The Global Alpha Forum Returns September 22–23, 2011!
Agenda
| THURSDAY SEPTEMBER 22, 2011 | |
|---|---|
| 7:30–8:30am | NETWORKING BREAKFAST |
| 8:30–8:45am | WELCOME AND OPENING REMARKS |
| Speaker: Bruce McGuire, President, CT Hedge Fund Association |
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| 8:45–9:30am | The Funding Crisis in State/Local Pensions |
| Moderator: Edward Powers, Managing Director, Bank of America Merrill Lynch Capital Access Funds |
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| Panelists: Kenneth Goodreau, CIO, State of Rhode Island Orin Kramer, Managing Partner & Founder, Boston Provident LP & Former Chairman of the New Jersey State Investment Council Ronald J. Ryan, DFA, Chief Executive Officer, Ryan ALM, Inc. |
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| 9:30–10:00am | KEYNOTE SPEAKER Jobs Creation Dannel Malloy, Governor, State of Connecticut |
| 10:00–10:45am | Cyber Insecurity: Is Wall Street in the Cross-Hairs? |
| Moderator: Marc Groz, Managing Director & Head of Corporate Development, SPM LLC |
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| Panelists: Kevin Brock, Principal, Booz Allen Bob Rice, Managing Partner, Tangent Capital |
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| 10:45–11:15am | NETWORKING COFFEE BREAK |
| 11:15–12:00pm | Current Trends with Shareholder Activism |
| Moderator: Ed Hill, VP, Public Policy, Federal Government Relations, Bank of America |
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| Panelists: Richard Breeden, President, Breeden Capital Management Russell D. Glass, Managing Partner, RDG Capital Management |
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| 12:00–1:30pm | LUNCHEON AND KEYNOTE SPEAKER Eurozone in Crisis; What Happens Next? Michael Darda, Chief Economist, MKM Partners |
| 1:30–2:15pm | Alternative Investments Consultants Panel |
| Moderator: Russell K. Mason, President, Investment Management Institute |
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| Panelists: David Harmston, Partner, Global Head of Client Group, Albourne America, LLC Darren Spencer, Director, Alternative Investment Consulting, Americas Institutional, Russell Investments David Upson, Managing Director, Hedge Funds, CTC Consulting |
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| 2:15–3:00pm | Risk Tolerance in Asset Allocation |
| Moderator: Samuel K. Won, Founding Managing Director, Global Risk Management Advisors, Inc. |
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| Panelists: Adil Abdulali, Co-Head of Risk Management, Protégé Partners Jon Kinderlerer, Co-Head, Risk Management, Credit Suisse Prime Brokerage Services |
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| 3:00–3:15pm | NETWORKING COFFEE BREAK |
| 3:15–4:00pm | Institutional Investors Speak Out |
| Moderator: John Brunjes, Partner, Greenberg Traurig, LLC |
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| Panelists: Gerald Chen-Young, Chief Investment Officer, United Negro College Fund Kevin Edwards, Chief Investment Officer, University of Connecticut Foundation David Wiederecht, President, Investment Strategies, General Electric |
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| 4:00–4:45pm | Clean Economy: Investing in the Future |
| Moderator: Howard Gould, President, Tundra Capital Partners |
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| Panelists: Matthew Fitzmaurice, Co-Founder, Portfolio Manager, AWJ Capital Partners, LLC Scott Jacobs, Partner, Head of Clean Tech Group, McKinsey & Co. Brian Rice, Clean Energy Investment Officer, CALSTRS |
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| 4:45–5:30pm | Sovereign Risk and the Impact on Global Markets |
| Moderator: Roy D. Henriksson, Principal and Chief Investment Officer, Advanced Portfolio Management |
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| Panelists: Nikola G. Swann, Credit Analyst, Standard & Poor's |
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| 5:30pm | OPENING NIGHT RECEPTION |
| FRIDAY SEPTEMBER 23, 2011 | |
| 7:00–8:00am | NETWORKING BREAKFAST |
| 8:00–8:45am | Hedge Fund and Private Equity Firms of Tomorrow |
| Moderator: Walter Raquet, Chairman, WR Group Holdings, LP |
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| Panelists: John Fichthorn, Co-Founder & Portfolio Manager, Dialectic Capital Korrine Kohm, Vice President, Ascendant Compliance Shachi Shah, Managing Director, Head of BCFS & BCFS-Americas |
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| 8:45–9:30am | Seeding for Hedge Funds – What Really Matters |
| Moderator: Jay B. Gould, Partner, Pillsbury Winthrop Shaw Pittman LLP |
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| Panelists: Ted Seides, Co-Founder, Co-CIO, President, Protégé Partners Mark A. Jurish, MBA, Chief Executive Officer, Larch Lane Advisors LLC |
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| 9:30–10:15am | KEYNOTE SPEAKER Education in the Community Chris Christie, Governor, State of New Jersey |
| 10:15–10:45am | NETWORKING COFFEE BREAK |
| 10:45–11:30am | Implementing Hedge Funds Into High Net Worth Portfolios |
| Moderator: Margaret Preston, Senior Managing Director, Global Wealth Investment Management, Bank of America |
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| Panelists: Andrew Dougherty, Managing Director and Head of Alternative and Institutional Solutions, BNP Paribas Gene Miller, President, Galaxy Family Resources, LLC Joseph Quinlan, Managing Director & Chief Market Strategist, US Trust David B. Rosenthal, CIMA, Managing Director, Institutional Advisory, Fieldpoint Private Bank & Trust |
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| 11:30–12:15pm | OTC Clearing: What Lies Ahead? |
| Moderator: Byron Baldwin, Senior Vice President, Eurex |
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| Panelists: Clayton Otto, Head of Global Treasury, Tudor Investment Corporation George Pratt, Director of Operations, Claren Road Asset Management Mariam Rafi, Head of OTC Clearing, Americas, Citibank |
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| 12:15–1:30pm | LUNCHEON AND KEYNOTE SPEAKER What's Next? Investment Opportunities in a Time of Global Uncertainty Joseph Quinlan, Managing Director & Chief Market Strategist, US Trust |
| 1:30–2:15pm | Investing in Alternatives Across Latin America |
| Moderator: Mohan Virdee, Chief Executive Officer & Co-Founder, Markets Media LLC |
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| Panelists: Alexander Ian Carpenter, Head of Equity Research - High Alpha Funds, Itaú Asset Management Flavio Lobato, Co-Head of Business Development, Lionsgate Capital Management Antonio Miranda, Co-Head of Asset Management, Compass Group, LLC |
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| 2:15–3:00pm | The Business of Sports |
| Moderator: Scott Milleisen, Head of Sports Finance Group, JPMorgan Chase |
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| Panelists: Mark Abbott, President, Major League Soccer Scott O'Neil, President, Madison Square Garden Sports Jon Oram, Partner, Proskaeur Rose LLP Stuart Sternberg, Principal Owner and General Managing Partner, Tampa Bay Rays |
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| 3:00pm | Adjourn |
Additional speaker announcements will be made throughout the summer.