07:45 Registration and continental breakfast
• Trends in Preferences of Alternative Investors
Dr. Erik Benrud, FRM, CAIA, CFA, LeBow College of Business,
Drexel University
 Dr. Benrud earned his doctorate at the University of Virginia. He has won awards for his research on competition in financial services and option pricing. He holds the Chartered Financial Analyst (CFA®), Financial Risk Manager (FRM®), and Chartered Alternative Investment Advisor (CAIA®) designations.
He has delivered seminars on many topics in finance on four continents, and he has been interviewed by many media organizations. For many years, Dr. Benrud worked for the CFA Institute in various capacities. Currently, in addition to his position at Drexel University, he serves as the Curriculum Director of the Chartered Alternative Investment Analyst (CAIA) program for Institutional Investor. |
| 08:50 |
2010's CRITICAL INVESTMENT ISSUES FOR INVESTORS |
• The role of the government in alternative investing with the pending deactivation of fiscal measures
• From bust to bubble; are valuations too high and what does this mean for investors?
• Inflation risk; are we through the woods yet?
• Endowment Management in the Modern Era: A Practical Case for Optimizing, as opposed to Maximizing, Performance Results & Related Issues
•The aspects of behavioral economics and momentum in investor activity
Moderator:
Jeremy Lieberman, Partner, Pomerantz Haudek Grossman & Gross LLP
Mr. Lieberman graduated from Fordham University School of Law in 2002. While in law school, Mr. Lieberman served as a staff member of the Fordham Urban Law Journal. Upon graduation, Mr. Lieberman began his career at Chadbourne & Parke LLP as a litigation associate, where he specialized in complex commercial liability and product liability actions.
At Pomerantz, Mr. Lieberman is the lead partner in a number of high profile securities class actions, including: In re Comverse Technology, Inc. Securities Litigation, 06-CV-1825 (E.D.N.Y.) (NGG) (RER) In re PXRE Securities Litigation, 06-cv-3410 (S.D.N.Y.) (RJS), and In re Perrigo Co. Sec. Litig., 06-CV-3410 (S.D.N.Y.). Mr. Lieberman regularly consults with foreign pension schemes and investment houses regarding their rights under the U.S. securities laws. Mr. Lieberman is a member of the New York State Bar Association and is admitted to practice law in the District Courts for the Southern and Eastern Districts of New York. Mr. Lieberman is a member of the Professional Circle of the Jewish National Fund. |
Panelists:
Head of Manager Alliances, Glenmede Trust
Director of Investments & Portfolio Manager, United Negro College Fund (UNCF)
President, Investment Strategies, GE Asset Management
| 09:35 |
NEW ASSET ALLOCATION THEMES IN 2010 |
• Are pension funds and large institutional investors back at the table for serious allocations?
•What business models for investment managers will be successful given changing investor terms, needs for more liquidity, less leverage, reformed markets and a different investor sentiment?
• Alpha, and who can deliver it in 2010
Moderator: Associate Director, Pacific Alternative Asset Management Company (PAAMCO)
Panelists:
Head of Private Equity, The Guardian Life Insurance Company of America
Senior Investment Officer, Cornell University Endowment
Head of Alternatives, Metlife Investments
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10:20 MORNING BREAK
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| 10:50 |
INVESTOR TERMS AND MANAGER SELECTION ISSUES REVISITED |
• What are the top allocation criteria for investors: liquidity?; performance?; strategy?; AUM?; reputation? management team?; operational platform?
• Updates for the use of Managed Accounts
• Fees and how to better align interest between investors and managers
• Fund of funds vs. investment consultants in allocation advisory
Moderator:
Deva Panambur, HedgeFund Professional
 Deva led manager selection and due diligence. He had additional responsibility for economic analysis, strategy analysis, portfolio management and risk management pertaining to investments of about $2Bn for ultra high net worth clients. Prior to joining EMM, he managed hedge fund portfolios totaling over $2Bn for individuals and institutions at Merrill Lynch Investment Managers. Prior to that, he worked at Chesapeake Capital Corporation a hedge fund, in their research and marketing divisions.
Previously, he worked for Deutsche Bank Asset Management where he was a risk and business analyst supporting various hedge fund groups. Deva began his career at International Seaports Pte. Ltd. in international project finance in the Far East and the United States.
