This is a past event. To see the list of our current events, please click  HERE
7:30 AM Pacific Time
Registration & Breakfast Courtesy of:

8:00 AM Pacific Time
IMN's Welcome
8:05 AM Pacific Time
Opening Remarks

Jason Gerlach


Ted Dougherty

Hedge Fund & Investment Management Tax Leader
8:20 AM Pacific Time
CHFA’s Spotlight on the Golden State

The CHFA shines a spotlight on the thriving hedge fund industry in California.

Jason Gerlach


Tim Mundy

National Managing Partner

Kathleen Dunlap

Girls Who Invest, Inc.

Jay Gould

Winston & Strawn
8:45 AM Pacific Time
CHFA California Manager Spotlight: Favorite Trades and Predictions
  • What will generate returns? With yields being low and trades being crowded—how will managers beat expectations? Where will fund flows come from? With the continued turmoil in the MENA region and uncertainty in Asia—where will the next bumper crop of investors come from?
  • Will more manager shutter their shops? Or will we see a plateau of growth? What are the macro issues to consider? Does the Brexit or US election come into play—or is it business as usual?
  • What is the biggest risk to the global economy today? What risks are the most obvious? Which risks are surreptitious? What is your doomsday scenario and how likely is it? How do you uncover the surreptitious risks? How do you stress test your theory for robustness? Is everything confirmation bias?
  • Consolidation in the Industry: Stabilization or Sign of Doom? 2015 had over $250 billion worth of M&A transactions, the only year with a larger transaction amount was 2006. Is there anything to read into here and why has 2016 been relatively slow?
  • Are acquisition and consolidation sustainable means to building a strong AUM base with diversified product? How has the due diligence process changed? Playing nice with others: managing the new blended teams and paying off founders.
  • Will the wave of consolidations continue? Does this lead to a strengthening and an institutionalization of the industry?
  • Now that we know what you are worried about—tell us how you plan to weather the storm and come out ahead?

Jason Gerlach


Adam Wagner

Chief Operating Officer
Blue Jay Capital Management LLC

Greg Miller

Portfolio Manager
Saye Capital Management

Christopher Stanton

Chief Investment Officer
Sunrise Capital Partners, LLC
9:10 AM Pacific Time
Credit Investing in the Time of Negative Yield
  • What qualifies as high yield now?
  • Where are opportunities coming from?
  • What are the risks? What is liquidity like?
  • How long will low rate be in place for? Even with a liftoff?

Amit Thanki

Investment Officer
San Bernardino County Employees' Retirement Association

Lawrence Post

Arena Capital Advisors

Casey Wamsley

Senior VP
Infinity Capital Partners

Ross Revenaugh

Managing Director
Echelon Asset Management

Mark Okada

Co-founder and Co-Chief Investment Officer
Highland Capital Management, L.P.

Richard de Silva

Managing Partner
Lateral Investment Management

Michael Secondo

Senior Vice President
US Bancorp Fund Services, LLC
10:10 AM Pacific Time
Networking Refreshment Break Courtesy of:


10:40 AM Pacific Time
Seeding and Fundraising: Challenges and Opportunities
  • It is never easy to raise capital, but negative headlines have certainly made it tougher, our panel discusses strategies, examines the state of Seeding Funds and Fund of Funds and shares their outlook for the future.
  • How to persevere without alienating a client—best practices for surveying a long sales cycle. Finding new clients: where will the next wave of investors come from? What are they looking for? What boxes need to be ticked?
  • Other than not losing money—what is the best way to retain clients?
  • Post a wave of consolidation and buyouts—can an independent FoF still make waves? How have seeding entities evolved? What are the emerging trends? Will the concept of first loss reserve catch on—or have we all moved on?
  • Are groups such as Affiliated Managers a better option? Or are holding companies and PE shops better partners?
  • Who will be the next Tiger Cubs? Which big manager seems poised to seed a crop of managers?

Doug Puckett

Deputy National Leader of the Private Equity Practice

Ricardo Cortez

Broadmark Asset Management, LLC

Ted Dougherty

Hedge Fund & Investment Management Tax Leader

Rachel Minard

Founder and CEO
Minard Capital, LLC

Susan Soh

Partner, Global Head of Marketing and Client Services
Perella Weinberg Partners

Neal Howe

Director of Investor Solutions
Welton Investment Partners, LLC
11:30 AM Pacific Time
Hedge Funds’ Role in Institutional Portfolios
  • Can hedge funds recapture the love and trust of institutional investors?
  • What strategies are most in demand? Which strategies are out of favor?
  • Do investors need to reconsider their allocation models? Where are the under or over allocated?
  • Should I stay or should I go now? Make your case

Jared Thear


Grant Jaffarian

Chief Investment Officer
AlphaTerra, LLC

Jean-Francois Crousillat

Managing Director
Hedgemark Advisors, LLC

John Linder

Consultant, Principal
Pension Consulting Alliance, Inc.

Kurt Braitberg

Portfolio Manager
TeamCo Advisers, LLC
12:25 PM Pacific Time
Fireside Chat

Join us as Ed Rzeszowski interviews Crabel Capital Management's Michael Pomada

Ed Rzeszowski

Portfolio Manager
BlackRock Alternative Advisors

Michael Pomada

Crabel Capital Management
1:00 PM Pacific Time
Concurrent Tracks: Please Choose 'A' or 'B'
2:00 PM Track A
Winning with High Sharpe Strategies in a Low Return Environment?

