2nd Annual Alternative Investments Summit

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About The Conference

iGlobal Forum’s 2nd ALTERNATIVE INVESTMENTS SUMMIT: New Strategies for a New Era will examine post-economic meltdown opportunities for institutional investors and allocators in hedge funds, private equity, mergers & acquisitions, managed futures, distressed debt and credit markets.  The Summit will unite pension funds, endowments, foundations, family offices and insurance companies with top hedge funds, private equity firms, commodity trading advisors (CTAs), distressed debt/credit funds and asset managers.  Attendees will benefit from a full day of networking, panel discussions, and compelling presentations from the country’s leading fund managers and institutional investors.

Key Topics Covered

  • Evolving State of Alternative Investing in the Current Economic and Regulatory Climate
  • Investor ConcernsNew Asset Allocation Models, and the Role of Alternative Investments
  • Hedge Fund Trends: What's Hot, What's Not?
  • Private Equity Prospects - Identifying the Most Promising Opportunities
  • Strategies for Fund Formation
  • Secondary Markets for Hedge Funds and Private Equity Funds
  • Trading ETFs: Factors to Consider
  • Selecting the Best Hedge Fund Strategies for your Portfolio and Objectives
  • Cashing in on Commodity Inflation with a Manager Futures Program
  • Opportunities in Distressed and Credit Markets
  • Plus, a special pre-conference workshop: Tail-Alpha: New Strategies for Managing Portfolio Tail Risk

Network With Leading

  • Pension Funds
  • Endowments & Foundations
  • Insurance Companies
  • Hedge Funds
  • Private Equity Firms
  • Infrastructure Funds
  • Structured Debt Funds
  • Investment Consultants
  • Lawyers
  • Investment Bankers
  • Traders
  • Technology Providers & Ratings Agencies
8:30 am - REGISTRATION & NETWORKING BREAKFAST
9:00 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:15 am - EVOLVING STATE OF ALTERNATIVE INVESTING IN THE CURRENT ECONOMIC AND REGULATORY CLIMATE
  • Key economic, political, regulatory and valuation issues impacting the Alternative Investment managers and investors
  • Two-speed global economy--developed vs. emerging markets—and implications for alternative asset allocations
  • Evolution of global AI industry in the face of global financial reforms including Dodd-Frank, Volcker, AIFM and Basel III?
  • Do hedge funds, private equity or other alternative investments pose a systemic risk to the global financial system?
  • Alternative Investment outlook and themes for 2011 and beyond
Stephen Todd Walker

Stephen Todd Walker

Managing Director, Investments

OPPENHEIMER & CO. INC.

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Christopher O'Brien

Christopher O'Brien

President, US and European Business

INVESTCORP INTERNATIONAL INC.

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Eric A. Siegel

Eric A. Siegel

Managing Director / Co-Head of Hedge Fund Research and Management

CITI PRIVATE BANK

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Gregory J. Nowak

Moderator:

Gregory J. Nowak

Partner

PEPPER HAMILTON LLP

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10:00 am - INVESTOR CONCERNS, NEW ASSET ALLOCATION MODELS, AND THE ROLE OF ALTERNATIVE INVESTMENTS
  • Liquidity, transparency, risk, and other key concerns of alternative investors in the post-economic meltdown
  • Asset allocation criteria: what % should be allocated to alternative investments and how should you diversify across hedge funds, private equity, and other alternative asset classes?
  • Aligning GP/LP interests in private equity: terms, fee structures, liquidity, transparency, carry, clawbacks, wind-downs
  • Aligning investor/asset manager interests in hedge funds: transparency, leverage, risk management, disclosure, clearly articulated value proposition and sources of alpha, meeting performance challenges
John C. Phelan

John C. Phelan

Managing Partner & Co-Founder

MSD CAPITAL

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Andrew K. Reilly

Andrew K. Reilly

Alternative Investments Committee Chair

RHODE ISLAND STATE INVESTMENT COMMISSION

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Maurice A. Gordon

Moderator:

