Hedge Fund Leadership Conference
GAINING THE EDGE NEW YORK
November 4 & 5, 2019 | The Roosevelt Hotel, New York City
Day 1: Monday, November 4, 2019
8:00 am - 9:00 am
Registration & Networking
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?
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
Moderator: Gavekal, Anatole Kaletsky, Founding Partner
2:15 pm - 3:15 pm
Use of Hedge Funds to Enhance the Risk Adjusted Return of Public Pension Funds
Alaska Permanent Fund Corporation, Marcus Frampton, CFA, CAIA, FRM, CIO
MassPRIM, Bill C. Li, CFA, CAIA, Director of Portfolio Completion Strategies
State of Wisconsin Investment Board, Derek Drummond, CAIA, Portfolio Manager, Alpha Funds
State of Wyoming, Matthew Smagacz, CFA, FRM, Senior Investment Officer
3:15 pm - 3:45 pm
Coffee Break & Networking
3:45 pm - 4:30 pm
Opportunities in Fixed Income Oriented Hedge Fund Strategies & Other Less Liquid Strategies
Russell Investments, Cedric S. Fan, CFA, Senior Portfolio Manager
Shinnecock Partners, Alan Snyder, Founder & Managing Partner
Willis Towers Watson, Thierry Adant, Director, Head of Illiquid Credit, Investments
Moderator: Agecroft Partners, Cara Fleckenstein, Managing Director
4:30 pm - 5:15 pm
Which Hedge Fund Strategies Protect Capital During a Market Sell Off?
Church Pension Group, Brian Jandrucko, CAIA, Managing Director, Global Public Equity and Hedge Funds
Delta Air Lines, Jonathan Glidden, Managing Director - Pensions
General Motors Asset Management, Derek Lublin, Portfolio Manager, Absolute Return Strategies
Moderator: Yahoo! Finance, Julia La Roche, Senior Writer & Reporter
5:15 pm - 6:15 pm
Cocktail Party & Networking
Day 2: Tuesday, November 5, 2019
Breakfast & Networking
7:45 am - 9:00 am
9:00 am - 9:45 am
Endowments & Foundations
Helmsley Charitable Trust, Meena Lakshman, CFA, Director of Investments
Texas Tech University, Dan Parker, Deputy CIO
The Andrew W. Mellon Foundation, Karen Inal, Senior Portfolio Manager
ELCA Foundation, Eric Golberg, Trustee, Investment Committee
Moderator: AIMA, Jack Inglis, CEO
Consultant Roundtable: The Current Landscape for Hedge Funds
Aon, Allen Cheng, Associate Partner, Hedge Fund Research - New York Practice Lead
Callan, Jim McKee, Senior VP, Director of Hedge Fund Research
RVK, Inc., Alexander Leiken, Manager Research Consultant
9:45 am - 10:30 am
Coffee Break & Networking
10:30 am - 11:00 am
Where are the Opportunities in Long Short Equity & What Makes a Good Manager?
Evanston Capital, William S. Steele III, Managing Director & Director of Research
Mercer, John Jackson, CFA, Senior Principal, Hedge Fund Research
PAAMCO Prisma, Scott Warner, CFA, FRM, Managing Director, Partner
Seven Bridges Advisors, Kate Ottino, Director