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HEDGEOPOLIS PROGRAM GUIDE NOVEMBER 9 -10 2015 HEDGEOPOLIS
Wi-Fi Password hedgeo
PRESENTED BY
Connecting Industry Leaders Inspiring Opportunity Advancing Transparency The Hedge Fund Association HFA is an International nonprofit industry trade and nonpartisan lobbying organization devoted to advancing transparency development and trust in alternative investments In the US the HFA has chapters in the Northeast Southeast Midwest and on the West Coast Internationally the HFA has chapters in Europe Asia Australia Latin America and the Caribbean HFA works on behalf of the entire global hedge fund industry including more than 10000 hedge funds in the US and abroad which collectively manage in excess of $29 trillion in assets as well as sophisticated investors and service providers Membership in the HFA includes hedge fund firms global financial institutions with hedge fund offerings including private banks asset management firms and broker dealers investors including funds of hedge funds family offices public and private pension funds endowments and foundations high net worth individuals allocators and service providers including prime brokers administrators custodians auditors lawyers risk managers technologists and third party marketers
Award Winning Hedge Fund Marketing Firm Agecroft Partners is a global award-winning hedge fund consulting and marketing firm that has won 21 awards as the hedge fund Marketing Firm of the Year Agecroft strives to be a thought leader in the hedge fund industry and frequently writes white papers relative to trends they see in the hedge fund industry by leveraging the knowledge they gain through the thousands of investors they are in contact with on a regular basis Additionally Agecroft has emerged as one the most sought after firms by industry conferences and the media for the companyrsquos views on the hedge fund marketplace and institutional investors Members of the Agecroft Partners team have spoken at over 80 alternative investment conferences have appeared in hundreds of industry articles and are regular guests on business television including Bloomberg CNBC Reuters Insider Fox Business News and CCTV
1130-100pm Hedgeopolis Registration amp Networking
100-130pm Conference Chairman opening remarks Don Steinbrugge CFA Chairman Agecroft Partners Director Hedge Fund Association
130-230pm Hedge fund Consultants Viewpoints
What are the most important metrics consultants consider when evaluating a hedge fund
What specific research process do consultants use to evaluate hedge funds
What hedge fund strategies are clients currently looking for Panelists Adam Perez Investment Director Cambridge Associates Dulari Pancholi CFA CAIA Research Consultant NEPC LLC Alan Kosan SVP Head of Investment Manager Research Segal Rogerscasey Jim McKee SVP Hedge Fund Research Callan Associates Inc Moderator Gary Alexander Senior Vice President Alternative Assets Crown Global
230-330pm Forecasting Expected Hedge Fund Returns
What returns should investors expect over the next 12 month and 36 months
How much additional return do you expect from best of breed managers in each strategy
What niche strategies investors should be focusing on
Panelists David Duebendorfer President Artemis Wealth Advisors LLC Kevin Lyons Investment Manager Aberdeen Asset Management Nicholas De Monico Intermin CIO of Commonfund and CEO of the Commonfund Hedge Fund Strategies Group Ohm Srinivasan Managing Director Atlantic Trust Private Wealth Management Moderator Simone Foxman Bloomberg News
330-400pm Networking Break
400-500pm Understanding the Benefits and Pitfalls of Investing in Emerging Managers
What are the advantages of investing in smaller managers
What do you need to do differently in evaluating an emerging manager
Opportunities in seeding acceleration and first loss funds Panelists Michael Weinberg Senior Managing Director Chief Investment Strategist Proteacutegeacute Partners LLC Craig Bergstrom CIO Corbin Capital Partners David Friedland President Magnum US Investments Inc Bates Brown Managing Director Head of Maverick Stable Maverick Capital Moderator Ron S Geffner Partner Sadis amp Goldberg LLP