He earned a Bachelor of Technology degree from the Institute of Technology, India, his Masters in International Management from the Indian Institute of Foreign Trade, New Delhi, and his MBA from Thunderbird School of Global Management. Deva has been awarded the Chartered Financial Analyst designation and is a member of AIMR and NYSSA. |
Panelists:
Sonny Saksena, Senior Advisor, Finles N.V.
| Sonny Saksena is the Senior Advisor to Finles in North America and Principal for Maihar Capital Strategies, LLC. His responsibilities include corporate development, principal investing, manager selection and due diligence. He has over 15 years of broad ranging experience with Fortune 100 companies. Mr. Saksena started his career with Larsen and Toubro Limited in India where he was responsible for performing corporate development activities and managing infrastructure projects
In 1994 he joined PricewaterhouseCoopers (PwC) Management Consulting Services in New York and he subsequently became a Partner with IBM Business Consulting Services following their acquisition of PwC’s consulting business. Mr. Saksena has over 15 years of international experience covering a broad spectrum of strategic and financial issues for senior executives at Fortune 100 companies. |
Sander Van Stijn, Director of Investments, Investment Committee Member, Cadogan Management
 Mr. Van Stijn works with the Research team at Cadogan Management in sourcing new managers, conducting interviews and constructing portfolios. Prior to joining Cadogan, Mr. van Stijn worked as a Senior Analyst and Portfolio Manager in the Alternative Investments department of Fortis/MeesPierson.
Before joining Fortis in 2005, Mr. van Stijn was a Senior Investment Manager at The Hoogovens Pension Plan, one of the largest corporate pension plans in the Netherlands, where he was responsible for their hedge fund program. From 2000 to 2002, he was an Analyst in the Corporate Finance department of Arthur Andersen, focusing on M&A advisory services. Before joining Arthur Andersen, Mr. van Stijn was a Research Intern at ABP investments, one of the largest pension plans in the world.
Mr. van Stijn holds a Master’s degree in Financial Economics from the Vrije Universiteit Amsterdam and a Master of Financial Analysis degree from the Vrije Universiteit Amsterdam, and he is a Certified European Financial Analyst (CEFA). |
Matthew Storm, Co-Founder, CV Advisors, LLC.
 Matthew Storm co-founded CV Advisors, a multi-family office that caters to endowments, foundations and families, in 2007. At CV, Matthew manages client relationships and he also focuses on portfolio risk management.
Prior to joining CV, he served as head of investing for a $1 billion family office / fund of funds, Crystal Advisors LLC, where he worked for six years. Prior to Crystal, he worked at Monitor Group, a leading global strategy consulting firm in the US, the EU and Turkey. He graduated from UPENN with a BA in 1994 and an MBA from the Wharton School in 2000. |
| 11:25 |
ENERGY/COMMODITIES PANEL |
Moderator:
Ronen Schwartzman, CEO, Ten Capital Advisors
| Ronen has over 10 years of investment and capital markets experience.Prior to founding Ten Capital Advisors, he was the Investment Manager of Yellow Brick Capital, a $100MM family office focused on alternative investments. Ronen led a profitable year in 2008 and Yellow Brick remains as his client.
Prior to that Ronen worked for 4 years at Bear Stearns in New York where he managed equity and fixed income portfolios for individuals and corporations. He also advised institutional investors on capital markets investments.
Ronen started his career as an equity analyst with Oppenheimer in Tel Aviv where he was frequently quoted in the local media. A former special operations intelligence officer in the Israeli Air Force, Ronen is fluent in Spanish and Hebrew and he holds an M.B.A from The Wharton School University of Pennsylvania. |
Commodities Focused Discussion:
• Alternative investment opportunities in energy & commodities post the Copenhagen Accord
• Inflation bifurcation and the impact for commodity prices
Panelists:
Thomas de Mevius, CAIA, Founder & CEO, Athamas S.A.
 Thomas de Mevius is the CEO of Athamas SA and the main seeder of Athamas Capital SICAV-SIF. He also manages Duomos SPRL, a patrimonial investment company. Thomas previously worked at UBS Investment Bank in London, UK where he originated and structured more than €5bn of convertibles and corporate derivatives.
Before joining the Equity Capital Market department, he was part of the Mergers & Acquisition team and worked on transactions for investment banking clients in the real estate & leisure sector. Thomas professional experience also includes positions in Paris, France (Equity Derivatives – Société Générale), New Delhi, India (Barco) and London, UK (Fund of Hedge Funds – Petercam Capital).
Thomas is a Chartered Alternative Investment Analyst (CAIA) and holds Master degrees in both Financial Economics and Philosophy. |
Constance Hunter, Economist, Galtere
 Constance L. Hunter is an Economist for Galtere Ltd., a registered investment advisor that manages in excess of $1 billion across several commodity‐focused products. The firm’s flagship commodity‐based global macro strategy draws upon an array of markets and instruments to express real‐asset‐driven themes.