Maurice A. Gordon

Senior Investment Manager

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

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10:30 am - MORNING NETWORKING BREAK
11:00 am - HEDGE FUND TRENDS: WHAT’S HOT, WHAT’S NOT?
  • Which hedge fund strategies were most successful in 2010 and which are most promising for 2011 and beyond?
  • Why does capital continue flowing into hedge funds despite less than stellar returns over the last 2-3 years?
  • How have hedge funds changed their strategies and terms since the economic meltdown? What lessons were learned?
  • Fund of hedge funds – what accounts for their continuing popularity despite the extra layer of management fees?
  • UCITS-compliant hedge funds, hedge fund ETFs and mutual funds – solutions to increased transparency and liquidity?
Deepak Gurnani

Deepak Gurnani

Chief Investment Officer and Head of Hedge Funds

INVESTCORP INTERNATIONAL INC.

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Dr. Jordan Drachman

Dr. Jordan Drachman

Director and Head of Research, Alternative Beta Strategies

CREDIT SUISSE

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Justin B. Dew

Justin B. Dew

Senior Managing Director

WELTON INVESTMENT CORPORATION

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Steven D. Persky

Steven D. Persky

Co-Founder & Managing Partner

DALTON INVESTMENTS LLC

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Keith Summers

Moderator:

Keith Summers

CFA, Portfolio Manager

TRICOASTAL CAPITAL

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11:45 am - PRIVATE EQUITY PROSPECTS--IDENTIFYING THE MOST PROMISING OPPORTUNITIES
  • Raising new capital—is fundraising getting easier? Where is new money going?
  • M&A activity: which sectors are attracting the greatest deal-flow and why?
  • Will middle-market buyout funds and corporate mezzanine debt continue to outperform as they did in 2010?
  • Identifying potential opportunities in growth equity, distressed/restructuring situations, credit and real estate
  • Are Emerging Markets still magnets for private equity or are there more lucrative opportunities elsewhere?
  • Liquidity in private equity—exit strategies, IPOs, secondary markets
Eric Albertson

Eric Albertson

Investment Director

SL CAPITAL PARTNERS (US) LIMITED

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Maurice A. Gordon

Maurice A. Gordon

Senior Investment Manager

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

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Christian Raaby Bronden

Christian Raaby Bronden

Vice President, Investment Team

ATP PRIVATE EQUITY PARTNERS

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Bart J. Molloy

Moderator:

Bart J. Molloy

Managing Director

MONUMENT GROUP

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12:30 pm - NETWORKING LUNCHEON
1:30 pm - CURRENT TRENDS IN FUND STRUCTURING
  • Pros and cons of master feeder vs. side-by-side structures
  • Structuring as a mini-master due to the end of deferred compensation
  • Tax consequences to US tax-exempt and foreign investors in domestic funds
  • Issues related to state and local taxes
  • Tax impact of effectively connected income
Philip S. Gross

Philip S. Gross

Partner

KLEINBERG, KAPLAN, WOLFF & COHEN, P.C.

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Michael L. Andreola, CPA

Michael L. Andreola, CPA

Tax Partner, Financial Services Group

BDO

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Jeffrey S. Parker, CPA

Jeffrey S. Parker, CPA

Tax Partner, Financial Services Group

BDO

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2:15 pm - SECONDARY MARKETS FOR HEDGE FUNDS AND PRIVATE EQUITY FUNDS
  • Closing the gap between valuations and vendor pricing expectations - the spreads
  • The role of secondary transactions in the marketplace and how the secondary mindset is impacting the industry
  • Raising fresh funds in the secondary market; how investors seek growth
  • The rise of portfolio valuations - what it means for secondary market pricing
  • The increasing use of side pockets - what it means for secondary market pricing
  • Creative liquidity solutions (short of selling)
  • How managers react to secondary market transactions - manager-imposed conditions
Rudy Scarpa

Rudy Scarpa

Partner

PANTHEON VENTURES

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Brian Sullivan

Brian Sullivan

Partner

PAUL CAPITAL

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Douglas Kelly

Douglas Kelly

Principal

POMONA CAPITAL

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Christian von Schimmelmann

Christian von Schimmelmann

Managing Director

GOLDMAN SACHS ASSET MANAGEMENT

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Peter D. Greene

Moderator:

