Business Development Manager, ALBOURNE AMERICA LLC
Managing Director, Chief Research Strategist, ROGERSCASEY
Director of Research, Investment Division, FORD FOUNDATION
General Counsel, NEW YORK CITY EMPLOYEES RETIREMENT SYSTEM
Managing Director, Senior Portfolio Strategist, QFS ASSET MANAGEMENT, L.P.
Executive Director of Real Estate and Economically Targeted Investments (ETI), NEW YORK CITY OFFICE OF THE COMPTROLLER
Consultant, HAMMOND ASSOCIATES
Founding Partner, MASSEY, QUICK & CO. LLC
President & CEO, CONSULTIVA INTERNACIONAL, INC
Director of Research, EIM MANAGEMENT (USA)
Chief Risk Officer, ROCK MAPLE FUNDS
Managing Director, AR FREEDMAN AND COMPANY (FAMILY OFFICE)
Trustee, BOCA RATON (FL) POLICE & FIRE RETIREMENT ASSOC.
Chairman, Investment Committee, RUTGERS UNIVERSITY
Trustee, VIRGINIA RETIREMENT SYSTEM
Manager Research Analyst, HAMILTON & COMPANY
CEO, PARADIGM CONSULTING SERVICES
Managing Director, THE COMMONFUND
Senior Vice President & Institutional Director, SMITH BARNEY CONSULTING GROUP
President, FS ASSOCIATES, INC.
CEO, WATERSTREET INVESTMENT CONSULTANTS
Investment Committee Member, NEXTPOINT LLP
CFP, President, CHAPIN HILL ADVISORS, INC
Associate Director of Endowments, UNITED JEWISH COMMUNITIES
Senior Vice President, Head, PLEXUS PLAN SPONSOR GROUP, INC.
Controller, THE COMMONWEALTH FUND
Consultant, UN CONSULTING
CIO, BEACON TRUST COMPANY
Managing Director, TIAA-CREF
Senior Managing Consultant, PFM Advisors
President, MACK INTERNATIONAL, LLC
Partner, VERITABLE, LP (MULTI-FAMILY OFFICE)
Managing Member, GRAYMATTER STRATEGIES, LLC
President, THOMAS J. SCOTTO CONSULTANTS
Consultant, DENIAD AND COMPANY
CFA, Director of Research, CHARTWELL CONSULTING
Managing Partner, RDK STRATEGIES
Senior Investment Officer Real Estate, NEW YORK CITY OFFICE OF THE COMPTROLLER
Board Member, THE UNQUOWA SCHOOL
Chief Executive Officer, JAUFFRET CONSULTIVA
Trustee, NEW YORK CITY EMPLOYEES RETIREMENT SYSTEM
Vice President-Capital Market Groups, BSEC S.A.
Vice President, BADGE OF HONOR
Vice President, BLUE SPRUCE GLOBAL ADVISORS
Finance Committee, REYNOLDS FOUNDATION
Director & Senior Counsel, Corporate Governance, TIAA-CREF
Director and Co-Head of Alternative Investments, NEW YORK CITY OPERA
Vice President, CONTIGROUP COMPANIES (FAMILY OFFICE)

Managing Director - Public Markets, N.Y.C. COMPTROLLER'S OFFICE
Director of Operations, NYC BOARD OF EDUCATION RETIREMENT
Trustee/Deputy Director of the Pension Office, NEW YORK CITY RETIREMENT SYSTEMS PENSIONS BOARD
President, FEDERAL STREET ADVISORS
Director, Hedge Funds, GREENWICH ASSOCIATES
Director of Research, ALGONQUIN ADVISORS LLC
Vice President & Investment Manager, GE ASSET MANAGEMENT
General Counsel, Consultant, PLEXUS CONSULTING
Director of Marketing, MERCER INVESTMENT CONSULTING, INC.
Consultant, CFA, NEW ENGLAND PENSION CONSULTING
Director of Foundation Services, FEDERAL STREET ADVISORS
Managing Director, LIFSCHULTZ INVESTMENTS (FAMILY OFFICE)
Trustee, NEW YORK CITY EMPLOYEES' RETIREMENT SYSTEM
Director of Investment & Treasury, THE NEW SCHOOL
Senior Investment Consultant, MERCER INVESTMENT CONSULTING, INC.
Associate, Manager Research, ROGERSCASEY
Vice President & CEO, COLLEGIATE CHURCH CORPORATION
Treasurer, WESTOVER SCHOOL
Treasurer, TRISKELES FOUNDATION
Head of Alternatives, FTSE
Business Administrator, UNITARIAN UNIVERSALIST CONGREGATION AT SHELTER ROCK
Senior Investment Analyst, ENNIS KNUPP & ASSOCIATES
Director of Business Development, WATSON WYATT WORLDWIDE
CEO & Founder, KOS CONSULTANTS
Finance Director, PROVIDENCE EMPLOYEES' RETIREMENT SYSTEM
Investment Manager, YELLOW BRICK CAPITAL ADVISERS LIMITED ( MULTI-FAMILY OFFICE)
Trustee, PLYMOUTH COUNTY RETIREMENT ASSOCIATION
Vice Chairman, MIDDLESEX RETIREMENT SYSTEM
Asst. VP for Finance, CUNY BMCC
Associate Director of Investments, FIDELITY CHARITABLE GIFT FUND
Foundation Director, MAURICE J & JANE M CUNNIFFE FAMILY FOUNDATION (FAMILY OFFICE)
SVP, Director of Research, FIDELITY CHARITABLE GIFT FUND
Co-Founding Partner & Chief Investment Officer, DYNAMIC CREDIT PARTNERS, LLC
Senior Partner, OAK HILL ADVISORS
Senior Financial Analyst, HOTCHKISS SCHOOL
Principal, Senior Portfolio Manager, MERCER INVESTMENTS
President, ROYAL INVESTMENTS LLC
Managing Director, WAINWRIGHT INVESTMENT COUNSEL
Managing Director, O'HALLORAN FAMILY FOUNDATION
Chief Investment Officer, NEW YORK UNIVERSITY
Managing Director, MASSEY, QUICK & CO. LLC
Managing Director, BENCHMARK ASSET MANAGERS, LLC
Principal Manager, AURORA INVESTMENT GROUP, LLC
Principal, THE RITTEREISER PROJECT

