GLOBAL ALPHA FORUM 2015
Greenwich, CT
NOVEMBER 12 - 13
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Global Alpha Forum 2015

Greenwich Hyatt, November 12 - 13, Connecticut

Why Do Investors Attend Global Alpha Forum?




Nouriel Roubini Discusses GAF 2015




Industry Leading Panels & Speakers

Global Alpha Forum provides industry leading content including both topical keynote speakers and issue driven panel discussions. These panels and speakers cover far more than the current state of the alternative investment industry; they take a deep dive into where our sector is moving and cover the latest and biggest trends. Allocator and managers alike will find it extremely productive to explore new directions in fund investing.



1-on-1 Investor / Manager Meetings

The conference will have two days of 30 minute 1-on-1 meetings between verified investors and fund managers. We use a proprietary online meeting scheduler to allow you to pre-plan your meetings during the designated time blocks (see agenda). To maximize the efficacy of these meetings, investors will upload basic investment criteria, while fund managers will submit uniform one page “tear sheets” to the scheduling portal.



Why Attend?

Investors

  • Informative keynote speakers and relevant panel topics.
  • 30 min 1-on-1 meeting with fund managers who are premiere sources of alpha.
  • Free attendance - We do not charge investors to attend our events.

Managers

  • Access to wide variety of alternative asset investors.
  • Prescheduled 30 minute 1-on-1 meetings with capital allocators.
  • Socialize and network in a refined setting with industry leaders.

Sponsors

  • Access to a broad selection of investors and Managers in the alternative asset industry.
  • The ability to schedule meetings directly with prospective clients.
  • Maximized brand exposure & product visibility before, during and after the conference.

Day 1, Thursday, 12th November 2015

07:30 AM
10:00 AM
Registration
08:20 AM
08:30 AM
Keynote Speaker
Opening Remarks
08:30 AM
09:00 AM
Keynote Speaker
The Evolution of MPT for Institutional Investors
Featuring Ashvin Chhabra
09:00 AM
09:50 AM
Panel
Private Equity: Co-Investing
Featuring Arthur Peponis, Brad Bennett, Dan Cahill
Moderated by Michael Hayes
09:00 AM
12:00 PM
One On Ones
09:00 AM
09:40 AM
Keynote Speaker
Energy Investing
Featuring John MacWilliams
09:50 AM
10:40 AM
Panel
Outsourced CIO
Featuring Chris Cutler, Bei Saville, Margaret M. Eisen
Moderated by Ram Lee
09:50 AM
10:30 AM
Keynote Speaker
State of the Energy Innovation Industry
Featuring Ira Ehrenpreis
10:40 AM
11:30 AM
Panel
The Current Environment For ESG
Featuring Jess Gaspar, Mike Richter, Noelle R. Laing
Moderated by Ernest Liebre
11:30 AM
12:00 PM
Keynote Speaker
Featuring Peter Cohen
12:00 PM
01:20 PM
Lunch Seating
12:30 PM
01:20 PM
Featured Keynote
Featuring Nouriel Roubini
01:20 PM
02:10 PM
Panel
Cyber Security: The Risk You Don't Know
Featuring Marc Groz, Tom Baylark, Eric Meyer
Moderated by Bruce Rogers
02:00 PM
06:00 PM
One On Ones
02:10 PM
03:00 PM
Panel
Making Money While Doing Good
Featuring Elliot Wislar, Ira Ehrenpreis, Jason Green
Moderated by Steve Kennedy
02:10 PM
03:10 PM
Breakout Panel
Strategic Stakes in the Hedge Fund Space
Featuring Andrew Laurino, Chris Ewan, Janis Vitols
Moderated by Michael Conley
03:00 PM
03:50 PM
Panel
Global Macro
Featuring Douglas Rediker, Hari Hariharan, Robert DiMella
Moderated by Don Robinson
03:10 PM
03:40 PM
Keynote Speaker
The Financial Crisis and the Fracking Revolution
Featuring Greg Zuckerman
03:50 PM
04:10 PM
Break
04:10 PM
05:00 PM
Panel
Liquid Alts: Panacea or Pandemic?
Featuring Andy Hoffmann, Dustin Norris, Jason Bloom , Richard Lindsey
Moderated by Frank Salomone
04:10 PM
05:00 PM
Panel
Causes And Consequences Of Low Growth: Where To Go?
Featuring Patrick Chovanec, Regina Joseph, Tony Crescenzi
Moderated by Rachel Ziemba
05:00 PM
06:00 PM
Panel
Role of Alternatives in a Portfolio
Featuring Jason Josephiac, Nancy Davis, Panayiotis Lambropoulos
Moderated by Thomas Deegan
06:00 PM
07:30 PM
Activity
Cocktail Reception

