World Wealth Summit, MARHedge’s 13th Annual International
Conference on Hedge Fund Investments being held on October 22 - 24, 2006
at the Southampton Fairmont, Bermuda
Register Now
AGENDA
Sunday, October 22,
2006
8:00 Golf Tournament
12:00 Sailing Excursion
12:30 Registration Opens
6:00 Welcome Poolside Cocktail Reception
8:00 Private Speaker Dinner
8:00 Fidelity Prime Services & MARHedge Dinner (Private Event)
Sponsored by Fidelity Prime Services
Waterlot Restaurant, Southampton Hotel
Monday, October 23,
2006
7:15 Breakfast - Sponsored by EBS Dealing Resources International Ltd.
8:00 Private Single Family Office Breakfast
8:45 Conference Opening & Welcome
9:00 Keynote
Jim O'Neill, Head of Global Economic Research, Goldman Sachs,
London
9:45 Findings of
The CREATE-KPMG Report:"Good Practices in Corporate Governance in
Investment Management"
Effective corporate governance is increasingly important for hedge fund
managers attracting institutional investment and for mainstream managers
operating complex global business models. KPMG will highlight some of
the findings from its latest ground-breaking global research project,
involving over 150 CEOs of major investment firms from around the world.
Mikael Johnson, Global Chair, Hedge Funds and Alternative
Investments Leadership Team, KPMG, New York
10:00 Hedge Funds
and the Affluent Investor
The affluent have been the cornerstone of the hedge fund investor
community since the inception of the market. Family offices, private
wealth advisors, private banks and trust companies will discuss how the
ultra-, mid-tier and merely wealthy approach the asset class. The
discussion will cover among other topics how hedge funds fit in overall
asset allocation, what the affluent and their advisors seek in managers
and the impact of institutional investors on the decision-making
process.
Moderator: Preston Tsao , Founder, Metropolitan Circle of
Private Investment Offices, New York
Peter Fletcher, Managing Director, Parly Company SA, Geneva
John Hass, Managing Director, Alternative Investments, Brown
Brothers Harriman, New York
Stewart Massey, Founding Partner, Massey, Quick & Co LLC, New Jersey
Stanley Pantowich, Managing Director, TAG Associates LLC, New York
Jeff White, Vice President, InvesTrust Family Office, Oklahoma
11:30 Coffee Break
- Sponsored by UBS
11:30 Concurrent
Sessions
The New Allocators
High-net-worth financial service providers have been building
third-party hedge fund platforms over the last few years as they seek to
offer fuller services and a broader array of investment choices to their
wealthy clients. This panel will look at the relationship between
outside and in-house managers with these powerful distribution channels
and will delve into issues such as fee sharing arrangements, capacity
agreements and transparency requirements.
Moderator: Jane Abitanta, Principal, Perceval Associates, New
York
Jordan Berlin, CEO, Weiser Capital Management LLC, New York
Deborah Brodheim, Senior Vice President, GAM USA Inc, New York
Stephen Togher, Director of Alternative Investments, Fortigent, a Lydian
Company
Louise Wasso-Jonikas, Managing Director, Angelo, Gordon Advisors LLC,
Chicago
Strategy Focus:
Mining Opportunities in Emerging Europe
Leading hedge fund managers will discuss opportunities and challenges of
successfully generating alpha with Emerging European strategies.
Moderator: Keith Rosenbloom, Managing Member, CARE Capital
Group, New York
Florian Fenner, Managing Partner, UFG Asset Management, Moscow
Petek Kutucuoglu, Head of Research, GEM Global Equities Management S.A.,
Istanbul
Timothy Seymour, Managing Partner and COO, Red Star Asset Management,
New York
Daniel Solomon,
Director, Drake Management, New York
12:15 Lunch
1:30 Concurrent
Sessions
Family Office
Funds: Pros and Cons
Single family offices have increasingly been opening internal hedge
funds and funds of funds to outside investors, most often to other
families. This panel will cover motivations for such moves and detail
what families need to do to successfully serve outside clients. Family
offices, advisors and institutional funds of funds will debate the pros
and cons of investing in these hedge funds.
