City Treasurer , City of Chicago
CEO, Cliffwater, LLC
Assistant Comptroller For Pensions, New York City Retirement Systems
President, Los Angeles City Employees' Retirement Fund
Investment Officer, Los Angeles (CA) Fire & Police Pension System
Steering Commitee Member, Korea Investment Corporation
Managing Director, Chief Financial Officer, Stanford Management Company
Deputy Chief Investment Officer, Louisiana State Employees' Retirement System
Plan Manager & CEO, CAAT Pension Plan
Commissioner, Los Angeles City Employees' Retirement System
Senior Vice President and Chief Financial Officer-Treasurer, Howard University
Administrator -Alternative Investments/Private Equity, Michigan Department of Treasury
Commissioner, Los Angeles Fire & Police Pension System
Trustee, Kansas City (MO) Employees Retirement System
Chief Investment Officer,  Ball State University Foundation
Investment Coordinator, UCLA Foundation
Trustee, New York City Employees Retirement System
Investment Analyst, California Community Foundation
Executive Director, Richmond Employees' Retirement System
Director of Finance, Scripps College
Director of Finance, Gemological Institute of America
Executive Director-Administrator, Jacksonville Police & Fire Pension Fund
Managing Attorney-Advisor, Barge Consulting
Chairman, Investment Committee, Rutgers University Endowment
Senior Associate, Alternatives, Mercer Investment Consulting
City Treasurer, City of Edmond
Executive Director, Health Services Retirement Plan
General Counsel to the Board of Trustees, Delaware Public Employees' Retirement System
Director of Private Markets, Hammond Associates
Research Analyst, Hammond Associates
Chief Investment Strategist, Whittier Trust Company (Multi-Family Office)
Trustee, Virginia Retirement System
Senior Consultant, Segal Advisors
Chief Executive, SAUL TRUSTEE COMPANY
Deputy Chief Investment Officer, Pearl Group Limited
Board Member of Investment Board, Cal Poly University
Co-Chair, Alaska Electrical Pension Fund
Chairman, Austin (TX) Police Retirement Fund
Senior Research Analyst, Canterbury Consulting
Chairman, Judicial Capital (Family Office)
Principal, Pension Consulting Alliance, Inc.
Investment Committee Member, City of Richmond Retirement System & Managing Partner, AGECROFT PARTNERS
President, Irvine Health Foundation
CIO, Elizabethtown College
Vice President, Bel Air Investment Advisors
CEO, Paceline Capital Advisors LLC
President/CEO, Rancho Capital Management, Inc. (Family Office)
Portfolio Manager, Coldstream Capital Management (Multi-Family Office)
Managing Director, Beacon Pointe Advisors, LLC
Principal, Krieger Family Office
Director, Political Insurance, OPIC
President, Private Investor--Mikare, Inc
Vice President, ABF Enterprises, Inc
President, ABF Enterprises, Inc
President, Abdo Family Office
Partner & Managing Director, The Boston Consulting Group
Principal, Elite Wealth Management (Multi-Family Office)

Managing Director & Chief Investment Strategist, TIAA-CREF
President, Newport Capital Advisors
Treasurer, The Firestone Foundation/Family
Executive Director, Rio Hondo College Foundation
Director, Campitelli Investments
Managing Director, Canterbury Consulting Group
General Counsel, Ann Arbor (MI) City Employees' Retirement System
Director, Loma Linda University Foundation
Trustee, Neurosciences Research Foundation
Chairman, Investment Committee, Texas Permanent School Fund
Executive Director, Chicago (IL) Park Employees A&B Fund
Vice President of Development and Chief Fundraising Officer, LIBERTY SCIENCE CENTER
Executive Director of Institutional Advancement, Georgetown Preparatory School
Fund Administrator, Iron Workers Local #1 Benefit Funds
Partner, Mercer Human Resources Consulting
Assistant Chief Investment Officer, San Diego City Employees' Retirement System
Director, Investment Management Services, Institute of Electrical & Electronics Engineers
Executive Director, East Los Angeles College Foundation
Chairman, East Los Angeles College Foundation
Vice Chair of Invesment Board, Howard University
Principal, Kineton Family Office
Chief Financial Officer and Treasurer, American Film Institute
Director, BP North America
Managing Partner and CIO, Ocean Endowment Fund, LLC
Assistant Treasurer, Aramco Services Co.
Chairperson, Detroit General Retirement System
Pension Fund Investment Manager, The United Church of Canada Pension Fund
Chairman-Board of Trustees, El Paso City Employees' Pension Fund
Partner, VERITABLE, LP
Senior Institutional Consultant, CitiGroup
President and Chief Executive Officer , Oklahoma State University Foundation
Chairman of Board, Oklahoma State University Foundation
Chairman, Orall and Maxillofacial Surgery Foundation
Retirement Plan Advisor, Oklahoma Municipal Retirement Fund
Trustee, Oklahoma Municipal Retirement Fund
Trustee, Oklahoma Municipal Retirement Fund
Managing Director, Pension Consulting Alliance
Commissioner, Los Angeles Fire & Police Pension System
Vice-President/Director of Investments, Baptist Foundation of Oklahoma
Consultant, Meketa Investment Group, Inc.
Investment Officer, City of Dallas Employees' Retirement Fund
Trustee, City of Dallas Employees' Retirement Fund
Director, Finance & Investments, Canadian Medical Protective Association
Investment Committee Member, Santa Clara University
Managing Director, Gordon Hall Investments, LLC
Managing Director, Gordon Hall Investments, LLC
Director/Manager of Research, Canterbury Consulting
Investment Manager, Loma Linda University Foundation
Senior Vice President and Group Head, Nuveen Global Family Office
Senior Vice President, Elite Wealth Management (Multi-Family Office)
Chairman of the Board of Trustees, Orange (CA) County Employees Retirement System
Trustee, Maryland-National Capital Park & Planning Commission
Investment Officer, Louisiana State Employees' Retirement System
Trustee, Jacksonville (FL) Police & Fire Pension Fund