500-700pm Cocktail Reception amp Networking
AGENDA - MONDAY NOVEMBER 9 2015
730-900am Continental Breakfast and Networking
900-1000am Managing a Hedge Fund Portfolio in an Uncertain Macro Environment
Where to find and how to generate uncorrelated returns CTAs Global Macro Other
How should institutional portfolios address Tail Risk (and other types of) Hedging
How does one balance risk return and liquidity today Panelists Chris Solarz Managing Director Head of Global Macro Strategies Cliffwater LLC Jon Blumenfeld Portfolio Manager Permal Asset Management Andrew Fisch Chief Investment Officer SSARIS Darren Wolf CFA Managing Director and Head of Research Arden Asset Management Moderator Peter Fell Director of Investment Due Diligence Kenmar Olympia
1000-1100am Opportunities in Fixed-Income Hedge Fund Strategies Panelists Tom Williams CFA CIO - Pine Grove Funds Man FRM Vincent Matsui Global Head of Credit Strategies Gottex Fund Management Ltd Elena Ranguelova Principal Co-Hedge of Fundamental Strategies Investcorp Cedric Fan Head of Hedge Fund Research Russell Investments Moderator Kenneth Heinz CFA President HFR Inc
1100-1130am Networking Break
1130-1230pm Adding Value in LongShort Equity Panelists David Storrs President and CEO Alternative Investment Group Elizabeth Hilpman CIO of Barlow Partners Katherine Grant CAIA Associate Director LGT Capital Partners (USA) Inc Chris Umscheid Director | Head of Hedge Fund Research Group Deutsche Asset amp Wealth Management Moderator Cara Fleckenstein Managing Director Agecroft Partners
1230-200pm Lunch and Networking
200-300pm
How to Source and Screen Top Quality Managers Panelists Palmer Garson Managing Director Silvercrest Asset Management Group Ken Stemme CFA CAIA Senior Investment Officer International Monetary Fund Shakil Riaz Managing Director Head of US Alternatives Portfolio Management and Global CIO Rothschild Asset Management Inc Ram Lee Partner Seven Bridges Advisors Moderator Sourav Sengupta Vice President Portfolio Manager AIG (Japan)
AGENDA - TUESDAY NOVEMBER 10 2015
300-345pm
Hedge Fund Association Fireside Chat Caroline Lovelace Founding Partner of Pine Street and Co-Portfolio Manager of the Fund Mitch Ackles Hedge Fund Association President
345-445pm
More Insights on Emerging Managers
Do they have a performance advantage over larger managers
What strategies do they have the greatest investment edge
What is more important between the size of the fund and newness of firm
What trends are you seeing relative to founders share class Panelists Paul Zummo CIO JP Morgan Alternative Asset Management Timothy G Berry CFA Partner and Head of Hedge Funds Private Advisors LLC Alifia Doriwala Senior Partner and Managing Director Rock Creek Group Anne-Gaelle Poulle Partner PAAMCO Moderator Michael Patanella Natl Asset Management Sector Leader Audit Partner Grant Thornton
445-545pm Viewpoints from Endowments Foundations Pensions and Family Offices Panelists Colin Ambrose Chief Investment Officer UJA-Federation of New York Rob Blandford CFA President amp CIO Spider ManagementUniversity of Richmond Katherine Molnar CFA Senior Investment Officer Fairfax County Retirement Systems Ken Lee Associate Director of Investments Carnegie Corporation of New York Moderator Michael Hennessy Co-Founder and Managing Director of Investments Morgan Creek
545-645pm Cocktail Reception and Networking
AGENDA - TUESDAY NOVEMBER 10 2015
Connecting Industry Leaders Inspiring Opportunity Advancing Transparency The Hedge Fund Association HFA is an International nonprofit industry trade and nonpartisan lobbying organization devoted to advancing transparency development and trust in alternative investments In the US the HFA has chapters in the Northeast Southeast Midwest and on the West Coast Internationally the HFA has chapters in Europe Asia Australia Latin America and the Caribbean HFA works on behalf of the entire global hedge fund industry including more than 10000 hedge funds in the US and abroad which collectively manage in excess of $29 trillion in assets as well as sophisticated investors and service providers Membership in the HFA includes hedge fund firms global financial institutions with hedge fund offerings including private banks asset management firms and broker dealers investors including funds of hedge funds family offices public and private pension funds endowments and foundations high net worth individuals allocators and service providers including prime brokers administrators custodians auditors lawyers risk managers technologists and third party marketers
