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| OVERVIEW |

On Point Conferences in partnership with the Family Office Association co-produced the
The Global Assets Showcase


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SPONSORS FOR THE October 14, 2008 GLOBAL ASSETS SHOWCASE
GREENWICH ALTERNATIVE ADVISORS, LLC
FEATURING Famous Fund Flameouts--and How to Steer Clear | 9:45 - 10:00 AM Andrew Szabo, CFA, Director of Research & Managing Principal
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SB SCHONFELD FUND ADVISORS
FEATURING Panel Discussion with Emerging Hedge Fund Managers | 10:00 - 10:45 AM Andrew Fishman, President
Founded in 2004, SB Schonfeld Fund Advisors LLC is the asset management affiliate of the Schonfeld group of companies (the "Schonfeld Group"). We believe in our ability to identify, analyze and select investments in order to offer attractive alternative investment products to qualified investors. Our team consists of financial professionals with considerable hedge fund, portfolio management and risk management experience.
In 1988, financial industry veteran Steven Schonfeld founded Schonfeld Securities LLC, the firm that would become the leader in the field of active trading. Overtime, the Schonfeld Group came to include businesses with leadership positions in proprietary trading, institutional brokerage services and retail trading. Steven and the Schonfeld Group began investing in hedgefunds in 1998. By 2003, the Schonfeld Group had placed more than $300M with a universe of top managers. In 2004, a business dedicated to alternative investments, SB Schonfeld Fund Advisors LLC,was established and commenced operations in January 2005.
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FRANK CRYSTAL & COMPANY
FEATURING The Global Dimension in Insurance Solutions for Family Offices and Private Clients | 12:30 – 1:30 PM Mary Gust, Managing Director
As the alternative in insurance brokerage, Frank Crystal & Company provides industry-leading insurance services, solutions, and counsel to corporations as well as individuals. The company provides a highly consultative approach, leveraging its insurance advisory, claims management, risk control engineering, and administrative expertise to the benefit of its clients.
The Private Client Services unit services a wide range of individuals, families, and businesses. It specializes in providing insurance solutions to affluent individuals & families, entrepreneurs, estates & trusts, executives, family offices, private collectors, professional athletes and entertainers.
Headquartered in New York City, with over 400 employees nationwide and regional offices in Houston, Los Angeles, Miami, Palm Beach, Philadelphia, Portland, San Francisco, Seattle, and Washington, DC, Frank Crystal chooses and values its employees for their integrity, ability to provide outstanding customer service, and commitment to the relentless pursuit of value-added insurance solutions and results.
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HARVEST FINANCIAL ADVISORS, LLC
FEATURING The Merits of Rare Coin Investing As An Asset Class | 2:15 – 2:30 PM Marc Henn, CFP, President
Harvest Financial Advisors, LLC, is an independent, multi-family office offering wealthy families and individuals a highly personalized relationship built on complete trust and unbiased advice. We specialize in assisting first and second generation families and corporate executives with a focus on helping establish family vision and goals for now and generations to come. From this vision we can effectively carry out the strategies necessary for effective multi-generational wealth growth, protection and transition.
Harvest's services include but are not limited to:
Risk Mitigation Family Continuity Tax and Estate Counseling Investment Management Services Philanthropic Guidance Alternative Investment Strategies (including rare coin portfolios and energy investments) Monetization Strategies Legacy Education
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P/E INVESTMENTS
P/E Investments LLC seeks to leverage state-of- the-art quantitative analysis of fundamental macroeconomic factors, to develop superior investment strategies, for investors, worldwide. The strategy employs a Bayesian statistical analysis to stochastically forecast returns and volatilities for currencies in developed markets. These predictions are then optimized based on risk/return tradeoffs to produce portfolio positions. The firm believes that global diversification, extensive quantitative analysis, and comprehensive risk management will lead to superior performance.