Sunday, December 7, 2008

8:00a

Golf Tournament

8:00

Exhibits Open Exhibit Setup Begins

11:00

Registration

12:15p

Co-Chair Welcoming Remarks

12:30

“Opportunities in Asset Based Lending”

Managing Director, Cedar Lane Asset Management, LLC

12:50

"Hedge Funds: Where to Hide in 2009?"

Speaker:
Managing Director, SG AMERICAS SECURITIES

1:10

"Value Investing: What It is and How it Works in a Fund of Hedge Funds Environment"

Speaker:
Founder / CEO & Chief Investment Officer, van Biema Value Partners, LLC

1:30

Alternatives Roundtable: a plan sponsor perspective on the role of alternatives past, current and future.
A panel representing a diverse cross-section of investors—will discuss issues of top concern impacting decisions to allocate to Alternative Investments. The panel will delve in to the differences and similarities in the investors’ objectives, concerns and challenges in tapping the sector.

Moderator:
Chief Investment Officer,  Ball State University Foundation

Panelists:
Assistant Comptroller For Pensions, New York City Retirement Systems
President, Los Angeles City Employees' Retirement Fund
Chief Executive, SAUL TRUSTEE COMPANY
Investment Committee Member, Santa Clara University

2:30

What Opportunities Have Arisen for Institutional Investors as a Result of the Credit Market Crisis?

Moderator:
Pension Fund Investment Manager, THE UNITED CHURCH OF CANADA PENSION FUND

Panelists:
Investment Strategist, PERMAL GROUP INC
Managing Director, WACHOVIA SECURITIES
CEO, CIFC
Managing Director & Portfolio Manager of Asian Equities Strategies, CHILTON INVESTMENT COMPANY

3:30

Alternative Investment Styles and Strategies.
An in-depth look at which investment styles and strategies hedge funds are employing to stay ahead of the curve.
• Using ETFs in TAA strategies
• The evolution of absolute return investing
• Using 130/30 Strategies
• Innovations in Hedge Fund styles and strategies
• The Convergence of traditional and alternative investing
• Event Driven investments

Moderator:
Executive Director-Administrator, JACKSONVILLE POLICE & FIRE PENSION FUND

Panelists:
Principal, ABSOLUTE INVESTMENT ADVISERS LLC
Global Head, HEDGEHARBOR
Principal, ASSET STRATEGY CONSULTANTS

4:30

Fund of Funds
• The current fund of funds landscape and what is in store for the future
• What are realistic return expectations for fund of funds given the current market environment
• Is the Fund of Fund space getting to cluttered and are current returns sustainable for the future
• Can fund of funds managers identify and access managers capable of out-performing across market cycles
• Where are Fund of Funds making money in today’s environment
• How are they staying out of trouble

Moderator:
Director, Clontarf Capital

Panelists:
Managing Director, EFFICIENT CAPITAL MANAGEMENT
Deputy CIO, EIM MANAGEMENT
Chief Investment Officer, RIVERVIEW ALTERNATIVE INVESTMENT ADVISORS
President, CADOGAN MANAGEMENT/FORTIS INVESTMENTS

