Chief Financial Officer, Albertson College of Idaho
Associate Professor, Appalachian State University
Associate Dean, Appalachian State University
Director Analytics, Asset Strategy Consultants
Principal, Asset Strategy Consultants
Executive Vice President, Treasurer, Assumption College
Executive Director, Boston Women’s Fund
Vice President, Finance and CFO, Boys & Girls Clubs
of Boston
Executive Director, Clarion University Foundation
Chief Operating Officer, Clarion University
Foundation
President, Clarion University
VP Finance & Treasurer, Clarkson University
Chief Investment Officer, Colcom Foundation
Director, Commonfund Realty, Inc
Managing Director, Commonfund Realty, Inc
President & CEO, CONSULTIVA INTERNACIONAL, INC.
Managing Director, Chief Research Strategist, CRA ROGERSCASEY
Financial Administrator, Cumberland Community Foundation
President, Dahab Associates, Inc
Consultant, Dahab Associates, Inc
Board of Trustees Member, Gallaudet University
Executive Director, Greater Lowell Community Foundation
VP for Finance & Treasurer, Gustavus Adolphus College
Chief Financial Officer, Laboure College
Director, Loma Linda University Foundation
VP, Finance & Treasurer, Loyola University of Maryland
Consultant/Director, Meketa Investment Group
Principal, Senior Consultant, Mercer Investment Consulting, Inc
Director of Financial Services, Middlesex Community College
Director of Research, Montana State University Foundation
President, Moravian Ministries Foundation
Chief Financial Officer, Morgan State University
CFO, The New England College of Optometry
Senior Consultant, New England Pension
Consultants, Inc
Director of Treasury Operations, The New School

Chair, Investment Committee, Oberlin College
Assistant Treasurer, Ohio State University
Chief Financial Officer, Old Dominion University Foundations
Director, Private Equity Investments, Partners Healthcare System, Inc.
CIO, Penn State University
Chair of the Investment Committee, PGA of America & Chair of the Investment Committee, Boston Museum of Science
Managing Director, Quintessence Group, LTD
Vice President and Philanthropic Advisor, ROCKEFELLER PHILANTHROPIC ADVISORS
Assistant Vice President for Finance and Controller, Rhode Island College
Treasurer, Rhode Island College Foundation
Controller, Rhode Island College Foundation
Assistant VP Finance, Richard Stockton College
Vice President & Treasurer, ROBERT Wesleyan College
Chairman, Investment Committee, Rutgers University Foundation
Treasurer, Simon Fraser University
Director, Budgeting & Investments, Southern Adventist University
Managing Director, Chief Financial Officer, Stanford Management Company
Finance Manager, Stanford Management Company
Executive Director, The Sustainable Endowments Institute
Trustee, Teachers Retirement System of Texas
Chief Financial Officer, Texas Tech University
Chief Investment Officer, Thomas Family Foundation
Director of Investment Operations, University of North Carolina at Chapel Hill
Treasurer, The University of Oklahoma Foundation
President & CEO, University of Toronto Asset Management Company
Analyst, The University of Texas Investment Management Company
Vice President for Investments and Treasurer, Wake Forest University
Vice President for Finance & Treasurer, Washington & Lee University
Chief Investment Officer, Wesleyan University
Adjunct Professor, Yale School of Management
& President, Paradigm Global Advisor

Managing Director, ABN AMRO Bank
Partner, Adair Capital LLC
Managing Director, Aig Financial Products Corp
Partner, ARDSLEY PARTNERS
Director, Arlington Capital Investors
President, Avebury Asset Management Ltd (UK)
Managing Director, Barclays Global Investors
Managing Principal, Blue Vista Capital Partners
Vice President, Chief Social Investment Strategist, CAlvert
CEO, Clear Asset Management LLC
President, Cole Partners
TBA, Cornell Capital Partners
TBA, Credit Suisse
Managing Director, DB Absolute Return Strategies
Senior Managing Director, Evercore Partners
CIO, FIRST QUADRANT
Senior Vice President & Portfolio Specialist, Fisher Investments
Managing Director, CEO, FourWinds US
Management, Inc.
President, Global Transition Solutions
President and Senior Portfolio Manager, GreenHaven Ag-Energy
Managing Director, Greylock Capital Management
CIO, Hovan Capital Management
Principal & Director of Client Service, Income Research & Management
Managing Director, Jefferies & Company, Inc.
TBA, Lazard Asset Management
Senior Portfolio Manager, Liberty Funds Group

