7:15 AM
Registration and Breakfast
7:30 AM
Closed-Door Breakfast Presented by:

Join IMN & Girls Who Invest for an informal breakfast on the Morning of September 7th.

This is an excellent opportunity for members of the Alternative Community to meet up before the event kicks off and an even better chance to showcase the diversity and strength of our community!

Kathleen Dunlap

CEO
Girls Who Invest, Inc.
8:10 AM
Welcoming Remarks from:

Andy Melvin

Managing Director
Information Management Network

Adam Wagner

Chief Operating Officer
Blue Jay Capital Management LLC
8:15 AM
New Frontiers in GP/LP Dynamics
  • We’ve been through a multi-year cycle of generally strong appetite for private equity, private debt and real estate vs scrutiny of hedge funds --What’s driving these and where is this going next? 
  • What does this maturity mean for LPs and GPs? What matters most in LP-GP relationships now and how is the business of IR/fundraising and manager selection/allocating changing?
  • What are the various investment operating models for GPs?  How are these GPs thinking about product development, product expansion and fundraising? How do LPs navigate?
  • How are the roles of consultants, fund of funds and other intermediaries evolving?  How are these groups working differently with LPs and GPs now?

Neil Sheth

Director of Alternative Assets Research
NEPC

Eric Alt

Managing Director, CO-CIO
Hall Capital Partners, LLC

Mark Okada

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

Tim Recker

CIO & Treasurer
James Irvine Foundation

Dennis Sugino

Founder
Kansa Advisory LLC

Brad Bauer

Partner and President
Varde Partners
9:00 AM
A Tale of Two Classes: Labor in the Era of Artificial Intelligence

AI-driven automation will transform the economy over the coming years and decades. The challenge for investors, founders and policymakers will be to update, strengthen, and adapt our policies and our thinking, to respond to the economic effects of AI. Beyond the hype, there are very real reasons to be concerned about the future of work in the age of artificial intelligence

  • What sectors/industries/jobs are most at risk? What does a future without the need for much human input look like?
  • Is the workforce bifurcating into two classes, a class of highly paid and highly skilled “alphas”, and a class of low-paid and low-skilled “betas”?
  • How do we make more work into creative work? And how do we design new approaches to learning and education so that the students and workers have the resources to evolve alongside technology?

Brian Nugent

GP
Sway Ventures

Yaad Oren

Technical Advisor
SAP.io

Babak Hodjat

CEO and Co-Founder
Sentient

Bill Malloy

GP
Sway Ventures
9:30 AM
Alpha – Where Has it Been Hiding?
  • With passive instruments on a tear, and Lilliputian returns from the HF space—how can managers extract alpha?
  • In a relatively nonvolatile market do managers need to increase their and their clients’ appetite for risk? How do you strike the right risk return balance?
  • Is the question of returns a structural one? Will we see more convergence in structure between HF & PE?
  • Can technology allow a manager to extract alpha from the nooks and crannies of the market place?

James Walsh

Head of Portfolio Advisory
Albourne America LLC

Robert Ferguson

CIO
Benchmark Plus

Adam Geiger

Chief Investment Officer
New Legacy Group

Christopher Teets

Partner
Red Mountain Capital Partners LLC

Scott O'Callaghan

Partner
Rotation Capital

Stephen Prince

Co-Head of Asset Management
TFG Asset Management

J. Daniel Plants

Managing Partner
Voce Capital Management LLC
10:20 AM
The Outlook for Global Credit

Bruce Richards will discuss his outlook for global credit and how he sees the current credit cycle playing out, including how the cycle is impacting high yield and leveraged loans, the rise in private credit and why as well as how to construct portfolios that will weather the cycle.

Bruce Richards

Chairman & CEO
Marathon Asset Management
10:50 AM
Networking Break
11:15 AM
Institutional Portfolios: Making Your Own Mix
  • Asset owners are becoming increasingly diverse in the strategies they pursue, the fees they will be willing to pay and the investments that they pursue.
  • Which asset strategies are you allocated to? Over allocated? Under allocated? How are you looking at your portfolio mix today?
  • How do you want to see your allocations distributed? Is there anything that doesn’t exist that you would want?
  • What are your challenges? What do you most want managers to know?