Day 2, Friday, 13th November 2015

08:20 AM
08:30 AM
Keynote Speaker
Opening Remarks
08:30 AM
09:00 AM
Keynote Speaker
The Single Family Office Debate - Insource or Outsource Investments
Featuring Angelo Robles, Andy Hoffmann
08:30 AM
10:30 AM
One On Ones
09:00 AM
09:50 AM
Panel
The Active vs. Passive Debate Continues
Featuring Chris Roy, Steve Roth, Ward Davis
Moderated by Brian Formento
09:50 AM
10:40 AM
Panel
The Fee Debate: How to Negotiate a Win / Win Outcome
Featuring David Finstad, Elisa Mailman, Kevin S. Gahwyler, CFA
Moderated by Matthew Eisenberg
10:40 AM
10:50 AM
Break
10:50 AM
11:40 AM
Featured Keynote
Featuring Marc Lasry
11:40 AM
12:10 PM
Keynote Speaker
Liquid Alts as an Alternative Beta Play?
Featuring Andy Hoffmann
12:10 PM
01:20 PM
Lunch
12:40 PM
01:20 PM
Keynote Speaker
The Regulatory Horizon of Alternative Investments
Featuring David A. Chaves
01:20 PM
02:10 PM
Panel
The Hedge Fund / PE Convergence
Featuring Doug Snyder, Eugene Song, Kevin Edwards
Moderated by Bruce Ruehl
01:30 PM
03:00 PM
One On Ones
02:10 PM
03:00 PM
Panel
Outlook For Emerging Markets
Featuring Joséphine Jiménez
Moderated by Sheryl King
03:00 PM
03:50 PM
Panel
Institutional Investor Roundtable
Featuring Andrew Fisch, Kevin Edwards, Peter Murrugarra
Moderated by Don Robinson
03:00 PM
04:50 PM
Activity
Cocktails

Pricing

Contact us for sponsorship opportunities at sponsorships@GlobalAlphaForum.com or call 203.202.1622

Sponsorships

Greenwich Hyatt

Make A Reservation

Address

Greenwich Hyatt
1800 East Putnam Avenue
Old Greenwich, CT 06870
Phone +1 203.637.1234

By Air

There are three airports convenient to the Hyatt Regency Greenwich

  • Westchester County Airport (HPN) 8.3 miles.
  • LaGuardia Airport (LGA) 29 miles.
  • Kennedy Airport (JFK) 36 miles.

By Train

Metro-North

  • Take Metro-North to either the Greenwich or Stamford Station.
  • Take a taxi to the Greenwich Hyatt.

Amtrak

  • Take Amtrak to Stamford Station.
  • Take a taxi to the Greenwich Hyatt.

History

Providing the Hedge Fund industry with the most relevant speakers since 2007

  • 2007

    Conference Launch

    First annual conference in Greenwich, CT with keynote speaker Nouriel Roubini, who warned about the impending banking crisis. Other notable speakers included Anthony Ryan of the US Treasury Dept. and Roger Ibbotson of Yale University and Zebra Capital.

  • 2008

    Rudy Giuliani & Larry Summers

    Global Alpha Forum hosted its second annual conference in Greenwich, CT with keynote speakers including Larry Summers, former Secretary of the Treasury, and Rudy Giuliani, former Mayor of New York City.

  • 2009

    CT Hedge Fund Day

    Global Alpha Forum’s third conference in Greenwich, CT with keynote speaker John Thain, the former CEO of Merrill Lynch, who spoke about how Wall Street has not yet learned its lessons. Connecticut Governor Jody Rell declared the day “Connecticut Hedge Fund Day”.

  • 2011

    Gov. Malloy Delivers Keynote

    In 2011, Global Alpha Forum conference in Greenwich, CT featured a keynote speech by Dan Malloy, the Governor of Connecticut. Other notable speakers were Michael Darda of MKM Partners and Richard Breeden of Breeden Capital.

  • 2013

    Global Alpha in NYC

    In 2013, the Global Alpha Forum was held for the first time in New York City at the New York Athletic Club. Keynote speakers included Greg Lippman of LibreMax providing his unique perspective on global markets.

  • 2015

    Global Alpha Returns To CT

    Global Alpha Forum returns to Connecticut, hosting its conference at the Greenwich Hyatt. This year, our best-in-class industry content is augmented with the addition of one-on-one meetings between investors and managers.



