Agenda Detailed
Agenda: Asset Allocation Forum 2008
10th November, Harvard Club New York
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08:00 Registration and continental breakfast
08:45 OPENING KEYNOTE
• Asset Allocation in a volatile environment
Peter Carey, Senior Investment Officer, Alternatives,
NY State Common Retirement Fund
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09:05 INSTITUTIONAL INVESTOR ALLOCATION LEVELS AND EXPECTED RETURNS
• Will investors make meaningful alternative asset allocations?
• What returns should investors expect: alternatives vs. traditional
• Do alternatives have diversifying qualities? Country allocations?
• The establishment of a PE efficient frontier as support in alternative
asset allocations?
Moderator:
Marc Gross, Senior Partner, Pomerantz Haudek Block Grossman & Gross LLP
Panelists:
Joseph Haslip, Assistant Comptroller for Pensions,
BAM, New York City Public Pension Funds
Robert Discalo, Head of Hedge Funds Strategies Group,
AIG Investments
David Wiederecht, President – Investment Strategies,
GE Asset Management
David Turner, Head of Private Equity,
The Guardian Life Insurance Company of America
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10:10 SUCCESSFUL ASSET ALLOCATION MANAGEMENT
• Implementing Beta
• The global convergence of Private Equity
• Risk and diversification
• Portable Alpha strategies
• Adviser's view on asset allocation
Moderator: Don Steinbrugge, Member, Investment Committee,
City of Richmond Retirement System
Panelists:
Kevin T. Hanney, Director, Portfolio Investments,
United Technologies Investment Management Company
Jordan Robinson, Managing Director, Pomona Capital
Ben Alimansky, Senior VP & Portfolio Manager, Brooklyn NY Holdings
Susan Webb, Investment Manager, Appomattox Advisory
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11:00 Morning break
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11:30 CHALLENGES AND OPPORTUNITIES FOR FUND OF FUNDS
• Practical Risk Management in a volatile environment
• The credit crunch and the dislocation of credit pricing
• The multimanager approach to investing
• Special consideration when investing in growing alternative asset managers
• The best alpha generative equity strategies in the current environment
Moderator: Charlie Brock, Chairman,
Brock Capital Group
Panelists:
Bernard Minsky, Head of Risk Management & Portfolio Analytics,
International Asset Management
Sachin A. Shah, CIO, RBC Emerging Manager Allocator, LP
Antonio Montes, Managing Director , Proxima Alfa
Steven Krampf, Strategy Head, Fund of Hedge Funds,
Duemme Capital, Gruppo Banca Esperia
Marcel Herbst, Managing Director, Harcourt Alternative Investments
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12:30 Seated Lunch
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1:30 AFTERNOON TALKS
• US equity markets after the fall: The end of the cult of diversification
Steven Carhart, CFA, CIO and Portfolio Manager
Trust & Fiduciary Management Services
• The burgeoning opportunity in Healthcare
Andrew W. Oberwager, MD, CFA, VP/Co-Portfolio Manager Healthcare,
Columbus Circle Investors
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CURRENT SECTOR OPPORTUNITIES AFTERNOON SESSIONS
2:05 EMERGING MARKETS I: Debt investing
Moderator: Scott Foster, Sr VP, Millennium Trust Services
• Credit investing in non-Japan, non-China Emerging Asia
• Multi strategy investing in emerging market debt
Panelists:
Anthony Huston, Chairman, Asset Allocation Committee,
Asian Opportunity Fund, PMA Capital Management
Eric Hermann, President, FH International Asset Management
EMERGING MARKETS II: Regional investing
• Equity investment opportunities in Latin America
• Investing in Africa
• A perspective on current Emerging Market valuations
Panelists:
Greg Lesko, Managing Director, Deltec Asset Management
Hans Humes, President & CEO, Greylock Capital Management
Eli Combs, Managing Director, Alden Global Capital
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3:10 ENERGY / COMMODITIES
• Alternative investment opportunities in renewable energy
• The correlation between carbon markets and the broad energy markets
• Trade ideas and opportunities in the commodities market
• Key fundamentals in petroleum and natural gas for the next 3-6 months
Moderator: Brian Smith, Director of Institutional Sales, RBC Capital Markets
Panelists:
Edward Ho, Partner, Altima Partners
Michael Intrator, Managing Director, Natsource Asset Management
Paul Lucek, Senior Portfolio Manager, SSARIS Active Commodity Fund
Todd Gross, Managing Member & CIO, Hudson Capital Group
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4:00 Afternoon break
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4:20 DISTRESSED DEBT / CREDIT
• Trade ideas and opportunities in the credit market
• Fannie, Freddie, Lehman, and Bear – after all this, how to profit in Fixed
Income Arbitrage in this new era
• Distressed mortgage opportunities
• Opportunities in Fixed Income: Thinking outside the Credit Box
Moderator: Christine Egan, Director, Kaufman Rossin Fund Services
Panelists:
Jeffery Alt, Vice President and Product Manager,
Prudential Fixed Income Management
TJ Connelly, Portfolio Manager, MKP Capital Management
Greg Jacobs, CEO & Portfolio Manager, Agamas Capital Management
William Gordon, CEO, Dix Hill Partners
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5:10 GLOBAL INVESTMENT STRATEGY
Moderator: Jim Trozze, CEO, TFMS
• The global Cleantech investment perspective
David Kurzman, Managing Partner,
Kurzman CleanTech Research
• Implications of the credit turmoil for Emerging Market investors
Sonja Gibbs, Senior Market Analyst,
The Institute of International Finance
• The outlook for the US economy
Dr. Michael Feroli, Economist, North America,
JP Morgan Chase
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5:45 Drinks reception
Please note: Speakers and agenda are subject to change without notice.
* Tentative
Partners
