Wednesday, November 11 – Wilde Ballroom, 3rd Floor
7:00-8:15
Networking Breakfast
8:15
Welcome to Chicago!
8:30
Introduction to SBAI
Brian Digney, CAIA, Research and Content Director, SBAI – Standards Board for Alternative Investments
8:45 –9:45
Institutional Investor Perspectives on Due Diligence
Moderator:
Brian Digney, CAIA, Research and Content Director, SBAI – Standards Board for Alternative Investments
With:
Adam Cohen, CAIA, Head of Operational Due Diligence, Cerity Partners
Maxime Kimpton, CAIA, Principal, Operational Risk Management, Innocap Group
Michael Lynch, Senior Director, Operational Due Diligence, La Caisse
Ryan Moulton, Director of Operational Due Diligence, New Holland Capital
9:45 –10:45
Separately Managed Accounts: A Structural Shift in the LP–GP Relationship?
Moderator:
Brian Digney, CAIA, Research and Content Director, SBAI – Standards Board for Alternative Investments
With:
Rishi Gupta, Managing Director, Alternative Managed Accounts, Wilshire
Joshua Kestler, President, Innocap Group
Michael Lynch, Senior Director, Operational Due Diligence, La Caisse
Lauren Sholder, Co-Head of Investor Relations, North America, Winton Capital
10:45-11:15
Networking Coffee and Snacks
11:15- 12:00
Keynote: “That Was Then, This is Now: How Markets Can Best Assess Current Geopolitical Shifts”
Francis J. “Frank” Kelly, Founder & Managing Partner, Fulcrum Macro Advisors
12:00 -1:15
Networking Luncheon
1:30-3:30
Evolving Managers & Investors Exchange
Manager Presentations:
Graham Capital Management
Jennifer Ancker Whelen, Chief Client Officer, Member of Executive, Investment & Risk Committees
Museum Mile Funds
Mayank Mohan, CFA, Founder, Chief Executive Officer
Nephila Advisors
Rosario Falzone, Partner Capital Associate
Schultze Asset Management
Dean Crowder, Global Head of Strategic Business Development
Welton Investment Partners
William Marr, Senior Managing Director, Head Business Growth
Patrick Welton, Founder, Chief Investment Officer
Zweig-DiMenna Associates
Matthew Finkelstein, Portfolio Manager, Global Macro Fund
Paul Michalowski, Head of Global Marketing
Michael Schaus, Chief Investment Officer, Global Macro Fund
Asset Management One, USA
Jiro Fujisawa, Co-Head of Portfolio Management, Quantitative Strategies
Jeff Malec, CAIA, Managing Director & Partner, RCM Alternatives
3:30-4:00
Networking Coffee and Snacks
4:00-5:00
What Allocators Look for in Evolving Managers
Moderator:
Joseph Mooney, Executive Director, UBS
With:
Lionel Erdely, Strategic Advisor, Alternative Investments; Former Co-CEO and CIO, Investcorp-Tages
Christophe L’Ahelec, CFA, Managing Director, Head of Active Public Markets, University Pension Plan Ontario
John Hynes, Group Chief Executive Officer, HedgeFacts
Anthony Novara, CFA, Managing Director, Head of Hedge Funds, Wealthspire
Jackie Rosner, Managing Director, PAAMCO Prisma
Cordell Thomas, Director of Operations, New York State Nurses Association Pension Plan and Benefits Fund
5:00 – 6:30
Welcome Reception – All delegates
Thursday, November 12, Wilde Ballroom, 3rd Floor
Rethinking Risk: How Hedge Funds Drive Portfolio Resilience
7:00-8:00
Networking Breakfast
8:00
Welcome!