Throughout her nearly sixteen‐year career, Ms. Hunter has honed her ability to pick a needle from the economic haystack of data, synthesizing information to identify turning points in a currency, stock, bond, or an entire market. Prior to joining Galtere, she was the Chief Investment Officer and Managing Member of Coronat Asset Management, a hedge fund that expressed macroeconomic views by taking equity positions capitalizing on those views. Prior to forming Coronat, she was a founding partner of Quantrarian Capital Management, an Asia‐focused hedge fund. Ms. Hunter has also held portfolio manager positions at Salomon Smith Barney and Firebird Capital Management.
Ms. Hunter began her career as a member of the International Economics team of Chase Manhattan Bank (rated #1 research team by EuroMoney in 1994, 1995 and 1996). At Chase, she was responsible for forecasting interest and exchange rates for OECD countries as well as advising institutional clients’ Treasury Departments regarding their global foreign exchange and fixed income hedging strategies.
Ms. Hunter holds a B.A. from New York University, and an M.A. in International Economics from the School of International and Public Affairs at Columbia University. She is a member of the National Association of Business Economists and serves as an Officer on the International Roundtable. She is an active member of 100 Women in Hedge Funds. Ms. Hunter has held Series 7, 65and 87 licenses. |
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Energy Focused Discussion:
• Alternative investment opportunities in the Australian financial electricity market
• Alpha-generating strategies and Alpha-generating events
• Global Trends and Opportunities in the Energy Sector
Panelists:
Thomas Schmitz, Executive Manager, d-cyphaTrade
 Thomas Schmitz started his career in 1992 in corporate finance with Deutsche Bank in Germany. He holds a Bachelor of Laws (Hons) from the University of Melbourne where he graduated in 1999 before moving back to Europe to continue to work for Deutsche. He moved to Enron Europe in early 2000 working first in gas transmission and then trading physical power in continental European markets. From 2002 onwards Thomas worked for Aquila Europe and BHP Billiton before joining BNP Paribas in 2005 where he was responsible for structured power, gas, coal and carbon transactions.
Thomas worked briefly for the Australian Energy Regulator before moving back to London to run the Continental European origination business for Constellation Energy Global Commodities with a product suite covering physical and financial power, gas, coal and carbon as well as renewable energy products. When Constellation closed down their European operations in late 2008, Thomas joined d-cyphaTrade as Executive Manager bringing unique expertise to the team, including over 5 years of experience from international carbon trading markets including the EU Emissions Trading Scheme (ETS) and Kyoto ETS. |
Todd J. Gross , Managing Member & CIO, Hudson Capital Group
 Todd Gross, Chief Investment Office, is a principal and co-founder of Hudson Capital Group, LLC. Mr. Gross has maintained a successful record of trading and risk management in Energy derivatives, both proprietarily and for investors, since 1993.
He directs all trading, risk management, research and development for the firm’s Asset Management Unit. Prior to forming Hudson Capital Group, LLC, Mr. Gross was Head Options Trader, Global Commodities Division, for Morgan Stanley & Co. He began his career at Cooper, Neff and Associates, where he became Head Trader for Commodities in New York.
Mr. Gross graduated from the Management & Technology Program at the University of Pennsylvania. In 1988, he received both a Bachelor of Science in Economics from Wharton and a Bachelor of Applied Science in Systems Engineering from the Moore School of Engineering. td> |
Thomas A. Schmitt, Chairman & Managing Principal, Taum Sauk Capital Management
 Thomas A. Schmitt is the Portfolio Manager of Taum Sauk World Development Fund, Ltd. and serves as the CEO of the General Partner of Taum Sauk Capital Management, L.P. Mr. Schmitt was formerly Senior Vice President and Portfolio Manager at AllianceBernstein, L.P. He joined AB in 1996, served as the Global Head of Energy and Natural Resources for the Growth Equities Division (1996-2008) and as North American/Natural Resource Analyst (1996-2008) and U.S. Research Director (2004-2007).
He was the Co-Portfolio Manager of the Global Research Growth Fund from 1998-2008. From 1979-1996, he worked for Atlantic Richfield Corporation (now part of British Petroleum) in operations, engineering management, research and corporate finance. He has a B.S. in Chemical Engineering from Missouri University of Science and Technology (formerly University of Missouri-Rolla) and an MBA from Harvard University. |
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12:25 LUNCH BREAK
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• Wrong: Biases and How They Hinder Us
Mark Dow, Portfolio Manager, Pharo Management
 Mark Dow is a senior portfolio manager for the Fund. He has more than 19 years of experience in economics and emerging markets. Prior to joining Pharo Management LLC in 2004, he was a portfolio manager at MFS Investment Management for six years, where he managed a variety of fixed-income funds, with special emphasis on emerging markets.