Peter D. Greene

Vice Chair, Investment Management

LOWENSTEIN SANDLER PC

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3:00 pm - AFTERNOON REFRESHMENTS AND NETWORKING BREAK
3:20 pm - TRADING ETFS: FACTORS TO CONSIDER
  • Trading best practices for ETFs
  • Insights for trading inverse and leveraged ETFs
  • Evaluating ETF and market liquidity
  • Advanced ETF trading strategies: using options, hedging, short selling
  • Ensuring best execution for ETF trades
Daniel D. O'Neill

Daniel D. O'Neill

President / CEO / CIO

DIREXION

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Paul Weisbruch

Paul Weisbruch

VP of ETF/Index Sales and Trading

STREET ONE FINANCIAL

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Eric M. Pollackov

Eric M. Pollackov

Managing Director, ETF Capital Markets

CHARLES SCHWAB & CO., INC.

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Chris Hempstead

Chris Hempstead

Director - ETF Group

COWEN AND COMPANY

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Phil Bak

Moderator:

Phil Bak

Senior Director of ETF's

NEW YORK STOCK EXCHANGE

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4:00 pm - SELECTING THE BEST HEDGE FUND STRATEGIES FOR YOUR PORTFOLIO AND OBJECTIVES
  • Demystifying hedge fund strategies: equity long-short, global macro, arbitrage, corporate mezzanine debt, distressed securities, corporate event-driven, opportunistic special situations, emerging markets
  • Hedge fund innovations: PIPEs, hedge fund ETFs and mutual funds—are investors biting?
  • Choosing hedge funds that best complement your (or your client’s) portfolio and investment objectives
Steven Mathews

Steven Mathews

Founder, CIO & Portfolio Manager

FLINTLOCK CAPITAL ASSET MANAGEMENT, LLC

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Aleksey Matiychenko

Aleksey Matiychenko

CFA, FRM, CAIA, Senior Partner & CEO

RISK-AI

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Jason Heumer

Jason Heumer

President

VISIUM ASSET MANAGEMENT

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Timothy Jackson

Timothy Jackson

Head of Investment Research

GAPSTOW CAPITAL PARTNERS

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Donald Steinbrugge

Moderator:

Donald Steinbrugge

Chairman of Alternative Investment Committee

CITY OF RICHMOND

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4:30 pm - OPPORTUNITIES IN DISTRESSED AND CREDIT MARKETS
  • Overview of distressed and credit markets along with practical considerations in the post-credit crunch environment
  • Building a differentiated distressed/credit portfolio—generating the proper asset allocation mix
  • Structured credit asset classes—ABS, RMBS, CMBS, CDO and CLO debt—pricing, rating, regulation and risk management
  • Corporate mezzanine debt: providing capital for leveraged buyouts, debt refinancings, recapitalizations and acquisitions
  • Investing in sovereign debt (PIGS) as the new credit class: perspectives on risk and return capabilities
Mihir Meswani

Mihir Meswani

Chief Portfolio Strategist

SANDALWOOD SECURITIES

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Hank D'Alessandro

Hank D'Alessandro

Managing Director & Head of MS Credit Partners

MORGAN STANLEY

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W. Anthony Edson

W. Anthony Edson

Co-Founder & Partner

STONE TOWER CAPITAL, LLC

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5:00 pm - COCKTAIL RECEPTION & NETWORKING

Speakers

Bart J. Molloy

Bart J. Molloy

Managing Director

MONUMENT GROUP

View More

Rudy Scarpa

Rudy Scarpa

Partner

PANTHEON VENTURES

View More

Stephen Todd Walker

Stephen Todd Walker

Managing Director, Investments

OPPENHEIMER & CO. INC.