Director, Mayer & Hoffman Capital Advisors
Senior Managing Director, MB Investment Partners
Head of Transition Management in North America, Merrill Lynch Transition Management
Quantitative Research Manager, Midwest Asset Management, INC
Senior Managing Director, Moody's Investors Service
Principal, Muirfield Capital Management
Partner, Nixon Peabody LLP
Managing Partner, Origin Partners
Managing Director, Pacific Corporate Group
President & CEO, Permal Capital Management
TBA, Pioneer Investments
Managing Partner, Prism Capital
Senior Vice President of Strategic Services, Pyramis Global Advisors
Manager of Investor Relations, Quantitative Financial Strategies
CFA, Director, Portfolio Management, SEI Investments
Founding Partner, Senior Portfolio Manager, Stadia Capital, LLC
Managing Director, Standard & Poor's
Managing Director, Superfund Asset Management
CEO, Timbervest
Managing Director, UBS Investment Bank
Director - Alternative Investment Sales, Wachovia Securities
TBA, Weston Capital Management
Managing Director, World Gold Council
CIMA and CEO, XTF Advisors

Wednesday, September 13, 2006


12:30p Pre-Conference Workshop
Gold as a versatile risk management tool
• Investment characteristics
• Fundamentals of the gold market
• What drives investment demand
• How to invest in gold
Managing Director, Investment Research, WORLD GOLD COUNCIL


1:45 Co-Chairpersons’ Welcoming Remarks
Managing Director, Chief Research Strategist, CRA ROGERSCASEY
CIO, PENN STATE UNIVERSITY

2:00 Stand Alone
Senior Vice President & Portfolio Specialist, FISHER INVESTMENTS


2:30 Stand Alone
TBA, SG AMERICAS


2:50 Private Equity Market --- The Current Environment
President & CEO, PERMAL CAPITAL MANAGEMENT


3:10 Pyramis Global Advisors/PLANSPONSOR Endowment & Foundation Survey Overview:
Research findings from survey of Endowments and Foundations.
Senior Vice President of Strategic Services, PYRAMIS GLOBAL ADVISORS a Fidelity Investments company


3:30 Roundtable Discussion: Endowments & Foundations, today’s challenges, and tomorrow’s opportunities.
• Integrating new investment products while still effectively managing and understanding their inherent risk.
• Increasing flexibility and enhancing yield with concentrated equity portfolios
• Alternative Investments and their versatile shifting function in an Institutional Portfolio.
• Why have Endowments performance historically been derived from beta rather than alpha; and is this changing?
• The challenges faced of implementing strategies that are aimed at outperforming the benchmark.
• How much Transparency should be required from Fund of Funds, and could this conceptually affect performance?
• Have Hedge Funds become a foremost source of innovation for the financial markets?
• Hedge Fund strategies, which will drive the next investment cycle.

Panelists:
Chief Investment Officer, PENN STATE UNIVERSITY
Vice President for Investments and Treasurer,WAKE FOREST UNIVERSITY
Chief Investment Officer, WESLEYAN UNIVERSITY


4:25 Refreshment Break
Sponsored by WESTON CAPITAL MANAGEMENT


4:40 Transition Management: The Key to Controlling Cost and Managing Risk
• Understanding the Phases of a Transition Event from Pre-Planning Through Post-Trade Analysis Implementation Strategies from
• Crafting a Transition Policy and/or Performance Benchmarks to Reflect Plan Objectives
• Stages of a Transition Process and Protective Implementation Strategies
• Fiduciary Responsibilities of the Board and Other External Parties
• Ascertaining Trading Tools and Techniques to Ensure a Smooth Trade Execution
• Streamlining Communication Lines to Effectively Monitor Transitions
• Transparency Cost Reporting and Disclosure Requirements to Effectively Monitor the Transition Event

Moderator:
Trustee, TEACHERS RETIREMENT SYSTEM of TEXAS

Panelists:
TBA, CREDIT SUISSE FIRST BOSTON
John Kirk, President, GLOBAL TRANSITION SOLUTIONS


5:20 Emerging Managers, what to look for and where to find them
• What does the research on Emerging Managers show
• Emerging managers, what is their role in an institutional portfolio
• Criteria which define an Emerging Manager
• Who should be looking to invest in Emerging Managers
• Is Direct Investment prudent for a first time Emerging Manager investor
• What function do consultants play in Emerging Manager selection and oversight

