This year, key sessions will be dedicated specifically to the opportunities and challenges
of investing in smaller and emerging managers:
Managing the investment selection and business risk of allocating to smaller managers
- What's optimal size to be in a smaller fund and for a smaller fund to invest effectively?
- Factoring in the strategy liquidity profile
- In the longer term can institutional investors take the selection and business risk?
- What criteria are most important when looking at managers apart from the mainstream?
Mark Jurish, CEO, LARCH LANE ADVISORS
Paul Zummo, CIO, JP MORGAN
Jenny Chan, Investment Officer, DORIS DUKE CHARITABLE FOUNDATION
William Bassin, Managing Director, UBP Asset Management (UBPAM)
Moderated by: J. Alan Lenahan, CFA, Managing Principal, Director of Hedged Strategies,
FUND EVALUATION GROUP
New paradigm for operational due diligence – The bar is being raised, how to ensure you are prepared
In this special session top investors will share the new standards to which they are holding managers, outlining the key processes, controls and reporting standards that they require. Additional time is provided for attendees to put their questions direct to the investors in small group sessions straight after the panel discussion.
Emily Lehrer, Head of Operational Due Diligence, GUGGENHEIM PARTNERS
Simon Fludgate, Principal Operational Due Diligence, AKSIA
Charles Cassidy, Co-director, Hedge Fund Research, CAMBRIDGE ASSOCIATES
Westley D. Chapman, Managing Director, Head of Risk Management and Operational Due Diligence, Alternative Investments & Manager Selection, GOLDMAN SACHS
Mikael Johnson, Lead Partner – Alternative Investments, KPMG
Moderated by: Alan J. Andreini, Chairman - Executive Committee, BRENCOURT ADVISORS LLC
"Meet the Seeders & Providers of First Capital" Showcase
Speakers will update attendees on the best ways to get on their radar screens and the types of opportunities on which they are currently focused. Points of discussion will include:
- What are the best ways for managers to make initial approaches and what is the key information to convey?
- What types of manager are they looking for?
- What's the current short list of strategies of interest?
- What size tickets can managers expect?
- How many managers are actively engaged each year?
- Capacity – if a seeder has already backed a particular strategy will they consider a second in the same?
Chris Acito, CEO, GAPSTOW CAPITAL PARTNERS
Robert Discolo, Managing Director, PINEBRIDGE INVESTMENTS
Patric de Gentile-Williams, Chief Operating Officer,FRM CAPITAL ADVISORS LTD
David Katz, President & COO,LARCH LANE
Randall Yanker, Senior Partner & CIO, ALTERNATIVE ASSET MANAGERS, L.P. (“AAM”)
To meet with top investors like these, be sure to register early to maximize your pre-event networking opportunities. See all of the networking opportunities available at GAIM
here.