2009 Annual Conference
Investing: The Way Forward

Tuesday, April 28, 2009
8 am to 2 pm

The University Club
New York City...
Mr. Chehab has an MBA from the American University of Beirut with an undergraduate degree
in civil engineering.

Keynote Speaker
Robert D. Hormats
Robert D. Hormats is Vice Chairman of Goldman Sachs (International). He joined Goldman
and markets in the United States.

Mr. Lippman graduated cum laude from Harvard College with an A.B. in Economics.

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The Way Forward


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Daniel T. Cooper Real Estate Panelist Bio

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The Way Forward

  1. 1. 2009 Annual Conference Investing: The Way Forward Tuesday, April 28, 2009 8 am to 2 pm The University Club New York City General Forum Open to All Register By April 27 Keynote Speaker Horace quot;Woodyquot; Brock, Ph.D. President and Founder of Strategic Economic Decisions (SED), Inc., Dr. Horace “Woody” Brock specializes in applications of the modern Economics of Uncertainty (originally developed and championed by Kenneth J. Arrow of Stanford University) to forecasting and risk assessment in the international economy and its asset markets. Holder of five academic degrees, Dr. Brock earned his B.A., M.B.A., and M.S. (mathematics) from Harvard University, and his M.A. and Ph.D. from Princeton University (mathematical economics and political philosophy). He was elected an Andrew Mellon Foundation Bicentennial Fellow of the Aspen Institute in 1976. Dr. Brock studied under Kenneth J. Arrow, Professor of Economics, and John C. Harsanyi, Professor of Economics, University of California, Berkeley, both winners of the Nobel Prize in Economics. Dr. Brock founded SED in 1985, and in doing so was sponsored by Fidelity, GE Capital, IBM Pension Fund, and twenty other institutions looking for a much deeper level of analysis of interest rates and the economy. In its research, SED has focused on apprehending ongoing structural changes in the economy and markets to help clients avoid the pitfalls of illegitimately extrapolating the past into the future. In this regard, Dr. Brock has worked closely with Professor Mordecai Kurz of Stanford University in developing the new theory of Rational Beliefs that is now replacing the classical theory of “Efficient Markets”. This new theory explains for the first time the way in which history rhymes but does not repeat itself. In addition to authoring SED’s periodic publications and numerous publications in professional journals, Dr. Brock has authored a series of Op-Ed pieces in the New York Tim es and the I nt ernat ional Herald Tribune. His speaking engagements have included audiences as diverse as the World Economic Forum in Davos, Boards of Directors of corporations and banks, corporate officers, high net worth families, private equity groups and hedge funds. Dr. Brock also authored Interest Rate Insight, the first Expert-System developed for financial markets. Introductory Speaker Wa’el N. Chehab Wa'el Chehab is the founder, president and CEO of Cedar Capital Management. Cedar Capital and its international affiliates specialize in alternative investments and provide fund management and consulting services to institutional clients and high net-worth individuals. Cedar grew from a single fund manager to a firm managing a portfolio of funds and other investment vehicles. Mr. Chehab serves on the boards of a number of funds and investment vehicles. Mr. Chehab was Associate Director of fixed income derivatives with Bear Stearns & Co., before establishing Cedar Capital in 1996. Prior to that, he was vice president of global debt derivatives with Citibank, N.A. He is registered with the CFTC as a commodity pool operator and commodity trading advisor and is a member of the National Futures Association. He is President of ABANA and has been a member of the Board of Directors since 2003. He also serves on the boards of a number of other not-for-profit organizations.
  2. 2. Mr. Chehab has an MBA from the American University of Beirut with an undergraduate degree in civil engineering. Panelist Daniel T. Cooper Daniel Cooper is a Managing Director in the Fund Management division of HDG Mansur Investment Services, Inc. and is responsible for leading the HSBC Amanah Global Properties Income Fund (GPIF) team. GPIF is primarily invested in single tenant properties throughout the US and Europe (the UK, Germany, Switzerland and the Netherlands). The Fund is designed to provide stable current income and capital appreciation through Shariah-compliant investments via a multi-tier diversification approach using experienced and proactive asset management. Prior to joining HDG Mansur, Mr. Cooper worked for Principal Global Investors/Principal Real Estate Investors, where he held the position of Director of Portfolio Management-Australia and managed a portfolio of real estate assets within the Australian listed property sector. Mr. Cooper was responsible for developing and