5:30

Consultants Roundtable

Moderator:
Investment Committee Member, CITY OF RICHMOND RETIREMENT SYSTEM & MANAGING PARTNER, AGECROFT PARTNERS

Panelists:
Partner, MERCER HUMAN RESOURCES CONSULTING
Director of Private Markets, HAMMOND ASSOCIATES
Managing Director, CANTERBURY CONSULTING GROUP
Senior Associate, Alternatives, MERCER INVESTMENT CONSULTING

6:30

Cocktail Reception

Monday, December 8, 2008

7:15a

Continental Breakfast
Sponsored by:

8:00

Managing Director, BNP PARIBAS

8:20

Partner, POINTCLEAR CAPITAL MANAGEMENT

8:40

Capturing Difficult-to-Access Beta From Sources Outside The Mainstream Of Investments

Speaker:
Managing Director, AMBIT FUNDING

Track 1

Track 2

9:00

Defining, Finding and Using Alpha
• Which Alpha strategies tend to consistently achieve
   superior returns
• Traditional versus Non-Traditional sources for deriving
   Alpha
• Extracting and Applying Alpha
• Exploring Portable Alpha and the diverse ways it can
   add value to an institutional portfolio
• What will be the drivers of alpha going forward?
• Diverse Portable Alpha strategies and how to
   implement them
• Seeking alpha in an environment of low returns
• What are the next sources of alpha

Moderator:
Board Member of Investment Board, CAL POLY UNIVERSITY

Panelists:
Managing Director, Senior Portfolio Strategist, QFS ASSET MANAGEMENT LP
Portfolio Manager, NATIONAL BANK OF CANADA
Managing Director, AEQUITAS CAPITAL MANAGEMENT
President, PPCA INC.

Private Equity
• Defining opportunities and trends in Private Equity
• What to look for in a Private Equity manager
• Distressed Investing
• The Case for PIPES
• The outcome for Private Equity in the event of a
   capital cycle downturn
• How have PE Hedge Funds preformed in comparison
   to conventional PE shops
• Expanding into international private equity
• Forecasting default rates and how they could potently
   affect the investment community
• Risk and return characteristics of private equity, are
   they changing?
• The Implications of the convergence between private
   equity and hedge funds

Moderator:
Investment Director, SL CAPITAL PARTNERS LLP

Panelists:
Director, TRITON PACIFIC CAPITAL PARTNERS
Senior Managing Director, SANDELL ASSET MANAGEMENT
CEO, PEARL STREET CAPITAL GROUP
Partner and Head of Europe, ALTIUS ASSOCIATES

10:00

The role of Real Assets in an Institutional portfolio
• Who should be investing in Real Assets and why?
• What are the real return characteristics of Real assets?
• Investing in Timber
• Diversifying with Agriculture
• A case for Precious Metals
• Direct vs Indirect Investments
• How Do Real Assets Recognize Client Liabilities
• Oil an gas
• Investing in Infrastructure, up and coming sectors

Moderator:
Chairman, Investment Committee, TEXAS PERMANENT SCHOOL FUND

Panelists:
Chief Executive Officer, TIMBERVEST, LLC
CFA, Managing Director, FIDUCIARY ASSET MANAGEMENT
Executive Director: Collaboratory for Research on Global Projects, STANFORD UNIVERSITY
Global Strategist, RAB CAPITAL

Hedge Funds
Hedge Funds remain one of the fastest growing and most intriguing segments of the market. This panel will look at the complexity of hedge funds and how the industry has evolved to become the fastest growing investment vehicle in the marketplace.

• Performance measurement of hedge funds
• synthetic hedge funds

Moderator:
Trustee, NEW YORK CITY EMPLOYEES RETIREMENT SYSTEM

Panelists:
Partner, SADIS & GOLDBERG LLP
Managing Partner & President, SIMRAN CAPITAL MANAGEMENT LLC
Senior Managing Director, ROULAC GLOBAL FUNDS LLC
Partner, HAGIN INVESTMENT MANAGEMENT

11:00

Morning Refreshment Break

Sponsored by:
AMBIT FUNDING

11:15

Commodities
• Viewing Commodities as an asset class
• History of returns
• Choosing the right commodity manager, where to find
   then and what to look for
• How to fit a commodity allocation into an overall portfolio
• Different commodity investment structures
• Comparing hard and soft commodities
• Commodities and their correlation to inflation
• How has Legislation played into the Commodity Markets?

