9.00 Registration and refreshments
9.30 Introduction and Welcome
9.45 ‘Allocator education’ roundtable – setting the scene
Discovering genuinely uncorrelated returns in the crowded world of equity hedge strategies
• How to identify managers with genuinely uncorrelated strategies
• How to use these strategies in your wider portfolio
• Discussing good current example of uncorrelated strategies
• How best to use these strategies: achieving alpha, portfolio risk management or both
• How to guard against style drifts
Discussion leaders:
Philip M. Harris, managing director, head of Equity Strategies, Crestline
Michael Merrigan, founder & managing member, Shadmoor Advisors
10.30 Refreshment Break
11.00 Manager Roundtable Sessions: First Wave of Managers
Three x 30 minute educational meetings with managers for small groups of investors.
1. Crestline
2. Maglan Capital
3. Tenor Capital Management
11.30 Manager Roundtable Sessions
1. Crestline
2. Maglan Capital
3. Tenor Capital Management
12.00 Manager Roundtable Sessions
1. Crestline
2. Maglan Capital
3. Tenor Capital Management
12.30 Lunch
1.30 Allocator Education Roundtables: Peer-to-Peer Lectures
A. Fee negotiation and early stage investment deals: a masterclass for investors
• Dealing with start-ups – how to broach fees?
• 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
Deva Panambur, Managing Director, Sarsi
Tom Watts, chairman, Watts Capital
B. Tapping talent – how to find the best in new managers and strategies in the equity
space
• Finding the right manager in a crowded space
• How to track and aggregate information on new managers
• Using the intelligence of prime brokers
• How to conduct due diligence on start-ups
• Questions you should always ask?
• When to persist with new talent and when to walk away?
Rick Lake, Co-Chairman, Lake Partners
Bob Long, President, Star Mountain Capital
2.15 Allocator Education Roundtables: Peer-to-Peer Lectures
A. Fee negotiation and early stage investment deals: a masterclass for investors
• Dealing with start-ups – how to broach fees?
• 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
Deva Panambur, Managing Director, Sarsi
Tom Watts, chairman, Watts Capital
B. Tapping talent – how to find the best in new managers and strategies in the equity
space
• Finding the right manager in a crowded space
• How to track and aggregate information on new managers
• Using the intelligence of prime brokers
• How to conduct due diligence on start-ups
• Questions you should always ask?
• When to persist with new talent and when to walk away?
Rick Lake, Co-Chairman, Lake Partners
Bob Long, President, Star Mountain Capital
3.00 Drinks Reception
9.30 Introduction and Welcome
9.45 ‘Allocator education’ roundtable – setting the scene
Discovering genuinely uncorrelated returns in the crowded world of equity hedge strategies
• How to identify managers with genuinely uncorrelated strategies
• How to use these strategies in your wider portfolio
• Discussing good current example of uncorrelated strategies
• How best to use these strategies: achieving alpha, portfolio risk management or both
• How to guard against style drifts
Discussion leaders:
Philip M. Harris, managing director, head of Equity Strategies, Crestline
Michael Merrigan, founder & managing member, Shadmoor Advisors
10.30 Refreshment Break
11.00 Manager Roundtable Sessions: First Wave of Managers
Three x 30 minute educational meetings with managers for small groups of investors.
1. Crestline
2. Maglan Capital
3. Tenor Capital Management
11.30 Manager Roundtable Sessions
1. Crestline
2. Maglan Capital
3. Tenor Capital Management
12.00 Manager Roundtable Sessions
1. Crestline
2. Maglan Capital
3. Tenor Capital Management
12.30 Lunch
1.30 Allocator Education Roundtables: Peer-to-Peer Lectures
A. Fee negotiation and early stage investment deals: a masterclass for investors
• Dealing with start-ups – how to broach fees?
• 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
Deva Panambur, Managing Director, Sarsi
Tom Watts, chairman, Watts Capital
B. Tapping talent – how to find the best in new managers and strategies in the equity
space
• Finding the right manager in a crowded space
• How to track and aggregate information on new managers
• Using the intelligence of prime brokers
• How to conduct due diligence on start-ups
• Questions you should always ask?
• When to persist with new talent and when to walk away?
Rick Lake, Co-Chairman, Lake Partners
Bob Long, President, Star Mountain Capital
2.15 Allocator Education Roundtables: Peer-to-Peer Lectures
A. Fee negotiation and early stage investment deals: a masterclass for investors
• Dealing with start-ups – how to broach fees?
• 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
Deva Panambur, Managing Director, Sarsi
Tom Watts, chairman, Watts Capital
B. Tapping talent – how to find the best in new managers and strategies in the equity
space
• Finding the right manager in a crowded space
• How to track and aggregate information on new managers
• Using the intelligence of prime brokers
• How to conduct due diligence on start-ups
• Questions you should always ask?
• When to persist with new talent and when to walk away?
Rick Lake, Co-Chairman, Lake Partners
Bob Long, President, Star Mountain Capital
3.00 Drinks Reception