Tim Bruce

Partner, Research
NEPC

Brian Lahart

Managing Director, Asset Management
Abbot Downing

Sean Olesen

Director, Investments
Dignity Health

Farouki Majeed

Chief Investment Officer
Ohio School Employees Retirement System

Amit Thanki

Investment Officer
San Bernardino County Employees' Retirement Association

David Francl

Managing Director, Absolute Return
San Francisco Employees Retirement System
12:00 PM
Europe: The Land of Milk & Honey

Stuart Fiertz will discuss how with the U.S. becoming increasingly more expensive and the corporate distressed cycle turning, Europe is an attractive place for investors. Europe’s banking industry still needs to shrink its balance sheet, creating deeply dislocated markets, and as a result, appealing opportunities. In this presentation, Fiertz will discuss the underlying drivers behind Europe’s present attractiveness and the ins and outs of investing in the area, including which sectors are the most appealing, how opportunities vary across domiciles due non-uniform economic conditions, and how impending regulations and geopolitical risks will affect the region.

Stuart Fiertz

Co-Founder and President
Cheyne Capital Management
12:30 PM
Luncheon Courtesy of:

Please Choose Track 'A' or 'B'

1:30 PM Track A
Stay Calm and Trade Vol!
  • The panel will explore the continuing evolution of trading VIX / volatility.
  • Long gone are the days where VIX was viewed as an equity hedge or a pure directional play on VIX.  As more products are listed that reference volatility, where are the opportunity’s?
  • What does the low level of VIX (at least so far this year) tells us about the global volatility markets?
  • How can the retail investor compete with the pros in this growing market segment?

Jay Caauwe

Managing Director
CBOE Futures Exchange

David Burkart

Founder
Coloma Capital Futures, LLC

Bill Luby

Chief Investment Officer
Luby Asset Management

James White

Portfolio Manager
Tugar Capital Management, LLC
1:30 PM Track B
Fund Admins: More Than Meets the Eye
  • What are the best practices in fund accounting, cash management & custody?
  • Can your admin create impactful fundraising and cap-intro programs for you?
  • Different assets, different services: what is crucial for an admin to provide?

Vincent Calcagno

CEO
Agile Fund Solutions

Peter Sanchez

CEO
Northern Trust

Jason Ganz

SVP
U.S. Bancorp Fund Services
2:10 PM Track A
Nothing Ventured, Nothing Gained: The Next Hot VC Opportunity
  • Where are today’s leading VCs putting cash to work?
  • Which projects will change how we live in 2020? 2030? 2050?
  • Health & Wellness--has the quantified self been overhyped?
  • How are VC’s including urban planning--will we get maglev trains, hyper-loops and self-driving cars all in one shot?

Sean Bill

CIO
Santa Clara Valley Transportation Authority

Benjamin Black

Managing Director & Co-founder
Akkadian Ventures

Seth Page

EVP Strategic Partnerships
DataRPM

Valery Komissarova

Principal
Grishin Robotics
2:10 PM Track B
Building Your Team of Service Providers
  • How to build you “Dream Team”. Exploring in house vs outside solutions.
  • Best practices for streamlining your operations via outsourcing.
  • Do you need an outsource CCO if you have an outside council? How many law firms do you need on retainer?
  • What is the best way to vette an external partner?

Christopher Emby

Partner
EisnerAmper, LLP

Adam Wagner

Chief Operating Officer
Blue Jay Capital Management LLC

Eric Rubenfeld

Partner
Fragner Seifert Pace & Winograd, LLP

Dennis ChenFu

Vice President
Pershing Prime Services, a BNY Mellon Service
2:50 PM
Networking Break
3:20 PM Track A
Exploring Opportunities in Real Estate
  • Which real estate opportunities are most appealing? Do you just invest in the four food groups or are you interested in niche opportunities?
  • Will last year’s GICS expansion cause you reconsider your real estate allocation?
  • How will the rate increases impact this sector? Will deal funding become less certain?
  • How easy or hard is it for an activist investor to shake things up at a real estate company?