Moderator:
Executive Vice President, PIMCO

Panelists:
CEO, CLIFFWATER, LLC
Managing Director, BP NORTH AMERICA
Director, Portfolio Manager Commodities, CREDIT SUISSE ASSET MANAGEMENT, LLC
CFA, Vice President, THE MILLBURN RIDGEFIELD CORPORATION

Venture Capital
• What is the Venture Capital forecast for the next 5 years
• What new tactics are being employed by early stage
   Venture Capitalists to ensure success
• What Makes Venture Capital Work?
• Global Venture Capital Investment Strategies
• Managing Successful Exits
• What Do the New Players in Venture Capital Have
   to Offer?
• Which sectors are showing the greatest activity
   and promise the most potential?
• Strategies to Accelerate Growth Globally and Create
   Unique Value

Moderator:
Principal, PENSION CONSULTING ALLIANCE, INC.

Panelists:
Partner, VENABLE LLP
President/Senior Advisor, REQUEJO CONSULTING, INC.
Senior Associate, STEPSTONE
Founder and Managing Partner, Anthem Venture Partners
Managing Partner, SAIL Venture Partners LLC

12:15p

Real Estate investing trends and strategies
• How much Real Estate illiquidity can your portfolio
   withstand, is there a right mix?
• What significant opportunities and challenges face the
   Real Estate sector
• What new areas of opportunity are developing
• Understanding different types of real estate private
   equity investment strategies
• Which Real Estate strategies will offer the greatest risk
   vs. reward over the next 5 years
• A closer look at International Real Estate trends
• “Hedge Funds and Real Estate”, what does this mean
   for institutional investors
• Value-Added / Opportunistic Real Estate
• Investing in a decelerating market
• The current state of the international and domestic
   REIT market.
• Real Estate investing trends in the U.S

Moderator:
Chairman, AUSTIN (TX) POLICE RETIREMENT FUND

Panelists:
CEO, ALLEGIANCE REALTY CORPORATION
Managing Director, Investment & Finance, PREMIER PACIFIC VINEYARDS
Managing Director, AMBIT FUNDING

Multi-strategy vs. Single-strategy and Fund of funds
• Are fund of funds achieving and maintaining
   true diversification
• Criteria and due diligence to employ when choosing funds
• How will the continuing demand for hedge funds and
   funds of funds affect overall returns

Moderator:
Chairman, Investment Committee, RUTGERS UNIVERSITY ENDOWMENT

Panelists
Trustee, VIRGINIA RETIREMENT SYSTEM
Executive Vice President, MAN INVESTMENTS
President, QUALITY MANAGER CONSULTANTS LLC

1:00

Luncheon

Keynote Speaker:
Executive Chairman, CITYVIEW

2:15

Manager Selection:
• Choosing a Manager to consistently Beat the Benchmark
• Identifying top-performing managers via quantitative
   and/or qualitative analysis
• Understanding the hedge fund manager
• Alternative manager selection vs. traditional m
   anager selection
• Gauging a manager's style,: getting the fit that is right
   for you
• Understanding the Role of Fees in the Manager
   Selection Process
• The role of consultants in manager selection and
   risk control
• The challenges of selecting new and emerging managers
• Manager Fee Structures

Moderator:
Senior Consultant, SEGAL ADVISORS

Panelists:
Chief Risk Officer, ROCK MAPLE FUNDS
Vice President, COGENT PARTNERS

Asset Allocation:
Determining how much should be allocated to alternative investments and to which investment vehicles

Moderator:
Trustee, THE SAN DIEGO FOUNDATION

Panelists:
Managing Director & Chief Investment Strategist, TIAA-CREF
Managing Director, PENSION CONSULTING ALLIANCE
Director - Wealth Management, CITI/SMITHBARNEY
Managing Director, BENCHMARK ASSET MANAGERS, LLC

3:15

Meet the Alternative Managers

Moderator:
Trustee, JACKSONVILLE (FL) POLICE & FIRE PENSION FUND

Panelists:
Managing Director, OCTAVIAN ADVISORS
Managing Partner, TREETOPS CAPITAL
Managing Director, AE CAPITAL ADVISERS
Managing Director, GOTTEX FUND MANAGEMENT

Integrating Emerging Markets into Institutional Portfolios
• Which regions are generating the greatest opportunity
   and where to stay clear from
• Which sectors present the greatest risk and what are
   the risk factors specific to these markets and other
   Emerging Markets
• Are emerging markets successfully generating
   non-correlated alpha and how do they measure up on
   a risk adjusted return basis
• Distressed debt opportunities in Emerging Markets
• The outlook for Private Equity and Venture Capital in
   Emerging Markets
• What risk factors are specific to Emerging Markets
• Investing in Emerging Markets via a Fund of Fund
• Investment opportunities between the different and very diverse emerging markets

