Alternative Investing Forum Spring 2010

 

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Please contact us if you are interested in speaking opportunities: info@catalystforum.com

 

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07:45 Registration and continental breakfast

 

 

08:25

OPENING KEYNOTE

• The State of the Alternative Investing Industry

 

Peter Carey, Senior Investment Officer, New York State Retirement System*

 

08:50

2010's CRITICAL INVESTMENT ISSUES FOR INVESTORS

• The role of the government in alternative investing with the pending deactivation of fiscal measures

• From bust to bubble; are valuations too high and what does this mean for investors?

• Inflation risk; are we through the woods yet?

• The aspects of behavioral economics and momentum in investor activity

 

Moderator: Jeremy Lieberman, Partner, Pomerantz Haudek Grossman & Gross LLP

 

Panelists:

Charles Krusen, CIO , Krusen Family Office*

David Wiederecht, President, Investment Strategies, GE Asset Management

speakers tba

09:40

NEW ASSET ALLOCATION THEMES IN 2010

• Are pension funds and large institutional investors back at the table for serious allocations?

•What business models for investment managers will be successful given changing investor terms, needs for more liquidity, less leverage, reformed markets and a different investor sentiment?

• Alpha, and who can deliver it in 2010

 

Moderator: Geoffrey Lasry, Associate Director, Pacific Alternative Asset Management Company (PAAMCO)

 

Panelists:

David Turner, Head of Private Equity,The Guardian Life Insurance Company of America

 

Ben Alimansky, Head of Manager Alliances, Glenmede Trust

Mike Mazzola, Head of Alternatives, Metlife Investments

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10:30 MORNING BREAK

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11:00

INVESTOR TERMS AND MANAGER SELECTION ISSUES REVISITED

• What are the top allocation criteria for investors: liquidity?; performance?; strategy?; AUM?; reputation? management team?; operational platform?

• Updates for the use of Managed Accounts

• Fees and how to better align interest between investors and managers

• Fund of funds vs. investment consultants in allocation advisory

 

Moderator: Professor Erik Benrud, FRM, CAIA, CFA, Faculty of Finance, LeBow College of Business

 

Panelists:

Sonny Saksena, Senior Advisor, Finles N.V.

 

Deva Panambur, CFA, Senior Vice President, Executive Monetary Management

 

Sander Van Stijn, Director of Investments, Investment Committee Member, Cadogan Management

11:30

ENERGY/COMMODITIES PANEL

 

• Alternative investment opportunities in energy & commodities post the Copenhagen Accord
• Energy Markets from an Alternative Investments Perspective
• Alternative investment opportunities in the Australian financial electricity market

 

 

Moderator: Ernest Scalamandre, Founder and Managing Member, AC Investment Management*

Panelists:

Thomas de Mevius, CAIA, Founder & CEO, Athamas SA

 

Thomas Schmitz, Executive Manager, d-cyphaTrade

Constance Hunter, Economist, Galtere

speakers tba

 

12:00

CONVERTIBLE ARBITRAGE / MERGER ARBITRAGE PANEL

• 2009: back with a vengeance
• Opportunities with special situations in the convertible arb space

 

 

Panelist:

Sean Reynold, Managing Director, Lazard Rathmore Fund

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12:30 Seated Lunch

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1:30	AFTERNOON KEYNOTE

TBA

2:00	MACRO/EVENT PANEL

 

• The Future of Global Macro
• How investors will lose a lot of money in 2010

Panelists:

Keith Summers, CFA, Portfolio Manager, Tricoastal Capital

Daniel Solomon, President & COO, Lyford Group
speakers tba

 

2:30	VALUE/EQUITY PANEL

• What Now?
• US Stock Market Outlook

 

Moderator: Michael McCuin, Business Development, Kaufman Rossin Fund Services

 

Panelists:

Stephen Forstmann, Managing Director, Duff and Phelps, LLC*

speaker tba

3:00	EMERGING MARKETS PANEL

• Opportunities in Emerging India
• Distressed debt investing in Emerging Markets
• How should an investor approach investing in Emerging Markets?

 

Moderator: Sinem Sonmez, Professor of Economics , PACE University

 

Panelists:

Farha Malik, Chairman, PMA Advisors

Rodolfo E.C. Amoresano, Managing Member, Caerus Emerging Markets

speakers tba

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3:45 Networking Break

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4:10	MACRO ECONOMIC DISCUSSION PANEL

• Asset pricing, regional bubbles and the escalating sovereign debt situation 
• Cyclical trends in sectors and openings for opportunities 
• Inflation, gold and currency developments

 

Speaker:

Robert Wiedemer, Economist ,The Foresight Group

Ann Lee, Adjunct Professor, New York University

• Investing in rare stamps & precious memorabilia: an uncorrelated asset class with a 150 year history

 

Speaker:

Geoff Anandappa , Investment Portfolio Manager, Stanley Gibbons

4:20	QUANTITATIVE / MANAGED FUTURES PANEL

• Fundamental and Systematic: Econometric Investment Strategies

 

 

Moderator:

Robert Wiedemer, Economist , The Foresight Group

 

4:45	CAPITAL RAISING CHALLENGES FOR MID-SIZED FUNDS

• How to 'accelerate' the growth of mid-sized funds
• The outlook for capital raising in 2010; are allocations back?
• How do I maximize the experiences from 2008-2009
• Niche investors and how to position your fund wisely
• Using fund placement agents vs. hiring an internal sales director

Panelists:
Geoffrey Lasry, CAIA, Associate Director, Pacific Alternative Asset Management Company (PAAMCO)

Scott Wilson, Managing Director, Weston Capital Management*

Don Steinbrugge, Managing Partner , Agecroft Partners / Investment Committee

5:15	CREDIT/DISTRESSED DEBT PANEL

• How much is left in the current Distressed Investing cycle?
• Distressed debt opportunities in the US
speakers tba

 

5:45	FINAL KEYNOTE

speaker tba

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6:00 Drinks Reception

 

Please note: Speakers and agenda are subject to change without notice.
* Tentative