Alternative Asset Summit 2013

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Abbreviated Hedge Fund Boot Camp Agenda Agenda Program Director: Todd G. Schwendiman Todd@Alternative-Assets.com Times and events are planned but may change without notice. Monday Sept. 30, 2013 (The day before the Alternative Asset Summit) 10:00 am to 5:30 pm Registration opens at 9:00 am (Ballroom 4) Hedge Fund Boot Camp For All Managers Looking to Build and Grow Their Businesses Organized by TAAAPs Location: Bellagio Ballroom 2 Price: $695 added to your Summit registration fees Investors attend for free with waived registration fees Limited to the first 50 Hedge Fund Managers Boot Camp Director – Paul Marino Dress code: business casual
9:00 am	Registration Open - Bellagio Ballroom 4 All-day Coffee Sponsored by: Investor Analytics
10:00 am	Welcome Introduction - Hedge Fund Boot Camp - Bellagio Ballroom 2 Todd G. Schwendiman, Conference Director TAAAPs Exec. Board/Alternative Assets
10:05 am - 10:15 am	Hedge Fund Boot Camp Overview Overview by Paul Marino - TAAAPs Exec. Board/Boot Camp Director
10:15 am - 10:50 am	Raising Capital and Targeting Your Audience – New Opportunities with the JOBS Act Moderated by Paul Marino - TAAAPs Exec. Board/Marino Partners, LLP Panelists: Richard Zack – Wainwright Investment Counsel, LLC Andrew Parrillo - Newport Capital Advisors, Inc. Matt Kosara - TAAAPs Exec. Board/HGK Asset Management
10:50 am - 11:30 am	Compliance and Operations Compliance: Why compliance is now a driving factor and the importance of top level Operations Moderator: Paul Marino – TAAAPs Exec. Board/Marino Partners, LLP Speakers: Jason Brandt - Maples Fund Services Gregory M. Cancilla - RVM Offshore jurisdictions available to you – Cayman Islands, BVI, Ireland, Jersey, Guernsey and Luxembourg. What are the differences between each jurisdiction and what should you consider when determining which jurisdiction is best for you Stay current with fundraising/compliance Key’s to making sure your Operations meets or exceeds expectations Risk Management: What you need to do to make sure you are covered How to prepare for ediscovery What to do when you receive a subpoena from the technology side Forensics – Self collection (IT) vs. Forensics Example or case study How a small hedge fund or broker dealer group could leverage Analytics to find information that would otherwise be costly during investigations or litigation.
11:30 am -11:45 am	Managed Accounts - Are you Ready? Steve Lewczyk – Nirvana Financial Solutions Brett Langbert – I.A. Englander & Co.
11:45 am - 12:45 pm	Lunch – Bellagio - Monet 4 and Grand Patio Sponsored by: eSentire and Gravitas
12:45 pm - 1:05 pm	Technology and Security – Mark Sangster - eSentire Patrick Mullevey - Gravitas
1:05 pm - 1:20 pm	Best Practices in Accounting Software Martin Sreba – Advent Software
1:20 pm - 1:50 pm	Next Generation Platforms for Emerging Managers Thalius Hecksher – APEX Jerry Gil – TAAAPs Exec. Board/Emerging Asset Management Ltd. (EAM) Robert O'Boyle - Liquid Holdings Extending the life of emerging managers through dramatic reductions in cost through innovative technology.
1:50 pm - 2:30 pm	Legal Documents and Audit Paul Marino- TAAAPs Exec. Board/Marino Partners, LLP Documents are more than just paper-they tell your story After the documents are done-what else do I need to think about Disclosure and updating documents Dennis J. Schall - TAAAPs Exec. Board/Marcum LLP Why the auditor is your best friend (the need for transparency and the ability to ensure what you say is actually-what you say) Hard to value assets Financial Statement Disclosures – The Truth will set you Free Hidden costs of the JOBS Act – Auditor must review materials before they go out to the public
2:30 pm - 2:40 pm	Prime Brokerage and Trading Lance Baraker – TAAAPs Exec. Board/Celadon Financial Group
2:40 pm - 3:05 pm	Marketing – Getting Your Message Across Nancy L. Kazdan, Founder and CEO - Market Share International Emotional Intelligence Listening and Questioning Skills Investor and Manager Assessment Sam Michelson - Founder and CEO - Five Blocks Inc. First impressions - they are happening in Google How to avoid pitfalls Optimize your brand's impact
3:05 pm - 4:00 pm	Bakeoff-Fund vs. Fund Judges Panel: Moderated by Paul Marino Consultant & Asset Allocator – Richard Zack - Wainwright Investment Counsel, LLC Asset Allocator – Andrew Parrillo - Newport Capital Advisors, Inc. Capital Raiser – Victor Park - Alternative Assets
4:00 pm - 5:30 pm	Boot Camp Cocktails Monet 4 and Grand Patio Sponsored by: AMBROSE Hosted by Mark Berkowitz and Boris Sokolsky of AMBROSE
FAMILY OFFICE CONDUCT AND MARKETING INTERACTION POLICY This Sales and Marketing Policy (“Policy”) applies to all sponsors, managers and service providers of the Alternative Asset Summit and their subsidiaries. This Policy sets out a clear framework for interactions with family office members and their affiliates. It is aimed at providing for discretion in the marketing of products and services to family office attendees. Sponsors and their representatives are required to follow these guidelines while attending the Alternative Asset Summit: Individuals must identify their organizational or their institutional affiliation. Please ensure that you only create an awareness of your services, without initiating a direct sales pitch that could be deemed inappropriately aggressive in any way. Attendees should avoid excessive questioning of a family office member regarding his or her activities or outside business services. You may offer your business card or materials to a family office attendee, but you may not request these materials yourself. You must cease contact with any family office representative who indicates that the contact is unwelcome or inappropriate. Alternative Assets reserves the right to amend this Policy without notice in consultation with its partners. Because this Policy and our supporting policies cannot cover every situation that may arise, you are expected to exercise good judgment and common sense in deciding the right actions to take. You should ask questions if you are unclear about any aspect of this Policy, or if you are not sure how to respond to an issue that the Policy does not address. If you are a member of the management team (i.e., this includes supervisors, managers, directors, vice presidents, and executives), you are responsible for helping your teams understand the requirements of this Policy, the guidelines that support the Policy, and how they should best be put into practice.

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