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| Emerging Managers Summit South |
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| November 3-4, 2011 |
| The Westin Riverwalk, San Antonio, TX |
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Thursday, November 3, 2011 |
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| 8:00a |
Exhibit Setup & Registration Opens |
| 8:30a |
Co-Chair Welcoming Remarks
Principal & Managing Director, Capital Prospects LLC
Managing Director, Blue Harbour Group
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| 8:45a |
What are Plan Sponsors looking for in an Emerging Manager?
Listen to representatives from Pension Funds, Endowments/Foundations and Family Offices discuss what they are looking for when considering investing in an emerging manager.
- Big Changes in the Financial Landscape
- Fund Diversity...Now more than ever
- Trends going forward
- Presentation, Pitch & Feedback
Panelist:
Trustee and Board Chairman, Jacksonville Police and Fire Pension Fund
Investment Officer and Portfolio Manager, MERS of Michigan
Trustee, State of Maryland Retirement Systems |
| 9:30a |
Identifying Emerging Talent-Identifying Strategies for Changing Markets
Moderator:
CIMA,CPWA, President & CEO, Kingsbridge Trust Company, Inc.(MFO)
Panelist:
CEO and Portfolio Manager, Profit Investment Management
CEO & Managing Partner, Insight Equity
Managing Director, Banes Capital Management, LLC
Managing Director & Chief Investment Officer, Performance Trust Investment Advisors, LLC
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| 10:30a |
Refreshment Break |
| 10:45a |
Meet the Emerging Managers
This session will consist of 5 Emerging Manager firms with a total of 8 minutes each to speak. There will be no power point presentations during this session. The five 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 5 firms have presented, we will open the floor to questions from the audience.
Moderator:
Assistant City Attorney, City of Birmingham, AL
Panelists:
Principal, TangleTrade Management, LLC
Managing Director, RoundRock Capital Partners, L.P.
Principal, International Farming Corporation
CIO, TUSKER CAPITAL
Portfolio Manager, Robotti & Company, inc. |
| 11:45a |
Hedge Fund Strategies - Emerging Managers
In the hedge fund industry, research has shown emerging managers to offer higher returns than more established funds. These managers are innovative, often able to capitalize on market opportunities the bigger players cannot. Although the challenges are many, here panelists explain why there is a place for emerging managers in a funds portfolio, especially in the current market environment.
Topics to be addressed include:
- 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 are the prospects for emerging hedge funds in the future?
- What areas are most active in terms of new hedge fund launches?
- Seeding Funds and Co-investment opportunities
Moderator:
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Panelist:
Managing Director, Blue Harbour Group
CEO, Salient Partners MLP Complex
Chief Financial Officer and COO, Appomattox Advisory, Inc. |
| 12:30p |
Luncheon |
| 1:45p |
Investing in women-owned firms: Knocking down the barriers
- Raising capital in a challenging environment
- Tapping non-traditional business opportunities and sources of capital
Moderator:
Treasurer, Redford (MI) Police & Firemen Retirement
Panelists:
President & Founder, Carrington Strategic Advisors, LLC
Managing Partner, Salient Zarvona Energy Fund
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| 2:30p |
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
- What does the research really show?
- Minority/Women/Disabled Veterans-Owned ("MWDV") firms
- Start-ups
- Regulatory issues
Moderator:
Panelists:
Managing Director, Blue Harbour Group
Principal & Managing Director, Capital Prospects LLC |
| 3:15p |
Refreshment Break |
| 3:30p |
Building the Right Team - Beyond Your Four Walls
With increasing pressure by investors to produce desired returns, more and more hedge fund managers are turning to third party administrators and other service providers to manage the operational aspects of their fund
- How the right administrator and other service providers enhance your organization, facilitate sales & marketing and provide domain expertise
- How third party administrators provides a control environment and transparency that reassures investors, increases their confidence in the fund
- State-of-the-art technology platforms
- How your firm might benefit from compliance experts
- How third-party marketers provide value and what are the pros / cons of utilizing them
- Proper Governance: How the world will change from an oversight standpoint from the regulators' view as well as potential investors
- How third-party marketers provide value and what are the pros / cons of utilizing them
- Using the administrator as a marketing tool in raising funds and communicating with potential investors
Moderator:
Chief Investment Officer, Osborne Siegel Private Family Office (SFO)
Panelist:
CPA, Assurance Partner, BDO
Founding Partner, General Counsel, Blue River Partners |
| 4:15p |
Launching and Managing an Emerging Manager Program
- Identifying risks associated with an emerging manager program
- Government regulations
- Evaluating managers
- Benefits of an emerging manager program
- Keys to success
- Getting in front of the consultant
- What do investors look for in reporting and valuation?
