September 15th, 2009
Embassy Suites Hotel®, New York |
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Register Now |
The iGlobal Annual Institutional Investor Summit continues with a new format of senior level business education and discussion and networking conversation. The primary focus of this years’ program is to illuminate what has happened in the US and global economy. The event will examine investment decisions delivered by a team of key institutional investors and select experts known for sound strategies and leadership inside their respective organizations.
We will discuss and we will debate; plan and educate. The event will examine the substance of the internal discussions and subsequent decisions that investment officers are making on behalf of their organizations and their beneficiaries. It will offer a platform and a think tank of ideas, strategies and an opportunity to make sense of a new challenging economy and how to make the very best allocation of your investment resources that satisfies plan sponsors, board members, and, in the end, the recipients of that intelligence.
The event will be the perfect platform to meet and network with Pension Fund Managers, Pension Fund Trustees, Corporate Treasurers, Pension Fund Advisors, Endowments & Foundations, Family Offices, Insurance Companies, Offshore Funds/Trust Managers, Hedge Fund Managers, Directors of Fixed Income/Equity, Directors of Investments, Compliance Officers, Due Diligence Experts, Hedge Fund Investigative Teams, Directors of Investment Research, CIO’s & CEO’s, Finance Directors, Head of Alternative Investments, and High Net Worth Individuals.
These are some of the underlining ideas we will talk about:
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Hedge Fund Allocation discussion; is this allocation secure or is there too much risk?
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Analyzing the institutional result of the economic crises
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The difference between the Wall Street bank bailout and the GM /Washington micro management situation - the effects on public & corporate pensions
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New thoughts on Endowment and Foundation portfolio construction
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The winds of change in asset allocations inside pension funds and the ramifications of that change on future capital returns
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Negotiating Management Fees: freedom and rationalization for permanent reduction
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The top 5 strategies that can bring in a reasonable near term return
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Mining the Alternative Investment Space for sound capital returns
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Risk Management: Ideas, Strategies and New Thinking
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A case for Private Equity after the crash
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Identifying systemic differences between larger and smaller endowments
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Managing the internal staff of Endowments with assets under 1B
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Asset Allocation Decisions
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Conducting sound and methodical operational and managerial Due Diligence
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Communicating or consulting with the Investment Board
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The role of the Consultant in management and investment decisions
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What role will alternatives play in endowment and foundation portfolios going forward?
This demanding and inventive participatory program is offered for the benefit of institutional investment officers and inside decision makers so that sound investment thinking and strategies of the allocation of institutional dollars can inevitably prevail so that revenue can be earned and creative strategies can be explored.
You are invited: to ask, to listen, to learn, to work, to think, to add, and to become better acquainted with one another. In doing so, what is left but to work with one another to enhance pension fund and endowment and foundation capital return and to lean on the experts inside hedge funds and private equity and investment banking and to trust that these masters can indeed walk side-by-side with allocators into a new horizon of alpha returns.
SPEAKERS
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 Brian S. O’Neil
Chief Investment Officer
ROBERT WOOD JOHNSON FOUNDATION
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 Donald Steinbrugge
Investment Committee Member, CITY OF RICHMOND RETIREMENT SYSTEM
CEO & Founder, AGECROFT PARTNERS |
 Bradley Rotter
Chairman, AIR PATROL COPR
Chairman, HALO MARITIME DEFENSE SYSTEMS
Trustee, THE ROTTER FAMILY TRUST |
 Christopher Atayan
CEO & Chairman of the Board, AMCON Distributing Company
Former Managing Director, Alternative Investments, ALEXANDER DAWSON FOUNDATION |
 Leslie Rahl
Founder & Managing Partner
CAPITAL MARKET RISK ADVISORS (CMRA)
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Petra Todorovich
Director
AMERICA 2050
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 Amy Hirsch
CEO
PARADIGM CONSULTING SERVICES, LLC |
 Patricia Meller
Vice President for Finance & Administration
THE PHILADELPHIA FOUNDATION |
.jpg) Michael Lent
Treasurer, EDWARD HAZEN FOUNDATION
Co-Founder, VERIS WEALTH PARTNERS |
 Laurel FitzPatrick
Partner
ROPES & GRAY LLP |
 Peter Fell
Senior Vice President
KENMAR GLOBAL INVESTMENT |
 George Lucaci
Senior Managing Director
CHANNEL CAPITAL GROUP |
Bud Haslett
Head of Risk Management, Derivatives and Alternative Investments
CFA INSTITUTE
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 Nathan E. Fischer
Former Chief Investment Officer
THE LUMINA FOUNDATION FOR EDUCATION |
 Ernest A. Liebre
Managing Director
CAMBRIDGE FINANCIAL SERVICES GROUP
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 Mark O'Hare
Managing Director
PREQIN |
 Ronald A. Lake
Co-Founder
LAKE PARTNERS, INC. |
Timothy P. Cahill
State Treasurer & Receiver General
COMMONWEALTH OF MASSACHUSSETTS
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Kathy Martino
Director of Economically Targeted Investments
NEW YORK CITY COMPTROLLER'S OFFICE
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Richard Horwitz
President & CEO
RISK FUNDAMENTALS
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AND MANY MORE TO BE ANNOUNCED SOON!
NETWORK WITH
Pension Fund Managers
Pension Fund Trustees
Corporate Treasurers
Pension Fund Advisors
Endowments & Foundations
Family Offices
Insurance Companies
Offshore Funds/Trust Managers
Hedge Fund Managers
Directors of Fixed Income/Equity
Directors of Investments
Compliance Officers
Due Diligence Experts
Hedge Fund Investigative Teams
Directors of Investment Research
Traders
CIO’s & CEO’s
Finance Directors
Head of Alternative Investments
High Net Worth Individuals |
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