Confirmed Participants

Senior Analyst, AITE GROUP, LLC
Senior Analyst, AITE GROUP, LLC
Business Development Manager, ALBOURNE AMERICA LLC
President & Partner, ALEXANDRA INVESTMENT MANAGEMENT, LLC
Managing Partner, BERYL CONSULTING
Quantitative Analyst, BERYL CONSULTING
Qualitative Analyst, BERYL CONSULTING
Chair of the Investment Committee, BOSTON MUSEUM OF SCIENCE
Executive Director, UNIVERSITY OF BUFFALO FOUNDATION
Director of Administration and Finance, CEDAR TREE FOUNDATION
President, CHAPIN HILL ADVISORS, INC
Institutional Consulting Analyst, CITI INSTITUTIONAL CONSULTING
CEO, CLEAR ASSET MANAGEMENT, LLC
Director, CLONTARF CAPITAL
CFO, COLLEGIATE CHURCH CORPORATION
Managing Director, COMMONFUND REALTY
Co-Head Non-Traditional Investments Group, ROGERSCASEY
Managing Director, Senior Research Analyst, CTC CONSULTING INC.
President, DAHAB ASSOCIATES
Consultant, DAHAB ASSOCIATES
Board Member, DC RETIREMENT BOARD
CIO, EIM MANAGEMENT USA
Senior Consultant, Dir MRS, EVAULATION ASSOCIATES
Director of Product Development and Client Service, HATHERSAGE CAPITAL MANAGEMENT, LLC
Managing Principal, HENNESSEE GROUP LLC
TBA, IVORY INVESTMENT MANAGEMENT
Managing Partner, MACLAREN ADVISORS, LLC
Director of Business Development, MARTELLO INVESTMENT MANAGEMENT
Founding Partner, MASSEY, QUICK & CO. LLC
Foundation Director, Maurice and Jane Cunniffe Foundation
CEO, MEDLEY GLOBAL ADVISORS

Senior Consultant, MERCER INVESTMENT CONSULTING, INC.
President, MERIDIAN CAPITAL PARTNERS
Trustee, MIDDLESEX SCHOOL
Director of Investments/Pension Policy - NYCERS TRUSTEE, NYC PUBLIC ADVOCATE
Managing Director for Strategic Planning, N.Y.C. CONTROLLER'S OFFICE
Senior Investment Officer - Real Estate, NEW YORK CITY OFFICE OF THE COMPTROLLER
Managing Director, NEW YORK CITY RETIREMENT SYSTEMS
General Counsel, NEW YORK CITY EMPLOYEES RETIREMENT SYSTEM
Assistant Treasurer, NEW WORLD FOUNDATION
President, PENSION FUND EVALUATIONS
Senior Managing Consultant, PFM ADVISORS
Managing Director, PLEXUS PLAN SPONSOR GROUP, INC.
Managing Director, ROCKEFELLER & CO., INC.
Senior Philanthropic Advisor, ROCKEFELLER PHILANTHROPY ADVISORS
Director, ROGERSCASEY
Head Non-Traditional Investments Group, ROGERSCASEY
Managing Director, Chief Research Strategist, ROGERSCASEY
National Director, RUSSELL INVESTMENT GROUP
Chairman, Investment Committee, RUTGERS UNIVERSITY ENDOWMENT
Institutional Director, SMITH BARNEY CONSULTING GROUP
Chief Financial Officer, ST. JOSEPHS UNIVERSITY
COO, SUPERFUND ASSET MANAGEMENT
Managing Director, TIAA-CREF
Consultant, TRUST ADVISORS LLC
Partner, VERITABLE, LP
Senior Analyst, VERITABLE, LP
Associate Director, Planned Giving & Endowments, UNITED JEWISH COMMUNITIES
Director, Business Development, WATSON WYATT INVESTMENT CONSULTANTS
Treasurer, WESTOVER SCHOOL

Agenda

MONDAY, December 17, 2007

7:30 am

Exhibit Setup 

7:45

Continental Breakfast

8:15

Opening Remarks

8:20

Director, SG AMERICAS SECURITIES, LLC

8:40

Partner, FULBRIGHT & JAWORSKI L.L.P.

