Hedge Fund Investor Leadership Summit
November 2-3, 2017 | New York City
Printable Agenda
Day 1: Thursday, November 2, 2017
7:30 am - 9:00 am
Registration
9:00 am - 9:15 am
Conference Chairman's Opening Remarks
Agecroft Partners, Doug Rothschild, President
Hedge Fund Consultants' Roundtable
​
Aon, Chris Walvoord, Partner, Global Head of Hedge Fund Research
NEPC, Neil Sheth, Partner, Director of Alternative Asset Research
Pension Consulting Alliance, John J. Burns, CFA, Managing Director
Segal Marco Advisors, Alan Kosan, Senior Vice President, Head of Alpha Investment Research
​
9:15 am - 10:00 am
10:00 am - 11:00 am
Which Hedge Fund Strategies Look the Most Attractive Over the Next 24 Months?
​
Aberdeen Asset Management, Kevin Lyons, Senior Investment Manager
Advanced Portfolio Management, Robert Kiernan, CEO
EntrustPermal, Robert Kaplan, Senior Managing Director
JP Morgan Alternative Asset Management, Paul Zummo, CFA, CEO & CIO
Lone Peak Partners, Betsy Battle, CIO
​
11:00 am - 11:30 am
Coffee Break & Networking
Direct Lending & Other Less Liquid Hedge Fund Strategies
​
Analytical Research, Jerett Yelton, Senior Analyst
Corbin Capital, Craig Bergstrom CFA, Partner, CIO
Deutsche Asset Management, Chris Umscheid, Director, Hedge Fund Research
Helmsley Trust, Warren Tye, CFA, Investment Officer
​
11:30 am - 12:15 pm
Lunch
12:15 pm - 1:00 pm
Family Offices
​
FERI Trust GmbH, Marcus Storr, Head of Hedge Funds
Merrimac Corp., Clark Cheng, CFA, FRM, CIO
Pendyne Capital, Andy Fisher, CFA, CIO
Sirius Partners, Brad Beatty, CFA, CIO
​
Moderator: Backstop Solutions Group, Stephen Vondrak, Vice President, Institutional Sales
1:00 pm - 1:45 pm
The State of the Hedge Fund Industry
​
Agecroft Partners, Don Steinbrugge, CFA, CEO
1:45 pm - 2:15 pm
Opportunities in Fixed Income Oriented Hedge Fund Strategies
​
Gapstow Capital Partners, Chris Acito, Founder, CEO & CIO
Hywin Capital Management, Gib Dunham, CFA, Managing Director
Man FRM, Tom Williams, CFA, CIO Pine Grove Funds
Russell Investments, Cedric Fan, CFA, Senior Portfolio Manager
​
Moderator: Agecroft Partners, Doug Rothschild, President
2:15 pm - 3:00 pm
Coffee Break & Networking
3:00 pm - 3:30 pm
Benefits of Investing in Emerging Managers
​
Appomattox Advisory, Susan Webb, Founder, CEO & CIO
Lighthouse Partners, Timothy Berry, CFA, Managing Director
PAAMCO, Robert Motoshige, Director
Protégé Partners & MOV37, Adil Abdulali, President & Chief Science Officer
​
4:15 pm - 5:15 pm
Endowments & Foundations
​
Episcopalian NY Diocesan Investment Trust, John Trammell, President
Harry and Jeanette Weinberg Foundation, Jonathan Hook, CIO
UJA - Federation of New York, Colin Ambrose, CFA, CIO
Verger Capital Management, Jim Dunn, CEO & CIO
​
Moderator: Robbins Geller Rudman & Dowd, Robert Rothman, Partner
5:15 pm - 6:15 pm
Cocktail Party & Networking​
Day 2: Friday, November 3, 2017
7:30 am - 9:00 am
Breakfast & Networking
9:00 am - 9:45 am
Where Are the Opportunities in Long Short Equity and What Makes a Good Manager?
​
Alternative Investment Group, David Storrs, President & CEO
Maverick Capital, Bates Brown, Head of Hedge Fund of Funds
Private Advisors, Charles Honey, Partner
Talson Partners, Dominic Napolitano, Founder & Managing Member
​
Opportunities in Quant and Global Macro
​
Cliffwater, Chris Solarz, CFA, Managing Director, Head of Global Macro Strategies
GAM, Arvin Soh, Portfolio Manager
K2 Advisors, Robert Christian, Senior Managing Director, Head of Investment Research
Silvercrest Asset Management, Michael Dubin, Managing Director
​
Moderator: Lyxor Asset Management, Fabien Pavlowsky, Head of US Product Development
9:45 am - 10:30 am
Coffee Break & Networking
10:30 am - 11:00 am
Which Hedge Fund Strategies Protect Capital During a Market Sell Off?
​
CIBC Atlantic Trust, Ohm Srinivasan, CFA, Managing Director, Portfolio Manager - Hedge Funds
Massey Quick Simon & Co., Wayne Yi, CFA, Director, Head of Manager Research
SECOR Asset Management, Philip DiDio, Portfolio Manager
​
Moderator: Agecroft Partners, Andrew Feldman, Managing Director
11:00 am - 11:45 am
Use of Hedge Funds to Enhance the Risk Adjusted Return of an Overall Institutional Investment Portfolio
​
Alaska Permanent Fund, Ben Chang, Senior Associate
Aptitude Investment Management, Jeffrey Klein, Deputy CIO & CEO
Fairfax County Retirement Systems, Katherine Molnar CFA, Senior Investment Officer
The Ministers and Missionaries Benefit Board, Matthew Sherwood, Senior Manager, Public Markets
United Technologies Corporation, Jason Josephiac, CFA, CAIA, Senior Investment Analyst
​
Moderator: Agecroft Partners, Cara Fleckenstein, Managing Director
11:45 am - 12:30 pm