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| Emerging Managers Summit |
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| May 15-17, 2011 |
| Swissôtel Chicago, Chicago, IL |
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| 7:00a |
Exhibit setup & registration
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| 8:00a |
Continental Breakfast |
| 8:30a |
Welcoming Remarks
Managing Director, Blue Harbour Group
Principal & Managing Director, Capital Prospects LLC |
| 8:45a |
What are Investors looking for in an Emerging Manager: AN OVERVIEW OF EMERGING MANAGER PROGRAMS
- Current state of emerging managers
- Changes in the Financial Landscape
- Trends going forward
Moderator:
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Panelists:
Commissioner, New York State Insurance Fund
State Treasurer, State of Pennsylvania
Senior Vice President, Managing Director, Manager of Managers, Northern Trust Global Investments
Principal, The Townsend Group |
| 9:45a |
INVESTING IN LONGEVITY LINKED ASSETS
CEO, Vida Capital Inc. |
| 10:05a |
TWO ESSENTIAL CHARACTERISTICS OF AN EFFECTIVE ALTERNATIVE
INVESTMENT
Founder & Chairman, EMC Capital Management, Inc. |
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| 10:25a |
Refreshment Break |
| 10:40a |
Benefits and opportunities offered by investing in emerging managers
- Do Emerging managers really outperform?
- More personalized
- Simplifying the investment process
- Risk managed solutions to investing with emerging managers
- What are the advantages?
- What are the risks involved?
- Lower fees
- What to expect in the upcoming year
Moderator:
Investment Committee Member, Presbyterian Church USA Foundation
Panelists:
Founder & Managing Principal, Cooperstown Capital Management LLC
Partner, Opus Point Partners
Portfolio Manager & Partner, Midsummer Capital, LLC
Managing Director & Founder, Piedmont Fund Services
Founder, Portfolio Manager, Abundance Partners |
| 11:50p |
Meet the Emerging Managers
This session will consist of 7 Emerging Manager firms with a total of 8 minutes each to speak. There will be no power point presentations during this session. The 7 firms will one by one have a chance to discuss their background, strategy, methodology and performance of their funds. There will be a session leader carefully watching the 8-minute limit. After all 7 firms have presented, we will open the floor to questions from the audience.
Moderator:
Chairman, Metropolitan Transit of the city of Houston
Panelists:
Chief Investment Officer, Ironhorse Capital Management
Founder & Chief Investment Officer, Hyphen Fund Management LLC
Director, Senior Portfolio Manager, Morgan Stanley Smith Barney
Founder & Managing Member, Paragon Capital LP
Managing Principal & CIO, Kingsland Capital Management, LLC
Founder & Chief Investment Officer, Relative Value Partners, LLC
Managing Partner, Co-Founder, Sandhill Investment Management |
| 1:00p |
Luncheon |
| 2:15p |
Investing in Emerging Markets
- Outlook for 2011
- Growth potential
- BRIC Economies
- Why NOT Asia?
- Japanese equity markets
- China...the driving force
- How much of your portfolio should be allocated to emerging markets
Moderator:
Trustee, Farmington Pension Board, CT
Panelists:
Founder and CEO, Pacific Sun Advisors Limited
Portfolio Manager, Kovitz Investment Group, LLC
Founder & CEO, Geomatrix
Partner, Tree Capital LLC |
| 3:15p |
EMERGING HEDGE FUNDS
- Key investment opportunities
- Current developments in hedge fund investing
- How do emerging hedge funds fare compared to more established managers?
- What are the prospects for emerging hedge funds in the future?
- What are the major risks of investing in emerging hedge fund managers?
- What areas are most active in terms of new hedge fund launches?
