Alpha Max 2007
Maximizing Alpha in Institutional Portfolios

2-4 May 2007
Four Seasons Hotel Ritz Lisbon, Lisbon, Portugal

TEXT AGENDA (as of 4-26-2007) SUGGEST A SPEAKER

Institutional investors are finding it increasingly difficult to reach their long-term liability-driven investment goals due in large part to less-than-stellar returns from traditional investments. It has become necessity for them to search for other sources of alpha in order to enhance returns and meet their obligations.  Therefore, finding and maximizing alpha in a diversified portfolio has become the Holy Grail institutional investors are now seeking to obtain.

Industry experts from around the globe will convene for three days in Lisbon to piece together a road map for maximizing alpha in an institutional portfolio. The event will explore the multitude of strategies incorporated by savvy institutional investors for generating alpha through hedge funds and other alternative investments, portable alpha approaches, and across a wide spectrum of asset classes.  Investors will share their methods for selecting and identifying the most talented managers, and there will be a thorough discussion of risk assessment and mitigation, fee structures, and avoiding common investment pitfalls. Light will be shed on the methodologies and strategies utilized to implement a strategic and tactical asset allocation plan. A clear picture of how to move closer to the ideal alpha generating portfolio should emerge from the lively discussions and interactive panels given by a range of industry experts.


TEXT AGENDA
Sponsorship, ExhibItion & Speaking Opportunities
Call: 212-532-9898 x 226

UNIQUE CONFERENCE FORMAT
ALPHA MAX 2007 will exclusively feature dialogue driven panel discussions led by institutional investors and consultants. Power Point presentations are prohibited.

DIVERSE PARTICIPANT DEMOGRAPHIC
ALPHA MAX 2007 will feature participants from over a dozen countries from throughout Europe and North America.

Stewart Hay, Investment Director, STANDARD LIFE INVESTMENTS LTD.
“Just the right mix of investors and managers and perfect conference size and venue for everyone to
mingle in a relaxed environment. Educational, enjoyable and good for business!”

Neil Fatharly, Global Industry Director, KPMG LLP
“I firmly believe the business mix of people attending, from the whole spectrum of the investment industry,
makes Opal’s European events unique.”

Paul Kessell, Assistant Investment Manager, LONDON PENSIONS FUND AUTHORITY
“The dialogue driven panel discussion format provides the audience with a wonderful opportunity to hear
what the industry is really thinking.”

Four Seasons Hotel Ritz Lisbon
Rua Rodrigo da Fonseca, 88
1099-039 Lisbon, Portugal
Phone +351 (21) 381-1400
Fax +351 (21) 383-1783

The Opal Finanacial Group has reduced rate room block available for conference participants.

To make reservations, please download the
reservation form.

• How Do We Determine Alpha in Various Investment Strategies?
• Capturing and Sustaining Alpha
• Why Institutional Investors Should be Looking at Portable Alpha Strategies as a Viable Investment Option
• Separating Hedge Fund Alpha and Beta
• Does Everyone Have a Role to Play in Adding Alpha in Private Equity?
• Effective and Some New Methods of Extracting Alpha from Equity
• Where to Find Alpha in Real Estate
• Uncovering Alpha Opportunities in Emerging Markets and Infrastructure Investing
• Generating Alpha with Currency Management
• Searching for Alpha with Fund of Funds
• The Active Risk of Active Management:  Employing Effective Risk Management Techniques
• Developing a Diversified Portfolio of Managers and Asset Classes

ABP INVESTMENTS
AFA INSURANCE
AP FONDEN 1
BLUE SKY GROUP (KLM AIRLINES PENSION FUND)
BPI PENSION FUND
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
CALOUSTE GULBENKIAN FOUNDATION
CHICAGO PARK EMPLOYEES' ANNUITY & BENEFIT FUND
EUROPEAN PARLIAMENT PENSION FUND
KEEL CAPITAL (NSAHO PENSION PLAN)
KING BAUDOUIN FOUNDATION
LÄNSFÖRSÄKRINGAR AB
LAURUS PENSION FUND
L CAPITAL - LOUIS VUITTON MOËT HENNESSY
MINNESOTA STATE BOARD OF INVESTMENT
NATIONAL PENSIONS RESERVE FUND OF IRELAND
NEW HAMPSHIRE RETIREMENT SYSTEM
PEARL GROUP LIMITED
PEPPERDINE UNIVERSITY
PORTUGUESE SOCIAL SECURITY RESERVE FUND
PREVISAO SGFP
SAUL (SUPERANNUATION ARRANGEMENTS OF THE UNIVERSITY OF LONDON) TRUSTEE COMPANY
UNILEVER PENSION FUND
VBV GROUP
VIRGINIA RETIREMENT SYSTEM
THE WORLD BANK TREASURY

FAQ's--|--About US--|--Privacy Statement--|--Policies--|--Information Request--|--Sponsor Info--|--Employment
© 2008 Opal Financial Group Inc.-All Rights Reserved.