Portable Alpha Summit

Online Registration is open!

October 11 - 12, 2006 | Beekman Tower Hotel, New York, NY

Day One: Wednesday, October 11, 2006

1:15	Conference Chairperson's Opening Remarks Matthew O'Connor, Sr. VP, Alternative Solutions Group, LEHMAN BROTHERS
1:30	Opening Keynote Address – The State of Portable Alpha Laurence B. Siegel, Director of Research, Investment Division, FORD FOUNDATION Let's go back to basics -- what exactly do we mean by alpha? Distinguishing alpha from beta Where are we going to get all this alpha? Is beta useless? Don't pay alpha fees for beta performance
2:15	Portable Alpha for the Long-Term: Practical Considerations for Investors Don Suskind, CFA, Vice President, PIMCO
3:00	Networking and Refreshment Break
3:15	PANEL DISCUSSION: Analyzing The Latest Sources of Alpha Moderator: Matthew O'Connor, Sr.VP, Alternative Solutions Group, LEHMAN BROTHERS Panelists: Ezra Zask, President and CEO, PARADIGM FUNDS TRUST Ron Ryan, Chief Financial Architect and Founder, RYAN ALM
4:15	PANEL DISCUSSION: Utilizing Replication to Mitigate Risk and Create Alpha Moderator: Matthew O'Connor, Sr.VP, Alternative Solutions Group, LEHMAN BROTHERS Anne Popkin, Managing Director, LEHMAN BROTHERS
5:00	Applying Fixed-Income Overlays as a Portable Alpha Strategy Jim Carder, Founder, WESTRIDGE CAPITAL MANAGEMENT
5:45	Conference Day One Concludes