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HEDGEOPOLIS AGENDA

Hedgeopolis 2014 Agenda



HEDGE FUND ASSOCIATION

Hedge Fund Association


AGECROFT PARTNERS

Agecroft Partners


VENUE

The Roosevelt Hotel


45 E 45th St
New York, NY 10017

  Conference Agenda 

   MONDAY, NOV. 3, 2014  Download Agenda PDF 

11:30 - 1:00 pm  Hedgeopolis Registration & Networking
1:00 - 1:30 pm   Conference Chairman opening remarks

Don Steinbrugge, CFA, Chairman, Agecroft Partners
Director, Hedge Fund Association
1:30 - 2:30 pm      Hedge fund consultants round table   

• 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
Neil Sheth, Partner, NEPC, LLC
Alan Lenahan, CFA, Managing Principle, Fund Evaluation Group
Alan Kosan, SVP, Head of Alpha Research, Segal Rogerscasey

Moderator:
Ron Geffner, Partner, Sadis & Goldberg LLP
Vice-President, Hedge Fund Association  
2:30 - 3:30 pm   Forecasting expected returns from various hedge fund strategies given current valuations

• 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
Clark Cheng, CFA, FRM, Managing Director, Head of US Manger Research, HSBC
Sourav Sengupta, Vice President, Portfolio Manager AIG

Moderator:
David Friedland, President, Magnum U.S. Investments, Inc.
Chairman, Hedge Fund Association
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:
Scott Schweighauser, Partner, President and Portfolio Manager, Aurora Investment Management
Ted Seides, CFA, President and Co-CIO, Protégé Partners, LLC
David Katz, President and COO, Larch Lane Advisors LLC
Craig Bergstrom, CIO, Corbin Capital Partners

Moderator:
Brian Lasher, Principal, Investment Research, Federal Street Partners
5:00 - 7:00 pm   Cocktail Reception & Networking

TUESDAY, NOV. 4, 2014

7:30 - 9:00 am    Continental Breakfast & Networking
9:00 - 10:00 am Managing a hedge fund portfolio in an uncertain macro environment

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

Moderator:
Peter Fell, Senior Vice President & Director of Investment Due Diligence, Kenmar Olympia
10:00 - 11:00 am Opportunities in fixed-income oriented hedge fund strategies

Panelists:
Tom Williams, CFA, Chief Investment Officer, Pine Grove Asset Management
Kenneth Heinz, CFA President, Hedge Fund Research Inc.
Ronan Cosgrave, Managing Director at Pacific Alternative Asset Management Company
Vincent Matsui, Global Head of Credit Strategies, EIM Management
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
William H. Lawrence, CEO and Chief Investment Officer, Meridian Capital Partners, Inc
Barry Wintner, Senior Vice President, Rockefeller Co.
Ohm Srinivasan, Atlantic Trust Private Wealth Management

Moderator:
Leslie Lake, CIO of Invus Financial Advisors, LLC
12:30 - 1:30 pm Lunch & Networking
1:30 - 2:00 pm   Fireside Chat with Anthony Scaramucci

Anthony Scaramucci, Co-Managing Partner and Founder, SkyBridge Capital
Mitch Ackles, President, Hedge Fund Association and CEO, Hedge Fund PR
2:00 - 3:00 pm  How to source and screen top quality managers

Panelists:
Joe Wade, Chief Investment Officer, Meritage Capital
Daniel Schatzman, Head of Research for the Wolfson Group
Mark Graham, President, Blue Alternative Asset Management
James N. Sheffield, CFA, Principal, Mangham Associates
Bei Saville, Director of Alternatives, Helmsley Trust
3:00 - 4:00 pm  More 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, Private Advisors, LLC
Susan Webb, CEO and CIO, Appomattox Advisory
Alifia Doriwala, Senior Partner and Managing Director, Rock Creek Group

Moderator:
Ronen Schwartzman, Founder, CIO, Ten Capital Advisors LLC
4:00 - 4:30 pm  Networking Break
4:30 - 5:30 pm  Investor viewpoints from endowments, foundations, pensions and family offices

Panelists:
Colin Ambrose, Chief Investment Officer, UJA-Federation of New York
Rob Blandford, CFA, President & Chief Investment Office, Spider Management/University of Richmond
Jonathan Hook, Chief Investment Officer, The Harry and Jeanette Weinberg Foundation
Katherine Molnar, CFA, Senior Investment Officer, Fairfax County Retirement Systems

Moderator:
Michael Hennessy, Co-Founder and Director of Investments, Morgan Creek Capital Management
5:30 - 6:30 pm  Cocktail Reception & Networking
   

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