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MTN-i
FEATURING Global View of the Current Market for Structured Products and Notes | 11:30 – 12:15 PM Mike Tims, CEO (Moderator)
mtn-i is a London based news, data and analysis provider specializing in Structured note and Private placements. It reports activity in the US and international markets real-time at www.globalmtn-i.com and delivers intra-day reports and its quarterly magazine to 4,000 investors, dealers and issuers worldwide. mtn-i serves data and analytics for more than 100,000 structured note issues. It will host its 3rd annual Structured Note and Funding Conference at the Mandarin Oriental in Miami next April. mtn-i's research and data frequently power's mainstream financial press coverage of structured notes. Contact: mike@mtn-i.com for further details.
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ALLFINANCIAL GROUP, LLC
FEATURING Life Settlements: Low Correlated Asset For Turbulent Times | 12:15 – 12:30 PM Dave Olson, COO
AllFinancial Group LLC ("AFG") is a leader in the burgeoning secondary market for U.S. life insurance policies sold by seniors - otherwise know as the life settlement market.
AFG has invested over $150mm of institutional and proprietary capital in life settlement assets over a multi-year period, generating exceptional returns managing an asset known for its strong collateral value and extremely low correlation with other asset classes.
Management possesses life industry, investment management/capital markets and regulatory experience and recently secured $155 million in institutional financing that will complement AFG's new $200 million+ life settlement fund that will launch in late 2008.
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GOOSE CREEK CAPITAL PARTNERS LLC
FEATURING Investing in Champions | 2:30 - 2:45 PM J. Todd Stewart, Partner - "Breeders of Thoroughbred Big Brown."
Goose Creek Capital Partners LLC is a newly formed alternative investment fund that employs an innovative strategy of combining a proven mathematical process and expert horsemanship to produce attractive returns.
The fund is ideal for investors who are seeking diversification with the added benefit of participating in the exciting and lucrative world of Thoroughbred breeding and racing.
Based in Lexington, Kentucky, the epicenter of U.S. Thoroughbred breeding and sales, Goose Creek uses EQUIX, a patented biomechanical technology with a 20 year track record, to match stallions and broodmares to produce above average race horses. The EQUIX system was used to produce 2008 Kentucky Derby and Preakness winner Big Brown.
For investors, the Goose Creek program provides an excellent diversification benefit of uncorrelated returns in the market. In fact, a study over a 10-year period showed results from the EQUIX technology produced an overall negative correlation to the S&P 500 Index.
Goose Creek will operate a Thoroughbred horse program that applies expert horsemanship with a mathematical process that is able to increase the odds of selecting and breeding racehorses with superior physical qualities capable of winning major stake races.
Goose Creek's managers will build a diversified fund by investing the fund's capital across three aspects of the Thoroughbred business – breeding, short-term return /pin hooking and racing.
Goose Creek is seeking to raise $120 million. The fund will deploy the capital to acquire stallions, broodmares, weanlings, yearlings and two year olds that are selected using the EQUIX biomechanical process.
This diversified approach to investing in the Thoroughbred industry is intended to yield both short-term and long-term capital appreciation. Revenue is generated from stallion stud fees, racing revenue, sales of foals and broodmares and the syndication fees from proven stallions.
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EXECUTIVE JET MANAGEMENT
Executive Jet Management is a subsidiary of NetJets Inc. - a Berkshire Hathaway Company and provides award-winning Charter, Maintenance, and Whole Aircraft Management Services across the United States and Worldwide with expertise in Private Aviation Operations and Safety earned over 40 years.
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GOLDMAN SACHS GROUP
FEATURING Global View of the Current Market for Structured Products and Notes | 11:30 – 12:15 PM Jeffrey W. Ziglar, Vice President, Head – Municipal Investor Structured Products
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BONDS.COM INC
Bonds.com Inc's online fixed income platform, BondStation, delivers real-time and competitive multi-dealer offerings directly to your desktop.
BondStation was developed for institutional and individual investors, providing unprecedented access to over 30,000 fixed income offerings from 175+ providers. Increase your productivity and decision making with user defined searches for quick identification and execution.
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