Moderator: E. McClain Bradley, V.P., Eno Farms Inc., Georgia
Fred Fruitman, Managing Director, Loeb Partners Corp, New York
Stan Kowalewski, Managing Director, Fund of Funds Group, Columbia
Partners LLC Investment Management, North Carolina
Harlan Peltz, Co-Founder, Peltz Capital Management, LLC, New York
Evaluating Emerging
Managers
Hedge fund seeders and funds of emerging hedge funds will discuss what
they are looking for in fledgling managers, how relationships work and
what their expectations are. A sampling of their emerging managers will
be introduced.
Moderator: Suzanne Murphy, Managing Director, Acorn Partners,
New York
Storm Boswick, Managing Partner, Brompton Cross Capital
Thomas Capasse, Co-Founder and Principal, Waterfall Asset
Management LLC, New York
Sander Gerber, CEO and CIO, Hudson Bay Capital Management LP, New York
Matthew Hoffman, CIO, Mayer & Hoffman Capital Advisors LLC, New York
Hugh Lamle, President, M. D. Sass Investors Services Inc., New York
Anthony Scaramucci, Managing Partner , SkyBridge Capital LLC, New York
2:30 Coffee Break -
Sponsored by Eurex
3:00 Concurrent
Sessions
Mid-Conference
Wealth Planning Workshop*
*Fortune’s Fortress: A Primer on Wealth Preservation for Hedge Fund
Professionals will be handed out to all attendees.
Wealth Planning For Hedge Fund Managers **
Many successful hedge fund managers have yet to address wealth planning
for themselves. Private wealth advisors will detail through a case-study
format how to get started in addressing issues such as wealth
diversification, asset protection, trusts and estates. **The case
study and a primer will be provided to all attendees.
Moderator: Russ Prince, President, Prince & Associates,
Connecticut
Arthur Bavelas, CEO, Resource Network LTD, New York
Susan Bruno, Principal, Beacon Wealth Consulting LLC, Connecticut
Edward Renn, Principal, Withers Bergman LLP, Connecticut
3:45--Succession
Planning: Building a Sustainable Hedge Fund Business
General partners often have extremely successful hedge funds, but that
doesn’t necessarily translate into businesses that can survive the
departure of core founders. Specialists will discuss the steps managers
need to take to ensure smooth succession and/or create funds that are
attractive for sale.
Richard Goldman, Partner, Bingham McCutchen LLP, New York
Bruce Wilcox , Chairman, Management Committee, Cumberland
Associates, New York
Marc Landeau, Founder and Chief Executive, Olympia Group, Paris
Brett Bastin, Director, Grail Partners LLP, London
3:00 Strategy
Focus: China and India
Leading hedge fund managers will discuss opportunities and challenges of
successfully generating alpha in China and India.
Moderator: Robert Maroney, Managing Member, Connecticut
Investments LLC, Connecticut
Francois Bloch, CIO, Amas Bank, Switzerland
Sebastian
Stubbe, Founding Partner, Landmark Value Investments, New York
3:00 New Directions
in Alternative Investments
A panel of managers discuss innovative alternative investment
strategies. New styles, techniques and technologies are beginning to
surface in the alternative investment area. Among the topics discussed
will be trends in Asian investments, fund of funds portfolio risk
management and high-frequency trading arbitrage.
Moderator: Richard Korhammer, CEO and Co-Founder, Lava Trading
Inc, New York
3:00 Tennis -
Sponsored by Numerix
6:00 Beach Party -
Sponsored by Henderson Global Investors
8:00 Investor
Dinner
8:00 Bermuda
International Business Association (BIBA) & MARHedge Dinner (Private
Event)
Sponsored by the Bermuda International Business Association
Waterlot Restaurant, Southampton Hotel
9:30 Monday Night
Football Party - Sponsored by Man Financial
To be held in Windows, off the main Hotel lobby.
Tuesday, October
24, 2006
8:15 Breakfast
9:00 Opening Remarks
9:15 Keynote
Paul Ross, Chief Executive. Arundel Iveagh Asset Management
10:00 Family Ties
The most sophisticated affluent investors have formed networks to seek
out under-the-radar managers, garner institutional pricing and move out
on the investment continuum to find the next hot strategies. Leading
family office investors will discuss what they are looking at now and
how they go about finding and vetting managers.
