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E-BROCHURE SPONSOR
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 Tuesday, February 2, 2010 |
| 7:30 AM — 2:00 PM | Conference Registration Open
The Plaza Ballroom | | 7:30 AM — 2:00 PM | Exhibit Hall Open
The Ritz-Carlton Ballroom Foyer/The Plaza Ballroom | | 8:00 AM — 5:00 PM | Business Meeting Lounge Open
Ponce de Leon | | 8:00 AM — 9:30 AM | Continental Breakfast
Exhibit Hall
Sponsor: State Street Corporation | | 9:15 AM — 9:45 AM | General Session - Keynote
Keynote Address
Endowment and Foundation Asset Allocation - Not a Spectator Sport
This session will discuss the importance of an “active and tactical” management approach and how Wake Forest University’s Endowment uses multiple factors and inputs to manage its endowment assets.
Keynote Speaker:
James J. Dunn, Wake Forest University
The Ritz-Carlton Ballroom, Salon 1 | | 9:45 AM — 10:30 AM | General Session Panel
Investor Focus: Post-Crisis Best Practices in Asset Allocation and Manager Due Diligence
This panel will examine the benefits of adding alternative investment strategies to a portfolio and discuss the importance of best practices in due diligence in order to rebuild investor trust following the financial crisis of 2008.
Moderator:
Meredith Jones, PerTrac Financial Solutions
Panelists:
Effie K. Datson, Deutsche Bank Securities, Inc.
James J. Dunn, Wake Forest University
Damian Handzy, Investor Analytics
Alessandra A. Tocco, J.P. Morgan
The Ritz-Carlton Ballroom, Salon 1
Sponsor: Sunrise Capital Partners LLC | | 10:30 AM — 11:00 AM | Refreshment Break
Exhibit Hall | | 11:00 AM — 11:45 AM | General Session Panel
Quantitative Long/Short Equity Focus: Top Managers Discuss Strategies
This panel will focus on the growth of allocations into long/short equity strategies and the benefits these strategies provide to a diversified portfolio.
Moderator:
Ross Garon, S.A.C. Capital Advisors, L.P.
Panelists:
Anupam Ghose, Roc Capital
Arzhang Kamarei, Tradeworx, Inc.
Tarek Rizk, Credit Suisse
The Ritz-Carlton Ballroom, Salon 1
Sponsor: Credit Suisse | | 11:45 AM — 12:15 PM | General Session - Keynote
Don't Blame the Shorts
Keynote Speaker:
Robert Sloan, S3 Partners, LLC
The Ritz-Carlton Ballroom, Salon 1
| | 12:15 PM — 1:00 PM | General Session Panel
International Focus: Offshore Funds Move Onshore
This panel will examine the trend of offshore funds moving onshore to hedge fund centers such as Dublin, Luxembourg, Singapore and Hong Kong.
Moderator:
David Nissenbaum, Schulte Roth & Zabel LLP
Panelists:
Dermot Butler, Custom House Global Fund Services Ltd.
Martin Donnelly, Credit Suisse
Mark A. Pearl, Henderson Capital Management, LLC
The Ritz-Carlton Ballroom, Salon 1
Sponsor: Duff & Phelps | | 1:00 PM — 2:15 PM | Keynote Luncheon Address
An Institutional Investor's Transition from Asset Allocator to Risk Allocator
Matthew W. Wright, CFA, Vice Chancellor for Investments, Vanderbilt University
The Ritz-Carlton Ballroom
Sponsor: Credit Suisse | | 3:00 PM — 5:00 PM | Finale Networking Reception at the Pool
Sponsor: HedgeServ Corporation
The Ritz-Carlton Key Biscayne |
SUPPORTERS
Abraham Trading Company | ACA Compliance Group | Alaric Compliance Services, LLC
AlphaMetrix, LLC | Arthur Bell, Certified Public Accountants
Australian Securities Exchange | Bahamas Financial Services Board | BNY Mellon
Campbell & Company, Inc. | CBOE / CFE | Chesapeake Capital Corporation | CME Group
Credit Suisse | Curium Capital Advisors, LLC | Deutsche Bank AG | Duff & Phelps
Efficient Capital Management, LLC | Eurex Group | FlexTrade Systems, Inc.
GlobeTax Services, Inc. | Hanley Group Capital | HedgeFacts | HedgeServ Corporation
Horizon Cash Management | HS Marketing, LLC | ICAP Futures LLC
IntercontinentalExchange | Investor Analytics | John W. Henry & Co. | J.P. Morgan
MAREX Financial | Mesirow Financial Investment Management | MF Global
Millennium Trust Company, LLC | Morgan Stanley | Newedge | NRS | Omnium
PerTrac Financial Solutions | PrimeFundSolutions | Prudential Bache
Pyxis Global Financial Services | Quality Capital Management | R.J. O'Brien
Renaissance Regulatory Services, Inc. | Rotella Capital Management, Inc.
Rothstein Kass | SSARIS Advisors, LLC | State Street Corporation
Sunrise Capital Partners | Trading Technologies International, Inc. | Traiana, Inc.
Valuation Research Corporation | Welton Investment Corporation
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Premiere 2010 Conference
Series Sponsor Diamond Sponsor Platinum Sponsors Premium Sponsors Prime Sponsors Alaric Compliance Services, LLC
CBOE / CFE
Deutsche Bank Securities, Inc.
HedgeServ Corporation
ICAP Futures LLC
Investor Analytics
John W. Henry & Co.
J.P. Morgan
Mesirow Financial Investment Management
Millennium Trust
Company, LLC
Prudential Bache
R.J. O'Brien
Rotella Capital Management, Inc.
Valuation Research Corporation
Welton Investment Corporation |
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