FINforums

FINforums, the events arm of news provider FINalternatives, is holding its Third Annual Hedge Fund Summit on Thursday, September 19, 2013 at the  Convene conference center in New York City.

Industry experts will gather to speak candidly about the biggest issues affecting fund managers and investors today. Don’t miss out on this chance to meet and mingle with the top decision makers and investors in the alternative asset management industry.

Subjects covered this year include the global macro outlook, the changing regulatory environment, tips on capital raising, an investment consultants roundtable and more.

There will be plenty of time to network during lunch, coffee breaks and a drinks reception. This annual event is a must attend for anyone involved in the hedge fund industry, including fund managers, high-net-worth investors, institutional investors, lawyers, accountants, technology providers, private bankers, advisors and consultants.

FINforums, a division of FINalternatives, organizes exclusive, editorially-driven events that cater to the hedge fund industry. From cutting edge panel discussions to informative fireside chats and big name keynote addresses, FINforums events aim to educate audiences and facilitate debate. Networking and making new contacts are critical in the tight-knit hedge fund community, and each FINforums event allows ample time for attendees, speakers and sponsors to exchange new ideas and build up their networks of contacts.

 

 

Agenda

12:00	Check-in
12:15 – 1:30	Lunch (Keynote Speaker)
1:30 – 2:15	The Global Macro Outlook -- Economists and global macro hedge fund managers discuss the state of world markets, the biggest geopolitical risks, and their predictions for the future.
2:20 – 3:05	The Business Of Running A Hedge Fund -- Having a successful hedge fund isn’t all about making good investments, it is about building a solid business. Compliance officers and operations experts discuss the best practices for building and running an institutional quality hedge fund business.
3:05 – 3:30	Coffee Break
3:30 – 4:15	Capital Raising: How To Gain An Edge In A Competitive Environment -- Asset allocators and marketing professionals share their expert advice on the dos and don’ts of raising money and growing your hedge fund.
4:20 – 5:00	Investment Consultants Roundtable -- Leading investment management consultants discuss how they make their investment decisions, as well as touch on when and how fund managers should approach them, and what managers should and should not do once then have landed a meeting.
5:00 – 7:00	Networking Cocktail Reception

Speaker Bios

John Seigenthaler (Chairman)
CEO of Seigenthaler Public Relations-NY

John Seigenthaler, CEO of Seigenthaler Public Relations-NY, develops and manages strategic communications programs for his clients. His extensive background as an award winning network television journalist provides clients with a unique perspective. He specializes in crisis communications, reputation management, new media strategies and executive media training.

Seigenthaler spent more than a decade at the NBC television network as NBC News Special Correspondent and anchor of the top-rated “NBC Nightly News Weekend Edition.” He has won numerous awards including the Robert F. Kennedy Journalism Award for a series on the civil rights movement, the Headliner Award and the TV News Award from the President’s Committee on the Disabled. Seigenthaler is a graduate of Duke University.

Samuel E. “Q” Belk IV
Director of Diversifying Investments
Cambridge Associates

“Q” Belk serves as Director of Diversifying Investments at investment consultant Cambridge Associates. Before joining Cambridge in 2011, Belk was a Managing Director at the Dartmouth College Investment Office, where he was responsible for hedge fund and distressed portfolios and private equity. Prior to joining Dartmouth in 2008, he was a Managing Director at Lehman Brothers Japan, where he served on the Asia risk management committee and headed a pan-Asia group focused on hedge funds, sovereign wealth funds and Asian fixed income, foreign exchange and futures products.

At Cambridge Associates, Belk evaluates investment opportunities and oversees a team of research consultants and analysts covering investment managers in diversifying asset classes and strategies. They include high-yield credit, bank debt, GTAA, active currency, lower-beta hedge funds, global macro and tail risk hedging.

Before Belk started at Lehman Brothers Japan in 2000, he was Managing Director, Absolute Return, at Stanford Management Company, which manages Stanford University’s endowment. He had previously been at Credit Suisse First Boston in San Francisco, New Zealand, Sydney and Tokyo. He holds a BA from Dartmouth College and an MBA from Stanford Business School.

Marne Gorman
Managing Director, Cliffwater

Marne Gorman is a Managing Director of Cliffwater LLC in our New York office and a member of the firm’s hedge fund research team. Prior to joining Cliffwater in 2009, Gorman was a Principal in the Investment Group at Khronos LLC where she was responsible for all aspects of the hedge fund research process. Previous experience includes working in the Investment Banking Division at Goldman Sachs.

