investhedge documents/… · 16.00 14.15 15.00 keynote speaker: kathryn graham, director of bt...

EuroHedge

Programme now confirmed! See inside for details

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Join more than 400 attendees for top-level debate on the most pressing issues facing hedge fund investors.

Building a sustainable future

FORUM 2011

www.investhedgeforum.com

13 & 14 sePtemBer 2011 | British museum | london

BuY one tiCKet & BrinG A ColleAGue For FreeOnly available to fund managers.

See booking form for details

not-For-ProFit end inVestors

REGISTER FOR FREE!!

Programmeday one: 13 September 2011

08.45

11.30

12.00

12.45

13.30

10.00

10.45

registration, breakfast and private view treasures of heaven: saints, relics and devotion in medieval europe

longer-term view: Why investors play the hedge fund gameTo sell to end investors it is key to know what they want: performance, diversification, liability management, volatility, or simple de-correlated assets. Are investors buying asset management tools? Or an asset class? Where do these products live in the portfolio? These days, selling hedge funds is more about offering investors solutions, but who wants what? speakers include: Marc de Kloe, ABN Amro Private Banking; Gustav Lundeborg, Skanska; Guy Ingram, Albourne Partnersmoderator: Sandy Kaul, Citi

Can socially responsible investing and the quest for alpha coexist?Socially responsible investing has been a big part of the institutional investor mindset for a long time. Now that hedge funds are becoming mainstream is there a way to take SRI principles to the hedge fund market, or are these two ways of investing mutually exclusive? speakers: Ted Malloch, Yale University; Colin Melvin, Hermes Equity Ownership Services; Jan Erik Saugestad, Storebrand Investments; Daron Sheehan, