On November 9-10, 2015, Hedgeopolis New York, the Hedge Fund Association’s Annual Member Conference co-hosted by Agecroft Partners, will gather hundreds of alternative investment professionals for one and a half 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 and family offices. Attendees will enjoy many hours to connect with investors and fellow HFA members.

1. HEDGEOPOLIS PROGRAM GUIDE · NOVEMBER 9-10, 2015 · #HEDGEOPOLIS
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PRESENTED BY

2. Connecting Industry Leaders. Inspiring Opportunity. Advancing Transparency.
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. Internationally, the HFA has chapters in Europe, Asia, Australia, Latin America
and the Caribbean. 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
21 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 in the hedge
fund industry by leveraging the knowledge they gain through the thousands of investors they are in
contact with on a regular basis. 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
80 alternative investment conferences, have appeared in hundreds of industry articles and are
regular guests on business television including Bloomberg, CNBC, Reuters Insider, Fox Business
News and CCTV.

3. 11:30-1:00pm Hedgeopolis Registration & Networking
1:00-1:30pm Conference Chairman opening remarks
Don Steinbrugge, CFA, Chairman, Agecroft Partners
Director, Hedge Fund Association
1:30-2:30pm Hedge fund Consultant's Viewpoints
 What are the most important metrics consultants consider when evaluating a hedge fund?
 What specific research process do consultants use to evaluate hedge funds?
 What hedge fund strategies are clients currently looking for?
Panelists:
Adam Perez, Investment Director, Cambridge Associates
Dulari Pancholi, CFA, CAIA, Research Consultant, NEPC, LLC
Alan Kosan, SVP, Head of Investment Manager Research, Segal Rogerscasey
Jim McKee, SVP, Hedge Fund Research, Callan Associates Inc.
Moderator:
Gary Alexander, Senior Vice President Alternative Assets, Crown Global
2:30-3:30pm Forecasting Expected Hedge Fund Returns
 What returns should investors expect over the next 12 month and 36 months?
 How much additional return do you expect from best of breed managers in each strategy?
 What niche strategies investors should be focusing on?
Panelists:
David Duebendorfer, President, Artemis Wealth Advisors, LLC
Kevin Lyons, Investment Manager, Aberdeen Asset Management
Nicholas De Monico, Intermin CIO of Commonfund and CEO of the Commonfund Hedge Fund
Strategies Group
Ohm Srinivasan, Managing Director, Atlantic Trust Private Wealth Management
Moderator:
Simone Foxman, Bloomberg News
3:30-4:00pm Networking Break
4:00-5:00pm Understanding the Benefits and Pitfalls of Investing in Emerging Managers
 What are the advantages of investing in smaller managers?
 What do you need to do differently in evaluating an emerging manager?
 Opportunities in seeding acceleration and first loss funds
Panelists:
Michael Weinberg, Senior Managing Director, Chief Investment Strategist, Protégé Partners, LLC
Craig Bergstrom, CIO, Corbin Capital Partners
David Friedland, President, Magnum U.S. Investments, Inc.
Bates Brown, Managing Director, Head of Maverick Stable, Maverick Capital
Moderator: Ron S. Geffner, Partner, Sadis & Goldberg LLP
5:00-7:00pm Cocktail Reception & Networking
AGENDA - MONDAY, NOVEMBER 9, 2015

4. 7:30-9:00am Continental Breakfast and Networking
9:00-10:00am Managing a Hedge Fund Portfolio in an Uncertain Macro Environment
 Where to find and how to generate uncorrelated returns? CTAs? Global Macro? Other?
 How should institutional portfolios address Tail Risk (and other types of) Hedging?
 How does one balance risk, return and liquidity today?
Panelists:
Chris Solarz, Managing Director, Head of Global Macro Strategies, Cliffwater, LLC
Jon Blumenfeld, Portfolio Manager, Permal Asset Management
Andrew Fisch, Chief Investment Officer, SSARIS
Darren Wolf, CFA, Managing Director and Head of Research, Arden Asset Management
Moderator:
Peter Fell, Director of Investment Due Diligence, Kenmar Olympia
10:00-11:00am Opportunities in Fixed-Income Hedge Fund Strategies
Panelists:
Tom Williams, CFA, CIO - Pine Grove Funds, Man FRM
Vincent Matsui, Global Head of Credit Strategies, Gottex Fund Management Ltd.
Elena Ranguelova, Principal, Co-Hedge of Fundamental Strategies, Investcorp
Cedric Fan, Head of Hedge Fund Research, Russell Investments
Moderator:
Kenneth Heinz, CFA, President, HFR, Inc.
11:00-11:30am Networking Break
11:30-12:30pm Adding Value in Long/Short Equity
Panelists:
David Storrs, President and CEO Alternative Investment Group
Elizabeth Hilpman, CIO of Barlow Partners
Katherine Grant, CAIA, Associate Director, LGT Capital Partners (USA) Inc.
Chris Umscheid, Director | Head of Hedge Fund Research Group, Deutsche Asset & Wealth
Management
Moderator: Cara Fleckenstein, Managing Director, Agecroft Partners
12:30-2:00pm Lunch and Networking
2:00-3:00pm
How to Source and Screen Top Quality Managers
Panelists:
Palmer Garson, Managing Director, Silvercrest Asset Management Group
Ken Stemme, CFA, CAIA, Senior Investment Officer, International Monetary Fund
Shakil Riaz, Managing Director, Head of U.S. Alternatives, Portfolio Management and Global CIO,
Rothschild Asset Management Inc.
Ram Lee, Partner, Seven Bridges Advisors
Moderator:
Sourav Sengupta, Vice President, Portfolio Manager, AIG (Japan)
AGENDA - TUESDAY, NOVEMBER 10, 2015

5. 3:00-3:45pm
Hedge Fund Association Fireside Chat
Caroline Lovelace, Founding Partner of Pine Street and Co-Portfolio Manager of the Fund
Mitch Ackles, Hedge Fund Association President
3:45-4:45pm
More Insights on Emerging Managers
 Do they have a performance advantage over larger managers?
 What strategies do they have the greatest investment edge?
 What is more important between the size of the fund and newness of firm?
 What trends are you seeing relative to founders share class?
Panelists:
Paul Zummo, CIO, JP Morgan Alternative Asset Management
Timothy G. Berry, CFA, Partner and Head of Hedge Funds, Private Advisors, LLC
Alifia Doriwala, Senior Partner and Managing Director, Rock Creek Group
Anne-Gaelle Poulle, Partner, PAAMCO
Moderator:
Michael Patanella, Nat'l Asset Management Sector Leader, Audit Partner, Grant Thornton
4:45-5:45pm Viewpoints from Endowments, Foundations, Pensions and Family Offices
Panelists:
Colin Ambrose, Chief Investment Officer, UJA-Federation of New York
Rob Blandford, CFA, President & CIO, Spider Management/University of Richmond
Katherine Molnar, CFA, Senior Investment Officer, Fairfax County Retirement Systems
Ken Lee, Associate Director of Investments, Carnegie Corporation of New York
Moderator:
Michael Hennessy, Co-Founder and Managing Director of Investments, Morgan Creek
5:45-6:45pm Cocktail Reception and Networking
AGENDA - TUESDAY, NOVEMBER 10, 2015