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

Head
Man GPM Aalto US
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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  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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