Previous to that, he worked for four years as an economist at the International Monetary Fund and for three years at the US Department of the Treasury, where he specialized in countries with exceptional financing needs and in debt sustainability analyses. Mr. Dow did his graduate work at the Fletcher School (ABD Ph.D.) and got his undergraduate degree from UC Berkeley (B.A.). |
• Is the distressed cycle over in the US and Europe?
Tom Libassi, Managing Director, Strategic Value Partners
 From 2000 to 2007, Mr. Libassi was a Senior Managing Director at GSC Group where he focused on sourcing, evaluating and executing distresses debt transactions. From 1994 to 2000, Mr. Libassi was Senior Vice President and Portfolio Manager at Mitchell Hutchins, a subsidiary of PaineWebber Inc. where he was responsible for managing approximately $1.2 billion of high yield asset for Paine Webber Mutual Funds.
In 1998, Mr. Libassi developed and launcher the approximate $550 million Managed High Yield Plus Fund, a leveraged closed-end fund that was ranked number one by Lipper in its category in 1999. From 1986 to 1994, Mr. Libassi was a Vice-President and Portfolio Manager at Keystone Custodian Funds, Inc., with portfolio management responsibilities for three diverse institutional high yield accounts with $250 million in assets.
Mr. Libassi is on the Board of Directors of Mach Gen. Mr. Libassi an M.B.A from the University of Pennsylvania in 1986 and a B.A. in Economics and Government from Connecticut College in 1981. |
• The Future of Global Macro
• How investors will lose a lot of money in 2010
• Discretionary Macro
Moderator: Manager, Dorchester Capital Advisors
Panelists:
Keith Summers, CFA, Portfolio Manager, Tricoastal Capital
Keith Summers, CFA is the portfolio manager for Tricoastal Capital, a US-domiciled global macro fund.
Keith has over 20 years experience in capital markets in the US and Canada and has managed money for insurance companies, mutual funds and private investors.
He is a CFA Charterholder; graduate of the DeGroote School of Business at McMaster University an alumnus of the Bank of Montreal, the Canadian Imperial Bank of Commerce (CIBC) and CI Mutual Funds. He appears regularly on television as a market commentator. |
Daniel Solomon, President & Chief Operating Officer, Lyford Group International Ltd.
 Daniel Solomon oversees Lyford’s non-investment activities. He has 17 years of investment industry experience. He joined Lyford Group International Ltd. in 2009. Mr. Solomon graduated Princeton University magna cum laude and joined Goldman Sachs as a fixed-income product specialist in 1992. After seven years on the Corporate bond and Municipal bond trading desks, he moved within Goldman Sachs to lead a Private Wealth Management team, advising ultra-high-net-worth families on strategic investment issues including asset allocation, portfolio construction and risk management.
He also managed fixed-income and cash-management portfolios for a few key clients. Mr. Solomon left Goldman Sachs in 2003 to join Drake Management as a Director, holding senior roles in the Portfolio Management and Client Management Groups. Mr. Solomon earned his CFA charter in 1999 and has passed level 1 of the CAIA examination. He has served on the Boards and Investment Committees of several charities. |
Jonathan Fayman, Portfolio Manager, BlueBay Asset Management
 Jonathan joined BlueBay in December 2009. Previously he spent five years at Rand Merchant Bank as a portfolio manager on the proprietary trading desk where he traded commodities, G10 interest rates and foreign exchange, as well as South African fixed income markets.
Jonathan has a BSc in Mathematics and Statistics and an honours degree in Advanced Mathematics of Finance from the University of the Witwatersrand in JHB South Africa. |
| 02:50 |
VALUE/EQUITY/EVENT PANEL |
• Fair Value for LPs and GPs- Regulatory Updates
• Event driven investing
Moderator: Manager, Dorchester Capital Advisors
Panelists:
Stephan Forstmann, Managing Director, Duff and Phelps, LLC.
 Stephan has over 15 year experience in the valuation of business enterprises and equity and debt interests focusing on the valuation of illiquid securities of private equity & hedge funds, as well as fund-of-fund investors. Stephan’s private equity and hedge fund experience includes the quarterly review of private loans, private equity and real estate positions, as well as various derivative securities, where he reviews hundreds of investments each quarter.
Prior to joining Duff & Phelps, Stephan was an Investment Manager with Affentranger Associates, a small private equity /corporate finance boutique in Switzerland. Prior to joining Affentranger Associates, Stephan was Senior Vice President in Lombard Odier Darier Hentsch’s corporate finance unit focusing on Mergers & Acquisition advisory services in Zurich, Switzerland.