Moderator:
Chairman, JUDICIAL CAPITAL (FAMILY OFFICE)

Panelists:
Managing Director, ALDEN GLOBAL CAPITAL
Founder and CIO, PACIFIC SUN INVESTMENT MANAGEMENT (HK) LTD
President and CEO, CORDIANT CAPITAL

4:15

Afternoon Refreshment Break

Sponsored by:

4:30

Alternative Energies
• Top Down View on Alternative Energy
• What are the alternative energy solutions to the US oil
   crisis and close are we really to peak oil?
• An upfront analysis of all alternative energy sources
   from ethanol, wind power, solar power, fuel cells to coal,
   CTL, GTL, LNG, shale and heavy oil energy technologies
   and what's the timeline for implementation, as well as
   the economics.
• The innovation and automation of the energy industry
   have given rise to an important area of venture capital
   investment - the Energy Technology sector
• Investing in alternative and renewable energies
   (equity and commodity)

Moderator:
Director, CAMPITELLI INVESTMENTS

Panelists:
Senior Investment Manager, NATIXIS
Managing Director, LIFSCHULTZ INVESTMENTS (FAMILY OFFICE
Managing Director, GLOBAL ENTERPRISE & TECHNOLOGY INVESTMENT CAPITAL MANAGEMENT COMPANY

Alternative vs. Traditional investments: Can the
two coexist

Moderator:
City Treasurer , CITY OF CHICAGO

Panelists:
Investment Analyst, CALIFORNIA COMMUNITY FOUNDATION
Senior Institutional Consultant, CITIGROUP CONSULTING
Director of Absolute Return Strategies, NEW YORK STATE COMMON RETIREMENT FUND

5:30

Cocktail Reception

Sponsored by:

Tuesday, December 9, 2008

7:15a

Continental Breakfast

Sponsored by:

7:55

Welcoming Remarks

8:00

An Alternative Perspective on Traditional Investment Management

Speaker:
Deputy Chief Investment Officer, PEARL GROUP LIMITED

8:30

Plan Sponsor Roundtable

Moderator:
Commissioner, LOS ANGELES CITY EMPLOYEES' RETIREMENT SYSTEM

Panelists:
Executive Director, CHICAGO (IL) PARK EMPLOYEES A&B FUND
Trustee, JACKSONVILLE (FL) POLICE & FIRE PENSION FUND

9:15

The Evolution of the Currency markets
• Choosing a Currency Manager
• Who should be looking at currency programs
• Exploring FX Derivatives and Options
• Currencies as an Alpha generator

Speakers:
CEO, IKOS LTD.
Chairman, JUDICIAL CAPITAL (FAMILY OFFICE)

10:00

Exploring the current and future regulatory environment
This session will explore the current regulatory issues that hedge funds and Fund of Funds are facing in the U.S and Europe. Key areas of focus will be:
• New Rules and Regulation
• Investor protection
• Best practices and compliance issues for the hedge funds and fund of funds
• Conflicts of interest
• Outcome of current legislation and regulations
• SEC registration/examinations update
• Enforcement actions
• Responsibilities of directors

Moderator:
General Counsel to the Board of Trustees, DELAWARE PUBLIC EMPLOYEES' RETIREMENT SYSTEM

Panelists:
Partner, LEVENFELD PEARLSTEIN, LLC
Associate, BAKER, DONELSON, BEARMAN, CALDWELL & BERKOWITZ, PC
General Counsel, ANN ARBOR (MI) CITY EMPLOYEES' RETIREMENT SYSTEM
Partner, VENABLE LLP

10:45

Convergence of Fund of Funds and Consultants
• Role of a consultant in constructing a hedge fund portfolio – discretionary versus hedge fund of funds
• Internal hedge fund of funds within Consulting firms...resources and expertise compared to a dedicated fund of funds
• Value add of a hedge fund of funds
• Addressing the role of fiduciary oversight in a hedge fund portfolio
• How many hedge funds make a diversified portfolio, are some hedge fund of funds too diversified?

Moderator:
Founder, Principal, KINGS MOUNTAIN CAPITAL GROUP, LLC (HIGH NET WORTH)

Panelists:
Vice President, Institutional Sales, ERMITAGE GROUP
Managing Director, ASSET CONSULTING GROUP
Managing Attorney-Advisor, BARGE CONSULTING AND SC ADVISORS

11:30

Conference Concludes