- What to expect in 2011
- Hedge Fund Seeding - Deal Structures to capture enhanced economics such as revenue sharing and equity value
- Seeding Funds and Co-investment opportunities
- Seeding - Protect your investment with transparency, managed accounts and Put Rights
Moderator:
Chief Investment Officer, Ascent Family Group (SFO)
Panelists:
Chief Investment Officer & Managing Director, Appomattox Advisory
Senior Vice President Head of Prime Services, Maxim Group LLC
Managing Director, Moody Aldrich Partners Harvest Fund
Managing Director, Specialized Performance Advisory Group LLC |
| 4:15p |
Asset Allocation:
How much of a plan's portfolio should be allocated to Emerging Managers?
- Int'l opportunities
- Alternative niches
- Green/Socially Responsible
- Emerging markets
- Commodities
- Healthcare
- Real Estate
Moderator:
Commissioner, South Carolina Retirement System
Panelists:
Managing Partner, Apposite Capital
Managing Partner & Founder, Vine Alternative Investments Group, LLC
Chief Investment Officer, Ethika Investments LLC
President, CWS Capital Partners |
| 5:15p |
Why Small is still Beautiful: The benefits of keeping it little
Evidence has shown that over time, emerging managers perform as well, if not better, than traditional firms. Are Investors overlooking the best talent in the marketplace? This panel will discuss the benefits of integrating emerging managers into your investment strategy.
- The end of the boutique?
- Concentration in the asset management industry
- The demand and supply of asset management
- The recent research on size and alpha production
Moderator:
Trustee & Board Chairman, Jacksonville Police & Fire Pension Fund
Panelists:
Director, Parish Capital Advisors
President and CEO, Rogerscasey
President & Chief Investment Officer, Denali Advisors, LLC
Executive Vice President, Hodges Capital Management |
| 6:00p |
Cocktail Reception |
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| 7:00a |
Continental Breakfast
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| 7:55a |
Welcoming Remarks
Managing Director, Blue Harbour Group
Principal & Managing Director, Capital Prospects LLC |
| 8:10a |
INVESTING IN PUBLIC DEBT AND EQUITY SECURITIES THROUGH A PRIVATE EQUITY LENS
Chief Investment Officer, CREO Select Opportunities Fund, L.P. |
| 8:30a |
INFLATION ON THE HORIZON: WHAT'S AN EQUITY INVESTOR TO DO?
Speaker:
President & CIO, Twin Capital Management |
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| 8:50a |
How are Emerging Managers making their Styles & Strategies Successful in today's competitive environment?
- Which strategies are outperforming the rest and which will work best in the future
- What characteristics are consistently found among top performing emerging managers
Moderator:
Trustee, Oklahoma Firefighters Pension & Retirement System
Speakers:
Managing Partner & Chief Investment Officer, Nicholas Investment Partners
CIO & Founding Partner, Aros Capital Partners LP
Vice President, Business Development & Client Service, FIS Group
Chief Investment Officer and Portfolio Manager, Perritt Capital Management |
| 9:50a |
Morning Refreshment Break |
| 10:15a |
The Future in Real Estate...Top Opportunities
- Opportunities exist to develop rental apartments in select US markets
- Opportunities that exist in nonperforming loans (NPLs) and the REO Markets
- Distressed debt opportunities
- Commercial trends & opportunities
- Residential opportunities
- Senior Housing
- Urban Development
- Latest regulatory issues- and impact
Moderator:
Trustee, Delray Beach Police & Fire Retirement
Panelists:
Managing Partner, Berkeley Capital AdvisersSenior Consultant, Hewitt EnnisKnupp
COO, Lighthouse Realty Fund LP
Partner, Arsenal Real Estate Partners |
A 40 year perspective on Emerging Managers
The asset management industry has evolved dramatically over the last 4 decades from ERISA to the Volker rule the only constant is change. Hear experienced investors discuss these trends and the outlook ahead
Moderator:
Treasurer, City of Chicago & Trustee, Laborers' Annuity & Benefit Fund of Chicago
Panelists:
Founder & Managing Partner, Stride Capital Group
Managing Director, Blue Harbour Group
Chairman, Northern Lights Capital Group |
| 11:15a |
Investment Opportunities in Credit Markets
- Current Trends & Innovations
- Benefits of investing in structured products
- Sources of credit
- Advantages of allocating to private debt
- How to take advantage of Global credit markets
- Financial alternatives
Moderator:
Trustee, City of Birmingham (AL) Employees Retirement and Relief System
Panelists:
Founder & Managing Partner, 400 Capital Management
President, Vida Capital Management
CEO, Groveland Capital
CEO, Fortune 500 Funding |
Investing In Alternatives
Moderator:
Managing Partner, Agecroft Partners
Panelists:
Vice President, Wilshire Associates
Alternative Alpha Global Investment Leader, Mercer Investment Consulting
Partner, Enter Media Growth Partners
Principal & Portfolio Manager, PCM Partners |
| 12:15p |
Private Equity & venture capital Outlook: Do emerging managers have an edge?
