Chief Investment Officer, ARLINGTON COUNTY VA EMPLOYEE RETIREMENT SYSTEM
Director Of Investments, UNIVERSITY OF RICHMOND
Chairman of the Investment Committee, GEORGE WASHINGTON UNIVERSITY
Assistant Treasurer, HOWARD UNIVERSITY ENDOWMENT AND RETIREMENT FUND
Trustee, PLYMOUTH COUNTY RETIREMENT ASSOCIATION
VP - Chief Investment Officer, COLCOM FOUNDATION
Investment Officer, ARLINGTON COUNTY EMPLOYEES RETIREMENT SYSTEM
Head of Non Traditional Investments Group, ROGERSCASEY
Senior Investment Officer, MONTGOMERY COUNTY EMPLOYEE RETIREMENT PLANS
Business Development Manager, ALBOURNE AMERICA LLC
Executive Director, FAIRFAX COUNTY RETIREMENT SYSTEM
Board Member of Investment Board, CAL POLY UNIVERSITY
Chief Investment Officer, ELIZABETHTOWN COLLEGE
Vice Chair of the Investment Committee, DISTRICT OF COLUMBIA RETIREMENT BOARD
Chairman, CITY OF ANNAPOLIS POLICE & FIRE RETIREMENT SYSTEM
Pension Administrator, CITY OF ALEXANDRIA
Principal, ASSET STRATEGY CONSULTANTS
Managing Partner, MACLAREN ADVISORS, LLC
Controller, AIR FORCE AID SOCIETY
Chief Financial Officer, AIR FORCE AID SOCIETY
Investment Manager, FAIRFAX COUNTY
RETIREMENT SYSTEMS
Senior Investment Analyst, HIGHLAND CAPITAL MANAGEMENT (MULTI-FAMILY OFFICE)
Director of Alternative Investing, CAPITAL ADVISORY GROUP
Pension Plan Administrator, PRINCE GEORGE'S COUNTY, MARYLAND
Vice Chairman of the Board, BALTIMORE (MD) RETIREMENT SYSTEMS
Managing Member, AGECROFT PARTNERS & Investment & Investment Committee Member, CITY OF RICHMOND RETIREMENT SYSTEM

Senior Researach Analyst, FEDERAL STREET ADVISORS
Director of Investment & Treasury, THE NEW SCHOOL
Managing Director & Chief Investment Strategist, TIAA-CREF
Deputy CIO, EIM MANAGEMENT (USA)
Trustee, FAIRFAX COUNTY EMPLOYEES' RETIREMENT SYSTEM
Vice President, GENSPRING FAMILY OFFICES, LLC
Vice President, GENSPRING FAMILY OFFICES, LLC
Senior Institutional Consultant, CITIGROUP CONSULTING
Investment Manager, FAIRFAX COUNTY RETIREMENT SYSTEMS
Partner, ALTIUS ASSOCIATES
General Counsel, PLEXUS CONSULTING
Investment Committee Member, NEXTPOINT
Trustee, PLYMOUTH COUNTY RETIREMENT ASSOCIATION
Economist, INTERNATIONAL MONETARY FUND
Chairman, JUDICIAL CAPITAL (FAMILY OFFICE)
Investment Management Consultant, EQUITAS CAPITAL ADVISORS LLC
Managing Director, LG FINANCIAL GROUP (FAMILY OFFICE)
CIO, BROOKS CAPITAL GROUP (FAMILY OFFICE)
Chief Investment Officer, ASHBRIDGE INVESTMENT MANAGEMENT (MULTI-FAMILY OFFICE)
Trustee, FAIRFAX COUNTY EMPLOYEES'
RETIREMENT SYSTEM
Trustee FAIRFAX COUNTY EMPLOYEES' RETIREMENT SYSTEM
Partner, BEEKMAN ADVISORS, INC.
Executive Vice President, SHEETS, SMITH & ASSOCIATES (FAMILY OFFICE)
Chief Financial Officer and Treasurer, AMERICAN FILM INSTITUTE
President, RITCHIE GROUP
Trustee, MIDDLESEX SCHOOL
Vice-President, Insurance, OPIC
Member, Pension Fund Investment Committee of the Board of Governors, UNIVERSITY OF OTTAWA
Vice President, INDEPENDENT FIDUCIARY SERVICES, INC.