Stephen is a Certified Public Accountant (CPA) and holds a Ph.D and M.B.A from the University of St. Gallen in Switzerland. |
David A. Sackler, Portfolio Manager, Moab Capital Partners
 Mr. Sackler is co-portfolio manager of the Fund and has 11 years of hedge fund investment experience. From 1999-2005, Mr. Sackler worked at Perry Capital LLC, an $11.5 billion hedge fund, and OSS Capital Management, LLC, a $1.1 billion hedge fund. At Perry Capital, Mr. Sackler managed a fully hedged portfolio of healthcare stocks.
Mr. Sackler was responsible for all idea generation, research, and trading of the portfolio. At OSS Capital Management, Mr. Sackler focused exclusively on healthcare and reported directly to Oscar S. Schafer, founder of OSS. Mr. Sackler has extensive experience investing in all sub-sectors of healthcare and is experienced in sizing and managing both long and short positions. |
| 03:15 |
EMERGING MARKETS PANEL |
• Emerging Markets Investing: A Rich Opportunity Set…
• How should an investor approach investing in Emerging Markets?
• Putting the "R" back in BRICs
Moderator:
Sinem Sonmez, Professor of Economics , PACE University
| Sinem Sonmez has been an Emerging Market Economist with DeRosa Research and Trading and has prior experience at the World Bank. She performs macroeconomic analysis of countries, follows and analyzes global economic indicators and their implications on the currency markets. She also teaches macroeconomics at Pace University.
At the World Bank, she conducted economic research on key development issues concerning the developing countries. She made significant contributions to a flagship project of the World Bank named “Doing Business”, a database designed to measure business regulations of countries and their enforcement in all countries.
Previously, she served as an International Trade Analyst at the US Department of Commerce where she verified the compliance of foreign companies to US tariff regulations and calculated tariffs on imported foreign merchandise. Sinem has a Master’s Degree in International and Development Economics from Yale University and an undergraduate degree from George Mason University. She has also earned a Certificate in International Management from Boston University’s program in Japan. |
Panelists:
Ajay Jani, Portfolio Manager, Gramercy Advisors
| Mr. Jani has 20 years investment experience, including 15 years in Emerging Markets. Prior to joining Gramercy in June 2009, Mr. Jani managed his own quantitative emerging markets macro strategy with London Diversified Fund Management. In 2005, he became Managing Partner of Single A Capital LLC. From 1999 - 2005 he was at Banque Paribas, where he was head of the emerging markets external debt trading group in Europe based in London, which included oversight of a profitable client flow business and investing proprietary bank capital in credit. After relocating to New York the mandate expanded to include foreign exchange, rates, and equity as well as building a quantitative business on a proprietary basis.
Before that he was at Banker’s Trust International in London where he initiated a customer flow business and traded over 15 countries. From 1995 - 1998 he worked at Lehman Brothers in New York and London where he specialized in trading emerging market sovereign debt, and was active in several sovereign restructurings including Panama, Peru, and Russia.
Prior to attending business school, he spent 4 years at Sanford C. Bernstein in their fixed income trading and research departments where he analyzed and helped manage various US dollar fixed income assets including corporate bonds, mortgages and treasuries. Mr. Jani is a frequently published author of various investment articles dealing with systematic and quantitative investment strategies and has studied Mandarin Chinese. |
Rodolfo E.C. Amoresano, Managing Member, Caerus Emerging Markets
 Mr. Rodolfo E.C. Amoresano is the founding Principal of Caerus Management, LLC (“Caerus”), an investment management firm that he organized to specialize in emerging markets investments. Mr. Amoresano has accumulated over 25 years of experience in Emerging Markets, having invested and advised clients during all of the financial market cycles and crises since the mid-1980s. He has held a variety of financial positions that have provided him with extensive investment experience, and broad international contacts. He has managed up to $2 billion of investments in emerging markets including fixed income and equities.
Prior to forming Caerus, Mr. Amoresano spent a decade in the hedge fund community, following 15 years of international banking experience, developing contacts in Latin America, Eastern Europe, Africa and Asia. His most recent experience was at Greylock Capital Management in New York where he served on the pricing committee and in an advisory role from October 2007 until March 2008 and as portfolio manager from March 2008 through December, 2008. He previously served as Managing Director at Contrarian Capital Management in Greenwich, CT. (Sept. 2005-March 2007) where he focused on the emerging markets portfolio. He spent the prior six years as a principal of Frontier Investments in New York (June 1999-Sept. 2005), advising clients during the financial crises in Russia, Argentina and Brazil.