- Branding your firm
- Exposure
Moderator:
Commissioner, New York State Insurance Fund
Panelist:
Chief Investment Officer, San Antonio Fire and Police Pension Fund
CFA, Managing Director, Wilshire Consulting
Vice President & Portfolio Manager, Athena Capital Advisors, Athena Stonehorse
Managing Partner, Market Share International |
| 5:00p |
Asset Allocation:
How much of a plan's portfolio should be allocated to Emerging Managers & what are the advantages to diversifying your portfolio by allocating to an emerging manager?
- Int'l opportunities
- Alternative niches
- Green/Socially Responsible
- Emerging markets
- Commodities
- Healthcare
Moderator:
Chairman, City of Austin Police Retirement Fund
Panelists:
CIO, Flintlock Capital Asset Management
Portfolio Manager, Lacerte Capital Advisers, LLC
Vice President, Attucks Asset Management |
| 6:00p |
Cocktail Reception
Sponsored by: |
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| 8:00a |
Continental Breakfast |
| 8:45a |
Co-Chair Welcoming Remarks |
| 9:00a |
Emerging to Emerged: Success Stories from Funds that Have Succeeded in the Current Environment
- Key of building out proper infrastructure
- Pitfalls encountered along the way
- What makes them the same yet different from all other funds
- What were initial keys to success
- What has worked with / against them with investors
- Future game plan
Speakers:
Head of Prime Services, Maxim Group LLC
Director, broadfin capital
Managing Partner/ Co- Portfolio Manager, Vollero Beach Capital |
| 9:45a |
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
- Advantages and disadvantages of sector specific strategies
- What characteristics are consistently found among top performing emerging managers
Moderator:
Chairman, City of Pontiac General Employees Retirement System
Panelist:
Partner, Opus Point Partners
CEO, Busara Advisors
Founder & Managing Partner, KeyPoint Capital Management, LLC
Portfolio Manager, AlphaOne Capital Partners, LLC |
| 10:30a |
Refreshment Break |
| 10:45a |
Benefits & Opportunities in investing in Emerging Managers
- Do Emerging managers really outperform?
- Risk managed solutions to investing with emerging managers
- What are the advantages
- What are the risks involved?
- What to expect in the upcoming year
Moderator:
Trustee, City of Birmingham (AL) Employees Retirement and Relief System
Panelist:
Director, Parish Capital Advisors, LLP
CIO, New legacy
Vice President, Marketing & Client Service, FIS GROUP |
| 11:30p |
Current Credit Markets...Promising Investment Opportunities
- Credit market opportunities
- Current Trends & Innovations
- Sources of credit
- Investing in the Credit Markets
- How to take advantage of Global credit markets
- Financial alternatives
- Valuations
- Public Financing
- Lender issues
- Tax Incentives/Credit
Panelists:
Vice President, Segal Advisors, Inc.
Co-Founder and Partner, Varadero Capital L.P |
| 12:15p |
Investing in Alternatives
- How do alternatives fit into a portfolio?
- What are the additional risks involved in alternative investment emerging managers?
- The impact of the emerging manager trend on the alternative investment landscape / on alternative investments
- What areas within alternatives are best positioned to benefit from emerging managers?
Moderator:
President, Oakland Municipal Employees' Retirement System
Panelists:
Investment Consultant, Alvery Bartlett Group
President, Unity Resources, LLC |
| 1:00p |
Luncheon |
| 2:15p |
The Future in Real Estate... Top Opportunities
- Opportunities that exist in nonperforming loans (NPLs) and the REO Markets
- Distressed debt opportunities
- Commercial trends & opportunities
- Residential opportunities
- Latest regulatory issues- and impact
- Valuations & portfolio construction
Moderator:
Trustee, New Hampshire Retirement System
Panelist:
Managing Director, Berkeley Capital Partners
President & CEO, Gemini Real Estate Advisors
Founder and CEO, Silo Financial Corp. |
| 3:00p |
Equity Investing
- Navigating through choices in equity investing
- Role of regulations in choosing investments
- Impact of inflation (and deflation) on investment selection
- Is decoupling real?
- Shall we forget Eurozone for a while?
- Should we overweight Emerging markets?
- If we can't get traditional levels of return can we get current income? Stocks paying high dividends?
- In-favor and Out-of favor strategies
- Performance impact of Active Share
Moderator:
Trustee, Chicago Policemen's Annuity and Benefit Fund
Panelists:
Executive Vice President, Hodges Capital Management
President and CIO, Robotti & company Advisors, LLC |
| 3:45p |
Consultants Roundtable
Panelist:
Investment Consultant of Global Manager Research, Callan Associates
CEO, Zeno Consulting Group, LLC
Chief Executive Officer, North Point Advisors |
| 4:30p |
Closing Remarks |
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Untitled Document
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