Hedgeopolis New York - Hedge Fund Insights Conference
 
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HEDGE FUND ASSOCIATION

Hedge Fund Association

AGECROFT PARTNERS

Agecroft Partners

VENUE

The Roosevelt Hotel

45 E 45th St
New York, NY 10017

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Agenda

Download AgendaThe Hedgeopolis New York 2015 conference agenda delivers timely insights from world leading investors, and extended time to connect with your fellow HFA members during breakfast, lunch, breaks and 2 elegant cocktail receptions.

New for 2015: Hedgeopolis attendees can also reserve time to meet one-on-one with investors, managers and industry professionals in multiple Meetup Rooms open during the entire conference.*

 

 Monday, November 9, 2015  Add to Calendar

 

 

 11:30 - 1:00 pm

 

 Hedgeopolis Registration and Networking 

 

 

 1:00 - 1:30 pm

 

 Conference Chairman Opening Remarks

 

 Don Steinbrugge, CFA

 Managing Partner, Agecroft Partners

 Director, Hedge Fund Association

 

 

 1:30 - 2:30 pm

 

 Hedge fund Consultant's Viewpoints

 

  What are the most important metrics consultants consider when evaluating a hedge fund?

  What specific research process do consultants use to evaluate hedge funds?

  What hedge fund strategies are clients currently looking for?  

 

  Panelists:

  Adam Perez, Investment Director, Cambridge Associates

  Dulari Pancholi, CFA, CAIA, Research Consultant, NEPC, LLC

  Drew Rudolph, Cliffwater

  Alan Kosan, SVP, Head of Investment Manager Research, Segal Rogerscasey  

 

  Moderator:

  Gary Alexander, Senior Vice President Alternative Assets, Crown Global  

 

 

 2:30 - 3:30 pm

 

 Forecasting Expected Hedge Fund Returns

 

  What returns should investors expect over the next 12 month and 36 months?
  How much additional return do you expect from best of breed managers in each strategy?
  What niche strategies investors should be focusing on?

 Panelists:
 David Saunders, Founding Managing Director, K2 Advisors
 Andrew McCaffery, Global Head of Alternatives, Aberdeen Asset Management
 Ram Lee, Partner, Seven Bridges Advisors
 Nicholas De Monico, CIO Commonfund Hedge Fund Strategies Group

 Moderator:
 Maneet Ahuja, CNBC 

 

 

 3:30 - 4:00 pm

 

 Networking Break 

 

 

 4:00 - 5:00 pm

 

 Understanding the Benefits and Pitfalls of Investing in Emerging Managers

  What are the advantages of investing in smaller managers?
  What do you need to do differently in evaluating an emerging manager?
  Opportunities in seeding acceleration and first loss funds

 Panelists:
 Ted Seides, CFA, President and Co-CIO, Protégé Partners, LLC

 Anne-Gaelle Pouille, Partner, PAAMCO
 Craig Bergstrom, CIO, Corbin Capital Partners
 
 Moderator: TBA  

 

 

 5:00 - 7:00 pm

 

 Cocktail Reception and Networking

 

 Tuesday, November 10, 2015  Add to Calendar

 

 7:30 - 9:00 am

 

 

 Continental Breakfast and Networking

 

 9:00 - 10:00 am

 

 Managing a Hedge Fund Portfolio in an Uncertain Macro Environment

  Where to find and how to generate uncorrelated returns? CTAs? Global Macro? Other?
  How should institutional portfolios address Tail Risk (and other types of) Hedging?
  How does one balance risk, return and liquidity today?

 Panelists:
 Chris Solarz, Managing Director, Head of Global Macro Strategies, Cliffwater, LLC
 Jon Blumenfeld, Portfolio Manager, Permal Asset Management
 Andrew Fisch, Chief Investment Officer, SSARIS
 Darren Wolf, CFA, Managing Director and Head of Research, Arden Asset Management

 Martin Källström , Head of Alternative Investments ,First Swedish National Pension Fund

 Moderator:
 Peter Fell, Senior Vice President & Director of Investment Due Diligence, Kenmar Olympia

 

 

 10:00 - 11:00 am

 

 Opportunities in Fixed-Income Hedge Fund Strategies

 Panelists:
 Tom Williams, CFA, Chief Investment Officer, Pine Grove Asset Management
 Vincent Matsui, Global Head of Credit Strategies, EIM Management
 Elena Ranguelova, Investcorp

 Moderator:
 Kenneth Heinz, CFA President, Hedge Fund Research Inc  

 

 

 11:00 - 11:30 am

 

 Networking Break

 

 

 11:30 - 12:30 pm

 

 Adding Value in Long/Short Equity

 Panelists:
 David Storrs, President and CEO Alternative Investment Group
 Ohm Srinivasan, Managing Director, Atlantic Trust Private Wealth Management
 Liz Hilpman, CIO of Barlow Partners
 Katherine Grant, CAIA | LGT Capital Partners (USA) Inc.

 Moderator: TBA

 

 

 12:30 - 2:00 pm

 

 Lunch and Networking

 

 

 2:00 - 3:00 pm

 

 How to Source and Screen Top Quality Managers

 Panelists:
 Palmer Garson, Managing Director, Silvercrest Asset Management Group

 Ken Stemme, CFA, CAIA, Senior Investment Officer, International Monetary Fund
 Shakil Riaz, CIO, Rothschild Asset Management

 Moderator:
 Sourav Sengupta, Vice President, Portfolio Manager AIG 

 

 

 3:00 - 3:45 pm

 

 Fireside Chat with Hedge Fund Association President Mitch Ackles

 Panelist: TBA 

 

 

 3:45 - 4:45 pm

 

 More Insights on Emerging Managers

  Do they have a performance advantage over larger managers?
  What strategies do they have the greatest investment edge?
  What is more important between the size of the fund and newness of firm?
  What trends are you seeing relative to founders share class?

 Panelists:
 Paul Zummo, CIO, JP Morgan Alternative Asset Management

 Timothy G. Berry, CFA, Partner and Head of Hedge Funds, Private Advisors, LLC
 Alifia Doriwala, Senior Partner and Managing Director, Rock Creek Group

 Moderator: TBA  

 

 

 4:45 - 5:45 pm

 

 Viewpoints from Endowments, Foundations, Pensions and Family Offices

 Panelists:
 Colin Ambrose, Chief Investment Officer, UJA-Federation of New York
 Rob Blandford, CFA, President & CIO, Spider Management/University of Richmond
 Katherine Molnar, CFA, Senior Investment Officer, Fairfax County Retirement Systems
 Ken Lee, Associate Director of Investment, Carnegie Corporation

 Moderator:
 Michael Hennessy, Co-Founder and Director of Investments, Morgan Creek

 

 

 5:45 - 6:45 pm

 

 Cocktail Reception and Networking

 

                                                       Early Bird Registration

                                              * Registrations of any participant type will be reviewed and are subject to approval.
                                                                           Meetup Room access is subject to availability.



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