President/CEO, National Philanthropic Trust
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Executive Vice President, Callan Associates
Chief Investment Officer, Masino Family Office (SFO)
Managing Director, Pathstone Family Office (MFO)
Managing Director, Pathstone Family Office (MFO)
Director, CI Investments (SFO)
Chief Investment Officer, Osborne Siegel Private Family Office (SFO)
Trustee, Boca Raton (FL) Police & Fire Retirement Assoc.
Head of Alternative Investments, Osborne Siegel Private Family Office (SFO)
Managing Director, Massey, Quick & Co. LLC (MFO)
Founder and CEO, Aston Pearl
President, Chapin Hill Advisors, Inc
Director of Strategic Alliances, Chapin Hill Advisors, Inc
CEO, Angus advisory Group LLC
Principal, Saint-Donat & Co.
Partner, VERITABLE, LP (MFO)
Director, VERITABLE, LP (MFO)
Head of Risk, Manhattan Family Office LLC
Director of Administration, Interlaken Management LLC (SFO)
Board Member, The Unquowa School
Consultant, Clontarf Capital
Portfolio Strategist, College Illinois!
Asst. VP for Finance, CUNY BMCC
Executive Director, Holyoke Contributory Retirement
Trustee, Christopher Reynolds Foundation
Senior Institutional Consultant, Graystone Consulting
Investment Committee Member, City of Richmond Retirement System
Managing Partner, Corgentum Consulting, LLC
CEO, Consultiva Internacional, Inc.
Chairman, Bay City (MI) Police & Fire Ret. System
Director of Institutional Advancement, Yeshiva University
Senior Investment Analyst, Portfolio Evaluations, Inc.
President, Maidstone Foundation
President, Collins Capital (SFO)
Vice President, Blue Spruce Global Advisors
Director of Private Wealth Consulting, HAMMOND ASSOCIATES
Director, TIAA-CREF
Managing Director of Hedge Fund Research, Partner, CTC Consulting Inc.
CPA, Partner, Senior Consultant, CTC Consulting Inc.
Senior Council, Corporations Committee NY State Senate
Director of Investment Operations, Interlaken Management (SFO)
Partner, Bidart & Ross, Inc.
Consultant, Deniad and Company
Manager, Interlaken Management (SFO)
President and CEO, Zeno Consulting
Partner, NextPoint Family Office (SFO)
Managing Director, Alban Row Investments, LLC
Chairman, Blue Spruce Global Advisors
Managing Director, Head of Investment Strategy, TIAA-CREF
Managing Partner, Ten Capital Advisors LLC
Principal, Mercer Investment Consulting
Treasurer, Triskeles Foundation
Senior Associate, Mercer
Founding Partner, Massey, Quick & Co. LLC (MFO)
Chairman, Investment Committee, Rutgers University Endowment
Principal Manager, Aurora Investment Group, LLC (Single family Office)
Director of Investment Operations, GenSpring Family Offices, LLC (MFO)
Managing Partner, MB Family Advisors, LLC
Controller, CUNY BMCC
Senior Investment Analyst, Portfolio Evaluations, Inc.
Vice President, Madison Portfolio Consultants, Inc.
CEO & Founder, Kos Consultants
Commissioner, New York State Insurance Fund
Investment Manager, Manchester Capital Management, LLC (MFO)
President, Manchester Capital Management, LLC (MFO)

Director, ARJ Strategy Partners, LLC (SFO)
Senior Managing Consultant, PFM Advisors
Director, Towers Watson
Trustee, Oklahoma Firefighters Pension & Retirement System
Partner, Albourne America, LLC
Analyst, J.P. Morgan Investment Analytics & Consulting Group
CFA, Vice President, J.P. Morgan Investment Analytics & Consulting Group
Vice President, J.P. Morgan Investment Analytics & Consulting Group
Managing Partner, Harper, Foster Family Advisory (MFO)
Principal, Harper, Foster Family Advisory (MFO)
Managing Director, Old City Investment Partners LLC (SFO)
Managing Member, Drake Libby Family Office Advisors LLC
President, Quality Manager Consultants, LLC
Director, Commonfund
Managing Director, Commonfund
Managing Director, Milliman
Board Member, Ministers and Missionaries Investment Board
Founder, Marom Ferguson Consulting
President, Quantel Associates Inc.
President, Pension Fund Evaluations
Associate, Pension Fund Evaluations
CEO, RLF Advisors
Senior Consultant, Evaluation Associates LLC
Chief Operations Officer, Pennsylvania Municipal Retirement Trust
Managing Director, Blue Prairie Group, LLC
Managing Partner, MacLaren Advisors, LLC
Principal, MacLaren Advisors, LLC
Senior Vice President and Senior Consultant, Investment Performance Services
Founder, CapitalShipllc
Investment Strategist, Yale-New Haven Hospital
President, The Gemma Foundation, Inc.
Consultant, Clontarf Capital
President, Shingle Oak Advisors (MFO)
Managing Member, Shingle Oak Advisors (MFO)
Black Family Partners, LP (SFO)
Chief Investment Officer, Brownson, Rehmus & Foxworth, Inc. (MFO)
Associate, Brownson, Rehmus & Foxworth, Inc. (MFO)
Special Assistant to the Senior Vice President for Finance & Administration, Simmons College
Vice President, Paradigm Consulting Services
Senior Analyst, Paradigm Consulting Services
Director, Government Relations, OMERS Administration Corporation
Managing Vice President, OSI Investments
Board Member, OMERS Administration Corporation
Director, Collins Capital (SFO)
Senior Investment Consultant, Pierce Park Group
Trustee, Farmington Pension Board, CT
Director of Operation, Tata & George Consulting Group LLC
Senior Investment Consultant, Tata & George Consulting Group LLC
Senior V.P. Finance, MEMORIAL SLOAN-KETTERING CANCER CENTER
Director of Research, Old City Investment Partners LLC (SFO)
Research Analyst, Gatemore Capital Management (MFO)
Co-founder and Managing Partner, Gatemore Capital Management (MFO)
Director, Multi-Manager Solutions, Rogerscasey
Research Analyst, Gatemore Capital Management (MFO)
Managing Partner, Beryl Consulting
Executive Director of Institutional Advancement, LeMoyne College
Managing Director, Shah & Associates
Principal, Envoi LLC
Principal, US Head of Socially Responsible Investment, MERCER
Managing Director-Investment Consulting, RogersCasey

