The Summit agenda
Thursday, March 8
8:00 am - 8:40 amRegistration
8:40 am - 8:45 amWelcoming remarks
8:45 am - 9:30 amThe Investor View: What are investors expecting from hedge funds in 2018? [More Info]
Chris Acito, CEO and CIO, Gapstow Capital Partners
John Bailey, Founder and CEO, Spruce Investment Advisors
David Kupperman, Managing Director and Head of Liquid Strategies, Neuberger Berman
Eric Siegel, Senior Managing Director , Mesirow Advanced Strategies
Moderator: Susan Barreto, Editor Emeritus, HFMInvestHedge
9:30 am - 10:15 amStream I: Equities [More Info]
Matt Iorio, Founder and Portfolio Manager, White Elm Capital
Michael Mackey, Chief Investment Officer, Kingdon Capital Management
Alex Roepers, Founder and Chief Investment Officer, Atlantic Investment Management
Moderator: Susan Barreto, Editor Emeritus, HFMInvestHedge
9:30 am - 10:15 amStream II: Macro [More Info]
Timothy Everett, Institutional Portfolio Manager, K2 Advisors
Michael Harris, President, Campbell & Company
James L. Rubin, Partner, Portfolio Manager and Co-head of Equities, Wexford Capital
Zachary Squire, Co-Founder and Chief Investment Officer, Tekmerion Capital Management
Moderator: Miles Kruppa, Staff Writer, Absolute Return
10:15 am - 10:45 amCoffee Break & Networking
10:45 am - 11:30 amKeynote Address [More Info]
Michael Vranos, Founder and CEO, Ellington Management Group
11:30 am - 12:15 pmStream I: Machine Mania - Rise of the Quants [More Info]
Elle Kaplan, Founder and Chief Investment Officer, LexION Capital Management
Nigol Koulajian, Founder and Chief Investment Officer, Quest Partners
Milind Sharma, Founder and Chief Investment Officer, QuantZ Capital
Dr Michael Tiano, Senior Data Scientist, FQS Capital Partners
Moderator: Rachael Levy, Finance Correspondent, Business Insider
11:30 am - 12:15 pmStream II: What the ETF!? [More Info]
Austin Camporin, Portfolio Manager, Elliott Management
Nancy Davis, Managing Partner and Chief Investment Officer , Quadratic Capital Management
Vishnu Kurella, Associate Partner, Portfolio Manager, Caxton Associates
Cory Laing, Head of ETF and One-Delta Institutional Sales, Citadel Securities
Moderator: Tushar Modi, iShares Head of Hedge Fund Sales and Strategy, BlackRock
12:15 pm - 1:15 pmNetworking Lunch
1:15 pm - 2:00 pmKeynote Address [More Info]
Elizabeth R. Hilpman, President, Barlow Partners
2:00 pm - 2:45 pmStream I: The State of the Deal - Event Driven Activism [More Info]
Mick McGuire, Founder and Managing Partner, Marcato Capital Management
Peter Schoenfeld, Founder, CEO and CIO, PSAM
Moderator: Robert Kaplan, Senior Managing Director, EnTrustPermal
2:00 pm - 2:45 pmStream II: Credit - A Shrinking World of Opportunity? [More Info]
Leslie Biddle, Partner, Serengeti Asset Management
Gunter Heiland, Partner, Co-Head of Emerging Markets Debt Group, Gramercy Funds Management
Mario Rivera, Managing Director , Fortress Investment Group
Steve Shenfeld, President, MidOcean Credit Partners
Moderator: Ortenca Aliaj, Senior Reporter, Absolute Return
2:45 pm - 3:15 pmCoffee Break & Networking
3:15 pm - 4:15 pm Best ideas: Top managers give their picks [More Info]
Will Cook, Founder and Portfolio Manager, Sunriver Management
Dan Farrell, Chairman and Chief Executive Officer, Privos Capital
Charles Lemonides, Founder and Chief Investment Officer, ValueWorks LLC
Neal Nathani, Chief Executive Officer, Managing Partner and Portfolio Manager, Totem Point Management
4:15 pm - 5:00 pmDrinks Reception & networking