View More

John C. Phelan

John C. Phelan

Managing Partner & Co-Founder

MSD CAPITAL

John Phelan is a Managing Partner and Co-founder of MSD Capital, L.P. MSD Capital was formed in 1998 to manage

View More

Steven Mathews

Steven Mathews

Founder, CIO & Portfolio Manager

FLINTLOCK CAPITAL ASSET MANAGEMENT, LLC

Mr. Mathews left Tudor Investment Corporation in September 2009 to start Flintlock Capital Asset Management. 

View More

Daniel D. O'Neill

Daniel D. O'Neill

President / CEO / CIO

DIREXION

As the President, Chief Executive Officer and Chief Investment Officer, Dan is responsible for oversight of the

View More

Paul Weisbruch

Paul Weisbruch

VP of ETF/Index Sales and Trading

STREET ONE FINANCIAL

Paul Weisbruch is the VP of ETF/Index Sales and Trading at Street One Financial. He graduated from the University

View More

Eric A. Siegel

Eric A. Siegel

Managing Director / Co-Head of Hedge Fund Research and Management

CITI PRIVATE BANK

View More

Eric M. Pollackov

Eric M. Pollackov

Managing Director, ETF Capital Markets

CHARLES SCHWAB & CO., INC.

Eric Pollackov is the Managing Director of ETF Capital Markets for Charles Schwab & Co., Inc. He is

View More

Peter D. Greene

Peter D. Greene

Vice Chair, Investment Management

LOWENSTEIN SANDLER PC

View More

Mihir Meswani

Mihir Meswani

Chief Portfolio Strategist

SANDALWOOD SECURITIES

View More

Michael L. Andreola, CPA

Michael L. Andreola, CPA

Tax Partner, Financial Services Group

BDO

View More

Brian Sullivan

Brian Sullivan

Partner

PAUL CAPITAL

Brian Sullivan joined Paul Capital Partners in 1998. He is responsible for identifying, diligencing and

View More

Christopher O'Brien

Christopher O'Brien

President, US and European Business

INVESTCORP INTERNATIONAL INC.

View More

Deepak Gurnani

Deepak Gurnani

Chief Investment Officer and Head of Hedge Funds

INVESTCORP INTERNATIONAL INC.

View More

Donald Steinbrugge

Donald Steinbrugge

Chairman of Alternative Investment Committee

CITY OF RICHMOND

Don is Chairman of Agecroft Partners, a global consulting and third party marketing firm for hedge funds. 

View More

Douglas Kelly

Douglas Kelly

Principal

POMONA CAPITAL

View More

Jeffrey S. Parker, CPA

Jeffrey S. Parker, CPA

Tax Partner, Financial Services Group

BDO

View More

Hank D'Alessandro

Hank D'Alessandro

Managing Director & Head of MS Credit Partners

MORGAN STANLEY

Henry (“Hank”) D’Alessandro is currently a Managing Director of Morgan Stanley and Head of MS Credit

View More

Keith Summers

Keith Summers

CFA, Portfolio Manager

TRICOASTAL CAPITAL

Keith Summers, CFA is the portfolio manager for Tricoastal Capital, a US-domiciled global macro fund.  Keith has

View More

Dr. John Liu

Dr. John Liu

President & CIO

HAN CAPITAL MANAGEMENT

John Liu, ex-SAC portfolio manager veteran, is the founder of HAN Capital management, a hedge fund, a commodity &

View More

Dr. Jordan Drachman

Dr. Jordan Drachman

Director and Head of Research, Alternative Beta Strategies

CREDIT SUISSE

Dr. Drachman is a Director and head of research of the Alternative Beta Strategies group focusing on the creation

View More

Eric Albertson

Eric Albertson

Investment Director

SL CAPITAL PARTNERS (US) LIMITED

Eric Albertson, Investment Director at SL Capital Partners.  Responsible for origination, screening, evaluation,

View More

Philip S. Gross

Philip S. Gross

Partner

KLEINBERG, KAPLAN, WOLFF & COHEN, P.C.

