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HedgeWorld West 2013
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  HedgeWorld West 2013



AGENDA

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7:00 a.m.   Registration & Breakfast Opens

7:00 a.m.   ExecConnect Meetings Commence

8:00 a.m.   Welcome Remarks

8:15 a.m.   Plenary Keynote 4: George Myhal

Real Assets – The New Essential

George Myhal, Senior Managing Partner , Brookfield Asset Management

8:50 a.m.   Plenary Keynote 5: Lex Huberts

Lex Huberts, President, Mellon Capital Management

Moderator: Jonathan Weber, West Coast Bureau Chief, Reuters News

9:25 a.m.   Plenary Keynote 6: Jonathan Coslet

Jonathan Coslet, Senior Partner & Chief Investment Officer, TPG Capital

Moderator Jeffrey Goldfarb, Assistant Editor, Breakingviews

10:00 a.m.   Networking Coffee Break

10:30 a.m.   Hedgeworld West Panel 8: Presentation on Alpha Signals by Starmine

“The Evolution of Alpha”

Panelists:
George Bonne, Director, Quantitative Research, Thomson Reuters

10:30 a.m.   Bonus Presentations: Strategic Tax Discussions from Rothstein Kass

Informative panel discussions led by Rothstein Kass, with Q&A to follow each:

10:30 a.m.   Comprehensive Tax Reform and Its Impact on Alternative Investment Funds (Part 1)

Be part of an in-depth discussion about tax proposal currently being discussed in Washington, and their impact on alternative investment funds, investors and fund managers themselves. We will also address the impact of recent tax law changes, including any opportunities for tax value creation.

Presenters:
Lisa Donn Sergi, Principal, Rothstein Kass
David Benz, Principal, Rothstein Kass

11:15 a.m.   Hedgeworld West: Panel 9: How To Get Mandates

Rachel Minard leads a panel of marketing and capital introduction specialists in a discussion of what managers need to to do both attract new assets and keep them.

Panelists:
Rachel Minard, Founder & Chief Executive Officer, Minard Capital
Michael Fitzsimmons, Manager, Capital Introduction, Jefferies & Co.
Matt Costello, Director, Hedge Fund Capital Group, Deutsche Bank
Kathleen Powers Dunlap, Chief Strategy Officer, Fiduciary Research and Consulting

11:15 a.m.   Comprehensive Tax Reform and It’s Impact on Alternative Investment Funds (Part 2)

Be part of an in-depth discussion about tax proposal currently being discussed in Washington, and their impact on alternative investment funds, investors and fund managers themselves. We will also address the impact of recent tax law changes, including any opportunities for tax value creation.

Presenters:
Lisa Donn Sergi, Principal, Rothstein Kass
David Benz, Principal, Rothstein Kass

12:00 p.m.   Hedgeworld West: Keynote 3: Nancy Davis

Leverage: Why Now is Worse Than Ever and How Financial WMDs Can Save Your Portfolio

Keynotes:
Nancy Davis, Founding Partner, Quadratic Capital

12:30 p.m.   Plenary Lunch

2:00 p.m.   Hedgeworld West: Keynote 4: Ricardo Cortez

The Mainstreaming of Alternative Investments: The “New Wave” in the Growth of Asset Management

Keynotes:
Ricardo Cortez, Co-CEO & Senior Portfolio Management Specialist, Broadmark Asset Management

2:30 p.m.   Hedgeworld West: Panel 10: The Allocators' View On Measuring Alpha

What metrics and benchmarks do investors look at in determining how much value a hedge fund manager is really adding?

Moderator:
Ron Surz, President, PPCA

Panelists:
Ari Shiff, President, Inflection Management, Inc.
Alan Snyder, Managing Partner, Shinnecock Partners

3:00 p.m.   Hedgeworld West: Panel 11: Insider Trading

Recent legal focus on illegal insider trading has shown that some renowned managers were really just cheating. What are the long term effects on the industry's credibility and ability to raise capital? What new regulation should be expected, and at what cost?

Moderator:
Chris Clair, Managing Editor, HedgeWorld

Panelists:
Marc Fagel, Partner, Gibson Dunn
Bart Mallon, Partner, Cole-Frieman & Mallon
Allison Bennington, Partner and General Counsel, ValueAct Capital

3:30 p.m.   Networking Coffee Break

4:00 p.m.   Hedgeworld West: Panel 12: Allocators Discuss Fees & Terms

The future of "2 and 20", what are investors looking for with respect to liquidity, and more.

Moderator:
Leigh Faber, Family Office Specialist, Leigh Faber Consulting

Panelists:
John Daly, Chair, Investment Committee, Culinary Institute of America
Andrew Ross, Associate, PAAMCO
Erik Mayo, Partner, Fintan Partners

4:30 p.m.   Hedgeworld West: Panel 13: Quick Case Studies: Three Top Trades & Why They Worked

Three top trades that worked and why.

Moderator:
Jon Davis, Event Coordinator, Contributing Editor, HedgeWorld

Panelists:
Chris Stanton, Portfolio Manager, Sunrise Capital Partners
Philip Summe, Partner, Baylight Capital
David Schombert, CIO, Metropolitan Strategies

5:00 p.m.   Hedgeworld West: Panel 14: Emerging Market Panel: Focus on Asia

Managers discuss finding opportunities in high-growth Asian sectors and how to mitigate the risks.

Moderator:
Kirk Dizon, Co-Founder & Managing Director, Institutional Global Investors

Panelists:
Jeremy Lehrer, SVP, MatthewsAsia
Marianne O, Co-Founder, Lumen Advisors
Janice Tang, Business Development, Nipun Capital

5:30 p.m.   Conference Close








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