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07:45 Registration and continental breakfast
08:25 OPENING KEYNOTE
• The Current Asset Allocation Environment From an Institutional Investor’s Point of View
Assistant Comptroller for Pensions, Office of the Comptroller of the City of New York
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08:50 CURRENT CRITICAL INVESTMENT ISSUES FOR INVESTORS AND THEIR
MANAGERS
• Inflation; how to prepare for the worst and hope for the best
• Currency and gold/oil; how a weakening dollar might affect portfolios
• What structural investment stories look intact: emerging markets? commodities?
• Moving from distressed to stock-picking investing
• Family office investing in turbulent times
Moderator: Jeremy Lieberman, Director, Pomerantz Haudek Grossman & Gross LLP
Panelists:
CFA, Family Investment Officer, GenSpring Family Offices
CFA, FRM, Head - Risk Management, Derivatives and Alternative Investments, CFA Institute
Chairman, L Investments
CIO, Krusen Family Office
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09:40 ASSET ALLOCATION IN A WORLD ON DIFFERENT RECOVERY PATHS
• The rebound of Emerging Markets and allocation consequences
• Allocation trends to fixed income, equities and alternatives
• Convergence and cross-over of private equity and hedge funds
• Managing short-term/long term investment goals vs. liquidity and liability requirements
• A pragmatic approach to asset allocation management
Moderator: Erik Benrud, FRM, CAIA, CFA, LeBow College of Business, Drexel University
Panelists:
Investment Director, Glenmede Investment and Wealth Management
Senior Advisor, Finles N.V.
Senior Vice President, Hedge Fund Strategy, Atlantic Trust
CEO, Kaufman Family LLC
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10:30 Morning break
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11:00 PRIVATE EQUITY/SECONDARIES
• The outlook for private equity fund raising: deal squeeze and return pressures?
• Going back to basics: value creation past financial engineering
• Considering exit options in a recovering economy
• The Evolution of the Secondary Investing Sector; Where do we go from here?
Moderator: Neal Epstein, Managing Director, Proctor Investment Managers
Panelists:
Brian Sullivan, Partner, Secondary Private Equity, Paul Capital Partners
Michelle Davidson, Managing Director, PCG Asset Management
Kevin Marchetti, Managing Director, Bay Grove Capital
Steven Hagenbuckle, Managing Partner, TerraCap Partners
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11:50 CREDIT / DISTRESSED DEBT
• Investment Opportunities in Mortgage-Backed Securities
• Distressed Cycle: 9th Inning or 1st?
Moderator: Neal Epstein, Managing Director, Proctor Investment Managers
Panelists:
Vesta Marks, CFA, Portfolio Manager, Utendahl Capital Management
Jason Mudrick, President, Mudrick Capital Management
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12:15 Seated Lunch
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1:30 AFTERNOON KEYNOTE
• Opportunities in the US Longevity Asset Class
Dave Cherkas, Senior Vice President, Coventry Capital
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1:50 NICHE STRATEGIES
• Niche strategies as an important component in an institutional investors manager portfolio
• Investing in rare Stamps & historical memorabilia: an uncorrelated asset class with a 150 year history
• Mining Finance with off-take
Moderator: Ben Alimansky, Investment Director, Glenmede Investment and Wealth Management
Panelists:
Geoff Anandappa, Investment Portfolio Manager, Stanley Gibbons
Josh Kalter, Director, The Dalmore Group
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2:20 MACRO / EQUITY STRATEGIES
• What Now?
• US Stock Market Outlook - Don't Underestimate the Benefits from Cost-Cutting
• Take What the Market Gives You
Moderator: Michael McCuin, Business Development, Kaufman Rossin Fund Services
Panelists:
Jaime Lester, Managing Director, Soundpost Capital
James Abate, Managing Director, PSigma Asset Management
Charlie Uchill, President and CIO, DHC Capital Management
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3:00 EMERGING MARKETS
• Opportunities in Emerging Markets and Global Agriculture
• Korea 2009: Finally, decoupling
• Distressed debt investing in Emerging Markets
Moderator: Kun Qian, Columnist, China Economic Daily
Panelists:
Edward Ho, Partner, Altima Partners
Henry M. Seggerman, President, International Investment Advisers
Robert Rauch, Partner and Director of Research, Gramercy Emerging Markets
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3:45 Networking Break
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4:10: LATE AFTERNOON ANALYST TALK
• Will there be an Aftershock to the financial crisis?
Robert Wiedemer, Economist, The Foresight Group
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4:20 QUANTITATIVE STRATEGIES
• Multi strategy approach to global macro
• Fundamental and Systematic: Econometric Investment Strategies
Moderator: Robert Wiedemer, Economist, The Foresight Group
Panelists:
Said Haidar, Managing Partner, Haidar Capital Management
Theresa Patti, Managing Director, Senior Portfolio Strategist, QFS Asset Management
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4:45 DEVELOPMENTS IN THE POWER PLAY BETWEEN INVESTORS AND
MANAGERS IN SETTING TERMS
• The revived importance of operational due diligence
• Is 'Managed Accounts' the quick fix?
• How to price managers' fees? Is it a function of what investors want to pay, or the alpha of the manager?
• Current trends of redemption periods, penalties, gates and other key terms.
Moderator: Henry Bregstein, New York Co-Managing Partner, Katten Muchin Rosenman
Panelists:
Portfolio Manager, Pacific Alternative Asset Management Company
CEO, Cooper Family Office
Director of Investment Strategy, Omnivest Group
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05:20 CONCLUDING TALK
• The forecast of asset allocations to alternative investment managers
Don Steinbrugge, Partner, Agecroft Partners / Investment Committee Member, City of Richmond Retirement System
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5:35 Drinks Reception
Please note: Speakers and agenda are subject to change without notice.
* Tentative