Mr. Amoresano’s international banking experience included three global banks: Nomura Holdings America in New York (1993-1999), serving as Portfolio Manager and Managing Director of the proprietary global emerging markets unit; Banco Santander in New York (1989-1993), serving as Vice President, Emerging Markets; and Manufacturers Hanover Trust (1983-1989), where he co-created the bank’s emerging markets trading, advisory and product initiative.
Mr. Amoresano earned a B.S. in Business Administration from Arizona State University in 1983. He has completed N.A.S.D. Series 7, 63, 24 and 8 registrations. |
Michael O'Flynn, Managing Director, United Financial Group Asset Management
| Michael O'Flynn is a Managing Director and Head of Business Development for UFG Asset Management. He is based in Boston, USA and is responsible for fundraising across all asset classes at UFG AM. He was most recently was employed as Director of Emerging Markets Equities at Deutsche Bank Securities in Boston and New York following the 2006 sale of UFG's investment bank to Deutsche Bank. Mr. O’Flynn rejoined UFG in April, 2009. He is an expert in Russian and Japanese financial markets.
From 2003-2005 Michael O’Flynn was a UFG partner and successfully built the investment bank's consistently top-rated Russian sales and trading franchise in America. Prior to that Mr. O'Flynn worked for Deutsche Bank in Tokyo from 1999-2002 as an institutional Japanese equity salesman after the firm redeployed him from Moscow following the 1998 Russian financial crisis.
Mr. O'Flynn interned for UFG in Moscow prior to earning his MBA during the fledgling firm's earliest days, from 1995-1996, specializing in Russian region local currency debt. He began his career on the corporate and mortgage-backed bond trading desk for Lehman Brothers in Boston from 1991-1994. Mr. O'Flynn holds the unique distinction of being ranked the #1 equity research salesman in back-to-back years on two continents in two completely different products - by AsiaMoney magazine in 2001 and 2002 for his efforts in Japan, and then by Thompson Financial/EuroMoney in 2004 and 2005 as Russia's top advisor.
Mr. O'Flynn holds a Bachelor of Arts in Sociology and Economics from Dartmouth College and a Master of Business Administration degree in International Finance from the University of North Carolina's Kenan-Flagler Business School. He is conversant in Russian, Japanese, and Spanish. He splits time between Boston and Moscow. |
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03:55 Networking Break
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| 04:15 |
MACRO ECONOMIC DISCUSSION PANEL |
• Asset pricing, regional bubbles and the escalating sovereign debt situation
• Cyclical trends in sectors and openings for opportunities
• Inflation, gold and currency developments
Speakers:
Robert Wiedemer, Economist ,The Foresight Group
| Robert A. Wiedemer brings to the team the real-world investment understanding and analytical skills that come from founding a NASDAQ-listed information services company.
He also serves as the primary investment valuation advisor for the U.S. Small Business Investment Company division, which is the largest fund of private ventures capital funds in the world with over 20 billion under management in over 4,000 investments. |
Ann Lee , Adjunct Professor, New York University
| Ann Lee is an adjunct professor of economics and finance at New York University and a former visiting professor at Peking University. She is an expert on financial derivatives, the global financial system, and China, particularly in China’s economy and economic initiatives. While she was teaching at Peking University, she also acted as an economic advisor to members of the CSRC, CBRC, CIC, and the Ministry of Finance as well as to several large Chinese asset management firms.
Ms. Lee was educated at U.C. Berkeley, Princeton University’s Woodrow Wilson School of International Affairs, and Harvard Business School. She has provided economic commentary on ABC, CBS, CNBC, CNN, Fox Business, Bloomberg TV, NPR as well as news channels around the world. Ms. Lee also published her OpEds in many mainstream publications globally such as The Financial Times, The Wall Street Journal, Newsweek, Businessweek, Forbes, Worth, and the Hong Kong Economic Journal. |
| 04:40 |
MANAGER SECTOR TALKS |
Moderator:
Robert Wiedemer, Economist , The Foresight Group
| Robert A. Wiedemer brings to the team the real-world investment understanding and analytical skills that come from founding a NASDAQ-listed information services company.
He also serves as the primary investment valuation advisor for the U.S. Small Business Investment Company division, which is the largest fund of private ventures capital funds in the world with over 20 billion under management in over 4,000 investments. |
Art/Memorabila Focused Talk:
• Investing in rare stamps & precious memorabilia: an uncorrelated asset class with a 150 year history
Geoff Anandappa , Investment Portfolio Manager, Stanley Gibbons
 Geoff Anandappa is an international speaker and renowned expert on investing in rare stamps and historical memorabilia.