8:15-9:15
Beyond 60/40: Building Resilient Portfolios with Absolute Return & Diversifying Strategies
Moderator:
Derrick Brown, Vice President, DB Investment Solutions in the Americas Institutional Client Group, Deutsche Bank
With:
Christophe L’Ahelec, CFA, Managing Director, Head of Active Public Markets, University Pension Plan Ontario
Anthony Novara, CFA, Managing Director, Head of Hedge Funds, Wealthspire
Joe Rumph, CFA, Managing Director, Fixed Income and Alpha Strategies, MacArthur Foundation
Brian Wrubel, Chief Executive Officer, Marquette Associates
9:15-10:15
The Benefits of Being Liquid and Nimble: Powerful Disciplines for Risk Mitigation
Moderator:
Jackie Rosner, Managing Director, PAAMCO Prisma
With:
Michael Schaus, Chief Investment Officer, Global Macro Fund, Zweig-DiMenna Associates
Mark Siddoway, CFA, CAIA, President, Cynosure Capital Management
Joris Tolenaar, CFA, Strategy Specialist, Transtrend
Edward Tostanoski, CFA, Managing Director and Portfolio Manager, PGIM Quantitative Solutions
10:15-10:45
Networking Coffee and Snacks
10:45-11:45
From Asset Allocation to Risk Allocation: Systematic Solutions for the Total Portfolio Era
Moderator:
Jerome Casamatta, CFA, Managing Director, Head of Institutional QIS Distribution, UBS Global Markets
With:
Buck Betten, CFA, Deputy Chief Investment Officer, MacArthur Foundation
Jiro Fujisawa, Co-Head of Portfolio Management, Quantitative Strategies, Asset Management One, USA
Sharat Kotikalpudi, Head of Systematic Macro, Multi-Asset & Hedge Fund Solutions Group, AllianceBernstein
Victoria Vodolazschi, CFA, Global Head of Liquid Diversifiers, Willis Tower Watson
11:45-12:45
Allocation Imperatives: Data Integrity & Operational Credibility
Moderator:
Luke Hinshelwood, Managing Director, Middlemark Partners
With:
John Hynes, Group Chief Executive Officer, HedgeFacts
Rob Laible, Head of Americas, BMLL Technologies
Cordell Thomas, Director of Operations, New York State Nurses Association Pension and Benefits Fund
Ramon Verastegui, PhD, Founder & Chief Investment Officer, Kairos Investment Advisors
12:45-1:45
Networking Luncheon
1:45-2:30
Rates Up. Oil Up. Positioning Your Portfolio for a New Regime: Views from Two Continents
Moderator:
Jeff Malec, CAIA, Managing Director and Partner, RCM Alternatives
With:
Nicolas Gaussel, PhD, Chief Executive Officer and Co-Chief Investment Officer, Metori Capital Management
Diego Parrillo, Chief Investment Officer, Quadriga Asset Managers
Patrick Welton, Founder, Chief Investment Officer, Welton Investment Partners
2:30-3:15
Finding Alpha in Hidden Geographies & Niche Opportunities
Moderator:
Kenneth Heinz, CFA, President, HFR
With:
Marc Lorin, Chief Investment Officer, New Hyde Park Alternatives
Michael Stendler, Managing Director, O’Brien Investment Group
Jamie Wise, CFA, Co-Founder, Chief Executive Officer, Periscope Capital
3:15-3:45
Networking Coffee and Snacks
3:45-4:45
Forces Reshaping Institutional Portfolios: What Allocators Need from Managers
Moderators:
Jennifer Ancker Whelen, Chief Client Officer, Member of Executive, Investment & Risk Committees, Graham Capital Management
Mark Tower, Executive Director, Head of Business Development & Investor Relations, Asset Management One USA Inc.
With:
Jeffrey Banaszak, CAIA, Director of Research and Investment, GVW Group
Jeremy Heer, CFA, CAIA, Managing Director, Investment Research and Engagement, University of Illinois Foundation
Gordon Nicholson, CFA, CAIA, ESQ, SVP/Portfolio Manager, Franklin Templeton Investment Solutions
5:00-6:00
Closing Cocktails and Networking
6:00 – 9:00
Dinner Party for All Delegates, Gateway Ballroom & Phoenix Lounge, 2nd Floor
10-Year Anniversary Celebration Compliments of:
Graham Capital Management, HedgeFacts, Morgan Stanley, New Hyde Park Alternatives, RCM Alternatives
Live Music by: Hive of Scum and Villainy
