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Hedgeopolis New York 2016 Program Guide

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On October 20-21, 2016, Hedgeopolis New York, the Hedge Fund Association’s Annual Member Conference co-hosted by Agecroft Partners, will gather hundreds of alternative investment professionals for two days of panel discussions by some of the world’s most influential investors. Speakers include decision makers at pension funds, funds of hedge funds, endowments, foundations, family offices, hedge funds and industry regulators.Learn more at http://www.hedgeopolis.com

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Hedgeopolis New York 2016 Program Guide

  1. 1. HEDGEOPOLIS PROGRAM GUIDE · OCTOBER 20-21, 2016 · #HEDGEOPOLIS
  2. 2. Advancing Transparency, Development and Trust in Alternative Investments. The Hedge Fund Association, HFA, is an International nonprofit industry trade and nonpartisan lobbying organization devoted to advancing transparency, development and trust in alternative investments. In the U.S., the HFA has chapters in the Northeast, Southeast, Midwest and on the West Coast. HFA’s global presence spans 5 continents and over 14 countries across North America (including the Caribbean), South America, Europe, Asia and Australia. HFA works on behalf of the entire global hedge fund industry, including more than 10,000 hedge funds in the U.S. and abroad which collectively manage in excess of $2.9 trillion in assets, as well as sophisticated investors and service providers. Membership in the HFA includes hedge fund firms, global financial institutions with hedge fund offerings including private banks, asset management firms and broker dealers, investors including funds of hedge funds, family offices, public and private pension funds, endowments and foundations, high net worth individuals, allocators, and service providers including prime brokers, administrators, custodians, auditors, lawyers, risk managers, technologists and third party marketers. Award Winning Hedge Fund Marketing Firm. Agecroft Partners is a global, award-winning hedge fund consulting and marketing firm that has won 32 awards as the Hedge Fund Marketing firm of the year. Agecroft strives to be a thought leader in the hedge fund industry and frequently writes white papers relative to trends they see by leveraging the knowledge they gain through the thousands of investors they are in contact with on a regular basis. These investors include pension funds, endowment funds, foundations, insurance companies, private banks, fund of funds, family offices, investments consultants and sovereign funds located globally. Additionally, Agecroft has emerged as one the most sought after firms by industry conferences and the media for the company’s views on the hedge fund marketplace and institutional investors. Members of the Agecroft Partners team have spoken at over 100 alternative investment conferences, have appeared in hundreds of industry articles and are regular guests on business television including Bloomberg, CNBC and Fox Business News.
  3. 3. 7:30-9:00am Registration, Continental Breakfast and Networking 9:00-9:30am Hedgeopolis Welcome Remarks Doug Rothschild, President, Agecroft Partners Mitch Ackles, President, Hedge Fund Association 9:30-10:15am Marketing to Hedge Fund Investor Gatekeepers Meredith A. Jones, Partner and Head of Emerging Manager Research, Aon Hewitt Investment Consulting Sean P. Cover, Director of Treasury and Investment Operations, Wildlife Conservation Society Thomas A. Pacilio, Senior Director, RSM US Wealth Management LLC Moderator: Holly Singer, President, HS Marketing 10:15-11:00am Pitfalls and Benefits of Allocating to Emerging Managers Issac Septon, CIO, The Observatory Ian Haas, CFA, Senior Vice President, Neuberger Berman Michael Robbins, CIO, Spruce Investment Advisors Moderator: Cara Fleckenstein, Managing Director, Agecroft Partners 11:00-11:30am Networking Break 11:30-12:15pm Understanding and Mitigating Cybersecurity Risks Richard T. Jacobs, Assistant Special Agent in Charge, Cyber Branch, FBI Justin Fier, Director of Cyber Intelligence, Darktrace Charlie Bernier, Principal, ECBM Cyber Moderator: Scott Patterson, Co-Founder and CEO, The Knox Corps 12:15-2:00pm Lunch and Networking 2:00-2:45pm