Presenting Sponsor


Platinum Sponsors
       

Limited Tickets available for qualified Hedge Fund Professionals

Confirmed Investors for HedgeFund.net Investor Manager Summit

Agenda

8:00 – 9:00am: Registration / Breakfast
9:00 – 9:15am: Opening Remarks

9:15 – 10:30am:

• Manager track: Institutional Investment Guidelines and Allocation Trends
  Institutional investors discuss their due diligence process for vetting funds and their views on what is driving future allocations and trends.
  

  FRM Capital Advisors – Patric de Gentile-Williams, COO (BIO)
  Lazard Asset Management – Christian Frei, Director
  WR Capital Management, L.P. – John Cunningham, President (BIO)

  Moderator: Maria V. Tarhanidis, Director, MetLife – Alternative Investments (BIO)

• Investor Track: Next Level Due Diligence – Complementary Methods to Solidify the Process
  A discussion of guidelines for investment management due diligence and managing portfolio risks.
  

  Standard & Poor’s – Randal Goldsmith, Director, Fund Research (BIO)
  Ten-Sixty Asset Management – Robert Teeter, Managing Director (BIO)

  Moderator: Jason Scharfman, Managing Partner, Corgentum (BIO)

10:30 – 10:45am: Coffee Break

11:00 – 12:15pm:

• Investors & Manager track: Breaking Down the Walls between Funds and Investors
  Transparency and communication: A discussion of issues straining the fund/investor relationship and how to better manage or avoid them from the beginning.
  

  Capital Z Asset Management – Christianna Wood, CEO (BIO)
  State Street Alternative Investment Solutions – Scott Carpenter, Senior Managing Director (BIO)
  SkyBridge Capital – Anthony Scaramucci, Managing Partner (BIO)
  Sadis & Goldberg LLP – Ron S. Geffner, Partner (BIO)
  Providence Investment Management – Edward Smith, Portfolio Manager (BIO)

  Moderator: George Lucaci, SMD, Channel Capital Group, LLC (BIO)

12:15 – 1:15pm: Lunch
1:15 – 1:45pm: Keynote Address

Robert C. Lieber (BIO)
Deputy Mayor for Economic Development, New York City

2:00 – 3:00pm:

• Manager Track: Counterparty Risk and Custodial Issues post Lehman
  In the wake of Lehman’s bankruptcy, an update of affairs and how fund/prime broker/custodial structures are being addressed to prevent a repeat.
  

  HSBC Securities Services – Nick A. Thomas, Specialised Sales (BIO)
  Conifer Securities – Dick Del Bello, Senior Partner (BIO)
  Alston + Bird LLP – Willa Cohen Bruckner, Partner (BIO)

  Moderator: Gerald H. Ranzel, Partner, Anchin (BIO)

• Investor Track: Weathering the Storm – Successful Strategies during the Financial Crisis
  The financial crisis has not been bad for everyone. A panel of funds operating strategies which posted positive returns during one of the most difficult environments in modern history talk about what worked and why and their outlooks for the remainder of 2009 and beyond.
  

  Dix Hills Partners, LLC – William Gordon, Managing Member & CEO(BIO)
  International Investment Group LLC – David Hu, Managing Partner (BIO)
  Balestra Capital Partners – Matt Luckett, General Partner (BIO)

  Moderator: James R. Burritt, CFA, Managing Director, Thomas H. Lee Capital, LLC (BIO)

3:00 – 4:00pm:

• Manager Track: Providing Liquidity for Illiquid Strategies
  A discussion of trading hedge fund interests and other methods for providing investors with liquidity.

  HedgeBay Trading Corporation – John Roglieri, Co-head U.S. Secondary Hedge Fund Market
  Lowenstein Sandler – Peter D. Greene, Member of the Firm (BIO)
  Navigant Consulting – Robert A. Picard, Senior Advisor (BIO)

  Moderator: Stephen J. De Groat – Managing Director, Channel Capital Group, LLC (BIO)

• Investor Track: Strategies for a Post Bailout Environment
  TALF, PPIP, et al: A look at funds designed to benefit from government financing and liquidity programs.
  

  Promontory Financial Partners – Elizabeth McCaul, Partner-in-charge, NY (BIO)
  Atrevida Partners LLC – Duncan Hennes, Co-Founder/Partner (BIO)

  Moderator: Thurstan Bannister, Head of Business Development, Atrevida Partners (BIO)

4:15 – 5:30pm: Cocktail Party & Networking

Limited Tickets available for qualified Hedge Fund Professionals