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