While most investors are focused on large private equity firms, this panel will explain what emerging managers have to offer that these large shops cannot.
- Back to the basics
- What to look for in an Emerging Private Equity Manager
- Negotiating terms and conditions
- Importance of exit strategies in 2011
- Where do we go from here?
Moderator:
Finance Director, City of Annapolis (MD)
Panelists:
Managing Partner & Co-Founder, Add Partners
President, Oakland Municipal Employees' Retirement System
Vice Chairman/Councilman, San Antonio Fire & Police Pension Fund |
MANGING RISK IN TODAY'S INVESTMENT ENVIRONMENT
- Overview Of The Current Market Environment
- Defining Risk Generally
- Risks Specific to Emerging Managers
- Risk Mitigation Techniques
- Headline risk
- What to avoid
- Increased due diligence
- Where are today's best opportunities
Moderator:
Chairman, Board of Trustees, Wayne County Employees Retirement System
Panelists:
Co-Chief Investment Officer & Chief Research Research Officer, Foxhall Capital
Director, Deloitte & Touche LLP
Managing Director, Milliman, Inc. |
| 1:00p |
Luncheon |
| 2:15p |
REDEFINING EMERGING MANAGERS:
With demand for emerging managers increasing, the definition continues to vary. Hear experts discuss definition of an emerging manager and the benefits of partnering with these firms
- Minority/Women/Disabled Veterans-Owned ("MWDV") firms
- Start-ups
- Role of mandates
Moderator:
Chief Investment Officer, Osborne Siegel Private Family Office (SFO)
Panelists:
Manging Director, Real Estate, PENSION CONSULTING ALLIANCE
Managing Partner, GALVIN ASSET MANAGEMENT
Founder & Portfolio Manager, EMYS CAPITAL
Director of Research, OmniResearch
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| 3:15p |
HOW A FUND ADMINSTRATOR CAN ENHANCE YOUR FUND RAISING
- How the independent administrator provides transparency and oversight
- Proper Governance: How the world will change from an oversight standpoint from the regulators' view as well as potential investors
- Successful fund raising: What investors look for in reporting and valuation
- Using the administrator as a marketing tool in raising funds and communicating with potential investors
Moderator:
Portfolio Manager-Marketable Securities, Public School Teachers' Pension and Retirement Fund of Chicago
Panelists:
Director, Global Head of Sales Alternative Fund Services, Deutsche Bank
President, Cortland Fund Services LLC
President and CEO, PEF Services
CEO, Fundadministration, Inc |
| 4:15p |
CONSULTANTS ROUNDTABLE
Moderator:
Director, Clontarf Capital
Panelists:
Managing Director, Cambridge Associates
Director of Manager Research, Marquette Associates, Inc
Managing Attorney - Advisor, Barge Consulting-SCA |
| 5:00p |
Cocktail Reception
Sponsored by:
Creo Select Opportunities Fund, LP |
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Untitled Document
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