LAST UPDATED: Thursday, December 28 2006
08:15 REGISTRATION BEGINS AND CONTINENTAL BREAKFAST
09:00 INTRODUCTORY REMARKS BY INFORMATION MANAGEMENT NETWORK
09:05 CHAIRPERSONS’ OPENING REMARKS
09:20 KEYNOTE PRESENTATION: THE EVER CHANGING WORLD OF HEDGE FUNDS
The hedge fund industry continues to evolve as the influx of institutional investors encourages change, and poses challenges to investors and hedge funds alike. The nature of the industry’s evolution over the last 10 years – and its implications – are discussed, including:
Joel Katzman, President and Chief Executive Officer,
JP MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.
09:50 PANEL DISCUSSION — CHALLENGES INVESTORS OF HEDGE FUNDS FACE
George Lucaci, Managing Director, Capital Markets Group, HEDGEFUND.NET
David Katz, Partner and Co-founder, ROCATON INVESTMENT ADVISORS, LLC.
Andrew M. Silton, Consultant, STATE TREASURER OF NORTH CAROLINA
10:35 THE NEW WORLD OF PRIVATE EQUITY INVESTING
This session will address what lies ahead for the private equity markets. As the dust settles is now the time to look at private equity? What opportunities are available and how will returns fair in regards to other asset classes?
Les Brun, Chairman and Co-founder, HAMILTON LANE
11:00 Refreshment Break
11:15 ASSET ALLOCATION VERSUS MANAGER SELECTION
Panelists\ will discuss how disagreements about the importance of asset allocation policy stem from differences in what is considered important. They will explore the ability of asset allocation policy to explain variability across time, variation in returns across funds and the average level of return.
Stephen L. Nesbitt, Chief Executive Officer, CLIFFWATER, LLC
Ezra Zask, Vice President and Director, IBBOTSON ASSOCIATES
Michael Dubin, Partner, POWERS & DUBIN ASSET ALLOCATION AND MANAGEMENT CO.
12:30 Luncheon for Delegates and Speakers
LUNCHEON KEYNOTE ADDRESS:
David M. Silk, Managing Director, Sales, BEAR STEARNS ASSET MANAGEMENT &
Former NY Ranger & Olympic Ice Hockey Gold medalist
David Silk, a former professional athlete in the National Hockey League with the New York Rangers, will present a riveting presentation about his experience being a member of the 1980 US Olympic Ice Hockey Team. His teamís story about how they took home the gold metal inspired the recent blockbuster movie “Miracle on Ice”. Presently, Mr. Silk is with Bear Stearns Asset Management (BSAM) and is responsible for developing the Taft-Hartley and public funds markets.† Prior to joining BSAM, he was with Loomis Sayles Inc., and Korn/Ferry International and Putman Investments. He has an MBA in Finance from Boston University, a Bachelor of Arts from Boston University and has served as an Adjunct Professor at Boston University.
01:45 HEDGE FUND MANAGERS’ ROUNDTABLE: FUNDS OF FUNDS VERSUS HEDGE FUNDS
As some hedge funds explode and some hedge funds excel, how do plan sponsors institution investors sort through the proliferation of managers and firms? This session will not only focus on how to choose the appropriate type of hedge fund and the appropriate manager. Panelist/s will also debate fund-of-funds, transparency, and risk return issues. Special focus will be given to the hedge fund conundrum: Tulip Mania, Ephemeral Trend or Paradigm Shift?
Peter Gerlings, Senior Partner, NEPC
Michael Mikytuck, Managing Director, PLUSFUNDS
Jacob Navon, Partner, WESTWOOD PARTNERS LLC
Gregory P. Heyman, Managing Director, RHOMBUS CAPITAL MANAGEMENT, LP
Gus Catsavis, President, Focus Capital Management, LLC
02:40 GOALS BEHIND YOUR PRIVATE EQUITY INVESTMENTS
Speakers will discuss the market trends and strategies for structuring a private equity portfolio, types of investment vehicles, manager selection and hot industries and sectors.
David Clinton, Esq., Former Deputy Commissioner, NEW YORK CITY FIRE DEPARTMENT and Former Chairman, NEW YORK FIRE PENSION FUND
Bradley T. Atkins, CFA, Chief Executive Officer, FRANKLIN PARK ASSOCIATES, LLC
Stephen J. Kelly, Managing Director, Private Equity Partners, MERRILL LYNCH INVESTMENT MANAGERS
John W. Shearburn, Vice President, Private Equity Group, GOLDMAN SACHS ASSET MANAGEMENT
03:30 Refreshment Break
03:45 THE INSTITUTIONALIZATION OF FUND OF FUNDS VS. THE EMERGENCE OF BOUTIQUES
Bob Stearns, Managing Director of Alternative Investments, ADAIR CAPITAL
William L. Green, Chief Investment Officer, FEDERAL STREET PARTNERS, LLC
Elizabeth R. Hilpman, Partner, BARLOW PARTNERS
Mark Jurish, Founder, LARCH LANE ADVISORS, LLC
Bruce Ruehl, Chief Investment Officer, GLEACHER FUND ADVISORS
04:45 Sessions Conclude
05:15 Cocktail Reception
LAST UPDATED: Thursday, December 28 2006
08:00 CONTINENTAL BREAKFAST
08:30 CHAIRPERSON'S REMARKS
08:40 THE HEDGE FUND BUBBLE
Barry Cohen, Director of Alternative Investments, BEAR STEARNS
09:00 NEW INVESTMENT OPPORTUNITIES IN ALTERNATIVE INVESTMENTS: STRUCTURED CREDIT
- Why structured credit?
- CDO Equity's complementarity with Private Equity
- Correlation aspects
Shiv Wallia, Vice President, JPMORGAN SECURITIES, LLC
09:30 PRIVATE EQUITY SECURITIZATION FROM A RATINGS AGENCY'S PERSPECTIVE
Alfredo de Diego Arozamena, Director, STANDARD & POOR’S
09:50 PANEL DISCUSSION – A LOOK AT THE CURRENT WORLD OF REAL ESTATE INVESTING
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