Moderator:
Assistant Treasurer, OHIO STATE UNIVERSITY

Panelists:
Partner, ADAIR CAPITAL LLC
CEO, CLEAR ASSET MANAGEMENT LLC
Managing Director, DB ABSOLUTE RETURN STRATEGIES
Director, MAYER & HOFFMAN CAPITAL ADVISORS
TBA, WESTON CAPITAL MANAGEMENT

6:30 Cocktails and Networking



Thursday, September 14, 2006


7:30a Continental Breakfast


7:45 Co-Chairpersons’ Welcoming Remarks
Managing Director, Chief Research Strategist, CRA ROGERSCASEY
CIO, PENN STATE UNIVERSITY


8:00 A Macroeconomic case for commodities
• Assessing the Optimal Level of Commodities to Hold in Your Portfolio
• Fitting commodity allocation into an overall portfolio
• Why commodity returns are much greater than commodity price gains
• Commodity assets vs. other investments
• What role do investors and speculators play in world commodity markets?
• The correlation between commodity returns and inflation
• Outlining the parameters of a real return portfolio

Moderator:
President & CEO, University of Toronto Asset Management Company

Panelists:
President, COLE PARTNERS
Managing Director, JEFFERIES & COMPANY, INC.
TBA, LIBERTY FUNDS GROUP


9:00 Alpha vs. Beta are they shifting in relative importance?
• Are investors coming to a realization that relying on easily attainable beta can be a risky proposition?
• While Alpha may be more costly and complex to attain, can it truly be less risky?
• Is Beta loosing its dominance as source of future returns?
• Looking at a range of instruments in achieving and transporting Alpha
• Creating portable alpha with emerging market equities
• Achieving variable beta management and portfolio composition with hedge funds and fund of funds?

Moderator:
Chairman, Investment Committee, RUTGERS UNIVERSITY FOUNDATION

Panelists:
CIO, FIRST QUADRANT
CIO, HOVAN CAPITAL MANAGEMENT
Managing Director, UBS INVESTMENT BANK
CIMA, CEO, XTF ADVISORS


10:00 Real Estate & Real Assets, what’s in store for the future?
• Which areas are producing the greatest returns
• Investing in Real Estate today and tomorrow
• Are there opportunities in international real estate, and if so how to invest?
• Effective Strategies for investing in REITS
• Looking to the future with renewable energy technologies
• What are the risk-return and return prediction characteristics of real assets?
• What’s sparking all the excitement in Timber

Moderator:
Managing Director, Commonfund Realty, Inc

Panelists:
Managing Principal, BLUE VISTA CAPITAL PARTNERS
President and Senior Portfolio Manager, GREENHAVEN AG-ENERGY
CEO, TIMBERVEST


11:00 Refreshment Break
Sponsored by: Cornell Capital Partners

11:15 Private Equity, adapting to globalization and acquiring a global mind set
• An overview of investing trends in private equity
• Are emerging domestic markets being overlooked?
• Distressed investing, a comparative analysis of private equity and hedge funds
• Evaluating emerging market prospects and due diligence issues in the private equity sector.
• Engineering and executing a successful exit strategy
• How globalization is affecting limited partner and general partner interaction
• How VC’s ascertain and allocate to new and developing sectors

Moderator:
Chair of the Investment Committee, PGA OF AMERICA & Chair of the Investment Committee, BOSTON MUSEUM OF SCIENCE

Panelists:
Senior Managing Director, EVERCORE PARTNERS
Managing Partner, ORIGIN PARTNERS
Managing Partner, PRISM CAPITAL

12:00p Trends in Fixed-Income
• How are hedge funds impacting the fixed-income markets and are the internal dynamics being affected
• Interest rates, where are they headed and how will they affect the fixed-income markets in the near future?
• Evaluating Fixed Income Strategies and predicting future trends
• What are the potential consequences of credit derivatives and structured products on the credit markets?
• Developments in geopolitical risk, what must fixed income investors be on the lookout for?
• Projecting defaults and default rates.

Panelists:
Managing Director, AIG Financial Products Corp
President, AVEBURY ASSET MANAGEMENT LTD (UK)
Principal & Director of Client Service, INCOME RESEARCH & MANAGEMENT
TBA, PIONEER INVESTMENTS


1:15 Luncheon:
“Behavioral Economics: An Interactive Forum”
Managing Director, PACIFIC CORPORATE GROUP


2:30 Constructing an internal hedge fund portfolio vs. using an external fund of fund
• What are the Benefits and Costs?
• Whether to Invest in Multistrategy Managers or Fund of Funds
• Constructing a Single-Strategy Portfolio
• Direct Investing vs. Fund of Fund, which is right for you?