Tuesday, April 15, 2008

7:30a

Golf Tournament

11:00

Registration

1:10p

Co-Chair Welcoming Remarks

Board Member of Investment Board, CAL POLY UNIVERSITY

1:20

INNOVATION IN ALTERNATIVE INVESTMENTS

Vice President, SG AMERICAS SECURITIES, LLC

1:40

Structured Credit Market Update
• 2007/2008 Credit Crisis – What Happened?
• Where are we now?
• What are the Investment Opportunities Currently?

Panelists:
Director, Wachovia Securities
Managing Director, Wachovia Securities
Managing Director, Wachovia Securities

2:00

NEW DEVELOPMENTS IN ALTERNATIVE INVESTMENT STYLES AND STRATEGIES
• What is the rationale for pursuing hedge fund strategies?
• Event driven & relative value arbitrage
• Using ETFs in TAA strategies
• Structured hedge fund products; what is new and in the works?
• Convergence of structured products and hedge funds
• Which strategies are likely to have the longest duration?
• Using 130/30 strategies
• Securitized assets; where do they fit?
• Foreign exchange, not so foreign anymore
• Convertible arbitrage
• Fund of private equity funds

Moderator:
Managing Director & Chief Investment Strategist, TIAA-CREF

Panelists:
CEO, GLOBALPRIVATEQUITY.COM, INC. (GPE)
Director, BARCLAYS CAPITAL
Senior Porfolio Manager, Cohen & Company

3:00

Refreshment Break

3:15

WHAT IS THE ATTRACTION OF 130/30 FUNDS?
• Why have 130/30 funds become so attractive to institutional investors
• What is the current state of the 130/30 market
• Selecting a 130/30 manager
• Are 130/30 strategies here to stay?
• How does shorting affect your portfolio and what is the risk involved?

Moderator:
Board Member of Investment Board, CAL POLY UNIVERSITY

Panelists:
Senior Managing Partner, Hagin Investment Management

4:15

WHAT ARE HEDGE FUNDS DOING TO MAXIMIZE RETURNS WHILE STILL SATISFYING INSTITUTIONAL INVESTORS DEMANDS. HOW ARE HEDGE FUNDS AND INVESTORS UTILIZING STRUCTURED HEDGE FUND PRODUCTS TO MAXIMIZE AFTER TAX RETURNS.

This panel will feature leading hedge fund managers who will delve into techniques and approaches they are employing to sustain and maximize their returns, while maintaining and satisfying the needs and demands of institutional investors given the current market environment

Moderator:
Principal, ASSET STRATEGY CONSULTANTS

Panelists:
President & Partner, ALEXANDRA INVESTMENT MANAGEMENT, LLC
Managing Director, Head of US Equity Derivatives Sales, NATIONAL BANK OF CANADA FINANCIAL INC.

5:15

THE FUTURE OF ALTERNATIVE INVESTMENTS – WHY SHOULD INSTITUTIONAL INVESTORS BE LOOKING AT THIS SPACE MORE THAN EVER

This roundtable session will discuss the past, current and future of Alternative Investments ant the rational for institutional investors to continue to add and increase their allocation to this sector

Moderator:
Managing Member, AGECROFT PARTNERS

Panelists:
Director Of Investments, UNIVERSITY OF RICHMOND
Chairman of the Investment Committee, GEORGE WASHINGTON UNIVERSITY
Investment Committee Member, KOREA INVESTMENT CORPORATION

6:30

Cocktail Reception

Wednesday, April 16, 2008

7:30 a

Continental Breakfast

8:40

Sizing and Implementing a Private Equity Program- A Few Key Challenges Families Face
• Liquidity Constraints and Family Spending Policy Effects on The Size of the Program
• Sizing Commitments Today - Predicting Future Portfolio Growth & Hitting A Moving Target
• Making Adjustments As Realized Events Diverge From Expectations - Managing The J-Curve