View More

Gregory J. Nowak

Gregory J. Nowak

Partner

PEPPER HAMILTON LLP

Gregory J. Nowak is a partner in the Philadelphia office of Pepper Hamilton LLP and a practice leader for hedge

View More

Aleksey Matiychenko

Aleksey Matiychenko

CFA, FRM, CAIA, Senior Partner & CEO

RISK-AI

Aleksey has more than ten years of experience in financial services industry. At Risk-AI, LLC Aleksey holds the

View More

W. Anthony Edson

W. Anthony Edson

Co-Founder & Partner

STONE TOWER CAPITAL, LLC

Mr. Edson co-founded Stone Tower in 2001. He is a member of the Management Committee which is responsible for the

View More

Jason Heumer

Jason Heumer

President

VISIUM ASSET MANAGEMENT

Jason joined Visium as President in 2010. Prior to joining Visium, Jason was CEO of Atlas Capital Management, a

View More

Andrew K. Reilly

Andrew K. Reilly

Alternative Investments Committee Chair

RHODE ISLAND STATE INVESTMENT COMMISSION

View More

Timothy Jackson

Timothy Jackson

Head of Investment Research

GAPSTOW CAPITAL PARTNERS

Tim Jackson is the Head of Investment Research for Gapstow Capital Parners. During the prior 2 years, Mr. Jackson

View More

Barry Goodman

Barry Goodman

Executive Vice President & Director of Trading

MILLBURN RIDGEFIELD CORPORATION

Mr. Barry Goodman is Executive Vice-President and Director of Trading of Millburn Ridgefield Corporation and The

View More

Christian Raaby Bronden

Christian Raaby Bronden

Vice President, Investment Team

ATP PRIVATE EQUITY PARTNERS

View More

Chris Hempstead

Chris Hempstead

Director - ETF Group

COWEN AND COMPANY

Chris Hempstead began his ETF career with Susquehanna International Group in March of 1999, hired specifically for

View More

Christian von Schimmelmann

Christian von Schimmelmann

Managing Director

GOLDMAN SACHS ASSET MANAGEMENT

Christian is a senior portfolio manager in the Private Equity Group (PEG), focusing on secondary investment

View More

Justin B. Dew

Justin B. Dew

Senior Managing Director

WELTON INVESTMENT CORPORATION

View More

Steven D. Persky

Steven D. Persky

Co-Founder & Managing Partner

DALTON INVESTMENTS LLC

View More

John M. Pagli, Jr.

John M. Pagli, Jr.

Managing Director

ALPHABRIDGE CAPITAL MANAGEMENT LLC

View More

Maurice A. Gordon

Maurice A. Gordon

Senior Investment Manager

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

View More

Phil Bak

Phil Bak

Senior Director of ETF's

NEW YORK STOCK EXCHANGE

View More

PRE-CONFERENCE WORKSHOP

Tail-Alpha: New Strategies for Managing Portfolio Tail Risk

Wednesday May 4, 2011 | 7:00 am to 8:45 am

What will be covered:

  • Using Tail-Risk Hedging to insure against financial catastrophes, extreme market corrections, and unexpected moves in portfolios.
  • Step-by-step guide to hedging tail risk across many asset classes including domestic/international equities, fixed income, real assets.
  • Hedge selection process: evaluating the expenses of tail-risk hedging, monitoring constraints, and determining inherent risks.
  • Strategies for hedging tail risk: variance swaps, tail risk protection indices, equity option strategies, credit strategies, inflation floor agreements, inflation hedge energy indices, managed futures indices, sovereign risk commodity/risk rates hedge, swaps on indices.

How you will benefit:

  • Find out how what differentiates tail-risk hedging from other forms of risk management and when to implement this strategy.
  • Learn how to create positions within portfolios to protect against extreme downward market moves and other catastrophic events.
  • Discover how the kinds of scenarios and crises that warrant tail-risk hedging can be anticipated.
  • Gain useful examples, common-sense solutions, and valuable insight into the advantage/disadvantages of various approaches.
Dr. John Liu

Dr. John Liu

President & CIO

HAN CAPITAL MANAGEMENT

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Sponsors

Media Partners

  • Register by

    Conference Only

    Workshop Only

    Conference and Workshop

  • March 31, 2011

    $749

    $149

    $845

  • April 15, 2011

    $799

    $199

    $945

  • April 25, 2011

    $899

    $249

    $1,075

  • May 4, 2011

    $999

    $299

    $1,145

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
Eventi Hotel Eventi Hotel

Eventi Hotel

851 Avenue of the Americas

New York, NY

 

(212) 564-4567

http://www.eventihotel.com

 

iGlobal Forum is pleased to be hosting the upcoming Summit at the Eventi Hotel in New York City.  Located near world-renowned art galleries and vibrant nightlife, Eventi is conveniently located within  walking distance of Penn Station, Madison Square Garden, the Empire State Building, and entertainment venues.

