| Thursday 12/08/2016 | ||
 9:00 am - 9:30 am | Registration & breakfast | |
| 9:30 am - 9:45 am | Introduction and welcome | |
| 9:45 am - 10:30 am | Peer-to-peer Educational Roundtables | |
| 9:45 am - 10:30 am | 1. What's hot (and what's not) in the hedge fund space Rick Lake, Principal, Lake Partners Tom Haug, Managing Director, Aspen Tree Advisory Adil Abdulali, Senior MD, Protégé Partners • Can better returns be had for longer-lockups • How is the hedge fund model evolving: taking a closer look at hybrid funds and other new developments • Review of best-in-class new launches • How can US-based investors uncover global opportunities | 2. Recognizing genuine emerging manager talent: innovation vs. insanity Howard Horowitz, Portfolio manager & president, Grand Central Capital Brett Hickey, CEO, Star Mountain Capital Tom Watts, Chairman, Watts Capital Partners Dipak Jogia, Partner, Highmore Group • Identifying talent in the crowded emerging market space • How investors can work as partners with emerging managers • How to share intelligence with your peers and how to grow your network |
| 10:30 am - 11:00 am | Refreshment break | |
| 11:00 am - 12:30 pm | Strategy discussion groups and private meetings A series of three 30 minute strategy discussion groups and private meetings: including presentations on: * Finding uncorrelated opportunities in the equity space * Quantitative investment * Achieving better yields through alternative credit strategies * Exploring liquid alternatives * Global-macro trends and one-on-on meetings with top performing managers | |
| 12:30 pm - 1:30 pm | Lunch | |
| 1:30 pm - 3:00 pm | Strategy discussion groups and private meetings A series of three 30 minute strategy discussion groups and private meetings: including presentations on: * Finding uncorrelated opportunities in the equity space * Quantitative investment * Achieving better yields through alternative credit strategies * Exploring liquid alternatives * Global-macro trends and one-on-on meetings with top performing managers | |
| 3:00 pm - 3:30 pm | Refreshment break | |
| 3:30 pm - 4:15 pm | Peer-to-peer Educational Roundtables continued | |
| 3:30 pm - 4:15 pm | 3. Fee negotiation fundamentals Jake Rossof, Chief Risk Officer, Kettera Strategies Lamar Small, Senior Hedge Fund Researcher, Mercer Investments • What are the current fee options available to you? • Founder share classes – what are the options? • The risks and rewards of investing in an ‘unknown’ – how to get the decision right and how to pay the right price • Getting the best fee deal | |
| 4:15 pm - 5:15 pm | Cocktail reception | |
