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Asset Allocation Forum in Alternatives 2010

Agenda

 

07:45 Registration and continental breakfast

 

08:20 OPENING KEYNOTE

 

Asset allocation and risk in traditional and alternative assets: a post modern perspective.

 

CFA, CAIA, PRM, MIA, Director of Asset Allocation and Risk, The Observatory, Adjunct Professor, Queens College, the City University of New York

 

09:00 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: Managing Director, Appomattox Advisory

 

Panelists:

CFP, President, Century Wealth Management

CIO, United Negro College Fund (UNCF)

Senior Consultant, Partner, CTC Consulting

 

09:50 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: Professor Andrew Spieler, PhD, CFA, FRM, Hofstra University, Chairman of Derivatives Committee, NYSSA

 

Panelists:

CFA, CAIA, Family Investment Officer, GenSpring Family Offices

Phd, CPA, Controller, The Commonwealth Fund

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10:30 MORNING BREAK

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11:00 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: Aleksey Matiychenko, Partner & CEO, RISK-AI, LLC

 

Panelists:

Vice President, International Asset Management

Senior VP & Chief Risk Officer, The Kenmar Group

Managing Partner, MSD Capital

 

11:55 ENERGY/COMMODITIES TALK

 

• Relative Value Opportunities in the US Electricity Markets

 

Speaker:

Craig Gontkovic, Portfolio Manager, GEM Capital Management

 

12:10 KEYNOTE TALK


The Allocator’s Dilemma and the Case for Tangible Assets

 

Stephen Bauer, CEO & CIO, Truffle Hound Capital

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12:35 LUNCH BREAK

 

Lunch talk:

 

• Creating Global Market Infrastructure for Alternative Assets

 

Vincent R. Molinari, CEO & Founder, GATE Technologies

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02:00 CREDIT / DISTRESSED DEBT

  

Moderator: Ronen Schwartzman, CEO, Ten Capital Advisors

 

Distressed Debt focused panel:

 

• Opportunities in European Distressed Debt

• Opportunities in US middle market high yield and distressed securities

 

Panelists:

Jame Donath, Portfolio Manager, Karsch Capital Management

Oliver E. Wriedt, Managing Director, Providence Equity Partners

 

Credit focused panel:

 

• Opportunities in the US Municipal Securities Market

 

Panelists:

Bart Mosley, Portfolio Manager & CIO, Alprion Capital Management LP

Burton Weinstein, Managing Partner, Cedarview Capital Management

 

03:00 EMERGING MARKETS PANEL

 

• Asia Economic and Market Overview

• Why Turkey and why Russia?

  

Moderator: Natalia Gurushina, Director of Emerging Markets Strategy, Roubini Global Economics  

 

Panelists:

Randall Kahn , Director of Investments and CEO, APS Asset Management

Khan Karaca, Managing Director, 2nyc Capital

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03:30 Networking Break

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03:50 MACRO & GEOPOLITICAL DISCUSSION PANEL

 

Attention to Global Macro News allows for the discovery of Global Macro Trends which are actionable.

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

Dan Bogler, President, Medley Global Advisors

 

04:25 ALLOCATING THE ASSETS: MANAGER SELECTION AND INVESTOR CONSULTANT ISSUES

 

What is Alpha?

• 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: Jeremy Lieberman, Partner, Pomerantz Haudek Block Grossman & Gross

 

Speakers:

Bruce Lipnick, Founder, CEO and Chairman of the Board, Asset Alliance Corporation

Sara Grillo, CFA, Diamond Oak Capital Advisors, LLC

Matthew Storm, Co-Founder, CV Advisors, LLC.

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05:00 Conclusion & Drinks Reception

 


Please note: Speakers and agenda are subject to change without notice.
* Tentative