Speaker:
Director, HARRIS MYCFO

9:00

ALPHA, HOW MUCH ARE INVESTORS REALLY GETTING, ARE THE SOURCES BEING EXHAUSTED AND WHAT STRATEGIES ARE BEING ENGAGED TO MAXIMIZE RETURNS IN 2008/2009
• Identifying Managers and Strategies with the Highest Probability of Obtaining Alpha
• Separating the Alpha and Beta Risk for a More Efficient Portfolio
• Portable Alpha Strategies investors should be looking at
• Key determinants and design to successfully implementing Portable Alpha Strategy?
• Optimizing The Use Of Alpha Generators
• Sources of Uncorrelated Alpha

Moderator:
Vice Chair of the Investment Committee , DISTRICT OF COLUMBIA RETIREMENT BOARD

Panelists:
CFA, Director of Business Development & Investor Relations, QFS ASSET MANAGEMENT, L.P.
Principal, MUIRFIELD CAPITAL MANAGEMENT
Senior Investment Officer, MONTGOMERY COUNTY EMPLOYEE RETIREMENT PLANS

10:00

TAKING A HARD LOOK AT THE COMMODITIES/ REAL ASSETS
• Where are we seeing the best returns, hard or soft commodities?
• Hedging strategies for dealing with the volatile energy markets
• The correlation between commodity returns and inflation still applicable
• Why commodity returns are much greater thancommodity price gains?
• Approach to achieving returns from commodity markets
• Risk management of a commodity portfolio
• Is ethanol here to stay?
• The Role of Commodities in Energy Trading
• How do real assets fit into a portfolio
• Timber, how will returns stack up in the future
• Investing in Agriculture; harvesting returns
• Is Infrastructure truly an asset class?

Moderator:
Managing Director, Lifschultz Investments

Panelists:
Portfolio Manager, NOSTRADAMUS FUNDS, LLC
Vice President of Business Development, RMK TIMBERLAND GROUP

11:00

Refreshment Break

11:15

PRIVATE EQUITY MARKETS - WHERE TO FIND THE BEST DEALS AND WHO IS DOING THEM
• Where to look for future opportunity in private equity
• Secondary private equity market
• Emerging trends and allocation strategies
• The world of mega funds
• PIPES trends and developments
• The correlation between capital supply, demand and private equity returns
• What exit strategies are working best and which will work best in the future?

Moderator:
Head of Non Traditional Investments Group, ROGERSCASEY

Panelists:
Managing Director, FISHER LYNCH CAPITAL
Senior Managing Partner, ASCENTIAL EQUITY, LLC
Partner, Altius Associates

12:15p

FUNDS OF FUNDS, HOW IS THE SPACE GROWING AND WHAT IS BEING DONE TO SUSTAIN
AND INCREASE RETURNS
• Have Fund of Funds become the platform of choice?
• How the General Partner of the Fund of Funds Birddogs Your underlying investments
• Do International Funds of Funds offer an advantage
• How are funds of funds allocating capital across numerous hedge fund strategies
• How can fund of funds remain viable and still demonstrate the value they provide to investors?
• The pros & cons of separately managed accounts vs. co-mingled
• Concentrated, Sector Specific, Niche Fund of Funds, who is leading in performance?
• Dynamic Asset Allocation, Incremental Alpha for High Risk Adjusted Return

Moderator:
Investment Management Consultant, EQUITAS CAPITAL ADVISORS LLC

Panelists:
Deputy CIO, EIM MANAGEMENT (USA)
Managing Partner, GUIDANCE CAPITAL

1:00 p

Luncheon

2:15

Consultants Roundtable

Principal, ASSET STRATEGY CONSULTANTS
Senior Institutional Consultant, CITIGROUP CONSULTING

3:00

MANAGER SELECTION, TECHNIQUE, SCIENCE AND PART ART-FORM
• What should an institutional investor be looking for when selecting a manager?
• Manager selection risk factors
• Working with a consultant during the manager selection process
• Qualitative screening and due diligence
• Thresholds for active skill ratios and expected returns

