Thursday, February 25, 2016.
This summit will allow you to hear from institutional investors, consultants, and family offices on how to develop new business opportunities with institutional investors. Listen to investors on what they expect from their asset managers. Register now: http://www.investmentmanagementinstitute.com/dev/event/alternative-investment-consultants-summit/
IMI & HFA Alternative Investment Consultants Summit in Greenwich, CT
1. Investment Management Institute
Co-Host:
10th annual
Alternative investment
Consultants summit
February 25, 2016 – The Hyatt Regency Greenwich
1800 E. Putnam Avenue, Old Greenwich, CT
Hear from institutional investors, consultants and family offices on developing new business opportunities,
plus getting into searches. Learn the keys to building relationships and trust to gain the edge on other
managers.
ROSTER OF SPEAKERS
Cambridge Associates
Curcio Webb
Lowery Asset Consulting
Willis Towers Watson
Mercer
WildLife Conservation Society
CTC /myCFO
Dahab Associates
Collins Capital, Inc.
Pension Consulting Alliance
Praeditis Group LLC
Investment Performance
Services
Westport Resources-Family
Office
CapTrust Financial Advisors
The Commonwealth Fund
Fund Evaluation Group
Segal Rogerscasey
Mesa Investment Consulting
Global Risk Advisors
Manager Analysis Services, LLC
Newport Capital Advisers
Hedge Fund Association
UN Consulting
Eagle’s View Asset Management
Marco Consulting Group
Fund Evaluation Group
Russell Investments
Cliffwater LLC
Ellement Consulting Group
Wilshire Associates
Sign Up Now!
Receive $100 Discount off
Registration fee
2. Investment Management Institute
10h Annual
Alternative Investment Consultants Summit
Thursday – February 25, 2016
The Hyatt Regency Greenwich
Co-Host Hedge Fund Association
8:00 AM REGISTRATION OPENS WITH CONTINENTAL BREAKFAST
8:15 AM Opening Welcome Remarks
Co-Host: Mitch Ackles
President
HEDGE FUND ASSOCIATION
8:30 AM THE NEW SALES CYCLE IN ALTERNATIVES
With so many managers reaching out to alternative consultants it is critical you employ tactics and
techniques which gain the attentions and review from consultants. Historically consultants have
relied on their research teams and approved lists. But these methods are undergoing some
significant changes. Today, managers need to be familiar with consultant priorities from
transparency to risk management skills in building trust with consultants. Competition among
managers for reaching consultants has never been more challenging. Learn from seasoned
consultants how you can effectively shorten the sales cycle by gaining their acceptance.
Speakers: David Sancewich
Senior Vice President
PENSION CONSULTANTS ALLIANCE
Karen Chandor, CFA, CAIA
Principal, Senior Consultant
MERCER
Jim Neill, CFA
Director
WILLIS TOWERS WATSON
3. 9:15 AM CRAFTING MARKETING/ SALES PRESENTATIONS FOR CONSULTANTS
For years institutional investors have been facing funding issues which have raised concerns about
retaining their current asset allocations. Many consultants have encouraged clients to take a more
holistic approach to diversification to reduce portfolio risk in these uncertain times. Managers have
an opportunity to craft presentations utilizing alternatives to strengthen investment portfolios.
This includes risk analytics taking advantage of market volatility. Hear from these leading
consultants where prioritizing presentations skills can enable your firm to stand out for building
new client opportunities.
Speakers: Jeffrey S. Kowalczyk
Investment Consultant
LOWERY ASSET CONSULTING
Charles Colfer, CFA
Vice President, Head of Hedge Fund Research
SEGAL ROGERSCASEY
Bruce Graham, CFA
Vice President
CAPTRUST FINANCIAL ADVISORS
10:00 AM MORNING RECEPTION
10:15 AM REDEFINING OPERATIONAL AND RISK MANAGEMENT
Hear from leading consultants and investment executives about the numerous investment
strategies available to investors thinking. Learn about the new standards for top institutional risk
controls. How will judgement and experience trump quantitative modeling? In this slow growth
economy more data is necessary on performance, risk analytics and management practices. Hear
how managers should be managing economic risk, interest rate risk, global risk, Geo-political risk
and volatility risk in assuring investors their assets are receiving the necessary management and
monitoring to avoid unnecessary risk.
