Hedgeopolis New York - Hedge Fund Insights Conference


Hedge Fund Association


Agecroft Partners


The Roosevelt Hotel

45 E 45th St
New York, NY 10017


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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. The Meetup Room scheduler, powered and hosted by Hedge Connection, is available in a secure login area and will be accessible only by registered Hedgeopolis attendees. The scheduler will open by October 30, 2015 and Hedge Connection will contact attendees directly to facilitate the process. If you have any questions please click here.  

 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?  



  Adam Perez, Investment Director, Cambridge Associates

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

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

  Jim McKee, SVP, Hedge Fund Research, Callan Associates Inc.  



  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?

 David Duebendorfer, President, Artemis Wealth Advisors, LLC
 Kevin Lyons, Investment Manager, Aberdeen Asset Management
 Nicholas De Monico, Intermin CIO of Commonfund and CEO of the Commonfund Hedge Fund Strategies Group

 Ohm Srinivasan, Managing Director, Atlantic Trust Private Wealth Management

 Simone Foxman, Bloomberg News 



 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

 Michael Weinberg, Senior Managing Director, Chief Investment Strategist, Protégé Partners, LLC

 Craig Bergstrom, CIO, Corbin Capital Partners

 David Friedland, President, Magnum U.S. Investments, Inc.

 Bates Brown, Managing Director, Head of Maverick Stable, Maverick Capital
 Moderator: Ron S. Geffner, Partner, Sadis & Goldberg LLP  



 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?

 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

 Peter Fell, Director of Investment Due Diligence, Kenmar Olympia



 10:00 - 11:00 am


 Opportunities in Fixed-Income Hedge Fund Strategies

 Tom Williams, CFA, CIO - Pine Grove Funds, Man FRM
 Vincent Matsui, Global Head of Credit Strategies, Gottex Fund Management Ltd.
 Elena Ranguelova, Principal, Co-Hedge of Fundamental Strategies, Investcorp

 Cedric Fan, Head of Hedge Fund Research, Russell Investments

 Kenneth Heinz, CFA, President, HFR, Inc.  



 11:00 - 11:30 am


 Networking Break



 11:30 - 12:30 pm


 Adding Value in Long/Short Equity

 David Storrs, President and CEO Alternative Investment Group
 Elizabeth Hilpman, CIO of Barlow Partners
 Katherine Grant, CAIA, Associate Director, LGT Capital Partners (USA) Inc.

 Chris Umscheid, Director | Head of Hedge Fund Research Group, Deutsche Asset & Wealth Management

 Moderator: Cara Fleckenstein, Managing Director, Agecroft Partners



 12:30 - 2:00 pm


 Lunch and Networking



 2:00 - 3:00 pm


 How to Source and Screen Top Quality Managers

 Palmer Garson, Managing Director, Silvercrest Asset Management Group

 Ken Stemme, CFA, CAIA, Senior Investment Officer, International Monetary Fund
 Shakil Riaz, Managing Director, Head of U.S. Alternatives, Portfolio Management and Global CIO,

 Rothschild Asset Management Inc.

 Ram Lee, Partner, Seven Bridges Advisors

 Sourav Sengupta, Vice President, Portfolio Manager, AIG (Japan)



 3:00 - 3:45 pm


 Hedge Fund Association Fireside Chat


 Caroline Lovelace, Founding Partner of Pine Street and Co-Portfolio Manager of the Fund

 Mitch Ackles, Hedge Fund Association President


 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?

 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

 Anne-Gaelle Poulle, Partner, PAAMCO


 Michael Patanella, Nat'l Asset Management Sector Leader, Audit Partner, Grant Thornton  



 4:45 - 5:45 pm


 Viewpoints from Endowments, Foundations, Pensions and Family Offices

 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 Investments, Carnegie Corporation of New York

 Michael Hennessy, Co-Founder and Managing 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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