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SP DIRECTORY
FUND SERVICES EXPO
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 Why should you attend?
The concept of a master class, presented in a panel format, is to provide in-depth of knowledge in key areas of the alternative investments sector, and to encourage interactive participation by audience members.

The one-day series of master classes and The Expo-designed to educate hedge fund, fund of fund and private equity managers--offers an unusual opportunity for managers, investors, and other major industry practitioners icluding academics and government leaders to meet and discuss topics with others, who, like themselves, influence how we conduct business in all aspects of the global hedge fund industry.

Bios and the Final Program will be posted as they become available.

Preliminary Program (in formation)

 View Printable Version  (Speakers Subject To Change)

 
For Emerging Managers

For Established Managers

For General Audience

8:30 am
9:30 am

Registration / Breakfast

9:30 am
10:15 am

Morning Keynote




Harvey Pitt,
Former Chairman of the SEC
Founder and CEO of Kalorama Partners, LLC

10:15 am
11:15 am
Angels,
Seeders
& Incubators




Moderator:

Geoffrey Tudisco,
VanthedgePoint Group, Inc.




Panel:

Anthony Scaramucci,
Skybridge Capital LLC

Elizabeth Flisser,
Capital Z Investment Partners, LLC

Joe Garofoli,
KBC Strategic Investments

Andreas Deutschmann,
J.P. Morgan Alternative Asset Management




All Speaker Bios
SEC
Regulatory Overview




Moderator:

Robert Heim,
Meyers & Heim LLP




Panel:

Eric R. Roper,
Gersten Savage LLP

William G. Mulligan,
HedgeOp Compliance, LLC

Anne-Marie Kim,
Anchorage Advisors, LLC




All Speaker Bios
Mass Appeal:
Are Hedge Funds
For Everyone?




Moderator:

Ron S. Geffner,
Sadis & Goldberg LLC




Panel:

Ed Easterling,
Crestmont Research

Henry Blodget,
Cherry Hill Associates,LLC




All Speaker Bios
 
 

Morning Coffee

11:45 am
12:45 pm
Understanding the
Inner Workings of
Institutional Investors




Panel:

Glen Dailey,
Jefferies & Company

Ari Glass,
Platinum Management

Marc Rinaldi,
O'Connor Davies Basiz Financial Services LLC

Scott Johnston,
Belstar Group

Mike Hennessy,
Morgan Creek Capital Management




All Speaker Bios
Marketing:
In-House & Out-Sourced.
Update on PR and the Law




Moderator:

Mitch Ackles,
HedgeFundPR.net




Panel:

Alan Glatt,
Copernicus International LLC

Robert Heim,
Meyers & Heim LLP

Dave Barrett,
Merrill Lynch & Co.




All Speaker Bios
Climate Change:
What are the Investment Risks and Opportunities?




Moderator:

Ariane van Buren,
Ceres




Panel:

Martin Whittaker,
MissionPoint Capital Partners

Will Ferretti,
Chicago Climate Exchange, Inc.

Alice LeBlanc,
American International Group (AIG)




All Speaker Bios
 
 

Luncheon Buffet

2:00 pm
3:00 pm
Hedge Fund Money Flows: Where is it Coming/Going?




Moderator:

Kristin Fox,
HedgeWorld




Panel:

William Lawrence,
Meridian Capital Partners

Richard Collier,
Cadogan Capital Management

Robert Schulman,
Tremont Group Holdings




All Speaker Bios
Convergence of
Hedge Funds,
Private Equity Funds
& Hybrid Funds




Moderator:

Kelly Easterling,
Rothstein Kass & Co.




Panel:

Howard Leventhal,
Ernst and Young LLP

Olga Loy,
Mayer Brown Rowe and Maw

Dan Reid,
Grant Thornton

Scott Booth,
Eastern Advisors




All Speaker Bios
Technology and
Operational Roundtable




Moderator:

Sandy Kaul,
Detica




Panel:

Rob Davis,
Merlin Securities

Tim Keady,
Omgeo LLC

John Kunze,
Jefferies and Company

Michael Fischer,
.




All Speaker Bios
 
 

Afternoon Tea

3:30 pm
4:30 pm
Elements of Risk




Moderator:

James Moore,
TIF Fund Management LLC




Panel:

Andrew Lapkin,
Bear Measurisk

Donna Marie Howe,
UBS Hedge Fund Risk Management

Jan Greer,
Wooster Asset Management, LLC




All Speaker Bios
Due Diligence:
The New Imperative
of Today




Moderator:

Salvatore Papa,
NRS, Inc.




Panel:

Gerald H. Ranzal,
Anchin, Block & Anchin LLP

Chris Addy,
Castle Hall Alternatives Inc.

Simon Fludgate,
Aksia LLC

Mark Davidson,
Russell Investment Group




All Speaker Bios
130/30 Funds:
The Heartbeat of a
Hot Institutional
Investor Trend




Moderator:

Mike Hennessy,
Morgan Creek Capital Management




Panel:

Charles Krusen,
Copernicus International LLC

Pankaj Patel,
Credit-Suisse

Steve Galbraith,
Maverick Capital

William Miller,
Merrill Lynch & Co. Inc.




All Speaker Bios
 
 

Cocktail Reception

 

› Register to attend any of the presentations listed above.


 Venue
The full-day of Master Classes and The Expo and Master Classes is being held overlooking Central Park on the elegant ninth & tenth floors of:


The New York Athletic Club

180 Central Park South at Seventh Avenue

New York City


Please note The New York Athletic Club has a dress code policy.
Business casual attire, with jacket, at all times.
Comparable attire for ladies.
The following are never appropriate:
jeans and other denim wear; sneakers;
shorts; t-shirts and athletic wear.
Jackets are always required for men.


To learn more about the New York Athletic Club, please visit their homepage.






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