Forecasting Future Hedge Fund Returns Adam M. Perez, Senior Investment Director, Cambridge Associates, LLC Kenneth Heinz, CFA, President, HFR, Inc. David Storrs, President and CEO, Alternative Investment Group Moderator: Hank Loughran, Managing Director, Agecroft Partners 2:45-3:30pm Fireside Chat Bob Rice, Managing Partner, Tangent Capital Mitch Ackles, President, Hedge Fund Association 3:30-4:15pm Networking Break 4:15-5:00pm Global Regulatory Briefing Jennifer Duggins, Co-head, Private Funds Unit, U.S. Securities and Exchange Commission Robert Taylor, Hedge of Investment Management Department, Financial Conduct Authority Garth Ebanks, Deputy Head of Investments and Securities Division, Cayman Islands Monetary Authority Moderator: Martin Cornish, Partner, MJ Hudson 5:00-5:45pm Institutional Investor Viewpoints Colin Ambrose, CIO, UJA-Federation of New York Paul Benjamin, CFA, Director of Pension Investments, Alcoa Inc. Jonathan Miles, Managing Director, Wilshire Associates Moderator: Doug Rothschild, President, Agecroft Partners 5:45-7:45pm HFA 20th Anniversary Cocktail Reception and Networking Presented by Trident Fund Services AGENDA - THURSDAY, OCTOBER 20, 2016
  4. 4. 7:30-8:45am Registration, Continental Breakfast and Networking 8:45-9:30am The Present and Future of Private Equity Ari Rastegar, Chief Executive Officer, Rastegar Capital Robert Schulz, General Partner, Health Enterprise Partners Pradeep Ramamurthy, Managing Director, The Abraaj Group Moderator: Amy Or, Private Equity Reporter, Wall Street Journal 9:30-10:15am Adding Value in Long/Short Equity and Global Macro Katherine Grant, CAIA, Associate Director, LGT Capital Partners Bates Brown, Managing Director, Head of Maverick Stable, Maverick Capital Brian Barr, Hedge Fund Analyst, Wolfson Group Salvatore Russo, Head of Research, EMM Moderator: Cara Fleckenstein, Managing Director, Agecroft Partners 10:15-11:00am Boosting Industry Diversity Victoria Hart, Portfolio Manager, Pinnacle View Capital Management Seema Hingorani, Founder/Chair, Girls Who Invest and Senior Advisor, Crestview Partners Ward Corbett, Managing Partner, Catalyst Partners Moderator: Rachael Levy, Senior Finance Reporter, Business Insider 11:00-11:30am Networking Break 11:30-12:15pm How to Source and Screen High Quality Managers Peter Fell, Director of Investment Due Diligence, Kenmar Olympia, LLC Frank Brochin, Co-CIO, Berens Capital Management, LLC Jack Yuen, Portfolio Manager, Morgan Stanley Investment Management Moderator: Doug Rothschild, President, Agecroft Partners 12:15-2:00pm Lunch and Networking 2:00-2:45pm Pitch Perfect Manager Presentations Presenting Managers: George Schultze, Managing Member, Schultze Asset Management and VP, HFA Steven Prusky, President and Owner, Windsor Securities, Inc. Michael E. Lewitt, Third Friday Management, LLC Panelists: Jeffrey Spotts, Principal, Prophecy Asset Management, LP Michael Scanlon, Partner, AICE Group / Silver Leaf Partners Charles H. Dufresne, Jr., Managing Director, Sciens Capital Management Moderator: Simone Foxman, Hedge Funds Reporter, Bloomberg LP 2:45-3:30pm Fireside Chat Don Steinbrugge, Managing Partner, Agecroft Partners Julia La Roche, Writer, Yahoo Finance 3:30-4:15pm Networking Break 4:15-5:00pm New Opportunities in Fixed-Income Strategies Ronen Schwartzman, CIO, Ten Capital Advisors Michael P. Hennessy, Co-Founder & Managing Director of Investments, Morgan Creek Ohm Srinivasan, Managing Director, Atlantic Trust Private Wealth Management Moderator: Hank Loughran, Managing Director, Agecroft Partners 5:00-5:30pm Attracting Wealthy Investors and Family Offices April Rudin, Founder and President, The Rudin Group Angelo Robles, Founder and CEO, Family Office Association Moderator: Lisa Hinds, Business Development, Schultze Asset Management 5:30-6:30pm Cocktail Reception and Networking AGENDA - FRIDAY, OCTOBER 21, 2016
  5. 5. HEDGEOPOLIS NY 2016 SPONSORS
  6. 6. HEDGEOPOLIS NY 2016 PARTNERS
  7. 7. HEDGEOPOLIS NY 2016 EXHIBIT HALL 1 Bloomberg 2 Darktrace 3 US Bancorp Fund Services 4 Trident Fund Services 5 Department for International Trade 6 Event Partners 7 UMB Fund Services 8 eVestment 9 Event Partners 10-11 Barron’s Magazine 12 RSM 13 Hedgeopolis Materials MEETUP ROOM 13 1 2 3 4 5 6 7 8 9 10 11 12

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