Dr. Patrick Welton

CEO & Chief Investment Officer
Welton Investment Partners, LLC
2:00 PM Track B
CBOE Risk Presentation
  • Long vol as a fixed income replacement
  • Hidden risk/convexity in short vol complex/crowding as investors globally seek yield
  • Changes in the VIX environment over the past year

Michael Mollet

CBOE Futures Exchange

Christopher Cole

Managing Partner and Portfolio Manager
Artemis Capital Management

Larry Schulman

Cheiron Trading

James White

Senior Vice President, Convertible Securities
Palisade Capital Management, LLC
2:45 PM Track A
Liquid Alternatives: Chasing Alpha
  • Meeting increased retail investors needs through innovative products
  • Evolution of the investor in liquid alts
  • How are institutions using 40 Act Funds as a part of their portfolio?
  • How are fund managers using liquid alts for diversification?

Ricardo Cortez

Broadmark Asset Management, LLC

Adam Barth

Director of Equity Research
Gotham Asset Management

Donald Putnam

Managing Partner
Grail Partners

Aaron Steinberg

Pershing LLC, a BNY Mellon Company

Jay Gould

Winston & Strawn
2:45 PM Track B
Building Your Team of Service Providers
  • Which services are indispensable? What services are you currently outsourcing? How to vet providers. What needs to be outsourced and what function are bolt-ons to internal teams?
  • Which services are on the cusp of becoming the next big thing? Will compliance consulting and cyber security services be where most of your budget go? Operational outsourcing: new developments in office space, HR, and Healthcare consulting.
  • Compliance Officers: Your Secret WeaponGiven the regulatory environment we examine the increased role of the compliance officer in today’s environment
  • Giving compliance a seat at the investment table: making the case for a pro-active, prophylactic compliance officer. Internal & External Teams: how big does the compliance team need to be? How many external teams does a successful program need? Moving beyond best practices: what threats or opportunities are our compliance experts preparing for?

Dan Viola

Partner, Regulatory Defense and Compliance Practice
Sadis & Goldberg LLP

Cynthia Aragon

Chief Compliance Officer & General Counsel
Agile Fund Solutions

John D'Agostino

Head of The Americas
DMS Governance

Mike Geller


Todd Hankin

EisnerAmper, LLP

Peter Sanchez

Northern Trust

Lauri Haas

Founder & Principal
3:40 PM Pacific Time
Networking Refreshment Break Courtesy of:

4:00 PM Track A
Water as an Asset Class
  • Water is fast becoming a major issue due to shortages, pollution and inadequate infrastructure. As H20 becomes a commodity without an exchange, investors are exploring the best ways to invest in what may be a matter of life and death.
  • How do you invest in water? Do you purchase the rights? Invest in farmland with native water supply? Or is it best to invest in infrastructure, delivery and technology solutions?
  • Beyond being a sound business decision—could investing in water be altruistic? Fund managers have the opportunity to create a social benefit by investing in projects and companies that will help clean, distribute, create and maintain our water supply. Our panel discusses the ethics involved and how proper infrastructure investing could help prevent the next Flint.
  • What are your predictions for growth in this space? What current projects seem the most viable? What projects are too farfetched?

John D'Agostino

Head of The Americas
DMS Governance

Michael Underhill

Chief Investment Officer
Capital Innovations, LLC

David Richardson

Managing Director
Impax Asset Management

Raul Pomares

Managing Director, Founder
Sonen Capital LLC

Thomas Schumann

Thomas Schumann Capital LLC
4:00 PM Track B
Risk: Not Just a Game!
  • What are today’s biggest risks? What keeps you awake at night? How would you rate the liquidity in the market today?
  • Assessing and hedging: how do you manage your risk on daily basis? For certain securities hedging can be costly and tricky to place--what sort of hedges do you have in place?
  • Idiosyncratic Risk v Systemic Risk: how to determine which factors weighs the most per portfolio holding and how to manage around it. While defining a red light or a green light may be easy—how do you define yellow?
  • What best practices can you put in place? What technology solutions can you use?

Derrelle Janey

Gottlieb & Janey LLP

Christopher Dvorak

Global Head of Relationship Management of Hedge Fund Services
Northern Trust

George Wishart

Director, Sales
Openlink Financial LLC

Dimitris Kavalekas

Managing Director
Strenta Investment Management

Julie Dixon

Managing Principal
Titan Regulation
4:45 PM Track A
Alpha Tank: The Next Big thing

Come help decide the most exciting new manager and service provider at this year’s editions of Alpha Tank!

Rachel Minard

Founder and CEO
Minard Capital, LLC

Pari Choksi

ATEL Capital Group

John Pizzi


Guy Benstead

Cedar Ridge Partners

Alex Gurevich

Chief Investment Officer
HonTe Investments

Frank Timons

Founder, CEO and CIO
Pier 88 Investment Partners

Manish Aurora

Founder and Managing Principal
Rational Investing LLC
4:45 PM Track B
Liquidity & Control: Constructing a Portfolio of Managers in today’s Environment

Special Session Curated by K2 Advisors

  • Interest in and adaptation of liquid alternatives has grown significantly over the past several years. Why is this been the case, and will this growth continue? What are the potential barriers to entry? How else will liquid offerings change the game?
  • The challenges of making strategies daily liquid while maintaining the alpha generating qualities of the flagship product
  • The increased interest in tailored portfolios, and managers’ willingness/ability to offer tailored strategies

David Saunders

Founding Managing Director
K2 Advisors, LLC

Kevin O'Malley

Partner and PM
Chatham Asset Management, LLC

Peter Clark

Managing Director
Jennison Associates, LLC

Andrew Wellington

Managing Partner & CIO
Lyrical Asset Management
5:45 PM Pacific Time
Networking Cocktail Reception Courtesy Of:

6:45 AM Pacific Time
Day One Concludes
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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 22nd Annual Alpha Hedge West


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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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