Agecroft Partners' Cap Intro New York 2019
November 4 & 5, 2019 | The Roosevelt Hotel | 45 E. 45th Street NY, NY, 10017
Day 1: Monday, November 4, 2019
Gaining the Edge New York 2019 Agenda
Registration & Networking
8:00 am - 9:00 am
9:00 am - 9:15 am
Top Outsourced CIOs Discuss Investment Strategy Across All Asset Classes
Cambridge Associates, Jon Hansen, Managing Director
Commonfund, David Scarozza, Managing Director - Head of Equities
RockCreek, Alifia Doriwala, Managing Director & Partner
TIFF, John Sinclair, Managing Director, Diversifying Strategies
Moderator: Agecroft Partners, Don Steinbrugge, CFA, Founder & CEO
9:15 am - 10:00 am
10:00 am - 10:45 am
Which Hedge Fund Strategies Look the Most Attractive Over the Next 24 Months?
Aberdeen Standard Investments, Kevin Lyons, CFA Senior Investment Manager
Advanced Portfolio Management, Robert E. Kiernan III, CEO
JP Morgan Alternative Asset Management, Richard Bersch, Managing Director, Co-Head of Research and Relative-Value, Macro and Credit Lead
Titan Advisors, Brian Walsh, Principal & Chief Strategist
Moderator: Backstop BarclayHedge Division, Sol Waksman, Founder & CEO
10:45 am - 11:15 am
Coffee Break & Networking
Emerging Managers: How to do it, where they fit, and why?
Teacher Retirement System of Texas, Kirk Sims, CFA, Senior Investment Officer - Head of Emerging Manager Program
Teachers' Retirement System of Illinois, Brian Payne, CAIA, Senior Hedge Fund Analyst
Moderator: Hirschler, Brian Farmer, Partner, Investment Management Practice Chair
11:15 am - 12:00 pm
How will negative interest rates and trade wars impact the Hedge Fund Industry?
12:00 pm - 12:30 pm
Lunch & Networking
12:30 pm - 1:30 pm
1:30 pm - 2:15 pm
Opportunities in Quant and Global Macro
50 South Capital, Greg Jones, CFA, Principal
Cliffwater, Chris Solarz, CFA, Managing Director, Head of Global Macro Strategies
Fairfax County Police Officers' Retirement System, Katherine Molnar, CFA, CIO
Indiana Public Retirement System, Joe Tolen, CAIA, Director of Multi-Asset Strategies