Award Winning Hedge Fund Marketing Firm Agecroft Partners is a global award-winning hedge fund consulting and marketing firm that has won 21 awards as the hedge fund Marketing Firm of the Year Agecroft strives to be a thought leader in the hedge fund industry and frequently writes white papers relative to trends they see in the hedge fund industry by leveraging the knowledge they gain through the thousands of investors they are in contact with on a regular basis Additionally Agecroft has emerged as one the most sought after firms by industry conferences and the media for the companyrsquos views on the hedge fund marketplace and institutional investors Members of the Agecroft Partners team have spoken at over 80 alternative investment conferences have appeared in hundreds of industry articles and are regular guests on business television including Bloomberg CNBC Reuters Insider Fox Business News and CCTV
1130-100pm Hedgeopolis Registration amp Networking
100-130pm Conference Chairman opening remarks Don Steinbrugge CFA Chairman Agecroft Partners Director Hedge Fund Association
130-230pm Hedge fund Consultants Viewpoints
What are the most important metrics consultants consider when evaluating a hedge fund
What specific research process do consultants use to evaluate hedge funds
What hedge fund strategies are clients currently looking for Panelists Adam Perez Investment Director Cambridge Associates Dulari Pancholi CFA CAIA Research Consultant NEPC LLC Alan Kosan SVP Head of Investment Manager Research Segal Rogerscasey Jim McKee SVP Hedge Fund Research Callan Associates Inc Moderator Gary Alexander Senior Vice President Alternative Assets Crown Global
230-330pm Forecasting Expected Hedge Fund Returns
What returns should investors expect over the next 12 month and 36 months
How much additional return do you expect from best of breed managers in each strategy
What niche strategies investors should be focusing on
Panelists David Duebendorfer President Artemis Wealth Advisors LLC Kevin Lyons Investment Manager Aberdeen Asset Management Nicholas De Monico Intermin CIO of Commonfund and CEO of the Commonfund Hedge Fund Strategies Group Ohm Srinivasan Managing Director Atlantic Trust Private Wealth Management Moderator Simone Foxman Bloomberg News
330-400pm Networking Break
400-500pm Understanding the Benefits and Pitfalls of Investing in Emerging Managers
What are the advantages of investing in smaller managers
What do you need to do differently in evaluating an emerging manager
Opportunities in seeding acceleration and first loss funds Panelists Michael Weinberg Senior Managing Director Chief Investment Strategist Proteacutegeacute Partners LLC Craig Bergstrom CIO Corbin Capital Partners David Friedland President Magnum US Investments Inc Bates Brown Managing Director Head of Maverick Stable Maverick Capital Moderator Ron S Geffner Partner Sadis amp Goldberg LLP
500-700pm Cocktail Reception amp Networking
AGENDA - MONDAY NOVEMBER 9 2015
730-900am Continental Breakfast and Networking
900-1000am Managing a Hedge Fund Portfolio in an Uncertain Macro Environment
Where to find and how to generate uncorrelated returns CTAs Global Macro Other
How should institutional portfolios address Tail Risk (and other types of) Hedging
How does one balance risk return and liquidity today Panelists Chris Solarz Managing Director Head of Global Macro Strategies Cliffwater LLC Jon Blumenfeld Portfolio Manager Permal Asset Management Andrew Fisch Chief Investment Officer SSARIS Darren Wolf CFA Managing Director and Head of Research Arden Asset Management Moderator Peter Fell Director of Investment Due Diligence Kenmar Olympia
