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Owing
to the current economic environment and recognizing the growing interest
on the part of Endowments & Foundations to consider diversification
into alternative asset classes, Information Management Network has
organized the Alternative Investment Workshop & Roundtable strictly
with the Investor in mind.
7:30am
- 8:30am
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Registration...Continental
Breakfast
Chairman:
Marc Rosenberg, Principal,
QUALITY MANAGER CONSULTANTS LLC
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8:30am
- 9:30am
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ENDOWMENT
AND FOUNDATION ALTERNATIVE INVESTMENT ROUNDTABLE
- How to fit alternative investments into your asset allocation.
- Ten things to look out for in hedge fund documents
- Drivers of retuns in different alternative investments
- Is now a good time to put money into hedge funds?
Session Leader:
Doug Cubberley, Executive Editor, FOUNDATION & ENDOWNMENT,
MONEY MANAGEMENT
Panelists:
Anne Casscells, Chief Investment Officer, STANFORD UNIVERSITY
Susan Ball, Senior Associate Treasurer, UNIVERSITY OF WASHINGTON
Peter Harvey, Treasurer, WHITMAN COLLEGE
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9:30am
- 10:30am
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INTRODUCTION
TO HEDGE FUNDS & FUND OF FUNDS
Scott Chambers, Investment Committee and Professor of Finance,
LINFIELD COLLEGE
Ed Higgins, President, HIGGINS ADVISORS GROUP USA
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10:30am
- 10:45am
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Refreshments
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10:45am
- 11:15am
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INTRODUCTION
TO PRIVATE EQUITY
John Willinge, Partner, Private Equity, THOMAS WEISEL PARTNERS
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11:15am
- 12:30pm
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DEMYSTIFYING
ALTERNATIVE ASSET CLASSES AND TAMING THE COMPLEXITY OF HOW TO ALLOCATE
TO THEM
- Understanding Private Equity and Hedge Funds on a Visceral Level
- The Essentials Driving Your Asset Allocation Who Are You?, Whom
Do You Trust?, What Are You Seeking?
- The "Football" Model for Asset Allocation
Brian Hunter, Managing Director, STRATEGIC CAPITAL NETWORK
LLC
P. Craig Russell, Managing Director, DEUTSCHE ASSET
MANAGEMENT
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12:30pm
- 1:30pm
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Luncheon
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1:30pm
- 2:00pm
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QUESTIONS
THAT EVERY INVESTOR NEEDS TO ASK HIS FUND MANAGER
- What are the investor's withdrawal rights?
- What is the manager's compensation from the fund?
- Management Fee
- Performance Compensation
- Will the manager agree to a "most favored nations" clause: relating
to fees?
- Will an investment in the fund result in recognition of unrelated
business taxable income for the investor?
- What is the manager's trade allocation policy?
- What is the manager's soft dollar policy?
- Has the manager developed a contingency plan for the fund in the
event of the death or disability of the principal portfolio manager?
John P. Broadhurst, Partner,
SHARTSIS FRIESE & GINSBURG LLP
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IN
THE AFTERNOON ROUNDTABLE SESSION
YOU WILL HAVE THE OPPORTUNITY TO MEET MORE THAN TEN DIFFERENT
HEDGE FUNDS
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2:00pm
- 3:30pm
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HEDGE
FUND ROUNDTABLE I
Session
Leader:
Macro arbitrage versus global macro: innovating hedge fund strategies
Dr. Gabriel Burstein, Head of Relative Value, HSBC USA,
NEW YORK
Panelists:
* Distressed, restructuring and special situations strategies
Dan Zwirn, MSD CAPITAL, NEW YORK
* Long/Short fundamental and "pool of hedge funds" versus fund of
funds
Stavros Iatridis, NOBLE PARTNERS, BOSTON
* Value investing in alternative financial assets
Bryan E. Gordon, MADISON CAPITAL MANAGEMENT
* Global event driven Investing
David Simon, TWIN CAPITAL MANAGEMENT, NEW YORK
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3:30pm
- 3:45pm
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Afternoon
Refreshments
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3:45pm
- 5:45pm
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HEDGE
FUND ROUNDTABLE II--RISK-ADVERSE STRATEGIES
Session Leader:
Marc Rosenberg, Principal, QUALITY MANAGER CONSULTANTS
LLC
Panelists:
* Low-Risk
vs. Long/Short Equities
Daniel Wimsatt, BRICOLEUR CAPITAL
* Long-Short Equity
Sean Kiernan, CONTADORA
*
Cautious Technology/Healthcare Fund
David Peterson, DESANTIS CAPITAL PARTNERS
* U.S. Long/Short Trading
Fred Ketcher, FK PARTNERS
* Global Systematic Trading
Jon Stein, ROTELLA CAPITAL
* Small Cap Active Management
Warren Lichtenstein, STEEL PARTNERS
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| 5:45pm
- 6:45pm |
Cocktail
Reception |
* Schedule and Speakers Subject To Change Without Notice |
Agenda | Sponsors & Exhibitors | IMN Home
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