October 6th, 2010 Embassy Suites Hotel®, New York

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Welcome to iGlobal Forum’s Inaugural Alternative Investments Summit!

The economic slowdown of the late 00s brought with it tectonic changes to the global economy and investment landscape.  Institutional investors can benefit from the insights of leading managers of hedge funds, private equity funds, managed futures, real estate funds, and infrastructure funds as they prepare to realize returns in the new economic paradigm.

The subprime crisis of 2009 exposed the vulnerability of investors and threw conventional wisdom about risk management into doubt. But as with all crises, opportunities also arose. As institutional investors pulled back on their alternative allocations, alternatives managers found themselves competing for a smaller pool of funding, increasing their need to prove the value of their funds. Institutional investors gain leverage to negotiate issues of transparency, liquidity and tax liability. 

Additionally, Investors face an investment world of changing asset structures and market forces. Conventional wisdom and says that the long run of low interests rates are due for an increase before the end of the year. Credit is scarce with limited liquidity in the system. Investors face speculation of a sinking dollar while rising oil prices suggest opportunities in managed futures as well as alternative energy sources. Yet, a strong yield curve this spring and signs of a turnaround in the employment market point to an economic recovery on the horizon. Now is the time to plan for the opportunities offered by the new realities of an economic recovery.

Forward thinking alternatives investors look ahead to identify and profit from this changing world. Opportunities exist in private equity, hedge funds, managed futures, real estate, and infrastructure. Institutional investors can benefit from the expertise of the country’s leading fund managers as part of a full day of networking, panel discussions, and insightful presentations at iGlobal Forum’s Alternative Investment Summit.

Topics covered:

• Economic and Sector Overview: New opportunities in the post-crash recovery
• Investor Roundtable: Alternatives and the institutional portfolio
• How different investment approaches profit from new economic realities
• Strategic insights from top hedge fund managers
• Achieving strategic goals through hedge fund allocations
• Tapping emerging markets with your private equity portfolio
• The future of managed futures
• What is the best approach to investing in the real estate market?
• Plus, a pre-conference workshop:  Offering Alternatives for Defined Contribution Plans

Who should attend

Investment officers and trustees of pension funds, endowments, foundations, and insurance companies, will learn from top alternatives managers and other institutional investors how to diversify your portfolio, and structure deals to maximize returns.

Hedge funds, private equity funds, managed futures, real estate, infrastructure, or structured debt funds will benefit from the opportunity to demonstrate how investors should integrate funds into their portfolio to maximize returns and learn the needs of investors.

Investment consultants, will make connections while demonstrating expertise during audience participation question and answer sessions.

Lawyers, bankers, traders, technology providers and ratings agencies will have the opportunity to network and create partnerships with investors looking to maximize returns.

 LEADING EXPERTS & SPEAKERS:

	Jason Baker Senior Acquisitions Officer, Real Estate Investments STATE TEACHERS RETIREMENT SYSTEM OF OHIO	Rick Rogers Plan Administrator, Board of Trustees CITY OF AURORA (COLORADO
	Christian von Schimmelmann Managing Director GOLDMAN SACHS & CO.	Scott Halsted Managing Director SAINTS CAPITAL
	Wray T. Thorn Senior Managing Director MARATHON ASSET MANAGEMENT	Tom O’Donnell Partner THE BORNHOFT GROUP
	Carmen Gigliotti Managing Director, DUPONT CAPITAL MANAGEMENT Investment Committee, PENN STATE ENDOWMENT	Kevin D. Mahn Portfolio Manager SMARTGROWTH MUTUAL FUNDS
	Donald Steinbrugge Chairman of Alternative Investment Committee, CITY OF RICHMOND Chairman, AGECROFT PARTNERS	Kirk C. Dizon Managing Director & Co-Head, Private Equity HALL CAPITAL PARTNERS
	Scott Schwartz Senior Managing Director MARATHON ASSET MANAGEMENT	Sascha Gruber Principal, Private Equity LGT CAPITAL PARTNERS
	Elliot Noma, Ph.D. Managing Director GARRETT ASSET MANAGEMENT	Richard C. Kang Chief Investment Officer & Director of Research EMERGING GLOBAL ADVISORS, LLC
	Jeremy R. Berry Counsel AKIN GUMP STRAUSS HAUER & FELD LLP	Eric M. Pollackov Managing Director, ETF Capital Markets CHARLES SCHWAB & CO., INC.
	Olaf Neubert Managing Partner HEDGES CAPITAL INC	Rudy Scarpa Partner PANTHEON VENTURES
	Thomas A. Schmitt Chairman & Managing Principal TAUM SAUK CAPITAL MANAGEMENT	Janet Murtha Partner WARSHAW BURSTEIN COHEN SCHLESINGER & KUH, LLP
	Natalie Pickering Senior Vice President, ETF Strategist PIMCO	Mihir Meswani Chief Portfolio Strategist SANDALWOOD SECURITIES
	Adam Dunsby Partner SUMMERHAVEN INVESTMENT MANAGEMENT	Alejandro Schwedhelm Managing Director DARBY OVERSEAS INVESTMENTS
	Luciano Siracusano Chief Investment Strategist and Director of Sales WISDOMTREE	Miles M. Borden Partner TROUTMAN SANDERS
	Briton Ryan Head of U.S. ETF Sales & Trading NEWEDGE	David Pessis Chairman, Co-Founder & CEO FIPPEX
	David C. Turner Managing Director, Head of Private Equity THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	Nuruz Rahman Partner MARGOLIN, WINER & EVENS LLP
	Mara E. Topping Partner White & Case LLP	Anthony Finley Managing Member of GP ARTIST RARE INSTRUMENT FUND
	Keith Summers CFA, Portfolio Manager TRICOASTAL CAPITAL	David Harris Partner / CIO ACUITY CAPITAL MANAGEMENT LLC
	Ambereen Mirza Contributing Editor MULTIFAMILYMAG.COM	Jeffrey Shachat Managing Director ARCA CAPITAL PARTNERS LLC
	Christophe Landon Managing Member of GP ARTIST RARE INSTRUMENT FUND	Ben Alimansky Managing Director GLENMEDE TRUST
	Martin Kremenstein Director DEUTSCHE BANK	Armando Acosta Senior Director TIAA-CREF

 AND MANY MORE TO BE ANNOUNCED!

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

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