Casey Wamsley

Director
Collins Capital Investments

Ray Sturm

Founder & Chief Executive Officer
AlphaFlow

David Butler

Managing Partner
Argosy Real Estate Partners

Derrick Land

Managing Director
Man Group
3:20 PM Track B
Gaining an Edge with Tech
  • Which of your processes and functions need an upgrade? How to access pain points?
  • Build, buy or buddy up—finding the right approach.
  • Best practices for implementation and user success.
  • What new innovations are heading our way!

Mark Doherty

Managing Principal
PivotalPath

Clayton Cheek

Director
Artivest

Steve Walker

Founder
Cobaltix Compliance

Nathan Ford

Director
Eze Castle Integration
4:00 PM Track A
Exploring the Pacific Rim

The Pacific Rim is a diverse and dynamic region with over 50 countries and territories spread across North and South America, Asia and Australia, this scope and scale can at times overwhelming. Join us as we delve into this evolving region and take a look at the most exciting investment opportunities!

  • Asia is thriving and evolving, with new millionaires and billionaires being minted at a rapid pace. We ask the panel—can the Tiger change its stripes?
  • Latin America is an increasingly rich and complex investment opportunity. Will the US’s stance of trade and immigration hamper opportunities with our neighbors
  • Finally the Anglophone world presents its own set of challenges and opportunities. We take a closer look at the limits of linguistic and cultural bonds.

Amy Bensted

Head of Hedge Fund Products
Preqin

Frank Brochin

Chief Investment Officer
Berens Capital Management

Bradshaw McKee

Managing Director
Gramercy Funds Management

Bradford E Willmore

Executive Managing Director & Portfolio Manager
Sarus Capital Management LLC
4:00 PM Track B
2017: A New World for Credit
  • With rising rates it looks as if credit investors are poised for a new breath of success. But will the increase in rate have the opposite effect?
  • CMBS—will this be a Tsunami? Or will only sand castles get knocked down?
  • Understanding private credit. What are the risks?
  • Tactical usage of Alternative credit. Using it to diversify core holdings.

Adam Blitz

Principal, CEO & CIO
Evanston Capital Management, LLC

Chris Huggins

Head of Multi-Strategy Credit
Man GLG

Bradley Belt

Vice Chairman
Orchard Global Asset Management

Don Davis

Portfolio Manager
Prime Meridian Capital Management

Kathleen Kennedy Townsend

Managing Director
The Rock Creek Group

Cara Roche

Managing Director
Zais Group

GENERAL SESSION RESUMES

4:45 PM
Infrastructure: A Marshall Plan for the US?
  • It is no secret that the US is in need of infrastructure spending, and that the current administration seems to be aware of the need. However, will the US really, truly, enact an ambitious infrastructure spend?
  • How will deals get financed? Will it be all private? Will the government be able to pay for some of it? If so at which level?
  • Which markets in the US will see the most spend? Which projects will gain the most interest? What will it actually take?
  • What sort of hoop will investors and developers need to get through?
  • Will DC Gridlock stymie this opportunity?

Sara Yamotahari

Global Sovereign Wealth & Pension Fund Leader, Tax
Ernst & Young LLP

Burland East

PM
Altegris

Bhaswar (Joy) Chatterjee

Head of Syndication for Global Finance, Americas
Natixis

Ophir Bruck

US Network Manager
Principles for Responsible Investment
5:30 PM
Networking Reception
6:30 PM
Day One Concludes
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Event Specific Contacts for Total Alts 2017

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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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What Personal Data We Collect & Why

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  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • 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

    Email: dataprotectionofficer@euromoneyplc.com

    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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