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

639 West 46th Street
New York, NY 10036

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Agenda Hedgeopolis New York AgendaHedgeopolis NY 2016 Guide

The Hedgeopolis New York 2016 conference agenda, expanded this year to 2 full days, delivers the latest insights from world leading investors, industry regulators and hedge fund managers combined with valuable time to connect with your fellow HFA members during breakfasts, lunches, breaks and 2 elegant cocktail receptions.

Hedgeopolis attendees can also meet one-on-one with fellow attendees in our Meetup Room which will be open during the entire conference. If you have any questions please click here.  

           Thursday, October 20, 2016

 

  7:30 am - 9:00 am Registration, Continental Breakfast and Networking
  9:00 am - 9:30 am Hedgeopolis Opening Remarks

Doug Rothschild, President, Agecroft Partners
Mitch Ackles, President, Hedge Fund Association
  9:30 am - 10:15 am Marketing to Hedge Fund Investor Gatekeepers

Meredith A. Jones, Partner and Head of Emerging Manager Research, Aon Hewitt Investment Consulting
Sean P. Cover, Director of Treasury and Investment Operations, Wildlife Conservation Society
Thomas A. Pacilio, Senior Director, RSM US Wealth Management LLC

Moderator: Holly Singer, President, HS Marketing
  10:15 am - 11:00 am Pitfalls and Benefits of Allocating to Emerging Managers

Issac Septon, CIO, The Observatory
Ian Haas, CFA, Senior Vice President, Neuberger Berman
Michael Robbins, CIO,  Spruce Investment Advisors

Moderator: Cara Fleckenstein, Managing Director, Agecroft Partners
  11:00 am - 11:30 am Networking Break
  11:30 am - 12:15 pm Understanding and Mitigating Cybersecurity Risks

Richard T. Jacobs, Assistant Special Agent in Charge, Cyber Branch, FBI
Justin Fier, Director of Cyber Intelligence, Darktrace
Charlie Bernier, Principal, ECBM Cyber

Moderator: Scott Patterson, Co-Founder and CEO, The Knox Corps
  12:15 pm - 2:00 pm Lunch and Networking
  2:00 pm - 2:45 pm Forecasting Future Hedge Fund Returns

Adam M. Perez, Senior Investment Director, Cambridge Associates, LLC
Kenneth Heinz, CFA, President, HFR, Inc.
David Storrs, President and CEO, Alternative Investment Group

Moderator: Hank Loughran, Managing Director, Agecroft Partners
  2:45 pm - 3:30 pm Fireside Chat

Bob Rice, Managing Partner, Tangent Capital
Mitch Ackles, President, Hedge Fund Assocation
  3:30 pm - 4:15 pm Networking Break
  4:15 pm - 5:00 pm Global Regulatory Briefing

Jennifer Duggins, Co-head, Private Funds Unit, U.S. Securities and Exchange Commission (SEC)
Robert Taylor, Hedge of Investment Management Department, Financial Conduct Authority (FCA)
Garth Ebanks, Deputy Head of Investments and Securities Division, Cayman Islands Monetary Authority

Moderator: Martin Cornish, Partner, MJ Hudson
  5:00 pm - 5:45 pm Institutional Investor Viewpoints

Colin Ambrose, CIO, UJA-Federation of New York
Paul Benjamin, CFA, Director of Pension Investments, Alcoa Inc.
Jonathan Miles, Managing Director, Wilshire Associates

Moderator: Doug Rothschild, President, Agecroft Partners
  5:45 pm - 7:45 pm HFA 20th Anniversary Cocktail Reception and Networking
Presented by Trident Fund Services

           Friday, October 21, 2016

 

  7:30 am - 8:45 am Registration, Continental Breakfast and Networking
  8:45 am - 9:30 am The Present and Future of Private Equity

Ari Rastegar, Chief Executive Officer, Rastegar Capital
Robert Schulz, General Partner, Health Enterprise Partners
Pradeep Ramamurthy, Managing Director, The Abraaj Group 

Moderator: Amy Or, Private Equity Reporter, Wall Street Journal
  9:30 am - 10:15 am Adding Value in Long/Short Equity and Global Macro

Katherine Grant, CAIA, Associate Director, LGT Capital Partners
Bates Brown, Managing Director, Head of Maverick Stable, Maverick Capital
Brian Barr, Hedge Fund Analyst, Wolfson Group
Salvatore Russo, Head of Research, EMM

Moderator: Cara Fleckenstein, Managing Director, Agecroft Partners
  10:15 am - 11:00 am Boosting Industry Diversity

Victoria Hart, Portfolio Manager, Pinnacle View Capital Management
Seema Hingorani, Founder/Chair, Girls Who Invest and Senior Advisor, Crestview Partners
Ward Corbett, Managing Partner, Catalyst Partners

Moderator: Rachael Levy, Senior Finance Reporter, Business Insider
  11:00 am - 11:30 am Networking Break
  11:30 am - 12:15 pm How to Source and Screen High Quality Managers

Peter Fell, Director of Investment Due Diligence, Kenmar Olympia, LLC
Frank Brochin, Co-CIO, Berens Capital Management, LLC
Jack Yuen, Portfolio Manager, Morgan Stanley Investment Management

Moderator: Doug Rothschild, President, Agecroft Partners
  12:15 pm - 2:00 pm Lunch and Networking
  2:00 pm - 2:45 pm Pitch Perfect Manager Presentations

Presenting Managers:
George Schultze, Managing Member, Schultze Asset Management and VP, HFA
Steven Prusky, President and Owner, Windsor Securities, Inc.
Michael E. Lewitt, Third Friday Management, LLC

Panelists:
Michael Scanlon, Partner, AICE Group / Silver Leaf Partners
Jeffrey Spotts, Principal, Prophecy Asset Management, LP
Charles H. Dufresne, Jr., Managing Director, Sciens Capital Management

Moderator: Simone Foxman, Hedge Funds Reporter, Bloomberg LP
  2:45 pm - 3:30 pm Fireside Chat

Don Steinbrugge, Managing Partner, Agecroft Partners
Julia La Roche, Writer, Yahoo Finance
  3:30 pm - 4:15 pm Networking Break
  4:15 pm - 5:00 pm New Opportunities in Fixed-Income Strategies

Ronen Schwartzman, CIO, Ten Capital Advisors
Michael P. Hennessy, Co-Founder & Managing Director of Investments, Morgan Creek
Ohm Srinivasan, Managing Director, Atlantic Trust Private Wealth Management

Moderator: Hank Loughran, Managing Director, Agecroft Partners
  5:00 pm - 5:30 pm Attracting Wealthy Investors and Family Offices

April Rudin, Founder and President, The Rudin Group
Angelo Robles, Founder and CEO, Family Office Association

Moderator: Lisa Hinds, Business Development, Schultze Asset Management
  5:30 pm - 6:30 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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