Moderator:
Principal, Senior Consultant, MERCER INVESTMENT CONSULTING, INC

Panelists:
Managing Director, ABN AMRO BANK
TBA, LAZARD ASSET MANAGEMENT
Founding Partner, Senior Portfolio Manager, STADIA CAPITAL, LLC


3:30 Refreshment Break


3:45 A comparison of traditional vs. alternative investment styles
• Is the Dominant Source of Investment Returns from Asset Allocation a result of Benchmark Based Management?
• The Evolving Definition of the Alternative Investing Sector
• Investing in Emerging Markets: Traditional or Alternative Investment?

Panelists:
Director, ARLINGTON CAPITAL INVESTORS
Managing Director, Greylock Capital Management
Senior Managing Director, MB INVESTMENT PARTNERS
Director - Alternative Investment Sales, WACHOVIA SECURITIES


4:45 Environmental risk in institutional investment portfolios
• Providing Institutional Investors with Global Climate Change Information
• How Climate Affects Total Return
• Fiduciary Responsibility, Corporate Governance Reform, and Double Bottom Line Investing

Moderator:
VP, Finance & Treasurer, LOYOLA UNIVERSITY OF MARYLAND

Panelists:
Partner, ARDSLEY PARTNERS
Vice President, Chief Social Investment Strategist, CALVERT
Vice President and Philanthropic Advisor, ROCKEFELLER PHILANTHROPIC ADVISORS


5:30 A juxtaposition of hedge fund styles and strategies
• A bright future for managed futures
• Making a case for multi strategy
• Global Macro
• From TAA to GTAA
• Distressed merger arbitrage, who are the players driving this sector?
• Absolute Return
• Event driven situations, assessing deal flow
• Market neutral arbitrage and security hedging, understanding the sometime not so subtle differences
• Is aggressive growth being aggressive enough

Panelists:
Manager of Investor Relations, QUANTITATIVE
FINANCIAL STRATEGIES
Quantitative Research Manager, Midwest Asset Management, INC
Managing Director, SUPERFUND ASSET
MANAGEMENT


6:30 Cocktails and Networking



Friday, September 15, 2006


7:30 Continental Breakfast


7:45 Co-Chairpersons’ Welcoming Remarks
Managing Director, Chief Research Strategist, CRA ROGERSCASEY
CIO, PENN STATE UNIVERSITY


8:00 Exploring effective methods for risk conscious portfolio construction
• Evaluating and scrutinize the sensitivity and volatility of underlying managers to macro factors across a diversified global portfolio.
• Understanding the methodology of determining investment risk and incorporating it into the portfolio construction process.
• Determining the intrinsic risks from different types of portfolio constructions.
• Diverse methodologies to hedge against inadvertent risk.
• Qualitative and quantitative factors considered by a fund of fund when integrating a hedge fund into a portfolio
• Why have a rating focused specifically on operations risk in hedge funds?

Panelists:
Senior Managing Director, MOODY’S INVESTORS SERVICE
CFA, Director Portfolio Management, SEI Investments


9:00 Strategic considerations for manager selection
• Partnership Arrangements
• Points & Terms, methodology and negotiation
• Accessing an Advisory Board
• Fully understanding a Manager’s Strategy and the acceptable deviation from that strategy
• Selecting a Fund manager
• How to best access information and disclosure

Panelists:
Principal, MUIRFIELD CAPITAL MANAGEMENT
Partner,, NIXON PEABODY LLP
Managing Director, STANDARD & POOR'S


10:00 Roundtable Discussion for Endowments, Foundations, Consultants and Asset Managers: The ever-growing importance of Asset Liability Management:
• Why are Endowments & Foundations liability highly correlated to the rate of inflation?
• What investments have Endowments & Foundations added to their portfolio to correlate with inflation
• How are Endowments & Foundations prepared to deal with an environment of mid-single digit returns for traditional stock and bond markets
• Different liabilities are driven at any given time by a combination of forces, understanding them is the first step in the determination of what the proper asset allocation should be.

Moderator:
Adjunct Professor, Yale School of Management & President, Paradigm Global Advisor

Panelists:
President & CEO, CONSULTIVA INTERNACIONAL, INC.
TBA, LAZARD ASSET MANAGEMENT
CIO, PENN STATE UNIVERSITY


11:00 Consultants Roundtable:
Managing Director, Chief Research Strategist, CRA ROGERSCASEY
President, Dahab Associates
Senior Consultant, NEW ENGLAND PENSION CONSULTANTS, INC


12:00 Conference Concludes