Institute for International Research

Opening Remarks

Gerald Ranzal, Partner, ANCHIN, BLOCK & ANCHIN

'06 in Review, ‘07 At a Glance:
Industry Happenings and Outlook

Moderator:
Gerald Ranzal, Partner, ANCHIN, BLOCK & ANCHIN

Panelists:
Kenneth Marlin, Chief Compliance Officer, IVY ASSET MANAGEMENT

Christopher Wells, Partner, PROSKAUER ROSE

Richard Biegen, Managing Director, Director of Global Compliance, AIG GLOBAL INVESTMENT GROUP

*Focus on Due Diligence*
Litigation Trends Across the Hedge Fund Industry and Investor Rights and Remedies

Scott Berman, Partner, FRIEDMAN KAPLAN SEILER & ADELMAN LLP

Marc Elovitz, SCHULTE ROTH & ZABEL LLP

Robert G. Leonard, Partner, BINGHAM MCCUTCHEN LLP

*Focus on Regulation & Disclosure*
Understanding SEC Regulations and their Impact: Disclosure, Enforcement Trends and Issues

Tom Biolsi, Associate Regional Director for Examinations, SECURITIES AND EXCHANGE COMMISSION

Jahan P. Raissi, Partner, SHARTSIS FRIESE LLP

*Focus on Valuation*
Valuation Trends and Practices

Lester Wigler, Financial Consultant, SMITH BARNEY GROUP

Marina Lewin, Managing Director, THE BANK OF NEW YORK

Charles Davidson, Director - Financial Services Group, STANDARD & POOR'S

*Focus on Trading*
Execution Best Practices and Correcting Trade Errors

Barry Schwartz, Partner, ADVISER COMPLIANCE ASSOCIATES

Sean P. Farrell, CPA, CFE, Principal Consultant, ADVISER COMPLIANCE ASSOCIATES, LLC

*Focus on Soft Dollars & Trading*
How Changes in Soft Dollar Regulations are Impacting Hedge Funds

Charles Galligan, Senior Managing Director, BEAR STEARNS & CO.

Christopher Rupright, SHARTSIS FRIESE LLP

*Focus on ERISA*
Update on Hedge Funds and their Interaction with ERISA

Robert Leonard, Partner, BINGHAM MCCUTCHEN LLP

David Cohen, Partner, SCHULTE ROTH & ZABEL LLP

Jean Cogill, Partner, BINGHAM MCCUTCHEN LLP

End of Day's Sessions