1000-1100am Opportunities in Fixed-Income Hedge Fund Strategies Panelists Tom Williams CFA CIO - Pine Grove Funds Man FRM Vincent Matsui Global Head of Credit Strategies Gottex Fund Management Ltd Elena Ranguelova Principal Co-Hedge of Fundamental Strategies Investcorp Cedric Fan Head of Hedge Fund Research Russell Investments Moderator Kenneth Heinz CFA President HFR Inc
1100-1130am Networking Break
1130-1230pm Adding Value in LongShort Equity Panelists David Storrs President and CEO Alternative Investment Group Elizabeth Hilpman CIO of Barlow Partners Katherine Grant CAIA Associate Director LGT Capital Partners (USA) Inc Chris Umscheid Director | Head of Hedge Fund Research Group Deutsche Asset amp Wealth Management Moderator Cara Fleckenstein Managing Director Agecroft Partners
1230-200pm Lunch and Networking
200-300pm
How to Source and Screen Top Quality Managers Panelists Palmer Garson Managing Director Silvercrest Asset Management Group Ken Stemme CFA CAIA Senior Investment Officer International Monetary Fund Shakil Riaz Managing Director Head of US Alternatives Portfolio Management and Global CIO Rothschild Asset Management Inc Ram Lee Partner Seven Bridges Advisors Moderator Sourav Sengupta Vice President Portfolio Manager AIG (Japan)
AGENDA - TUESDAY NOVEMBER 10 2015
300-345pm
Hedge Fund Association Fireside Chat Caroline Lovelace Founding Partner of Pine Street and Co-Portfolio Manager of the Fund Mitch Ackles Hedge Fund Association President
345-445pm
More Insights on Emerging Managers
Do they have a performance advantage over larger managers
What strategies do they have the greatest investment edge
What is more important between the size of the fund and newness of firm
What trends are you seeing relative to founders share class Panelists Paul Zummo CIO JP Morgan Alternative Asset Management Timothy G Berry CFA Partner and Head of Hedge Funds Private Advisors LLC Alifia Doriwala Senior Partner and Managing Director Rock Creek Group Anne-Gaelle Poulle Partner PAAMCO Moderator Michael Patanella Natl Asset Management Sector Leader Audit Partner Grant Thornton
445-545pm Viewpoints from Endowments Foundations Pensions and Family Offices Panelists Colin Ambrose Chief Investment Officer UJA-Federation of New York Rob Blandford CFA President amp CIO Spider ManagementUniversity of Richmond Katherine Molnar CFA Senior Investment Officer Fairfax County Retirement Systems Ken Lee Associate Director of Investments Carnegie Corporation of New York Moderator Michael Hennessy Co-Founder and Managing Director of Investments Morgan Creek
545-645pm Cocktail Reception and Networking
AGENDA - TUESDAY NOVEMBER 10 2015
1130-100pm Hedgeopolis Registration amp Networking
100-130pm Conference Chairman opening remarks Don Steinbrugge CFA Chairman Agecroft Partners Director Hedge Fund Association
130-230pm Hedge fund Consultants Viewpoints
What are the most important metrics consultants consider when evaluating a hedge fund
What specific research process do consultants use to evaluate hedge funds
What hedge fund strategies are clients currently looking for Panelists Adam Perez Investment Director Cambridge Associates Dulari Pancholi CFA CAIA Research Consultant NEPC LLC Alan Kosan SVP Head of Investment Manager Research Segal Rogerscasey Jim McKee SVP Hedge Fund Research Callan Associates Inc Moderator Gary Alexander Senior Vice President Alternative Assets Crown Global
230-330pm Forecasting Expected Hedge Fund Returns
What returns should investors expect over the next 12 month and 36 months
How much additional return do you expect from best of breed managers in each strategy
What niche strategies investors should be focusing on
Panelists David Duebendorfer President Artemis Wealth Advisors LLC Kevin Lyons Investment Manager Aberdeen Asset Management Nicholas De Monico Intermin CIO of Commonfund and CEO of the Commonfund Hedge Fund Strategies Group Ohm Srinivasan Managing Director Atlantic Trust Private Wealth Management Moderator Simone Foxman Bloomberg News
330-400pm Networking Break
400-500pm Understanding the Benefits and Pitfalls of Investing in Emerging Managers
What are the advantages of investing in smaller managers
What do you need to do differently in evaluating an emerging manager