Speaker: Mike Joyce
Executive Vice President & Senior Consultant
MARCO CONSULTING GROUP
Sam Won
Founder & President
GLOBAL RISK ADVISORS
Chris Cutler, CFA
Managing Director, Senior Consultant
MANAGER ANALYSIS SERVICES, LLC
4. 11:00 AM INSTITUTIONAL INVESTORS EXPLAIN WHY THEY ARE EMBRACING
ALTERNATIVES
For some years institutions have been taking advantage of the investment opportunities
alternatives afford as they diversify the portfolios. Hear from these senior investment executives
the role liquidity plays. The growing unfunded liabilities and spending policy programs for taking
additional risk: Will traditional investments ever have the investor allocations of past years or have
global developments passed them by? Why are investors continuing to broaden their alternative
allocations? What role will hedge funds, private equity, fund of funds, real assets, infrastructure
and real estate play in alternative allocations?
Speakers: Jeffry Haber, PhD, CPA
Controller
THE COMMONWEALTH FUND
Sean P. Cover
Director of Treasury & Investment Operations
WILDLIFE CONSERVATION SOCIETY
Julie Muraco
Managing Partner
PRAEDITIS GROUP LLC
11:45 AM FAMILY OFFICES CONTINUE TO EXPAND WITH ALTERNATIVES
Affluent families are expanding their use of alternative allocations as they find traditional
investments have become less reliable. Families too are open to new ideas from private equity to
hedge funds which might not be high on the traditional consultants review calendar. Hear from
some leading family offices how families are embracing a variety of new ideas including real estate,
infrastructure, agriculture and collectibles.
Speakers: Dorothy Weaver
Chairman & CEO
COLLINS CAPITAL, INC.
Gene Miller
Director, Family Office Services
WESTPORT RESOURCES
Neal Berger
President & Founder
EAGLE’S VIEW ASSET MANAGEMENT
12:30 – 1:30 PM LUNCHEON WITH DELEGATES
5. 1:30 PM WHY ALTERNATIVE CONSULTANTS HAVE BECOME CRITICAL TO
INVESTORS
More and more consultants are being faced with a blizzard of investment products and strategies as
institutions diversify into alternatives. The biggest targets are endowments and foundations
followed by pension plan sponsors. With over 15,000 alternative managers calling institutions
consultants are being asked to sort through what has become an almost impossible task for many
institutions. Learn from these distinguished consultants how your firm should position itself at a
time when alternatives have become part of the investment fabric.
Speakers: David Upson
Director of Hedge Fund Research
CTC | myCFO
J. Alan Lenahan, CFA, CAIA
Managing Principal/Director of Hedged Strategies
FUND EVALUATION GROUP
Josh Zweig
Senior Investment Director
CAMBRIDGE ASSOCIATES
2:15 PM RELATIONSHIP MARKETING: THE KEYS TO WINNING OVER
CONSULTANTS
Institutional investors are still shaken and since 2008. Many have seen their unfunded liabilities
grow creating for some a challenge difficult to overcome. This is a time and opportunity for
managers to reassure consultants they have “their clients back”. Learn how managers can work
with consultants toward building trust with investors. Hear about pro-active programs which
enable your firm to introduce new investment ideas as consultants expand their clients
diversification into alternatives.
Speaker: William E. Dahab, CFA
Director of Research, Principal
DAHAB ASSOCIATES
Bryan Decker
Managing Director
MESA INVESTMENT CONSULTING, LLC
Chris Solarz, CFA
Managing Director
CLIFFWATER LLC
3:00 PM AFTERNOON RECEPTION
6. 3:15 PM MANAGING AND ENHANCING CONSULTANT MEETINGS
Consultants are shortening their manager meetings. The reality is a result of increasing client
demands on the time. Now we are also witnessing fewer manager meetings. Managers need to
understand consultant priorities and the investor clients they serve. Meetings can then enable the
consultant to hear about new investment ideas and strategies which can build bonds and manager
credibility. In these turbulent times consultants are challenged to finding solutions to their clients
growing needs. Hear from these distinguished consultants how your meeting can be productive
especially in building consultant relationships while demonstrating your firm’s management
strengths.