9:00

Current state of the Investment Consultant Industry

Speakers:
Institutional Director, SMITH BARNEY CONSULTING GROUP
Managing Director, COMMONFUND
Assistant Comptroller For Pensions, NEW YORK CITY RETIREMENT SYSTEMS

10:00

Manager Selection
• What are some of the difficulties surrounding the decision-making process?
• How are consultants identifying emerging talent and evaluating new managers?
• Hiring, managing and switching managers
• The shifting role of consultants in the manager selection process
• Introducing manager selection into the risk control framework
• How to select managers that time and again beat the benchmark
• The pros and cons of outsourcing risk management
• How to best create a framework for liquidity management

Moderator:
Chairman, Investment Committee, RUTGERS UNIVERSITY ENDOWMENT

Panelists:
Founding Partner, MASSEY, QUICK & CO. LLC
Institutional Consulting Analyst, CITI INSTITUTIONAL CONSULTING
Managing Director, RAS CAPITAL MANAGEMENT
Managing Director, MAYERCAP, LLC

11:00

Morning Refreshment Break

Sponsored By: EIM MANAGEMENT USA

11:15

Hedge Funds and Funds of Funds
• Performance measurement of hedge funds and fund of funds
• Critical considerations for hedge fund allocation
• Specialized Fund of Funds
• Fund of funds vs. multi strategy vs. hedge funds - blurring the lines
• Regulation and the pros and cons of hedge funds and fund of funds
• Are funds of funds worth their fees?
• Are funds of funds adding value net of fees?
• How are fund managers innovating the hedge fund business?
• What are established managers of fund of funds doing to keep ahead of the competition and grow their
• assets under management?
• Adding strategies to traditional fund of fund portfolios
• Is options volatility an underrated hedge fund strategy?
• How do fund of funds benefit from uncertainty and risk?

Moderator:
Consultant, TRUST ADVISORS LLC

Panelists:
Director of Business Development, MARTELLO INVESTMENT MANAGEMENT
CEO, EIM MANAGEMENT USA
President, MERIDIAN CAPITAL PARTNERS

12:15 pm

Styles and Strategies
• 130/30 strategies
• Capturing alpha via momentum strategies
• Reexamining absolute return strategies
• What is the right mix of alpha and beta given the quest for returns to the bottom line?
• Do quantitative managers truly dominate in GTAA? If so, why?
• Portable alpha strategies
• Developing emerging market strategies
• Beta investment via ETF’s
• Understanding multi-sector bond strategies
• Operational due diligence strategies
• Do global equity strategies offer an advantage?

Moderator:
President, DAHAB ASSOCIATES

Panelists:
COO, SUPERFUND ASSET MANAGEMENT
President & Partner, ALEXANDRA INVESTMENT MANAGEMENT, LLC
CEO, CLEAR ASSET MANAGEMENT, LLC
Managing Principal, HENNESSEE GROUP LLC

1:00

Lunch

Sponsored By: MERIDIAN CAPITAL PARTNERS

2:15

Consultants Round Table

Panelists:
Managing Director, Senior Research Analyst, CTC CONSULTING INC.
Head Non-Traditional Investments Group, ROGERSCASEY
Managing Director, MASSEY, QUICK & CO. LLC

3:15

Risk
• Integrating risk into the investment process
• The role of operational risk and due diligence
• Liquidity risk: how mismatching assets and liabilities conceals and compounds risks
• What are the best methods for assessing and managing risk and what should be looking for?
• Exploring innovative financial risk management techniques for institutional investors and how risk management is
• likely to evolve in the future

Moderator:
Managing Director, ROCKEFELLER & CO., INC.

Panelists:
Principal, IVORY INVESTMENT MANAGEMENT
President, CHAPIN HILL ADVISORS, INC
Chief Risk Officer, ROCK MAPLE FUNDS

4:15

Afternoon Refreshment Break

Sponsored By: Fullbright & Jaworski, LLP

4:30

Private Equity
• Different types of real estate private equity investment strategies
• How has the private equity marketplace changed in light of recent upheavals in the public markets?
• Risk and return characteristics of private equity and venture
• What are realistic return expectations in the private equity sector going forward?
• How have PE hedge funds preformed in comparison to conventional PE shops?
• Asset allocation trends in Private Equity and what the typical level of commitment by plans sponsors today is
• The emergence of venture backed M&A
• Convergence of hedge funds and private equity
• Valuations and creative exit strategies - how are they evolving?

Moderator:
Managing Director for Strategic Planning, N.Y.C. CONTROLLER'S OFFICE

Panelists:
Director, CLONTARF CAPITAL
Managing Director, CONTEXT CAPITAL PARTNERS
Founder & Portfolio Manager, NEW ENERGY FUND, LP

5:15

Real Estate Investments and the Current State Real Estate Investment Landscape
• Risk and return analysis of debt and equity real estate investment vehicles
• Risks and returns of different types of real estate investments
• What are the key economic issues in a real estate portfolio?
• Understanding the current equity real estate market and the role of this asset class in institutional portfolio
• What is the future of long-run price growth?

Moderator:
CIO, NEW YORK UNIVERSITY

Panelists:
Marketing Partner, PREMIER PACIFIC VINEYARDS
Principal, CIO, PALISADES FINANCIAL
Senior Vice President, NEW BOSTON REAL ESTATE INVESTMENT FUNDS

6:00

Cocktail Reception

Sponsored By:
SG AMERICAS SECURITIES, LLC