Monday, December 15, 2008

7:30a

Exhibit Set-up

7:45

Continental Breakfast

8:15

Opening Remarks

8:20

Managing Director, BENCHMARK ASSET MANAGERS, LLC

8:40

“Using Indexes for Comprehensive Coverage of the Real Estate World”

Head of Alternatives, FTSE

9:00

Current state of the Investment consultant industry
• The new role of consultants in family offices
• Addressing family office needs with institutional-level solutions
• The changing role of the institutional consultant

Moderator:
Managing Partner, RDK STRATEGIES

Speakers:
Senior Consultant, HAMMOND ASSOCIATES
Managing Member, GRAYMATTER STRATEGIES, LLC
President, FEDERAL STREET ADVISORS

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:
General Counsel, NEW YORK CITY EMPLOYEES RETIREMENT SYSTEM

Panelists:
Chief Investment Officer, NEW YORK UNIVERSITY
Founding Partner, MASSEY, QUICK & CO. LLC
Controller, THE COMMONWEALTH FUND
Managing Director, Chief Research Strategist, ROGERSCASEY

11:00

Morning Refreshment Break

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:
Senior Investment Analyst, ENNIS KNUPP & ASSOCIATES

Panelists:
Chief Risk Officer, ROCK MAPLE FUNDS
Director of Research, EIM MANAGEMENT (USA)
CEO, WATERSTREEET INVESTMENT CONSULTANTS
Director, Hedge Funds, GREENWICH ASSOCIATES

12:15

Styles and Strategies
• 130/30 strategies
• Capturing alpha via momentum strategies
• Reexamining absolute return strategies
• What’s 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:
Managing Director - Public Markets, N.Y.C. COMPTROLLER'S OFFICE

Panelists:
Director of Research, Investment Division, FORD FOUNDATION
CIO, Beacon Trust Company
Finance Committee, REYNOLDS FOUNDATION
Trustee, VIRGINIA RETIREMENT SYSTEM

1:15

Lunch

2:30

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? What should we be looking for?
• Exploring innovative financial risk management techniques for Institutional Investors and the likelihood of
• risk management evolving in the future
• Risks of long/short investing

Moderator:
Finance Director, PROVIDENCE EMPLOYEES' RETIREMENT SYSTEM

Panelists:
President, CHAPIN HILL ADVISORS, INC
Managing Director, Senior Portfolio Strategist, QFS Asset Management, L.P.
Principal, MERCER INVESTMENT CONSULTING

3:30

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 portfolios
• What is the future of long-run price growth?

Moderator:
Executive Director of Real Estate and Economically Targeted Investments (ETI), NEW YORK CITY OFFICE OF THE COMPTROLLER

Panelists:
Vice President & Investment Manager, GE ASSET MANAGEMENT
Chief Executive Officer, The CCR Companies

4:15

Afternoon Refreshment Break

4:30

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

Moderator:
Trustee/Deputy Director of the Pension Office, NEW YORK CITY RETIREMENT SYSTEMS PENSIONS BOARD

Panelists:
Senior Partner, OAK HILL ADVISORS
Co-Founding Partner & Chief Investment Officer, DYNAMIC CREDIT PARTNERS, LLC
Managing Director, Wachovia Securities
President & CEO, Consultiva Internacional, Inc

5:30

Consultants Round Table
• Predictions for 2009
• Addressing the role of fiduciary oversight in a hedge fund portfolio

Moderator:
Treasurer, WESTOVER SCHOOL

Panelists:
Managing Director, Citi Institutional Consulting
General Counsel, Consultant, PLEXUS CONSULTING
CEO & Founder, KOS CONSULTANTS

6:30

Cocktail Reception