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Industry Conference Speaking Engagements

April 2010Catalyst’s Alternative Investing Forum Spring 2010 on the topic: Capital raising challenges for mid sized funds

March 2010Opal’s Investment Consultant Forum on the topic: Asset Allocation: What asset classes will yield the highest returns in 2010?

March 2010IQPC’s Foundation & Endowment Summit on the topic: Case Studies: Endowments Discuss Hedge Funds

February 2010 - AIMSE/P&I Hedge Fund Conference on the topic: The Case for Alternative: Opportunities and Challenges for Asset Allocation

January 2010 - Infovest21 on the topic: Family Offices vs Institutional Investors – Complimentary or Competitive

January 2010 - Jefferies Cap Intro Event on the topic: The Benefits of Engaging a Third Party Marketing Firm

December 2009 - Opal’s Alternative Investment Summit: Consultants view on the industry

December 2009 - HFMweek on the topic: Outlook for Asset Raising in 2010

December 2009 - Argyle’s 2009 Marketing Leadership Forum on the topic: Marketing landscape for 2010

November 2009 - Finance IQ’s Pension Plan De-Risking Summit on the topic: Public Pension Plans Perspective on De-Risking and Diversification

October 2009 - GAIM 2009 on the topic: Consultants Roundtable: constructing a hedge fund portfolio

October 2009 - GAIM 2009 on the topic: Overcoming Market Volatility and Liquidity Challenges in Portfolio Design

October 2009 - GAIM 2009Conference chairman

October 2009 - Catalyst’s Asset Allocation in Alternatives 2009 on the topic: Conference concluding remarks-The forecast of asset allocations to alternative investment managers

September 2009 - IGlobal Forum’s Annual Institutional Investor Summit on the topic: State of Institutional Investing: Endowments and Foundations

June 2009 - Emerging Managers Summit on the topic: Fund of Funds: What impact Have They Had On Emerging Hedge Funds and Can They Sustain Current Performance

April 2009 - Catalyst’s Alternative Investment Forum on the topic: What lies ahead for Alternative Investment Strategies and Managers

December 2008 - Opal’s Alternative Investment Summit on the topic: Alternative Investment’s Consultants views on the Industry

November 2008 - FINalternatives’s Asset Allocation Forum on the topic: Successful Asset Allocation Management

November 2008 - Terrapinn’s Investing in 130/30 funds USA on the topic: Raising capital for and marketing 130/30 funds

October 2008Opal’s Endowment & Foundation Forum on the topic: Hedge Funds Why Now More Than Ever

July 2008 - FRA’s Marketing & Client Servicing for Hedge Funds Conference on the topic: In-House Marketing Versus Outsourcing to a 3rd Party Marketing Agency: Pros/Cons

July 2008 - IIBIG’s Alternative Investment All-Star Forum on the topic: Decision-Making Criteria for Alternative Investments: The Institutional Investor’s View

June 2008 - Emerging Manager Summit on the topic: Private Equity Investment Styles and Strategies

April 2008 - Opal’s Alternative Investing Summit East on the topic: The Future of Alternative Investments—Why Should Institutional Investors be Looking at This Space More Then Ever

April 2008 - Infovest21’s Think Tank Spring Symposium on the topic: Institutional Due Diligence on Hedge Funds and Funds of Funds

February 2008 - AIMSE/P&I Hedge Fund Conference on the topic: The State of The Hedge Fund Industry

January 2008 - SRI’s Alternative Investment Round up on the topic: When to Pay for Real Alpha: Institutional Investors are Wising Up

November 2007 - Hedge Funds World Bahamas 2007 on the topic: A Road Map for Introducing Hedge Funds to Your Portfolio

October 2007 - 5th Annual Alternative Investment Summit on the topic: Portfolio Construction and Asset Allocation

September 2007 - Blue Ribbon Hedge Fund Symposium on the topic: Managing Risk in Portfolio Construction

June 2007 - World Research Group Retirement Investment Summit 2007 on the topic: Seeking Alpha in Public and Private Pensions

May 2007 - Strategic Research Institute Fund of Hedge Fund Summit on the topic: Managing Risk While Capturing Alpha

April 2007 - Opal Alternative East Conference on the topic: Portfolio Construction & Managing Portfolio Risk

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