Having graduated from St Andrew’s University in Scotland, Geoff pursued a career in management and sales & marketing – before a lifelong interest in philately prompted him to join the Investment Department at Stanley Gibbons.
On a day-to-day basis, Geoff works with high net worth individuals and financial professionals to provide guidance about alternative investments and diversifying into collectibles, an asset class with no correlation to mainstream investments. With appearances on CNN, CNBC, BBC Television and Radio, and contributions to many national and international newspapers and magazines, Geoff is in demand as a speaker around the world.
Geoff’s presentation will cover the history of stamps and will reveal why stamps and historical memorabilia are one of the most undervalued asset classes. With low volatility over a 50-year period, and minimum returns guaranteed by Stanley Gibbons, it is no exaggeration to say that this is one of the best investments for those seeking to diversify their portfolio. |
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Convertible Arbitrage Focused Talk:
• A differentiated approach to convertibles
Sean Reynolds, Managing Director, Lazard Rathmore Fund
 Sean Reynolds is a senior Portfolio Manager/Analyst on the Rathmore team specializing in convertible arbitrage and relative value strategies. Prior to joining the Firm in 2007, Sean was a portfolio manager for convertible arbitrage strategies at SAC Capital Management from April 2003 to August 2006 and, subsequent to this, senior portfolio manager at Sailfish Capital Partners’ G2 Multistrategy Fund. Previously he was a convertible arbitrage portfolio manager at the Clinton Group, Inc.
From 1997 to 2002, Sean was a managing director and Head of Convertibles Sales (U.S.) at Deutsche Bank Securities, including a period as an executive member of the North American Management Committee, Deutsche Bank Equities. Prior to 1997, Sean was responsible for global convertible securities sales at UBS Securities and domestic convertibles at Merrill Lynch.
He has been in the investment industry since 1993. Sean has an MBA from the Wharton School of the University of Pennsylvania and a BA in Math and BAI (BSc) in Engineering from Trinity College Dublin. |
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Moderator:
Tom Libassi, Managing Director, Strategic Value Partners
| From 2000 to 2007, Mr. Libassi was a Senior Managing Director at GSC Group where he focused on sourcing, evaluating and executing distresses debt transactions. From 1994 to 2000, Mr. Libassi was Senior Vice President and Portfolio Manager at Mitchell Hutchins, a subsidiary of PaineWebber Inc. where he was responsible for managing approximately $1.2 billion of high yield asset for Paine Webber Mutual Funds.
In 1998, Mr. Libassi developed and launcher the approximate $550 million Managed High Yield Plus Fund, a leveraged closed-end fund that was ranked number one by Lipper in its category in 1999. From 1986 to 1994, Mr. Libassi was a Vice-President and Portfolio Manager at Keystone Custodian Funds, Inc., with portfolio management responsibilities for three diverse institutional high yield accounts with $250 million in assets.
Mr. Libassi is on the Board of Directors of Mach Gen. Mr. Libassi an M.B.A from the University of Pennsylvania in 1986 and a B.A. in Economics and Government from Connecticut College in 1981. |
Credit/Debt Focused Talk:
• A Silver lining in Debt- micro consumer receivables
Wayne Crane, EVP - Asset Acquisition, Summit Alternative Investments
 Mr. Crane is a graduate of Indiana University where he received a Bachelor of Science degree in Finance. He continued his studies at the Graduate School of Banking at the University of Wisconsin. After a short career as the Regional Operations Manager with the Federal Deposit Insurance Corporation in Washington and Indianapolis, he left to take a position as a Vice President with Bank One Corporation in their Commercial Lending Department.
Swayed by a large bank customer, he went to work for Carmel Financial Corporation, a nationwide niche market third party financial services organization, and rose to the rank of President of the company’s sales and marketing divisions. Subsequently he went to work as a Senior Executive with Sterling Financial Corporation, part of the Sterling Bank Holding family, a New York Stock Exchange listed company (NYSE:STL) and a nationwide player in the rediscount lending arena issuing lines of credit to finance companies.
Presently, he is the EVP of Asset Acquisition for Summit Alternative Investments, LLC, where his primary responsibilities include the strategic direction and sourcing of the consumer receivables investments made by the Fund. Mr. Crane’s extensive background in the financial services industry and experience in working with large institutional lenders places him in an opportunistic position to source and analyze consumer receivable portfolios to the benefit of Summit Alternative Investments, LLC. |
| 05:20 |
CAPITAL RAISING CHALLENGES FOR MID-SIZED FUNDS |
• How to 'accelerate' the growth of mid-sized funds
• The outlook for capital raising in 2010; are allocations back?
