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Hedge Fund Investor Leadership Summit

December 7, 2016 | New York City


7:45 am - 9:00 am


9:00 am - 9:15 am

Opening Remarks

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

Andrew Fisch, Managing Director, Senior Portfolio Manager, Investcorp

David Saunders, Co-Founder & CEO, K2 Advisors LLC
Tom Williams,
CFA, CIO - Pine Grove Funds, Man FRM
Betsy Battle, CIO & Founding Partner, Lone Peak Partners Management LP

Moderator: John Basile, Regional Leader of the Financial Services Practice Group, Baker Tilly

9:15 am - 10:00 am

10:00 am - 10:45 am

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

Chris Solarz, Managing Director, Head of Global Macro Strategies, Cliffwater LLC 
Peter Fell, Director of Investment Due Diligence, Kenmar Olympia LLC

Dave Morehead, Senior Director of Investments, Marketable Investments, Baylor Endowment 

Francis Frecentese, Managing Director, Director of Hedge Fund Investments, Bessemer Trust

Moderator: J. Robert Motoshige, Director, PAAMCO

10:45 am - 11:15 am

Networking Break

11:15 am - 12:00 pm

Opportunities in Less Liquid Hedge Fund Strategies

Brian Walsh, Principal, Titan Advisors, LLC
Chris Acito, Founder, CEO & CIO, Gapstow Capital Partners
Cedric Fan, Senior Portfolio Manager, Hedge Funds, Russell Investments
Shakil Riaz, Head of U.S. Alternatives, Portfolio Management & Global CIO, Rothschild Asset Management Inc. 

Moderator: Cara Fleckenstein, Managing Director, Agecroft Partners

12:00 pm - 12:15 pm

How to Stay Informed about Current Developments in the Hedge Fund Industry

Steven Lord, Managing Editor, FINalternatives / The Alpha Pages

Matthias Knab, Owner, Opalesque

James Barfield, Business Development Director, Hedge Fund Intelligence

Moderator: Hank Loughran, Managing Director, Agecroft Partners

12:15 pm - 1:15 pm


1:15 pm - 2:00 pm

Where Are the Opportunities in L/S Equity?

Charles Honey, Partner, Private Advisors, LLC 
Dominic Napolitano, Founder & Managing Member, Talson Partners
Joseph Belfatto, Managing Partner, Massey Quick
David Storrs, President and CEO, Alternative Investment Group

Moderator: Andrew Feldman, Managing Director, Agecroft Partners

2:00 pm - 2:30 pm

State of the Hedge Fund Industry

Don Steinbrugge, Founder & Managing Partner, Agecroft Partners

Seeding, Acceleration Capital, Founders Shares, First Loss and Other Opportunities 

Michael Weinberg, Senior Managing Director, Chief Investment Strategist, Protégé Partners LLC
Clark Cheng, CFA, FRM, CIO, Merrimac Corp.

Paul Zummo, CEO / CIO, JP Morgan Alternative Asset Management

M. Ram Lee, Partner, Seven Bridges Advisors

Moderator: Susan Webb, Founder / CEO / CIO, Appomattox Advisory, Inc

2:30 pm - 3:15 pm

Networking Break

3:15 pm to 3:45 pm

Opportunities in Quant, Event Driven, and Fixed Income Strategies

Tim Ng, CIO, Clearbrook Global Advisers

Andrew Fisher, Managing Director of Public Markets, Emory Investment Management

Kevin Lyons, Senior Investment Manager, Aberdeen Investment Management

Sean Crawford, CIO, Metropolitan Transportation Authority of the State of NY

Moderator: Doug Rothschild, President, Agecroft Partners

3:45 pm - 4:30 pm

4:30 pm - 5:15 pm

Use of Hedge Funds to Enhance the Risk Adjusted Return of an Overall Institutional Investment Portfolio

Katherine Molnar, CFA, Senior Investment Officer, Fairfax County Retirement Systems

Samantha Rosenstock, Hedge Fund Portfolio Manager, Division of Investment, New Jersey Department of the Treasury

Robert Lee, CFA, Deputy CIO, Texas Tech Endowment

Steve Henderson, Director of Investments, Spider Management / University of Richmond

Moderator: Martin Lueck, Research Director & President, Aspect Capital

Gaining the Edge Holiday Party

5:15 pm - 7:15 pm

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