 

 

iGlobal Forum is pleased to be hosting the upcoming 2ND ALTERNATIVE INVESTMENTS SUMMIT at Eventi, a Kimpton Hotel in New York City. Located near world-renowned art galleries and vibrant nightlife, Eventi is conveniently located within walking distance of Penn Station, Madison Square Garden, the Empire State Building, and entertainment venues.

Bart J. Molloy

Bart J. Molloy

Managing Director

MONUMENT GROUP

View More

Rudy Scarpa

Rudy Scarpa

Partner

PANTHEON VENTURES

View More

Stephen Todd Walker

Stephen Todd Walker

Managing Director, Investments

OPPENHEIMER & CO. INC.

View More

John C. Phelan

John C. Phelan

Managing Partner & Co-Founder

MSD CAPITAL

John Phelan is a Managing Partner and Co-founder of MSD Capital, L.P. MSD Capital was formed in 1998 to manage capital

View More

Steven Mathews

Steven Mathews

Founder, CIO & Portfolio Manager

FLINTLOCK CAPITAL ASSET MANAGEMENT, LLC

Mr. Mathews left Tudor Investment Corporation in September 2009 to start Flintlock Capital Asset Management.  While at

View More

Daniel D. O'Neill

Daniel D. O'Neill

President / CEO / CIO

DIREXION

As the President, Chief Executive Officer and Chief Investment Officer, Dan is responsible for oversight of the company

View More

Paul Weisbruch

Paul Weisbruch

VP of ETF/Index Sales and Trading

STREET ONE FINANCIAL

Paul Weisbruch is the VP of ETF/Index Sales and Trading at Street One Financial. He graduated from the University of

View More

Eric A. Siegel

Eric A. Siegel

Managing Director / Co-Head of Hedge Fund Research and Management

CITI PRIVATE BANK

View More

Eric M. Pollackov

Eric M. Pollackov

Managing Director, ETF Capital Markets

CHARLES SCHWAB & CO., INC.

Eric Pollackov is the Managing Director of ETF Capital Markets for Charles Schwab & Co., Inc. He is responsible for

View More

Peter D. Greene

Peter D. Greene

Vice Chair, Investment Management

LOWENSTEIN SANDLER PC

View More

Mihir Meswani

Mihir Meswani

Chief Portfolio Strategist

SANDALWOOD SECURITIES

View More

Michael L. Andreola, CPA

Michael L. Andreola, CPA

Tax Partner, Financial Services Group

BDO

View More

Brian Sullivan

Brian Sullivan

Partner

PAUL CAPITAL

Brian Sullivan joined Paul Capital Partners in 1998. He is responsible for identifying, diligencing and negotiating

View More

Christopher O'Brien

Christopher O'Brien

President, US and European Business

INVESTCORP INTERNATIONAL INC.

View More

Deepak Gurnani

Deepak Gurnani

Chief Investment Officer and Head of Hedge Funds

INVESTCORP INTERNATIONAL INC.

View More

Donald Steinbrugge

Donald Steinbrugge

Chairman of Alternative Investment Committee

CITY OF RICHMOND

Don is Chairman of Agecroft Partners, a global consulting and third party marketing firm for hedge funds.  Agecroft

View More

Douglas Kelly

Douglas Kelly

Principal

POMONA CAPITAL

View More

Jeffrey S. Parker, CPA

Jeffrey S. Parker, CPA

Tax Partner, Financial Services Group

BDO

View More

Hank D'Alessandro

Hank D'Alessandro

Managing Director & Head of MS Credit Partners

MORGAN STANLEY

Henry (“Hank”) D’Alessandro is currently a Managing Director of Morgan Stanley and Head of MS Credit Partners. 