Moderator:
Chairman, CITY OF ANNAPOLIS POLICE & FIRE RETIREMENT SYSTEM

Panelists:
Senior Research Analyst, FEDERAL STREET ADVISORS
Chief Investment Officer, ASHBRIDGE INVESTMENT MANAGEMENT (MULTI-FAMILY OFFICE)
Trustee, MIDDLESEX SCHOOL
Managing Director, FUNDAMENTAL CREDIT CAPITAL PARTNERS

4:15

Refreshment Break

4:30

CAN YOU TAKE OUT THE “RISK” FROM RISK MANAGEMENT?
• Risk management techniques by means of options, futures and options on futures and swaps
• The adequacy of traditional risk measures vs. alternative risk measures, how do they differ?
• Assessing global risk and returns
• Risk measures in a portfolio construction framework
• The importance of assessing operational risk in hedge fund investments
• Top strategic initiatives for risk management
• Revisiting the fundamentals of risk management. Do they still apply?
• Pension risk management trends
• Balancing the demands of risk management against time and cost
• Administering long-term risk in a short-term environment

Moderator:
Member, Pension Fund Investment Committee of the Board of Governors, UNIVERSITY OF OTTAWA

Panelists:
Vice-President, Insurance, OPIC
Managing Attorney-Advisor, BARGE CONSULTING
Chief Risk Officer, ROCK MAPLE FUNDS

5:30

WHAT IS THE OUTLOOK FOR THE FIXED INCOME MARKET?
• Interest rates, where are they headed and why?
• Developments in geopolitical risk, what must fixed income investors be on the lookout for?
• The yield curve and what it means to fixed income investing
• A perfect match, fixed income and liability driven investing
• What should be in your fixed income portfolio?
• Mortgage backed securities as a source of income
• Investing in structured products and derivatives
• Bond market valuation and pricing
• Fixed income arbitrage

Moderator:
Vice Chairman of the Board, BALTIMORE (MD) RETIREMENT SYSTEMS

Panelists:
First VP Investments, Goodson, Kieffer & Carter Asset Management Group of Wachovia Securities
President, Director of Research, MIDWEST ASSET MANAGEMENT

6:15

Cocktail Reception

Sponsored by:

Thursday, April 17, 2008

8:00a

Continental Breakfast

8:45

Co-Chair Welcoming Remarks

9:00

INVESTING IN THE DOMESTIC ENERGY INFRASTRUCTURE AND THE PUBLIC MARKETS

Managing Partner, HARVEST FUND ADVISORS LLC

9:30

LEGAL ROUNDTABLE

Panelists:
General Counsel, PLEXUS CONSULTING
President, INVESTIGATIVE MANAGEMENT GROUP
Chairman, CITY OF ANNAPOLIS POLICE & FIRE RETIREMENT SYSTEM

10:15

HOW VOLATILITY CAN BE USED TO ENHANCE INDEX RETURNS AND INCREASE THE EFFICIENCY OF LIABILITY DRIVEN INVESTING
• What is Volatility and Why is it Useful
• Volatility Trading Instruments
• The Index Option Put Skew
• Volatility Strategies and Benchmarks
• Enhancing Index Returns With Volatility Exposure
• Using Volatility in Liability Driven Investing

Director, ANSBACHER INVESTMENT MANAGEMENT, INC.

10:45

EMERGING MARKETS, THE BOOM GOES ON
• The BRIC Economies
• Which emerging markets are providing the greatest returns
• International and emerging markets bonds
• How to Perform Due Diligence in Key Emerging Markets
• Indexing Emerging Markets
• Tactical Asset Allocation strategies in Emerging Markets
• Mexico: Equity and Dept Outlook
• Distressed Debt Opportunities in Emerging Markets
• Choosing an Emerging Markets fund manager

Moderator:
Vice President, GenSpring Family Offices, LLC

Panelists:
Managing Director, APEX CAPITAL LLC
Portfolio Manager, DELTA GEMS,LP, DELTA PARTNERS
Principal, EMERGING MARKET STRATEGIES

11:45

Closing Remarks