Tuesday, May 20
12:00-4:00
Evolving Managers & Investors Exchange
Luncheon & Program – Curated for allocators seeking access to evolving and early stage managers/strategies and fresh ideas
(Separate registration at $350 per person, complimentary to end investors)
Manager Presentations:
Asset Management One USA
Anne-Sophie van Royen, PhD, Chief Investment Officer, Quantitative Strategies
Axonic Capital
Deniz Cicek, Principal, Portfolio Manager
Fidelity Investments
Seth Gold, Portfolio Manager, Liquid Alternatives
One River Asset Management
Patrick Kazley, Solutions Portfolio Manager
Terreplein Investment Management
Matthew Piselli, Chief Investment Officer
5:00-6:30
Welcome Reception, Ella Pool Courtyard, Ella Hotel
Wednesday, May 21
7:00-8:00
Networking Breakfast
8:00
Optimizing the Role of Hedge Fund Strategies in a Total Portfolio
Welcome Remarks
8:15-9:15
Leveraging Total Portfolio Principles to Compound Better
Moderator:
Zachary Driscoll, CFA, Managing Principal, Research Consultant, MALTS, Meketa Investment Group
Panelists:
Bradley Davis, CFA, Head of Public Fixed Income, Texas Treasury Safekeeping Trust Company
Patrick Kazley, Solutions Portfolio Manager, One River Asset Management
Wayne Himelsien, President & Chief Investment Officer, Logica Capital Advisers
Markian Zyga, CFA, Chief Investment Officer, Mission Crest Capital Management
9:15-10:15
Where to Find Diversification in Today’s Market Environment: Asset Class, Geography, Strategy
Moderator:
Jonathan Feeney, Managing Director, Investcorp-Tages
Panelists:
Jonathan Caplis, Chief Executive Officer, PivotalPath
Nicolas Gaussel, PhD, Co-Chief Investment Officer, Metori Capital Management
Nick Maffeo, CAIA, Director of Hedge Funds, Employees Retirement System of Texas
Anne-Sophie van Royen, PhD, Chief Investment Officer, Quantitative Strategies, Asset Management One
10:15-10:45
Networking Coffee and Snacks
10:45-11:30
Unlocking the Power of Hedge Fund Platforms
Moderator:
Jordan Cipriani, Senior Consultant, Principal, Director of East Coast Consulting, RVK, Inc.
Panelists:
Jens Foehrenbach, CFA, President and Co-Chief Investment Officer, Graham Capital Management
John Hall, CFA, Investment Manager, Teacher Retirement System of Texas Management
Peter van Dooijeweert, Head of Strategic Investment Partnerships, Capstone Investment Advisors
11:30-12:15
Gaining Conviction Amidst Market Chaos
Moderator:
Jackie Rosner, Managing Director, PAAMCO Prisma
Panelists:
Alexandre Andreani, Chief Investment Officer, Andreani & Associés
Matthew Piselli, PhD, Chief Investment Officer, Terreplein Investment Management
Michael Schaus, Chief Investment Officer & Portfolio Manager, Zweig-DiMenna Associates
Michael Stendler, Managing Director, O’Brien Investment Group
12:15-1:25
Networking Luncheon
1:30-2:15
Bitcoin: The Asset Reshaping Alternative Investment Strategies
Armchair Chat:
Adam Back, PhD, Co-Founder, Chief Executive Officer, Blockstream Asset Management
Sean Bill, Chief Investment Officer, Blockstream Asset Management
2:15-3:15
Capital Efficiency & The Revitalization of Portable Alpha
Moderator:
Jim Ferguson, Director of Institutional Sales, StoneX Group
Panelists:
Jean-Francois Crousillat, CAIA, Managing Director, Lighthouse Group
Marc Lorin, Chief Investment Officer, New Hyde Park Alternative Funds
Jeff Malec, CAIA, Managing Director and Partner, RCM Alternatives
Timothy Sweeney, CAIA, Director, Public Markets, Texas Municipal Retirement System
3:15-3:45
Networking Coffee and Snacks
3:45-4:30
Mining Market Inefficiencies: A Fundamental and Systematic Lens
Moderator:
Sladja Carton, Institutional Portfolio Manager, Liquid Alternatives, Fidelity Investments
Panelists
Seth Gold, Portfolio Manager, Liquid Alternatives, Fidelity Investments
Grant Jaffarian, Portfolio Manager, Crabel Capital Management
Kunjal Shah, Global Head of Marketable Alternatives Research, Managing Director, Wilshire
4:30-5:30
Navigating and Narrating Volatility: The Increased Importance of Accurate Hedge Fund Benchmarks
Moderator:
Jonathan Caplis, Chief Executive Officer, PivotalPath
Panelists:
Christian Lundblad, PhD, Richard “Dick” Levin Distinguished Professor of Finance & Senior Associate Dean for Faculty and Research, Institute for Private Capital, UNC
Cullen McNamee, CFA, Executive Director, Investments & Director of Risk for Liquid Assets, GCM Grosvenor
Brian Payne, CFA, CAIA, Chief Strategist, Private Markets & Alternatives, BCA Research
5:30-7:00
Closing Cocktails & Networking, Front & Side Lawn, Ella Hotel