directing fund strategies to maximize performance. Prior to joining Principal, Mr. Cooper held positions as Chief Operating Officer and Director of Operations for investment, real estate and construction companies where he oversaw operations and was involved in the due diligence, acquisition, asset management, repositioning and disposition of office, industrial, retail and multifamily properties. Mr. Cooper earned his Bachelor of Arts degree at Westmont College in Santa Barbara, California and was a State of Oregon Scholar. He has been a licensed real estate broker for over ten years and has 20 years of commercial real estate experience focused on creating value for investors. Keynote Speaker Mario J. Gabelli Mario J. Gabelli is chairman, chief executive officer of GAMCO Investors, Inc., a widely recognized provider of investment advice and brokerage services to mutual funds, institutional and high net worth investors. GAMCO Investors, Inc. is listed on the New York Stock Exchange under the symbol GBL. In addition to GAMCO Investors, Mr. Gabelli is chairman of LICT Corporation. He is also a member of The Board of Overseers of Columbia University Graduate School of Business; The Board of Trustees of Boston College; The Board of Trustees of Roger Williams University. He also serves on the board of directors for the following groups: The National Italian American Foundation; The American-Italian Cancer Foundation; The Foundation for Italian Art & Culture; Mentor/National Mentoring Partnership; a member of the board of advisors of Caymus and Van Biema Value Fund. He is a trustee of The Winston Churchill Foundation of the United States and the E.L. Wiegand Foundation in Reno, Nevada, and chairman of the Patron’s Committee for the Immaculate Conception School. Mr. Gabelli is a summa cum laude graduate of Fordham University and holds an MBA degree from Columbia University Graduate School of Business and an honorary doctorate degree from Roger Williams University in Rhode Island and Fordham University. Mr. Gabelli has been a recipient of the following awards: the Columbus Citizens Foundation Award for Business and Education in 1994; the 1996 Ellis Island Medal of Honor for Business Leaders; the South Bronx Educational Foundation’s Distinguished Public Service Award, November 2000; Sacred Heart University’s Discovery Award, April 2005; and the Cavaliere of the Italian Legions of Merit. Mr. Gabelli has been a frequent commentator on CNBC, CNN, Fox News and Bloomberg TV. He has appeared ten times on “Wall Street Week with Louis Rukeyser” and is often written about in the financial print media, including Barrons, I nst it ut ional I nvest or, Business Week, Fortune, Forbes, Money and Changing Tim es. He has also contributed articles to investment publications such as the Financial Analysts Handbook.
  3. 3. Keynote Speaker Robert D. Hormats Robert D. Hormats is Vice Chairman of Goldman Sachs (International). He joined Goldman Sachs in 1982 and became a Managing Director in 1998. Mr. Hormats served as Assistant Secretary of State for Economic and Business Affairs from 1981 to 1982, Ambassador and Deputy US Trade Representative from 1979 to 1981, and Senior Deputy Assistant Secretary for Economic and Business Affairs at the Department of State from 1977 to 1979. He served as a Senior Staff Member for International Economic Affairs on the National Security Council from 1969 to 1977, where he was Senior Economic Advisor to Dr. Henry Kissinger, General Brent Scowcroft and Dr. Zbigniew Brzezinski. Mr. Hormats was a recipient of the French Legion of Honor in 1982 and Arthur Fleming Award in 1974. He has been a visiting lecturer at Princeton University and is a member of the Board of Visitors of the Fletcher School of Law and Diplomacy and the Dean’s Council of the John F. Kennedy School of Government at Harvard University. He is a member of the Council on Foreign Relations and a board member of the Irvington Institute for Immunological Research, Engelhard Hanovia, Inc., The Economic Club of New York, and Freedom House. Mr. Hormats’ publications include The Price of Libert y: Paying for Am erica's Wars; Abraham Lincoln and t he Global Econom y; Am erican Albat ross: The Foreign Debt Dilem m a; and Reform ing t he I nt ernat ional Monet ary Syst em . Other publications include articles in Foreign Affairs, Foreign Policy, The New York Tim es, The Washingt on Post , The Wall St reet Journal, American Banker and The Financial Times. Mr. Hormats earned a B.A. with a concentration in economics and political science from Tufts University in 1965. He earned an M.A. in 1966 and a Ph.D. in International Economics in 1970 from the Fletcher School of Law and Diplomacy. Moderator George N. Jalinos George N. Jalinos is founder and President of the Galen Group, Inc. based in New York City. He is also Managing Member of Galen Realty LLC. For over ten years, the Galen Group has specialized in real estate asset management, investments and consulting. Catering specifically to non-US owners of US real estate, the Galen