Content Partner



Contact us for sponsorship opportunities at sponsorships@GlobalAlphaForum.com or call 203.202.1622

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Charity Of Choice





Media And Association Partners



Featured Keynote Speakers

Contact us for speaking opportunities at info@GlobalAlphaForum.com or call 203.202.1622

Nouriel Roubini

Roubini Global Economics

Co-Founder, Chairman

Read Bio

Marc Lasry

Avenue Capital Group

CEO, Co-Founder

Read Bio

Keynote Speakers

David A. Chaves

FBI

Senior FBI Official, New York Division

Read Bio

Ashvin Chhabra

Euclidean Capital

CIO

Read Bio

Peter Cohen

Cowen Group

CEO, Chairman of the Board

Read Bio

Ira Ehrenpreis

DBL Partners

Managing Partner

Read Bio

Andy Hoffmann

PIMCO

Alternative Investment Strategist

Read Bio

John MacWilliams

U.S Department of Energy

Associate Deputy Secretary

Read Bio

Greg Zuckerman

The Wall Street Journal

Special Writer

Read Bio

Bruce McGuire

Connecticut Hedge Fund Association

President

 

Panelists

Tom Baylark

Integration Systems

North America, Business Development Manager

Read Bio

Brad Bennett

Siguler Guff

Principal

Read Bio

Jason Bloom

Invesco PowerShares

Director of Comm. and Alt. Product Strategy

Read Bio

Dan Cahill

Constitution Capital Partners

Managing Partner

Read Bio

Patrick Chovanec

SilvercrestAsset Management

Managing Director and Chief Strategist

Read Bio

Michael Conley

Neuberger Berman

Vice President

Read Bio

Tony Crescenzi

PIMCO

Portfolio Manager, Market Strategist

Read Bio

Chris Cutler

Manager Analysis Services

Consultant

Read Bio

Nancy Davis

Quadratic Capital Management

Managing Partner and CIO

Read Bio

Ward Davis

Caerus Investors

Founder

Read Bio

Thomas Deegan

Clearbrook

Managing Director

Read Bio

Robert DiMella

MacKay Shields

Executive Managing Director, Co-Head

Read Bio

Kevin Edwards

Hartford HealthCare

Senior Investment Director

 

Margaret M. Eisen

Smith College

Trustee and Chair, Investment Committee

Read Bio

Matthew Eisenberg

Finn Dixon

Partner

 

Chris Ewan

Fried Frank

Partner

Read Bio

Andrew Fisch

Investcorp

Managing Director

 

David Finstad

OMERS

Head of Hedge Funds

 

Brian Formento

UBS Private Wealth Management

Executive Director

 

Kevin S. Gahwyler, CFA

Twin Capital Management

COO/Director of Business Development

Read Bio

Jess Gaspar

Commonfund

Head of Quantitative Research

 

Jason Green

Edenworks

CEO

Read Bio

Marc Groz

Right Risk LLC

Managing Member

Read Bio

Hari Hariharan

NWI Management LP

Chairman & CEO

Read Bio

Michael Hayes

KPMG

Partner

Read Bio

Joséphine Jiménez

Victoria 1522 Investments

CEO and CIO

Read Bio

Regina Joseph

Sibylink

Founder, Superforecaster

Read Bio

Jason Josephiac

United Technologies

Sr Manager, Sr Investment Analyst,

Read Bio

Steve Kennedy

Albourne America LLC

Partner, Portfolio Analyst

Read Bio

Sheryl King

Roubini Global Economics

Managing Director

Read Bio

Noelle R. Laing

Cambridge Associates LLC.

Sr Investment Director, MR Investing

Read Bio

Panayiotis Lambropoulos

Employees Retirement System of Texas

Portfolio Manager - Hedge Funds

Read Bio

Andrew Laurino

Neuberger Berman

Managing Director - Dyal Capital Inv. Team

Read Bio

Ram Lee

Seven Bridges Advisors

CIO

Read Bio

Ernest Liebre

CapTrust

Consultant

Read Bio

Richard Lindsey

Janus Capital Institutional

Chief Inv. Strategist and PM, Liquid Alts

Read Bio

Elisa Mailman

New Legacy

Director of Research

Read Bio

William Marr

State Street Global Advisors

Managing Director, Head of Liquid AI

Read Bio

Eric Meyer

Apvera

CEO

Read Bio

Peter Murrugarra

ClearVest Advisors LLC

Managing Director

Read Bio

Timothy C. Ng

Clearbrook

Chief Investment Officer

Read Bio

Dustin Norris

Highland Capital Management

Director of Product Strategy

Read Bio

Arthur Peponis

Angelo, Gordon

Managing Director

Read Bio

Douglas Rediker

International Capital Strategies, LLC

Executive Chairman

Read Bio

Michael Rees

Dyal Capital Partners

Managing Director and Head of Dyal Capital Partners

Read Bio

Mike Richter

Advanced Generation & Efficiency

CEO and Former NY Rangers Goalie

Read Bio

Don Robinson

Palladiem LLC.

