| SUMMIT AGENDA |
| Tuesday May 24, 2016 | ||||||
 09:00 - 09:30 | Registration and breakfast | |||||
| 09:30 - 09:45 | Introduction and welcome | |||||
| 09:45 - 11.15 | 'Allocator education' roundtables - peer-to-peer lectures | |||||
| 09:45 - 10.30 | Understanding the range of managed future strategies George Coplit, Partner, Portfolio Manager, LGT Capital Partners Tom Watts, Chairman, Wealth Management & Investment Banking, Watts Capital Partners Nicolas Maffeo, Investment Analyst, Employees' Retirement System of Texas Jake Rossof, Chief Risk Officer, Kettera Strategies | Dealing with current market volatility David Wertentheil, Partner, Emerging Hedge Fund Manager Platform, Worth Venture Partners Chris Solarz, Managing Director, Cliffwater LLC Jake Rossof, Chief Risk Officer, Kettera Strategies Jagdeesh Prakasham, co-chief investment officer, Rotella Capital Management | ||||
| 10:30 - 11:15 | Understanding a range of managed future strategies George Coplit, Partner, Portfolio Manager, LGT Capital Partners Tom Watts, Chairman, Wealth Management & Investment Banking, Watts Capital Partners Nicolas Maffeo, Investment Analyst, Employees' Retirement System of Texas Jake Rossof, Chief Risk Officer, Kettera Strategies | Dealing with current market volatility David Wertentheil, Partner, Emerging Hedge Fund Manager Platform, Worth Venture Partners Chris Solarz, Managing Director, Cliffwater LLC , Rotella Capital Jim Lubin, Senior Managing Director, CBOE Futures Exchange | ||||
| 11:15 - 11:45 | Refreshment break | |||||
| 11:45 - 1:15 | Allocator education roundtables – manager masterclass: first wave of managers | |||||
| 11:45 - 12:15 | Rotella Capital Jag Prakasam, Rotella Capital | AlphaSimplex Group Brent Mathus, AlphaSimplex | Jermain Capital | Manager 4 | Manager 5 | |
| 11.45 - 12.15 | Manager 6 | |||||
| 12.15 - 12.45 | Rotella Capital Jag Prakasam, Rotella Capital | AlphaSimplex Group Brent Mathus, AlphaSimplex | Jermain Capital | Manager 4 | Manager 5 | |
| 12:15 - 12:45 | Manager 6 | |||||
| 12:45 - 1:15 | Rotella Capital Jag Prakasam, Rotella Capital | AlphaSimplex Group Brent Mathus, AlphaSimplex | Jermain Capital | Manager 4 | Manager 5 | |
| 12:45 - 1:15 | Manager 6 | |||||
| 1:15 - 2:15 | Lunch | |||||
| 2:15 - 3:45 | 'Allocator education' roundtables - peer-to-peer lectures | |||||
| 2:15 - 3:00 | Current developments in operational due diligence Anushree Mohta, VP & ODD Specialist, CITI | Tapping talent - how to find the best in new managers Michael Felman, President & CEO, MSF Capital Advisors Brett Hickey, CEO, Star Mountain Capital Kathy Boyle, President & Founder, Chapin Hill Advisors | ||||
| 3:00 - 4:00 | Current developments in operational due diligence Anushree Mohta, VP & ODD Specialist, CITI | Tapping talent - how to find the best in new managers Michael Felman, President & CEO, MSF Capital Advisors Brett Hickey, CEO, Star Mountain Capital Kathy Boyle, President & Founder, Chapin Hill Advisors | ||||
| 4:00 pm | Keynote - followed by drinks and canapes | |||||