Group has overseen impressive and diverse assignments in commercial real estate and asset management. Known for exclusively representing only ownership, assets under management have always excelled their targeted objectives by diligent attention to detail and to protecting the ultimate objective of enhancing value for ownership. Extensive deal list and references are available for prospective clients. As a result of its reputation for discretion and integrity, The Galen Group, Inc. often receives early and primary access to the finest real estate opportunities in the US. Prior to his association with the Galen Group, Mr. Jalinos was responsible for overseeing equity invested in US commercial real estate for an international family office. Earlier in his career, he was Vice President with Citibank where he was deputy head for the western region of Saudi Arabia. Mr. Jalinos is fluent in Arabic and Spanish. Panelist Chip Lippman Chip Lippman is a Managing Director with Carlyle Realty, with responsibilities for raising equity capital and sourcing investment opportunities in various markets (with focus on Washington, DC, and New York City). Since joining Carlyle in 1998, Mr. Lippman has been involved in raising approximately $6 billion of equity for private equity funds focused on real estate opportunities in the United States. During that time, Mr. Lippman has led the investment of over $1 billion of equity in real estate transactions totaling over $3 billion in various sectors
  4. 4. and markets in the United States. Mr. Lippman graduated cum laude from Harvard College with an A.B. in Economics. Master of Ceremonies Mahmoud Salem Mahmoud Salem is a Vice President at The Bank of New York Mellon, within the Global Issuer Services sector responsible for new business development, and specializes in Global Depositary Receipts (GDRs) for Issuers from the Middle East/Gulf region. As the head of transactions for nearly 10 years, he helped numerous companies and financial institutions from the Middle East and Africa structure and execute Initial Public Offerings (IPOs), secondary offerings, mergers and acquisitions and other corporate transactions involving GDRs. Mr. Salem also played an integral role in the development of Dubai International Financial Exchange (DIFX), pioneering the DR structure for DIFX listings and capital raisings and executing the first ever IPO on DIFX in September 2005. He recently completed the listing of Gold Fields, the first South African and mining company to list on DIFX. Mr. Salem was responsible for implementing many complex IPOs and secondary offerings in the region, including Investcom, Telecom Egypt, Bank Muscat and BLOM. He has also completed NYSE and NASDAQ listings for a number of foreign issuers including Anglogold, Harmony, Sasol and Sappi. Furthermore, he helped structure some of the largest acquisitions in region, including MTN’s acquisition of Investcom and Weather Capital’s acquisition of Wind in Italy. Mr. Salem received his BA and MBA degrees from Rutgers University, and speaks regularly at capital markets and securities industry conferences and forums. He has worked at The Bank of New York since 1993 and is a Vice President on the Board of Directors of ABANA. Panelist Sa lim Sa m a h a joined Global Infrastructure Partners, a private equity joint venture between Crédit Suisse and General Electric, as a principal in October 2006 and works in New York. He was previously a vice president in Crédit Suisse's Investment Banking Division, also in New York. Panelist Sa de k W a hba is Managing Director, Chief Investment Officer and Global Head of Morgan Stanley Infrastructure within the division of Morgan Stanley Investment Management (MSIM), the asset management group of Morgan Stanley. Prior to heading Infrastructure, he was a Managing Director and global head of Project and Structured Finance in global capital markets. Since joining Morgan Stanley in 1998, he has focused on financing and advisory assignments for infrastructure projects in the transport, energy, utilities and social infrastructure sectors. He has transacted on projects involving toll roads, power plants, pipelines, cable networks and other infrastructure assets globally. Prior to joining Morgan Stanley, Mr. Wahba was at Lehman Brothers where he worked on structured financings with a focus on the U.S. market. He also worked as an economist for the World Bank from 1990 to 1992. Mr. Wahba is a graduate of Harvard University where he received his Ph.D. in Economics, the London School of Economics (LSE) where he obtained a M.Sc. in Economics and the American University in Cairo where he obtained his B.A. in Economics. He has published in several academic journals including the Journal of the American Statistical Association (JASA), Review of Economics and Statistics as well as other publications, books and proceedings. He is a frequent guest lecturer at New York University’s School of Public Administration and a consultant for Cambridge University Press in the field of financial economics.