Gorman earned a BA in Business Administration with high distinction from the University of Michigan.

Louis R. Kahl
Associate Partner, Hewitt EnnisKnupp

As a senior researcher with Hewitt EnnisKnupp’s Liquid Alternative group, Kahl is responsible for leadership efforts involving hedge fund and hedge fund-of-fund manager research. Kahl’s role includes working in coordination with Hewitt EnnisKnupp’s non-U.S. practices in sourcing, evaluating, conducting due diligence, and monitoring hedge funds on a global basis. Additional responsibilities include working with clients on education involving hedge funds, as well as advising clients on structure, selection, and implementation of hedge funds into their portfolios.

Prior to Hewitt EnnisKnupp, Kahl was a Director with Cliffwater LLC where he was responsible for hedge fund manager research across strategies. As part of his manager research responsibilities, he worked with the consulting staff on behalf of institutional investors, including public and corporate pension plans, and endowments and foundations on hedge fund allocations. Before Cliffwater LLC, Kahl was with Pfizer Inc.’s pension group, where he was responsible for multiple asset classes, including global equities and alternative investments for the U.S., select international pension plans, and the corporate foundation, which represented more than $20 billion in assets.

Kahl earned his BA in Economics from Villanova University and his MBA in Finance from Pennsylvania State University. Additionally, he holds the Chartered Financial Analyst designation, and is a member of the CFA Institute and the New York Society of Security Analysts. Kahl joined Hewitt in July of 2009 and is based in New York.

Neil N. Sheth
Partner, Director of Hedge Fund Research, NEPC

Neil Sheth joined NEPC in 2009, and his investment experience dates back to 1993. Sheth is involved in NEPC’s hedge fund research and due diligence activities, in addition to providing consulting services for the non-traditional asset classes of various public, corporate, Taft-Hartley and endowment/foundation clients. In addition, he has experience evaluating and structuring private equity and real asset managers and portfolios. He is a member of the firm’s Alternative Asset Investment Committee.

Prior to joining NEPC, Sheth worked at Berkshire Partners, LLC in Boston where he was a founder and co-portfolio manager of a fundamentals-based, concentrated, global value hedge fund. Previously, he spent 11 years in the private equity industry. He was a partner at M/C Venture Partners and an associate at General Atlantic, LLC; firms that focus on the global technology, telecom and media industries. He began his career as an investment banking analyst at Morgan Stanley & Co.

Sheth received his B.S. with honors from the Wharton School of the University of Pennsylvania in 1993.

Don Steinbrugge
Chairman, Agecroft Partners

Don Steinbrugge is chairman of Agecroft Partners, a global consulting and third party marketing firm for hedge funds. Agecroft currently has six hedge fund clients whose organizations average over $1.5 billion in assets under management.

Steinbrugge has served as the head of sales for one of the world’s largest hedge fund organizations and institutional investment management firms. He was a founding principal of Andor Capital Management, which was formed when he and a number of his associates spun out of Pequot Capital Management. At Andor, he was head of sales, marketing, and client service and was a member of the firm’s operating committee. When he left Andor, the firm ranked as the second largest hedge fund firm in the world.
Prior to Pequot, Steinbrugge was a managing director and head of institutional sales for Merrill Lynch Investment Managers. Before that, Steinbrugge was head of institutional sales for NationsBank (now Bank of America Capital Management). He began his career in 1984 with The Travelers.

Steinbrugge is currently a member of the investment committees for The City of Richmond Retirement System, Lewis Ginter Botanical Gardens Endowment Fund, The Science Museum of Virginia Endowment Fund and The Richmond Sports Backers Scholarship Fund. He is also a member of the board of directors of The Richmond Ballet, and the University of Richmond’s Robins School of Business.

Register

Buy-Side / Fund Managers / Investors
Regular Rate: $395.00
Early Bird Discount: $295.00 (before Friday, May 31)

Service Providers / Other
Regular Rate: $695.00
Early Bird Discount: $495.00 (before Friday, May 31)

Register Now

Sponsor

• Logo/link on the FINforums Web site AND the FINalternatives Web site
• Logo/link on all e-mails and marketing materials for the event
• Inclusion of your firm’s marketing materials in handouts
• Name included in pre-conference press release
• Tabletop exhibit and signage at the event
• List of attendees (pre and post event)
• Two or more attendees
• Banner ad in FINalternatives Daily

For sponsorship opportunities, please call John Day at (917) 421-9042 or e-mail him at j.day@jamesgelliott.com