Opportunities in seeding acceleration and first loss funds Panelists Michael Weinberg Senior Managing Director Chief Investment Strategist Proteacutegeacute Partners LLC Craig Bergstrom CIO Corbin Capital Partners David Friedland President Magnum US Investments Inc Bates Brown Managing Director Head of Maverick Stable Maverick Capital Moderator Ron S Geffner Partner Sadis amp Goldberg LLP
500-700pm Cocktail Reception amp Networking
AGENDA - MONDAY NOVEMBER 9 2015
730-900am Continental Breakfast and Networking
900-1000am Managing a Hedge Fund Portfolio in an Uncertain Macro Environment
Where to find and how to generate uncorrelated returns CTAs Global Macro Other
How should institutional portfolios address Tail Risk (and other types of) Hedging
How does one balance risk return and liquidity today Panelists Chris Solarz Managing Director Head of Global Macro Strategies Cliffwater LLC Jon Blumenfeld Portfolio Manager Permal Asset Management Andrew Fisch Chief Investment Officer SSARIS Darren Wolf CFA Managing Director and Head of Research Arden Asset Management Moderator Peter Fell Director of Investment Due Diligence Kenmar Olympia
1000-1100am Opportunities in Fixed-Income Hedge Fund Strategies Panelists Tom Williams CFA CIO - Pine Grove Funds Man FRM Vincent Matsui Global Head of Credit Strategies Gottex Fund Management Ltd Elena Ranguelova Principal Co-Hedge of Fundamental Strategies Investcorp Cedric Fan Head of Hedge Fund Research Russell Investments Moderator Kenneth Heinz CFA President HFR Inc
1100-1130am Networking Break
1130-1230pm Adding Value in LongShort Equity Panelists David Storrs President and CEO Alternative Investment Group Elizabeth Hilpman CIO of Barlow Partners Katherine Grant CAIA Associate Director LGT Capital Partners (USA) Inc Chris Umscheid Director | Head of Hedge Fund Research Group Deutsche Asset amp Wealth Management Moderator Cara Fleckenstein Managing Director Agecroft Partners
1230-200pm Lunch and Networking
200-300pm
How to Source and Screen Top Quality Managers Panelists Palmer Garson Managing Director Silvercrest Asset Management Group Ken Stemme CFA CAIA Senior Investment Officer International Monetary Fund Shakil Riaz Managing Director Head of US Alternatives Portfolio Management and Global CIO Rothschild Asset Management Inc Ram Lee Partner Seven Bridges Advisors Moderator Sourav Sengupta Vice President Portfolio Manager AIG (Japan)
AGENDA - TUESDAY NOVEMBER 10 2015
300-345pm
Hedge Fund Association Fireside Chat Caroline Lovelace Founding Partner of Pine Street and Co-Portfolio Manager of the Fund Mitch Ackles Hedge Fund Association President
345-445pm
More Insights on Emerging Managers
Do they have a performance advantage over larger managers
What strategies do they have the greatest investment edge
What is more important between the size of the fund and newness of firm
What trends are you seeing relative to founders share class Panelists Paul Zummo CIO JP Morgan Alternative Asset Management Timothy G Berry CFA Partner and Head of Hedge Funds Private Advisors LLC Alifia Doriwala Senior Partner and Managing Director Rock Creek Group Anne-Gaelle Poulle Partner PAAMCO Moderator Michael Patanella Natl Asset Management Sector Leader Audit Partner Grant Thornton
445-545pm Viewpoints from Endowments Foundations Pensions and Family Offices Panelists Colin Ambrose Chief Investment Officer UJA-Federation of New York Rob Blandford CFA President amp CIO Spider ManagementUniversity of Richmond Katherine Molnar CFA Senior Investment Officer Fairfax County Retirement Systems Ken Lee Associate Director of Investments Carnegie Corporation of New York Moderator Michael Hennessy Co-Founder and Managing Director of Investments Morgan Creek
545-645pm Cocktail Reception and Networking
AGENDA - TUESDAY NOVEMBER 10 2015
730-900am Continental Breakfast and Networking
900-1000am Managing a Hedge Fund Portfolio in an Uncertain Macro Environment
Where to find and how to generate uncorrelated returns CTAs Global Macro Other
How should institutional portfolios address Tail Risk (and other types of) Hedging
How does one balance risk return and liquidity today Panelists Chris Solarz Managing Director Head of Global Macro Strategies Cliffwater LLC Jon Blumenfeld Portfolio Manager Permal Asset Management Andrew Fisch Chief Investment Officer SSARIS Darren Wolf CFA Managing Director and Head of Research Arden Asset Management Moderator Peter Fell Director of Investment Due Diligence Kenmar Olympia
