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| OVERVIEW |
For current access to summit information and speaker presentations, contact Mark at (212) 796-4949 ext. 7805 
Investors have been exposed to the limitations of current risk management practices and the hedge fund industry is now under the microscope because of sub-prime mortgage related losses and a concomitant tightening of available credit. The need to drill down into the challenges surrounding risk management has never been more compelling.
The Investor and Hedge Fund Risk Summit provides an exclusive setting for investment executives, in smaller, highly interactive groups, to discuss best practices and strategies in risk management that investors, and hedge funds, can implement now to meet their future obligations and maximize their risk-adjusted returns. Participants and speakers will include representatives from the following: foundations, pension funds, endowments, funds of funds, institutional investors, hedge funds, legal counsel, Prime Brokers, consultancies, rating agencies, regulatory agencies and solution providers.
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SPEAKERS
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Peter Carey
Senior Investment Officer, Absolute Return Strategies
New York State Common Retirement Fund
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Dr. Neil Simons
Vice President Quantitative Analytics
Northwater Capital Management
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Howard Altman, CPA
Co-Managing Principal
Rothstein Kass
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Raphael Douady
Co-Founder and Director of Research
Riskdata
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Anna Chefter, CFA, FRM
Chief Risk Officer
First Quadrant, L.P.
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Laurel FitzPatrick
Partner
Ropes & Gray LLP
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Todd Shenkin
Assistant General Counsel Securities Investments
MetLife
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Samuel Won
Chief Risk Officer/Managing Director
Brencourt Advisors, LLC
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Mark Schonfeld
New York Regional Director
U.S. Securities and Exchange Commission
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David Harmston
Head of Client Group
Albourne America LLC
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Sharon Brown-Hruska
Vice President
NERA Economic Consulting
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Brian O'Neil
Chief Investment Officer
Robert Wood Johnson Foundation
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Steven Resnick
General Partner
Navigator Capital Partners L.P.
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Jedd Wider
Partner
Morgan, Lewis & Bockius LLP
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Gerard Citera
Counsel
Davis, Polk & Wardwell
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Ken Akoundi
Director, Co-Head of Risk Management
Optima Fund Management LLC
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Gary Witt
Managing Director, Managed Funds Group
Moody's Investor Services
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Damian Handzy
Chief Executive Officer
Investor Analytics
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Lori Hoberman
Principal and Co-Practice Leader, Corporate and Securities Group
Fish & Richardson P.C.
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Murray Indick
Co-Founder, Investment Team Member
Prides Capital, LLC
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Brian Strauss
Managing Director, Senior Credit Officer
UBS Americas Inc.
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Ezra Zask
Founder & President
Ezra Zask Advisors, LLC
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Adrian Hussey
Vice President, Head of Quantitative Research
Northwater Capital Management
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Kurt Voldeng
Executive Vice President & Senior Consultant
Consulting Services Group LLC
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Tobias Adrian
Senior Economist, Capital Markets Function
Federal Reserve Bank of New York
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Guy Talarico
Founder & CEO
Alaric Compliance Services
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Heather Slavkin
Office of Investment-Sr. Legal & Policy Advisor
AFL-CIO
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Ian Deacon
Director
Hedgecasa Limited
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Thomas Biolsi
Associate Regional Director, New York Regional Office
U.S. Securities and Exchange Commission
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Espen Robak, CFA
President
Pluris Valuation Advisors LLC
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Michael Dubin
Senior Managing Director
The LongChamp Group/Silvercrest
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Jon Kinderlerer
Director
Credit Suisse Prime Services
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David Testore
Vice President
Goldman Sachs Asset Management
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Greg Racz
President & COO
Octavian Advisors LP
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If you would like to propose a speaker or topic, or if you wish to contribute to the shaping of the program, please CLICK HERE to let us know.
Program Rationale
The Hedge Fund industry, through its efforts to capture risk, crosses borders and currencies, influences markets and economies, and drives the creation of new technologies, financial engineering and mathematical models, relationships, regulations, systems, processes and transactions. In order to capture risk, it must be identified, analyzed, implemented, monitored and finally managed. The underlying principle is that risk is a tool to produce value and enhance returns, as well as to protect assets.
The Summit will consider the following—
- Are return management and risk management the same thing?
- Do hedge funds cause global economic disruptions or do they merely react to them?
- How successful have they been at diffusing risk and freeing up economic capital for more efficient and productive capital formation?
- Will the ability of hedge funds to move large amounts of capital across borders and across industry sectors lead to greater fluctuations of real investment within sectors or countries? Will this lead to greater volatility?
- What are the fundamental challenges in fitting a hedge fund allocation into overall portfolio construction?
- How can investors balance an increasing proportion of illiquid investments against the objective of maximizing returns?
- Are investors taking too much liquidity risk with respect to investments in Private Equity, Timber, Oil and Gas, PIPEs, CDOs, and Hedge Funds?
- Are improvements in risk management a higher priority? What will this mean for returns industry-wide?
- How have investor risk profiles changed as a result of LTCM, the dot com bubble, economic growth in Asia, the declining dollar, Amaranth, the sub-prime mortgage crisis, and the current credit crunch?
- What changes have investors made in their attitudes towards hedge funds and their investments in them versus other alternative assets and synthetics?
- What are the implications of competition from alternative investment products? Should funds of funds be concerned?
- What are the implications of changes in the tax structure and increased regulatory scrutiny?
- What is the impact of an historically weak dollar on hedge fund allocations?
- Will hedge funds and their risk managers heed the call for tighter risk controls and the implementation of "best practices" being offered from every corner? Is it enough to protect assets?
A Unique Event Format
A new Flextime format, which includes round tables, workshops and extensive Q & A, has been built into the conference structure, allotting up to four hours of each day's schedule for smaller group discussions and greater personal interaction. All participants will benefit both from the deep level of discussion and from the conference structure itself. You have an opportunity to hear about the challenges faced by your peers and industry experts in a more intimate environment, which lends itself to widening the scope of knowledge and to establishing strong relationships.
This is a gathering, distinct from larger industry events, where investment professionals, industry specialists, and solution providers, across various sectors of the hedge fund universe, can explore conference topics in detail, interact more effectively, and capitalize on the extra flextime to network more productively.
Download the PDF Brochure above for details on the agenda and conference schedule.
SPONSORS
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| Workshop Sponsor
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SPONSORS
| Supporting Sponsor
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| Supporting Sponsor
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MEDIA PARTNERS
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