View More

Keith Summers

Keith Summers

CFA, Portfolio Manager

TRICOASTAL CAPITAL

Keith Summers, CFA is the portfolio manager for Tricoastal Capital, a US-domiciled global macro fund.  Keith has over

View More

Dr. John Liu

Dr. John Liu

President & CIO

HAN CAPITAL MANAGEMENT

John Liu, ex-SAC portfolio manager veteran, is the founder of HAN Capital management, a hedge fund, a commodity &

View More

Dr. Jordan Drachman

Dr. Jordan Drachman

Director and Head of Research, Alternative Beta Strategies

CREDIT SUISSE

Dr. Drachman is a Director and head of research of the Alternative Beta Strategies group focusing on the creation of

View More

Eric Albertson

Eric Albertson

Investment Director

SL CAPITAL PARTNERS (US) LIMITED

Eric Albertson, Investment Director at SL Capital Partners.  Responsible for origination, screening, evaluation,

View More

Philip S. Gross

Philip S. Gross

Partner

KLEINBERG, KAPLAN, WOLFF & COHEN, P.C.

View More

Gregory J. Nowak

Gregory J. Nowak

Partner

PEPPER HAMILTON LLP

Gregory J. Nowak is a partner in the Philadelphia office of Pepper Hamilton LLP and a practice leader for hedge funds

View More

Aleksey Matiychenko

Aleksey Matiychenko

CFA, FRM, CAIA, Senior Partner & CEO

RISK-AI

Aleksey has more than ten years of experience in financial services industry. At Risk-AI, LLC Aleksey holds the

View More

W. Anthony Edson

W. Anthony Edson

Co-Founder & Partner

STONE TOWER CAPITAL, LLC

Mr. Edson co-founded Stone Tower in 2001. He is a member of the Management Committee which is responsible for the

View More

Jason Heumer

Jason Heumer

President

VISIUM ASSET MANAGEMENT

Jason joined Visium as President in 2010. Prior to joining Visium, Jason was CEO of Atlas Capital Management, a global

View More

Andrew K. Reilly

Andrew K. Reilly

Alternative Investments Committee Chair

RHODE ISLAND STATE INVESTMENT COMMISSION

View More

Timothy Jackson

Timothy Jackson

Head of Investment Research

GAPSTOW CAPITAL PARTNERS

Tim Jackson is the Head of Investment Research for Gapstow Capital Parners. During the prior 2 years, Mr. Jackson was a

View More

Barry Goodman

Barry Goodman

Executive Vice President & Director of Trading

MILLBURN RIDGEFIELD CORPORATION

Mr. Barry Goodman is Executive Vice-President and Director of Trading of Millburn Ridgefield Corporation and The

View More

Christian Raaby Bronden

Christian Raaby Bronden

Vice President, Investment Team

ATP PRIVATE EQUITY PARTNERS

View More

Chris Hempstead

Chris Hempstead

Director - ETF Group

COWEN AND COMPANY

Chris Hempstead began his ETF career with Susquehanna International Group in March of 1999, hired specifically for the

View More

Christian von Schimmelmann

Christian von Schimmelmann

Managing Director

GOLDMAN SACHS ASSET MANAGEMENT

Christian is a senior portfolio manager in the Private Equity Group (PEG), focusing on secondary investment

View More

Justin B. Dew

Justin B. Dew

Senior Managing Director

WELTON INVESTMENT CORPORATION

View More

Steven D. Persky

Steven D. Persky

Co-Founder & Managing Partner

DALTON INVESTMENTS LLC

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John M. Pagli, Jr.

John M. Pagli, Jr.

Managing Director

ALPHABRIDGE CAPITAL MANAGEMENT LLC

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Maurice A. Gordon

Maurice A. Gordon

Senior Investment Manager

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

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Phil Bak

Phil Bak

Senior Director of ETF's

NEW YORK STOCK EXCHANGE

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