07:45 Registration and continental breakfast
08:25 OPENING KEYNOTE
• How public should private investing be?
Professor Erik Benrud, FRM, CAIA, CFA, Drexel University
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08:50 WHAT LIES AHEAD FOR ALTERNATIVE INVESTMENT STRATEGIES AND MANAGERS
• Innovations In Hedge Fund Styles And Investing
• The Convergence of Traditional And Alternatives
• After The Hair Cut: What Managers Are Left Standing After 2008?
• New Regulations and the impact on Alternative Investing
• The Use Of Alternatives in a Portfolio Management Mix
Moderator: Eli Combs, Managing Director, Alden Global Capital
Panelists:
David Spungen, CEO, Hillview Capital Advisors
Seth Yablonovitz, Partner, Ashford Consulting Group
Don Steinbrugge, Partner/ Investment Committee Member, Agecroft Partners / City of Richmond Retirement System
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09:30 NEW ASSET ALLOCATION THEMES
• Real Assets In The Portfolio Mix
• Traditionals Vs. Alternatives: Short Run And Long Run Returns
• Hedge Funds Trends
• Convergence and cross-over of private equity and hedge funds
Moderator: Henry Bregstein, Partner, Financial Services Group, Katten Muchin Rosenman LLP
Panelists:
Ben Alimansky, Investment Director, Manager Alliances Program, Glenmede Investment and Wealth Management
Eric G. Knauss, CFA, Family Investment Officer, GenSpring Family Offices
David Turner, Managing Director, Head of Private Equity, The Guardian Life Insurance Company of America
Sonny Saksena, Senior Advisor, Finles N.V.
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10:20 Morning break
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10:50 VENTURE CAPITAL / PRIVATE EQUITY / SECONDARIES INVESTING
• The Merits of All-Equity Based Investing
• What About Capacity Constraints And Exits?
• The Use of PE in the Current Economic Downturn
• What Sectors Are Looking Promising?
• Secondaries As Investments Opportunities
• Private Equity Investing in Distressed Companies
Moderator: Thomas Wilson, Wealth Structuring Group, Merrill Lynch
Panelists:
Jordan Robinson, Managing Director, Pomona Capital
Ron Tilles, Investment Director, Meredith Portfolio Management
Candice Beaumont, Managing Director, L Investments
Anthony Buffa, Managing General Partner, Endeavor Capital Management
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• Carried Interest Considerations for General Partners in Private Equity Investing
Dina Friedman, Director, Wealth Structuring Group, Merrill Lynch
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11:55 EMERGING MARKETS
• Credit investing in non-Japan, non-China Emerging Asia
• Credit, Rates and FX in the Global Emerging Markets – trends and opportunities
Moderator: Professor Sinem Sonmez, Pace University
Panelists:
Anthony Huston, Chairman, Asset Allocation Committee, Asian Opportunity Fund, PMA Capital Management
Paul Crean, Partner, CIO, Portfolio Manager, Finisterre Sovereign Debt Fund
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12:20 Seated Lunch
• Lunch talk: Navigating the changing employment practices landscape
Don Weinstein, Vice President, ADP
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1:30 AFTERNOON TALKS
• Longevity as an asset class
Brian Tijan, Director, Credit Suisse
• Fund of funds vs. investment consultants from an end-investor's point of view
Larry Siegel, Director, Ford Foundation
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2:00 FUND OF FUNDS AND INVESTMENT CONSULTANTS
• Fund of Funds vs. Investment Consultants
• What About Due Diligence And Risk Management
• Discretionary Vs. Direct Selection of Funds
• What Sectors Are Looking Promising?
Moderator: Larry Siegel, Director, Ford Foundation
Panelists:
Susan Webb, Investment Manager, Appomattox Advisory
Marcel Herbst, Managing Director, Harcourt Alternative Investments
Geoffrey Lasry, Portfolio Manager, Pacific Alternative Asset Management Company (PAAMCO)
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2:35 THE EUROPEAN INVESTMENT PERSPECTIVE
• Market Neutral in Volatile Times
Larry Abele, Partner, Auriel Capital Management
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2:50 DISTRESSED DEBT / CREDIT
• Opportunities in US distressed debt
• Mortgage opportunities in a recovering market
• Asset based lending in a recovering market
• Agency Mortgage Derivatives as a hedge in weak US Economy
Moderator: Kalman Sporn, Investment Advisor, Galadari Investment Office
Panelists:
Eli Combs, Managing Director, Alden Global Capital
Steve Kuhn, Head of Fixed Income Trading, Pine River Capital
Sam Adams, Managing Director, Cedar Lane Asset Management
Craig Cohen, Co-Portfolio Manager, Proprietary Capital
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3:40 Afternoon break
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4:00 ENERGY / COMMODITIES
• The lack of capital investments in the energy market and potential price moves
• Trade ideas and opportunities in the commodities market
• The benefits of diversified commodity exposure for an institutional investor's portfolio
• Opportunities in Global Agriculture
Moderator: Christine Egan, Director, Kaufman Rossin Fund Services
Panelists:
David Bryson, Managing Partner, New Stream Capital
James Crimmins, MD, Senior Quantitative Analyst, Jefferies Asset Management
Stephen Ilnitzki, Head of Commodity Asset Management, Prudential Bache Asset Management
Edward Ho, Partner, Altima Partners
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4:55 REAL ASSETS / REAL ESTATE
• Near Term and Long Term Opportunities in the Public Real Estate Markets
• Diamonds as an Alternative Investment Asset Class and Opportunity
• Distressed RE Opportunities and Path of Growth Acquisitions
• Distressed RE Opportunities
Moderator: Bill Tehan, Portfolio Manager, Brean Murray, Carret & Co
Panelists:
Charles Song, Managing Director, Macquarie Capital (USA)
Saul Singer, CEO, Fusion Alternatives
Steve Hagenbuckle, Managing Principal, TerraCap Partners
Jeff Hines, Founding Member, 12% Distressed Real Estate Fund
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5:45 Conclusion of Investor Forum
Please note: Speakers and agenda are subject to change without notice.
* Tentative