Speakers: Ernest A. Liebre
Senior Vice President, Financial Advisor
CAPTRUST FINANCIAL ADVISORS
Peggy Flynn, CFA
Consultant
CURCIO WEBB
Kerry Galvin, CFA
Senior Consulting Analyst
RUSSELL INVESTMENTS
4:00 PM THE NEW SCREENING CRITERIA TO ADVANCE ALTERNATIVE
MANAGERS
For years asset managers have built their businesses through consultant research teams
and the RFP process. With the growth in investment products this has forced consultants
to alter the traditional review process. This allows for established and emerging managers
to be given an opportunity to be reviewed. This also offers out-of-the box strategies to gain
a foothold. From risk management tools to decision-making learn from these distinguished
consultants how you can advance your firm in the changing review process.
Speakers: Ulf Nofelt
President
UN CONSULTING
Vaino Keelmann, CFA
Partner
ELLEMENT CONSULTING GROUP
Mark Friedberg, CFA
Managing Director
WILSHIRE ASSOCIATES
7. 4:45PM MACRO ECONOMICS, THEMATIC INVESTING: GETTING OUT IN FRONT OF
INVESTORS
Today consultants have to have a top-down view of the World before constructing optimal asset
allocation model. Sorting Sharpe and Markowitz normal distribution of returns have all gone.
Skew, Kurtosis, Fat Tail Risk have taken hold. Where do the qualitative tools add value? How can
alternatives from private equity to hedge participate in keeping investors safe and sustainable in
these unpredictable global markets?
Speakers: Andy Parrillo
Founder and President
NEWPORT CAPITAL ADVISERS, INC.
Reid Smith, CAIA
Principal
MERCER
David Russell, CFA
Senior Investment Strategist, Senior Consultant
INVESTMENT PERFORMANCE SERVICES LLC
5:30 PM COCKTAIL RECEPTION
8. Investment Management Institute
Presents
10th Annual
Alternative Investment
Consultants Summit
February 25, 2016* Hyatt Regency Greenwich, Greenwich, CT
Return Registration form (entire page) to Investment Management Institute
165 W. Putnam Avenue, Greenwich, CT 06830 by mail or fax (see below)
For Hotel Reservations - Please contact Laura Smith at 203-622-5851
Regular Registration: $1995 Multiple registrations at 10% discount
Pension Funds Registration Fee: $350 Endowments/Foundations Registration
Fee: $350
Name (1)_____________________________________________Title:___________________________________________
Firm:___________________________________________________________________________________________________
Address:_______________________________________________________________________________________________
City:__________________________________________________State:______________Zip:__________________________
Phone:_________________________________________________Fax:____________________________________________
Email:__________________________________________________________________________________________________
Name (2)_____________________________________________Title:___________________________________________
Firm:___________________________________________________________________________________________________
Address:_______________________________________________________________________________________________
City:__________________________________________________State:______________Zip:__________________________
Phone:_________________________________________________Fax:____________________________________________
Email:__________________________________________________________________________________________________
For additional registrations please make a copy of this form and fax to 203-622-5950 or
Call IMI at 203-622-5851, to register by phone. Make all check payable to Investment
Management Institute – 165 W. Putnam Avenue, Greenwich, CT 06830
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ADMINISTRATIVE DETAILS
Location: The Hyatt Regency
Greenwich
1800 E. Putnam Avenue
Old Greenwich, CT 06870
Tel: 203-637-1234
Payment: $1995
Registration fee includes: luncheons,
receptions and conference materials.
Make Checks Payable to: Investment
Management Institute. Please take
10% off all additional registrations
(1st
full fee)
Make Registration By:
Fax: 203-622-5950 or 203-622-0457
Phone: 203-622-5851- Email to:
lsmith@iminy.com; mprice@imi-
ct.com or msmith@imi-ct.com
Special Hotel Discount: Contact
Laura Smith at 203-622-5851
Fees & Cancellation Policy:
Full registration due in advance with
registration form: Cancellation must
be made in writing prior to January
10th
enabling you to receive a prompt
refund minus $395 Administrative
Fee. Substitutions may be made up
to 24 hour in advance of the
conference. IMI is not responsible
for airline, hotel or other costs
incurred in relations to this
conference.