Moderator: John Bailey, CEO, Spruce Private Investors LLC,
Connecticut
Benjamin Alimansky, Senior Vice President and Portfolio Manager
, Brooklyn NY Holdings LLC
Stephen Antion, Ridgestone Corporation
Laurent Chaix, Family Principal
David Cohen, GKM Capital Inc.
Jeff Davidson, Taubman Asset Management
Samuel Schwab, S. Schwab Company Inc.
11:00 Coffee Break
- Sponsored by Rothstein Kass
11:30 Concurrent
Sessions
The Trusted Advisor
Dynamic*
Wealthy investors use a series of advisors ranging from lawyers,
accountants, registered investment advisors, multi-family offices,
private bankers and high-net-worth brokers to manage portions of their
wealth. Representatives of these advisors will discuss their roles when
it comes to hedge fund manager selection.
*Russ Prince will present proprietary research conducted in
conjunction with MARHedge on high-net-worth investors’ hedge fund plans.
An exclusive white paper based on based on interviews with 428 affluent
individuals representing $18 billion in hedge fund assets will be given
to all attendees.
Moderator: Mindy Rosenthal, Conference Editorial Director,
MARHedge
David Bailin, Managing Director & Head, Alternative Investments
Division, U.S. Trust, Connecticut
Gordon Haave, Director, Investment & Consulting Group, Asset
Services Company, Oklahoma City
Mike Murgio, Portfolio Strategist, Asset Management Advisors, Florida
Heidi Steiger, President, Lowenhaupt Global Advisors, St Louis and New
York
Strategy Focus:
Commodities
The Energy and Metals strategies have produced some of the strongest
returns over the last year, but recently some of these areas have
started to show weakness. Leading managers will discuss the current
highly volatile investment environment, what the run-up in commodity
prices is telling us and where they find opportunities to exploit.
Cynthia Ginsburg, Vice President/Base Metals, Man Financial, New
York
Shawn Reynolds, Senior Analyst, Van Eck Global, New York
Timothy Rudderow, President, Mount Lucas Management, New Jersey
Karsten Schroeder, CEO, Amplitude Capital, London
Peter Tobeason, President, J.H. Whitney Commodity and Macro Trading
Advisors LLC, New York
12:30 Concurrent
Sessions
The Middle Eastern
Investor
Investors from the Middle East hold the potential to be a lucrative
source of new investment for hedge funds. Practitioners with experience
in the region will discuss the challenges of tapping these investors who
now have historic levels of liquidity, such as exceptional regional
opportunities, ensuring Shari’a compliance and presenting the US market.
Panelists will explain what they are doing to forge relationships and
reap opportunity.
Joseph Field, Principal, Withers LLP, New York
Eric Meyer, President & CEO, Shariah Capital, A Division of Meyer Fund
Management LLC, Connecticut
Hossam Radwan, Executive Director, Goldman Sachs & Co., London
The Tax Question*
Tax efficiency has always been a key component of managing the assets of
the affluent. But until recently, hedge fund allocations have been
mostly run with little focus on tax mitigation. This panel will look at
some of the tax strategies being employed that can make portfolios more
tax efficient without impacting portfolio management. It will cover the
use of Private Placement Variable Life Insurance wrappers, overlays and
passive side portfolios used to harvest losses. *Proprietary
research on the role tax efficiency plays in portfolios of the
high-net-worth, conducted by Prince & Associates in conjunction with
MARHedge, will be available to attendees.
Moderator: Suzy Peterfriend Ross, Managing Partner, FamilyLegacy
Inc., Florida
Barry Cronin, Partner, Taylor Investment Advisors, Connecticut
1:30 Lunch
2:30 Strategies
Targeted for the High-Net-Worth Investor
Hedge fund managers will discuss innovative and tax-efficient strategies
specifically geared toward the affluent investor.
Guy Benstead, Partner, Cedar Ridge Partners LLC, California
Steve Gilboy, President, GLL Investors Inc., Chicago
Antony Mott, CFO and Founder, Longbank, New York
Sebastien Sainsbury, Executive Director Europe and Head of
Structured Products, Lake Shore Group of Companies, London
3:15 Send-Off Party
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