CEO

Read Bio

Angelo Robles

Family Office Association

CEO

 

Bruce Rogers

First Niagara Risk Management

Regional Insurance Executive

Read Bio

Steve Roth

Dahab Associates

Managing Director, CIO

Read Bio

Chris Roy

Windrose Advisors

Director in the Client Advisory Group

Read Bio

Frank Salomone

Segal Rogerscasey

Consultant

 

Bei Saville

Northern Trust

Senior Vice President

Read Bio

Doug Snyder

Starboard Value

Managing Director

Read Bio

Eugene Song

Madison Bay Capital Partners

Co-Founder

Read Bio

Janis Vitols

Barclays

Global Head of Asset Management Banking

Read Bio

Jim Vos

Aksia

CEO

Read Bio

Elliot Wislar

Clearbrook

CEO

Read Bio

Rachel Ziemba

RGE

Senior Director

Read Bio




Advisory Board

Bruce McGuire

President
Connecticut Hedge Fund Association

Kevin Edwards

Senior Investment Director
Hartford HealthCare

Terry Purcell

Executive Vice President
Permal Group

Terry Waters

President & CEO
Roubini Global Economics

Nathaniel Baker

Editor
Bloomberg

Millissa Allen

CAIA
Director Business Development for Americas


David Harmston

Global Head of Client Group
Albourne America LLC

Past Faculty & Advisory Board

Contact us for speaking opportunities at info@GlobalAlphaForum.com or call 203.202.1622

Steven Chin, CFA

Manager- Pension and Risk Management, ABB Inc


Greg Dyra, CFA, CPA

President, MidSouth Alternative Investment Association, ABB Inc
Managing Director, Obair Capital, LLC

Kevin A. Edwards, CFA, CPA

Senior Investment Director, Hartford HealthCare


David Harmston

Partner, Head of Client Group, Albourne America


Bruce McGuire

President, Connecticut Hedge Fund Association


Charles Van Vleet

CIO Pension Investments, Textron


David A. Chaves

Federal Bureau of Investigation,
Securities Program Coordinator

Robert Kosowski

Associate Professor, Director Research of Risk Management, Imperial College Business School


David Wiederecht

President & CIO, GE Asset Management Investment Solutions


Jay Namyet

Chief Investment Officer, University of Oregon Foundation


Mauricia A. Geissler

Chief Investment Officer, Amherst College


Rudolph W. Giuliani

Partner, Bracewell & Giuliani;
Former Mayor of New York City

Martin L. Leibowitz

Managing Director, Morgan Stanley Equity Research Global Strategy


Richard L. Sandor, Ph. D.

Chairman and Founder of the Chicago Climate Exchange


Kim Taylor

Managing Director and President, CME Clearing


Bryan Garcia

President & CEO, Connecticut Clean Energy Finance and Investment Authority


David C. Saunders

Founding Managing Director, K2 Advisors


Richard Breeden

President, Breeden Capital


Gerald Yang Chen

CIO, United Negro College Fund


Roger Ibbotson

Chairman& CEO, Zebra Capital
Professor of Finance, Yale University School of Management

Nouriel Roubini

Chairman, Roubini Global Economics
Professor of Economics, NYU Stern School of Business

Lawrence H. Summers

Professor, Harvard University
71st U.S. Secretary of the Treasury

Eugene A. Ludwig

Founder and CEO, Promontory Financial Group
Former U.S. Comptroller of the Currency

Tanya Styblo Beder

Chairman, SBCC Group;


Orin Kramer

Founder, Boston Provident, LP
Former Chairman, New Jersey State Investment Council

Ken Tropin

Founder, Graham Capital


Mark Abbott

President, Major League Soccer


James L. Costabile

Managing Director and Head of U.S. Alternative Investment Sales, Merrill Lynch


Brendan Kalb

Vice President & Associate General Counsel, AQR Capital Management, LLC


Joan McDonald

Commissioner, Connecticut Department of Economic and Community Development


Andrew Busch

Director, Global FX Market Strategist, BMO Capital Markets


Michael Darda

Chief Economist, MKM Partners


Marc Jurish

CEO, Larch Lane Advisors


Joe Quinlan

Chief Market Strategist, US Trust


Dr. Rania Amzi

Advisor to Kuwait Investment Authority


Daniel C. Esty

Commissioner, Connecticut Department of Energy & Environmental Protection


John A. Thain

Chief Executive Officer, CIT Group;
Former CEO, Merrill Lynch

Ted Seides, CFA

Co-Founder and Senior Managing Director of Investments, Protégé Partners


Kevin J. O’Connor

United States Attorney


Matthias Knab

Founder, Opalesque


R. Glenn Hubbard

Dean, Columbia University Graduate School of Business


Rachel Ziemba

Analyst, Roubini Global Economics


Contact Us

Global Alpha Forum


Contact us for more information.

Address
30 Old Kings Hwy South
Darien, CT 06820

Phone
+1 203.202.1622

Email
info@GlobalAlphaForum.com

Web
www.GlobalAlphaForum.com