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HedgeWorld East 2013
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  HedgeWorld East 2013



AGENDA

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8:00 a.m.   Opening Remarks

8:10 a.m.   Plenary Keynote: Mark W. Yusko

Mark W. Yusko, CEO & Chief Investment Officer, Morgan Creek Capital Management

8:40 a.m.   Plenary Keynote Interview: David Rubenstein & Stephen Adler

David Rubenstein, Co-CEO, Co-Founder, The Carlyle Group

Moderator
Stephen Adler, Editor-in-Chief, Reuters

9:30 a.m.   Family Office Insights Opening Remarks

Moderator:
Arthur A. Bavelas, Chief Executive Officer, The Bavelas Group

9:30 a.m.   ExecConnect Meetings Commence

9:45 a.m.   Keeping Extreme Wealth

“I am more concerned about the return of my money than the return on my money.” - Mark Twain
• Stay Rich Money
• Hey Beta give me some Alpha
• Offshore jurisdiction trends
• Due Diligence, new red flags

Panelists:
Egon von Greyerz, Founder & Managing Partner of Matterhorn Asset Management, AG (MAM) & GoldSwitzerland based in Zurich, Switzerland.
Jean-Claude Knebeler, Consul General, Consulate General of Luxembourg in New York
Robin Rodriguez, Managing Member, Anglo-American Financial

10:15 a.m.   Family to Family, Peer-to-Peer: Family Office Panel

“Come what come may, time and the hour runs through the roughest day.” William Shakespeare
• What are the specific family office challenges being faced, and what are the strategic and tactical methods being implemented.
• Identifying new knowable risks, and risk mitigation.
• Preparing for the unknowable.
• Where are the new opportunities?

Panelists:
Roman Khlupin, Chief Investment Officer, W Family Office
Gary S. Domoracki, CEO & General Counsel, Ten Mountain Capital
Darsh Preet Singh, Co-Portfolio Manager, Satori Alpha
Lorraine George-Harik, Founding Partner , HPM Partners

11:15 a.m.   Coffee Break

11:30 a.m.   Investment Management Panel

"We can't solve problems by using the same kind of thinking we used when we created them." Albert Einstein
• Is tail risk management important?
• Is there such a thing as being non-correlated?
• Is modern portfolio theory an antique?

Panelists:
Francis Chimenti, CFPฎ, Director - Private Client Group, Oppenheimer & Co.
Matthew Moniot, Founder & Chief Investment Officer, Elanus Capital Management, LLC
Dimitris Kavalekas, Senior Investment Professional, W Single Family Office

12:30 p.m.   Plenary Lunch

1:20 p.m.   Plenary Keynote Interview: Jane Mendillo

Jane Mendillo, President & Chief Executive Officer, Harvard Management Company

2:00 p.m.   Family Office Insights: A Family Office & Investor Workshop Series, Part II

Part II of the Family Office & Investor Workshop Series.

Moderator:
Arthur A. Bavelas, Chief Executive Officer, The Bavelas Group

2:00 p.m.   Advanced Planning Panel

B4 Not After: "Everything should be made as simple as possible, but not simpler." Albert Einstein
• Asset protection best practices
• Managing estate tax impact
• Trends in charitable and philanthropic intent
• Foundation best practices

Daniel L. Daniels, Partner, Wiggin & Dana LLP
David T. Leibell, Partner, Wiggin & Dana LLP
William McEnroe, Managing Partner, Civatis
Alan S. Kufeld, CPA, Rothstein Kass

2:30 p.m.   Return to the Dark Ages – Gold and the coming Hyperinflationary Depression

Special Guest Presenter:

Panelists:
Egon von Greyerz, Founder & Managing Partner of Matterhorn Asset Management, AG (MAM) & GoldSwitzerland based in Zurich, Switzerland.

2:30 p.m.   ExecConnect Meetings Resume

3:15 p.m.   Economic Panel

"Paper money eventually returns to its intrinsic value -- zero." Voltaire
• Macro Global outlook
• Impact of monetary policy
• Trends and opportunities in emerging and frontier markets
• Impact of wars, oil and social unrest

Panelists:
Pratik Sharma, Managing Director, Atyant Capital
Zachary Karabell, President, River Twice Research
Anthony J. Archer, Founder & Chief Executive Officer, Liquid Investments
Michael Wilkerson, Founder & Managing Partner, Anc๊tre Group

3:45 p.m.   Coffee Break

4:00 p.m.   TAX Panel: A Blunt Instrument

“The devil hath power to assume a pleasing shape.” William Shakespeare
• Strategic use of the Family Bank.
• Impact of FACTA.
• Impact of taxes post election.
• Mitigating the tax impact of ordinary income.
• Tax impact of US and non-US jurisdictions.

Panelists:
Christopher T. Graham, Esq., Founder & Managing Shareholder, The Private Client Law Group
Ricky B. Novak, Managing Partner, Strategic Group of Companies
Andrew Bentley, CPA, Rothstein Kass
Alan S. Kufeld, CPA, Rothstein Kass

4:30 p.m.   Special Presentation

High Yielding Diversification through Sustainable Socially Responsible Agricultural Investments in Brazil
Special Guest Presenter:

Anthony J. Archer, Founder & Chief Executive Officer, Liquid Investments

5:15 p.m.   HedgeWorld-Bavelas Group Networking Reception

7:00 p.m.   Day 1 Concludes

For panel participation and sponsor opportunities contact admin@bavelasgroup.com








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