Capital Partners
Eric Upin, Managing Partner, Makena Capital Management
Anne-Marie Fink,, Chief Investment Officer, Employees Retirement System of Rhode Island Marina Mavrakis, Managing Director, Head of Private Equity, High Yield & Distressed Investments, TIAA-CREF
Moderator
Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School
9:30 a.m.Manager Outlook
Top hedge fund managers discuss their market and economic views and their best ideas for making money in the coming year.
Moderator: Bruce Frumerman, President, Frumerman & Nemeth Inc.
Panelists: Joseph B Childrey, Founder & CIO, Probabilities Fund Management, LLC Kenneth Goodreau, CIO, TIG ADvisors Thomas McGlade , Portfolio Manager & Director, U.S. Office, Prologue Capital INC
9:30 a.m.ExecConnect Meetings Commence
10:00 a.m.Culture of Compliance
How have recent events and legislation influenced the practice of compliance by hedge funds? How can investors evaluate a hedge fund’s compliance practices, particularly in light of recent insider trading cases? Seasoned practitioners in the compliance field will offer their insights and guidance.
Panelists: Jordan Thomas, Partner, Labaton Sucharow Kevin Kelcourse, Assistant Director, Enforcement Division, U.S. Securities and Exchange Division Gary Kaminsky, Principal, Rothstein Kass
10:30 a.m.Does Size Matter?
Do smaller hedge funds really offer stronger performance numbers than their bigger brethren, as numerous studies have suggested? Do larger hedge funds provide opportunities that smaller funds can’t match, particularly for large institutional investors that have more capital to deploy? Hear hedge fund managers and investors debate this issue.
Moderator: Chris Clair, Managing Editor, HedgeWorld
Panelists: Rachel Minard, Founder & CEO, Minard Capital Tony Acquadro, Vice President Institutional Markets, BTS Asset Management Mark Whitsitt, Vice President, Portfolio Manager/Hedge Fund Investments, Hartford Investment Management Co.
11:00 a.m.Coffee Break
11:30 a.m.The Distressed Cycle
Funds that invest in distressed debt and equity have been strong performers recently. But with the core premise of their strategies based around distressed cycles, can they continue to perform well in the near future? Where is the distressed cycle heading, and how will distressed managers play it?
Moderator: Daniel Zwirn, Managing Member, Zwirn Family Interests
Panelists: David Tawil, Co-Founder & Portfolio Manager, Maglan Capital George Schultze, Managing Member & Founder, Schultze Asset Management Brett Jefferson, President & CIO, Hildene Capital Management
12:00 p.m.Keynote
Finding Real Diversifiers in Hedge Allocations
Keynotes: James Meisner, Managing Director, Commonfund
12:30 p.m.Plenary Lunch
1:20 p.m.Plenary Keynote
2:00 p.m.Infovest21: Managers In Two Worlds
Hedge fund managers, who also run alternative mutual funds, provide case studies on how their investment ideas are translated into liquid vehicles and the resulting risk/return characteristics.
You'll hear from leading managers from across the spectrum of liquid alternatives: US and global long/short, credit/fixed income, emerging markets, managed futures, global macro.
Investors of all types, wealth managers and financial planners will find this event invaluable.
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