• How do I maximize the experiences from 2008-2009
• Niche investors and how to position your fund wisely
• Using fund placement agents vs. hiring an internal sales director
Moderator:
Steven M. Simmons, Managing Director, Lighthouse Prime
 Steven Simmons is a Managing Director and Head of Prime Services Sales with Lighthouse Prime Services, a division of Lighthouse Financial LLC, a leading agency only brokerage and financial services company based in New York City. He is responsible for prime brokerage services with a specific emphasis on fund incubation and development, and oversees the capital introduction programs.
Lighthouse Financial was recently highlighted on CNBC as being among the rising stars in the boutique financial services industry, and was a 2009 recipient of the Award for the Best Capital Introduction Program for Small Prime Brokers as awarded By Hedge Fund Week Magazine. In 2007 and again in 2008, the Opal Financial Group and Focus Point Press awarded Simmons the Broker of the Year Award for prime services dedicated to the emerging manager space.
Simmons brings over 19 years of industry experience and graduated from Colgate University in Hamilton, NY with a B.A. in International Relations and is a member of the President’s Club. He is also a junior executive board member of the Susan B. Komen Breast Cancer Foundation. |
Panelists:
Geoffrey Lasry, CAIA, Associate Director, Pacific Alternative Asset Management Company (PAAMCO)
 Geoffrey Lasry, CAIA is an Associate Director of Pacific Alternative Asset Management Company (PAAMCO), a leading global independent fund of hedge funds investment firm with $9 billion under management. Geoffrey heads PAAMCO's Portable Alpha fund, chairs the Account Management Committee, and is a Director on several of the firm's onshore and offshore funds.
Prior to joining PAAMCO, Geoffrey was an account manager at PIMCO, where he managed institutional client relationships with fixed-income portfolios. He began his career as a fixed-income trader at Republic National Bank of New York (now HSBC). Geoffrey has thirteen years of investment management experience, has authored select pieces on alternative investment strategies, and is a frequent guest speaker at investment conferences and business schools throughout the United States.
Geoffrey graduated from New York University with a B.A. in English Literature, and received his M.B.A. in Analytical Finance from Kellogg School of Management at Northwestern University. Geoffrey also serves as a Toigo Foundation mentor, where he advises minority business school students considering careers in finance |
Sa'ad Shah, Managing Director, Diversified Global Asset Management
| Sa’ad Shah is a Managing Director for Diversified Global Asset Management, and leads the firms business development and strategic partnership initiatives.
Prior to joining the firm, Mr. Shah worked at RBC Capital Markets where he most recently led the Financial Engineering Deal Team that specifically sought to identify, structure and execute the FX risks inherent in cross border Mergers & Acquisitions. Mr. Shah’s responsibilities also included the sales and marketing of sophisticated financial products and solutions to corporations and financial institutions. In eight years with RBC he also has experience in syndicated finance and real estate markets. Mr. Shah holds a B.A. (Hons) in Economics and Political Science from Columbia University.
DGAM is an institutional fund-of-hedge fund manager based in Toronto and New York. It was founded in 2004 and currently has $2.2 billion of assets under management. The firm’s client base is 100% institutional and includes a geographically diverse set of sovereign wealth funds, corporate and public pension plans, insurance companies and endowments. |
Don Steinbrugge, Managing Partner , Agecroft Partners / Investment Committee
 Don Steinbrugge's achievements over his 25 year career in institutional investment management sales include serving as the head of sales for one of the world's largest hedge funds, Andor Capital Management, and institutional investment management firms, Merrill Lynch Investment Managers.
Prior to his stint at Pequot, Don was a Managing Director and Head of Institutional Sales for Merrill Lynch Investment Managers. Don joined Merrill Lynch through the acquisition of Hotchkis and Wiley where he headed up sales and marketing. Previously, Don was Global Head of Institutional Sales for NationsBank (now Bank of America Capital Management). Don began his career in 1984 with The Travelers selling investment management to large institutional investors.
Don is a member of the Investment Committee for The City of Richmond Retirement System, the Lewis Ginter Botanical Gardens Endowment Fund and The Science Museum of Virginia Endowment Fund. He is also a member of the Board of Directors for the Lewis Ginter Botanical Gardens, The Science Museum of Virginia, The Richmond Ballet (The State Ballet of Virginia), the Richmond Sports Backers and the University of Richmond's Robins School of Business. |
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05:50 Conclusion & Drinks Reception
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06:00
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Drinks Reception
Please note: Speakers and agenda are subject to change without notice.
* Tentative
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