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Hedge Fund Investor Leadership Conference

November 5-6, 2018  |  New York City

Day 1: Monday, November 5, 2018

12:00 pm - 1:00 pm

Registration & Networking

1:00 pm - 1:15 pm

Conference Chairman's Opening Remarks


Agecroft Partners, Doug Rothschild, President

Arms Race for Alpha

Advanced Portfolio Management, Robert Kiernan, CEO

RockCreek, Alifia Doriwala, Managing Director & Partner

The Andrew W. Mellon Foundation, Karen Inal, Senior Portfolio Manager

The Harry & Jeanette Weinberg Foundation, David Gilmore, Managing Director - Investments

Moderator: Backstop Solutions Group, Clint Coghill, CEO

1:15 pm - 2:00 pm

2:00 pm - 2:45 pm

Hedge Fund Consultants' Roundtable

Aon, Chris Walvoord, Partner, Global Head of Hedge Fund Research

Colonial Consulting, Charles Georgalas, CEO

DiMeo Schneider & Associates, Anthony M. Novara, CFA, Research Director - Global Hedge Fund Strategies & Capital Markets

Segal Marco Advisors, Frank Trotta, Associate Director, Absolute Return Research

Moderator: CNBC, Leslie Picker, Reporter

2:45 pm - 3:15 pm

Coffee Break & Networking

Which Hedge Fund Strategies Look the Most Attractive Over the Next 24 Months?

Aberdeen Standard Investments, Kevin Lyons, Senior Investment Manager

Cambridge Associates, Jon Hansen, Managing Director

JP Morgan Alternative Asset Management, Paul Zummo, CFA, CEO & CIO

Lone Peak Partners, Betsy Battle, CIO

UPS Group Trust, Roxton McNeal, CFA, FRM, Senior Portfolio Manager

Moderator: Crowe LLP, Sal Shah, Partner Asset Management Services

3:15 pm - 4:15 pm

Use of Hedge Funds to Enhance the Risk Adjusted Return of a Public Pension Fund Portfolio

Fairfax County Police Officers' Retirement System, Katherine Molnar, CFA, CIO

Hawaii Employees' Retirement System, Howard Hodel, Acting CIO

State of Wisconsin Investment Board, Jason Rector, CFA, Senior Analyst

Teachers' Retirement System of the State of Illinois, Kirk Sims, CFA, Senior Investment Officer - Emerging Managers

Moderator: Agecroft Partners, Doug Rothschild, President

4:15 pm - 5:00 pm

Cocktail Party & Networking

5:15 pm - 6:15 pm

Day 2: Tuesday, November 6, 2018

8:00 am - 9:00 am

Breakfast & Networking

Benefits of Investing in Emerging Managers

Appomattox Advisory, Susan Webb, Founder, CEO & CIO

Blackstone, Michael Pierog, Managing Director

Lighthouse Partners, Timothy Berry, CFA, Managing Director

Shinnecock Partners, Alan Snyder, Founder & Managing Partner

Synergy Fund Management Group, Eliza Lau, Founder & CIO

Moderator: Sadis & Goldberg, Ron Geffner, Partner

9:00 am - 9:45 am

9:45 am - 10:30 am

Opportunities in Quant and Global Macro

50 South Capital, Greg Jones, CFA, Vice President Hedge Funds

K2 Advisors, Robert Christian, Senior Managing Director Head of Investment Research

Meketa Investment Group, Roberto Obregon, Senior Research Analyst

Neuberger Berman, Ian Haas, Senior Vice President

PAAMCO Prisma, Jackie Rosner, Managing Director

Moderator: Gavekal, Anatole Kaletsky, Founding Partner

10:30 am - 11:00 am

The State of the Hedge Fund Industry

Agecroft Partners, Don Steinbrugge, CFA, Founder & CEO

11:00 am - 11:30 am

Coffee Break & Networking

11:30 am - 12:30 pm

Endowments & Foundations

Helmsley Trust, Warren Tye, CFA, Investment Officer

Robert Wood Johnson Foundation, Vanita Gaonkar, Public Investments

Texas Tech University, Dan Parker, Deputy CIO
UJA - Federation of New York, Colin Ambrose, CFA, CIO

University of Oklahoma Foundation, Gene Lohmeyer, CFA, Director of Investments

Moderator: Hirschler, S. Brian Farmer, Investment Management Practice Chair

Lunch: Dispelling Crypto Misconceptions and the Future of the World

Cliffwater, Chris Solarz, CFA, Managing Director, Head of Global Macro Strategies

12:30 pm - 1:30 pm

1:30 pm - 2:15 pm

Which Hedge Fund Strategies Protect Capital During a Market Sell Off?

Aptitude Investment Management, Jeffrey Klein, Deputy CIO & CEO

Canadian Medical Protective Association, Patrick Roy, CFA, FSA, FCIA, Senior Portfolio Manager, Public Assets

Golden LEAF, J.P. Boyd, CAIA, Investment Officer

SECOR Asset Management, Philip DiDio, Portfolio Manager

Moderator: Allocator, Ryan Kalish, Co-Founder

Where are the Opportunities in Long Short Equity and What Makes a Good Manager?


Alternative Investment Group, David Storrs, President & CEO

Makena Capital Management, Jackson Garton, CFA, Managing Director

Optima Fund Management, Erik Welle, Partner

Private Advisors, Charles Honey, Partner

Moderator: Mirae Asset Securities (USA) Inc., Robert Akeson, Head of Equity Prime Brokerage

2:15 pm - 3:00 pm

Coffee Break & Networking

3:00 pm - 3:30 pm

Opportunities in Fixed Income Oriented Hedge Fund Strategies

LCG Associates, James J. Challen, CFA, CAIA, SVP Principal

Man FRM, Tom Williams, CFA, CIO Pine Grove Funds

Russell Investments, Cedric Fan, CFA, Senior Portfolio Manager

Titan Advisors, Brian Walsh, Principal & Chief Strategist

Willis Towers Watson, Thierry Adant, Director, Investments

Moderator: Agecroft Partners, Andrew Feldman, Managing Director

3:30 pm - 4:30 pm

What is the Future of the Hedge Fund Industry?

C.M. Capital Advisors, Keith Seibert, Managing Director, Hedge Funds & Public Markets

EMM Wealth, Salvatore Russo, Senior Vice President, Head of Research

Nippon Life Global Investors Americas, Eric Golberg, Director, Portfolio Manager

Seven Bridges Advisors, Ram Lee, President

Moderator: Yahoo! Finance, Julia R. La Roche, Reporter

4:30 pm - 5:15 pm

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