1000-1100am Opportunities in Fixed-Income Hedge Fund Strategies Panelists Tom Williams CFA CIO - Pine Grove Funds Man FRM Vincent Matsui Global Head of Credit Strategies Gottex Fund Management Ltd Elena Ranguelova Principal Co-Hedge of Fundamental Strategies Investcorp Cedric Fan Head of Hedge Fund Research Russell Investments Moderator Kenneth Heinz CFA President HFR Inc
1100-1130am Networking Break
1130-1230pm Adding Value in LongShort Equity Panelists David Storrs President and CEO Alternative Investment Group Elizabeth Hilpman CIO of Barlow Partners Katherine Grant CAIA Associate Director LGT Capital Partners (USA) Inc Chris Umscheid Director | Head of Hedge Fund Research Group Deutsche Asset amp Wealth Management Moderator Cara Fleckenstein Managing Director Agecroft Partners
1230-200pm Lunch and Networking
200-300pm
How to Source and Screen Top Quality Managers Panelists Palmer Garson Managing Director Silvercrest Asset Management Group Ken Stemme CFA CAIA Senior Investment Officer International Monetary Fund Shakil Riaz Managing Director Head of US Alternatives Portfolio Management and Global CIO Rothschild Asset Management Inc Ram Lee Partner Seven Bridges Advisors Moderator Sourav Sengupta Vice President Portfolio Manager AIG (Japan)
AGENDA - TUESDAY NOVEMBER 10 2015
300-345pm
Hedge Fund Association Fireside Chat Caroline Lovelace Founding Partner of Pine Street and Co-Portfolio Manager of the Fund Mitch Ackles Hedge Fund Association President
345-445pm
More Insights on Emerging Managers
Do they have a performance advantage over larger managers
What strategies do they have the greatest investment edge
What is more important between the size of the fund and newness of firm
What trends are you seeing relative to founders share class Panelists Paul Zummo CIO JP Morgan Alternative Asset Management Timothy G Berry CFA Partner and Head of Hedge Funds Private Advisors LLC Alifia Doriwala Senior Partner and Managing Director Rock Creek Group Anne-Gaelle Poulle Partner PAAMCO Moderator Michael Patanella Natl Asset Management Sector Leader Audit Partner Grant Thornton
445-545pm Viewpoints from Endowments Foundations Pensions and Family Offices Panelists Colin Ambrose Chief Investment Officer UJA-Federation of New York Rob Blandford CFA President amp CIO Spider ManagementUniversity of Richmond Katherine Molnar CFA Senior Investment Officer Fairfax County Retirement Systems Ken Lee Associate Director of Investments Carnegie Corporation of New York Moderator Michael Hennessy Co-Founder and Managing Director of Investments Morgan Creek
545-645pm Cocktail Reception and Networking
AGENDA - TUESDAY NOVEMBER 10 2015
300-345pm
Hedge Fund Association Fireside Chat Caroline Lovelace Founding Partner of Pine Street and Co-Portfolio Manager of the Fund Mitch Ackles Hedge Fund Association President
345-445pm
More Insights on Emerging Managers
Do they have a performance advantage over larger managers
What strategies do they have the greatest investment edge
What is more important between the size of the fund and newness of firm
What trends are you seeing relative to founders share class Panelists Paul Zummo CIO JP Morgan Alternative Asset Management Timothy G Berry CFA Partner and Head of Hedge Funds Private Advisors LLC Alifia Doriwala Senior Partner and Managing Director Rock Creek Group Anne-Gaelle Poulle Partner PAAMCO Moderator Michael Patanella Natl Asset Management Sector Leader Audit Partner Grant Thornton
445-545pm Viewpoints from Endowments Foundations Pensions and Family Offices Panelists Colin Ambrose Chief Investment Officer UJA-Federation of New York Rob Blandford CFA President amp CIO Spider ManagementUniversity of Richmond Katherine Molnar CFA Senior Investment Officer Fairfax County Retirement Systems Ken Lee Associate Director of Investments Carnegie Corporation of New York Moderator Michael Hennessy Co-Founder and Managing Director of Investments Morgan Creek
545-645pm Cocktail Reception and Networking
AGENDA - TUESDAY NOVEMBER 10 2015
