07:45 Registration and continental breakfast
08:25
OPENING KEYNOTE
• Talk title TBC
Speaker TBC
| 08:50 | ALTERNATIVES IN THE ASSET ALLOCATION MIX |
• How true are the Non-Correlation and Absolute Return attributes of Alternatives? Has Mean Reversion kicked in?
• How large a portion of the asset allocation mix should family offices and other investors put to Alternatives?
• Are alternative assets 'commoditized' or do investors still need to use a case-to-case approach to the asset class and managers?
Moderator: TBC
Panelists:
Gerald Chen-Young , Director of Investments & Portfolio Manager, United Negro College Fund (UNCF)
Gerald Chen-Young has been Director of Investments and Portfolio Manager for the United Negro College Fund (UNCF) since 2002. He manages three (3) investment portfolios totaling approximately $1 billion. The largest is a dedicated, fixed-income portfolio representing a special scholarship program created in conjunction with the Bill & Melinda Gates Foundation and is managed using an active management strategy of immunizing cash flows, similar to that of a pension plan; the second is a traditional endowment portfolio that is fully diversified across multiple asset classes; and the third is a short-term, treasury-type of portfolio that typically has staggered maturities across a variety of short-term instruments.
| 09:35 | ASSET LIABILITY MANAGEMENT FOR DIFFERENT INVESTORS AND THE ROLE OF ALTERNATIVES |
• Investment return management for endowments, family offices, and pension funds: short term vs. long term goals
• Can Alpha in Alternatives replace the returns of successful but maturing industrial families?
• Persistent Alpha, and who can deliver it?
Moderator: TBC
Panelists:
Brent Fykes, CFA, CFP, Senior Investment Partner , GenSpring Family Offices
Brent joined GenSpring Family Offices in 2002 as a Family Investment Officer (FIO) and is responsible for the introduction, implementation, and management of GenSpring's investment process. Brent's responsibilities as FIO include investment policy formation, client asset allocation and portfolio management, investment manager selection, and client portfolio performance reviews. His role as Investment Partner is to act as a mentor to GenSpring investment professionals, ensure consistent investment advice delivery and client investment experiences, provide guidance on client communications, and represent GenSpring at industry and marketing events. His role as Director of Portfolio Implementation expands his responsibilities related to ensuring consistency of client experience as it relates to investment portfolios. Additionally, he supervises GenSpring’s client-facing investment professionals providing them with guidance, communication, and implementation tools that can be utilized with all GenSpring clients.
Colleen Ostrowski, Assistant Treasurer, ITT Corporation*
Speakers TBC
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10:20 MORNING BREAK
________________________________________________________________
| 10:50 | RISK MANAGEMENT IN ALTERNATIVES |
• Tail risk and Black Swans: predominant themes with Alternatives?
• The death of structured products with defined risk, or not?
• How much is fund of funds' risk and portfolio management really worth?
Moderator: TBC
Panelists:
Speakers TBC
| 11:25 | ENERGY/COMMODITIES PANEL |
Moderator: TBC
• Alternative investment opportunities in energy & commodities
• Geopolitical events and energy trading: anyone BP?
• Global trends and opportunities in the energy sector
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.
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12:25 LUNCH BREAK
________________________________________________________________
| 01:30 | AFTERNOON KEYNOTES |
• Talk titles TBC
Speakers TBC
| 02:10 | MACRO PANEL |
• The Future of Global Macro
• Discretionary Macro
Moderator: TBC
Panelists: TBC
| 02:50 | VALUE/EQUITY PANEL |
• Event driven investing
• Opportunities in the consumer products sector
• Fundamental vs. momentum trading
Moderator: TBC
Panelists:
Wendy Bolton, Managing Director, Harvest Capital Strategies
Speakers TBC
| 03:15 | EMERGING MARKETS PANEL |
• Emerging Markets investing: all world but the US, Europe and Japan?
• How should an investor approach investing in Emerging Markets?
• China and Emerging Asia opportunities
Moderator: TBC
Panelists:
Heidi Walker, Managing Director, APS Asset Management*
Speakers TBC
________________________________________________________________
03:55 Networking Break
________________________________________________________________
| 04:15 | MACRO-ECONOMIC & GEOPOLITCAL DISCUSSION PANEL |
• Asset pricing, regional bubbles and the escalating sovereign debt situation
• Cyclical trends in sectors and openings for opportunities
• How can managers best use geopolitical information to their advantage
Speakers:
Robert Hardy, GeoStrat Business Intelligence
| 04:30 | QUANT PANEL |
• High velocity trading opportunities
• The May Crash of 2010: is wasn't me!
Moderator: TBC
Panelists:
Speakers TBC
| 04:50 | PRIVATE EQUITY / SECONDARIES |
• The forthcoming shifting of investors' PE assets due to the Wall Street reform
• Long-term investing is good, but illiquid is bad. How do managers solve this?
Moderator: TBC
Panelists:
Speakers TBC
| 05:20 | ALLOCATING THE ASSETS: MANAGER SELECTION AND INVESTOR CONSULTANT ISSUES |
• What are the top allocation criteria for investors: performance?, risk management?, AUM?, reputation?, liquidity?, management team?, operational platform?
• What degree of due diligence is sufficient and when it is 'enough'?
• Are watermarks and performance hurdles back?
• The outlook for capital raising in 2011
Moderator: TBC
Speakers:
Scott Freund, Senior Family Wealth Advisor, Family Office Research
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.
Speakers TBC
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05:50 Conclusion & Drinks Reception
Please note: Speakers and agenda are subject to change without notice.
* Tentative
