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Industry Conference Speaking Engagements

03/12 Opal's Investment Consultant Forum 2011 – TBD

01/12 Infovest21 – Institutional Policy Debate on Commodity Investing, CTAs and Real Assets

12/11 Opal's Alternative Investment Summit – Conference Co-Chairman

11/11 Terrapinn's China Investment Summit – Conference Co-Chairman

10/11 IQPC's Pension Fund Risk Management Summit on the topic – "Strategic Asset Allocation"

10/11 HFMweek on the topic - "Emerging Managers"

10/11 Terrapinn's Hedge Funds World LatAM Conference on the topic – "Keynote Investor Panel Debate"

09/11 Opal's Foundation and Endowment Forum – Conference Co-Chairman

09/11 FINforums Annual Hedge Fund Summit on the topic – "Growing Your fund: The Do's and Don’ts of Capital-Raising"

09/11 Financial Research Associates’ Marketing and Client Service for Hedge Funds on the topic – "Best Strategies to Grow Your Client Base"

07/11 Opal's Public Fund Forum on the topic – "Hedge Funds"

05/11 Iglobal's 2nd Alternative Investment Summit on the topic – "Selecting the Best Hedge Fund Strategies for Your Portfolio and Objectives"

05/11 Opal's Emerging Managers Summit on the topic - "Investing in Alternatives”

05/11 Terrapinn's Asset Allocation Summit on the topic – "Investor Allocation to & confidence in Hedge Funds"

04/11 Catalyst's Alternative Investment Forum on the topic - "Perspective on Capital raising in 2011"

03/11 HFMweek's US Breakfast Briefing on the topic - "Pension Funds Investing in Hedge Funds"

03/11 Invest21 on the topic - "Underfunding of Pensions and What it Means for Hedge Funds/Funds of Funds"

03/11 Opal's Consultant Forum on the topic - "Allocating to Hedge Funds: Achieving Strategic Goals Through Hedge Fund Allocations"

01/11 Ivy Plus' Trends in Family Offices on the topic - "Non-Correlated Alternatives"

11/10 Terrapinn's Hedge 2010 - Conference Co-Chairman

11/10 Opal's Endowment and Foundation Forum on the topic - "Hedge Funds"

10/10 Finalternatives on the topic - "Power, Politics and Hedge Funds"

10/10 Merlin Securities, First Annual Merlin Manager Symposium on the topic - "Manager Due Diligence and Allocating for Today's Volatile Markets"

10/10 IQPC's De-Risking Summit on the topic - "Lessons Learned: Strategic Asset Allocation Then and Now"

10/10 iglobal's Alternative Investments Summit on the topic - "Allocating to Hedge Funds: Achieving Strategic Goals Through Hedge Fund Allocations"

09/10 FBR Cap Intro on the topic - "Hedge Fund Seeding"

09/10 Hedge World on the topic - "Talents from the Sales Channels"

07/10 Opal's Public Fund Summit on the topic - "What is the Role of Risk Management?"

05/10 Emerging Managers Summit on the topic - "Emerging Managers"

05/10 Terrapinn's Asset Allocation Summit on the topic - "Asset Allocation Strategies for a New Era"

04/10 Catalyst's Alternative Investing Forum Spring 2010 on the topic - "Capital Raising Challenges for Mid-Sized Funds"

03/10 Opal's Investment Consultant Forum on the topic: Asset Allocation: What asset classes will yield the highest returns in 2010?

03/10 IQPC's Foundation & Endowment Summit on the topic - "Case Studies: Endowments Discuss Hedge Funds"

02/10 AIMSE/P&I Hedge Fund Conference on the topic - "The Case for Alternative: Opportunities and Challenges for Asset Allocation"

01/10 Infovest21 on the topic - "Family Offices vs Institutional Investors – Complimentary or Competitive"

01/10 Jefferies Cap Intro Event on the topic - "The Benefits of Engaging a Third Party Marketing Firm"

12/09 Opal's Alternative Investment Summit - "Consultants View on the Industry"

12/09 HFMweek on the topic - "Outlook for Asset Raising in 2010"

12/09 Argyle's 2009 Marketing Leadership Forum on the topic - "Marketing Landscape for 2010"

11/09 Finance IQ's Pension Plan De-Risking Summit on the topic - "Public Pension Plans Perspective on De-Risking and Diversification"

10/09 GAIM 2009 on the topic - "Consultants Roundtable: Constructing a Hedge Fund Portfolio"

10/09 GAIM 2009 on the topic - "Overcoming Market Volatility and Liquidity Challenges in Portfolio Design"

10/09 GAIM 2009Conference Chairman

10/09 Catalyst's Asset Allocation in Alternatives 2009 on the topic - "Conference Concluding Remarks: The Forecast of Asset Allocations to Alternative Investment Managers"

09/09 iGlobal Forum's Annual Institutional Investor Summit on the topic - "State of Institutional Investing: Endowments and Foundations"

06/09 Emerging Managers Summit on the topic - "Fund of Funds: What Impact Have They Had On Emerging Hedge Funds and Can They Sustain Current Performance"

04/09 Catalyst's Alternative Investment Forum on the topic - "What Lies Ahead for Alternative Investment Strategies and Managers"

12/08 Opal's Alternative Investment Summit on the topic - "Alternative Investment's Consultants Views on the Industry"

11/08 FINalternatives's Asset Allocation Forum on the topic - "Successful Asset Allocation Management"

11/08 Terrapinn's Investing in 130/30 funds USA on the topic - "Raising Capital For and Marketing 130/30 Funds"

10/08 Opal's Endowment & Foundation Forum on the topic - "Hedge Funds Why Now More Than Ever"

07/08 FRA's Marketing & Client Servicing for Hedge Funds Conference on the topic - "In-House Marketing Versus Outsourcing to a 3rd Party Marketing Agency: Pros/Cons"

07/08 IIBIG's Alternative Investment All-Star Forum on the topic - "Decision-Making Criteria for Alternative Investments: The Institutional Investor's View"

06/08 Emerging Manager Summit on the topic - "Private Equity Investment Styles and Strategies"

04/08 Opal's Alternative Investing Summit East on the topic - "The Future of Alternative Investments—Why Should Institutional Investors be Looking at This Space More Then Ever"

04/08 Infovest21's Think Tank Spring Symposium on the topic - "Institutional Due Diligence on Hedge Funds and Funds of Funds"

02/08 AIMSE/P&I Hedge Fund Conference on the topic - "The State of the Hedge Fund Industry"

01/08 SRI's Alternative Investment Round up on the topic - "When to Pay for Real Alpha: Institutional Investors Are Wising Up"

11/07 Hedge Funds World Bahamas 2007 on the topic - "A Road Map for Introducing Hedge Funds to Your Portfolio"

10/07 5th Annual Alternative Investment Summit on the topic - "Portfolio Construction and Asset Allocation"

09/07 Blue Ribbon Hedge Fund Symposium on the topic - "Managing Risk in Portfolio Construction"

06/07 World Research Group Retirement Investment Summit 2007 on the topic - "Seeking Alpha in Public and Private Pensions"

05/07 Strategic Research Institute Fund of Hedge Fund Summit on the topic - "Managing Risk While Capturing Alpha"

04/07 Opal Alternative East Conference on the topic - "Portfolio Construction & Managing Portfolio Risk"

 
Agecroft Partners - Winner Third Party Marketing Firm 2010

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