"The Strategic Case for Gold: Rediscovering an Asset Class"

Risk Modeling

• Why does one need a risk model?
• Why did Standish build a risk model?
• How does the risk model work?
• What can you do with the risk model?

Strategist, Standish Mellon Asset Management Company

• Fiduciary Responsibility
• How often should asset allocations be reviewed and revised?
• How often should you review the performance of your consultant?
• How do you find and select the right consultant for your needs?

Moderator:
Director, VERITABLE, LP (MFO)

Panelists:
CPA, Partner, Senior Consultant, CTC Consulting Inc.
Managing Director, Alban Row Investments, LLC
Principal, Gordon Family Office (SFO)

• Can we expect growth or a set back?
• What role is the Federal Reserve playing right now?
• What effects are the foreign markets playing on the U.S. and Global economies?
• Is the housing market still a significant factor on the health of the economy?
• Can we achieve sustainable employment growth without government support?

Moderator:
Chairman, Bay City (MI) Police & Fire Ret. System

Panelists:
Founding Partner, Massey, Quick & Co. LLC (MFO)
Managing Director, Annaly Capital Management FIDAC
Chief Executive Officer, Old Mutual Global Index Trackers (US) LLC

• Manager incentives and expenses associated with hedge funds
• Performance measurement of hedge funds
• What opportunities exist?
• Hedge Fund Consolidation
• Fund Criteria
• Is risk declining?
• Best opportunities for growth
• What to expect from your fund

Moderator:
Managing Member, AGECROFT PARTNERS & Investment Committee Member, City of Richmond Retirement System

Panelists:
President, Titan Advisors, LLC
Managing Director, LAZARD CAPITAL MARKETS
President & Founder, Carrington Strategic Advisors, LLC

• Co-Investing opportunities
• Stories from the trenches: home runs and train wrecks
• Global Versus Domestic Opportunities and do they fit for your office
• Absolute Return Strategies
• Traditional vs. non traditional, what are the benefits?
• How to implement a style-based approach
• Smart investing moves for 2011 and what to watch for

Moderator:
Investment Strategist, Yale-New Haven Hospital

Panelists:
Strategist, Standish Mellon Asset Management Company
Co-CIO and Chief Research Officer, Foxhall Capital Management
Managing Director, Global Investment Strategist, Mellon Capital Management

• Choosing a Manager to consistently Beat the Benchmark
• Understanding the hedge fund manager
• Understanding the Role of Fees in the Manager Selection Process
• Which is more crucial: individuals, process, or overall performance?
• How important is the human factor and what role does it play?
• The top 5 attributes to look for when choosing a manager
• Track Record

Moderator:
Managing Director, Pathstone Family Office (MFO)

Panelists:
Principal, Mercer Investment Consulting
Senior Vice President and Senior Consultant, Investment Performance Services
Consultant, Clontarf Capital

• Compliance
• Due Diligence
• Target Asset Allocation
• Benchmarks
• Risk
• Diversification
• Monitoring your portfolio

Moderator:
Chairman, Investment Committee, Rutgers University Endowment

Panelists:
Trustee, Christopher Reynolds Foundation
Commissioner, New York State Insurance Fund
Managing Director, Milliman
Chief Investment Officer, Pitcairn (MFO)

• Critical considerations for hedge fund allocation
• Selecting the optimum asset allocation for your alternatives portfolio
• The current and prospective global economic trends in asset allocation
• What are the costs of implementing alternative allocation?
• Risks involved
• Mezzanine market overview

Moderator:
Managing Partner, Corgentum Consulting, LLC

Panelists:
Director of Analytics, Thomson Reuters
Board Member, OMERS Administration Corporation
Senior Consultant, Gray & Company
President & COO, PROSPECT CAPITAL MANAGEMENT, LLC

• New Era? New Model?
• Merits and weaknesses of the industry.
• Evaluating service providers going forward given recent market turbulence
• Should institutions seek a one stop shop service provider rather than an A La Carte approach?

Moderator:
Trustee, Oklahoma Firefighters Pension & Retirement System

Panelists:
Senior Institutional Consultant, Graystone Consulting
President and CEO, Zeno Consulting
Executive Vice President, Callan Associates
Partner, Albourne America, LLC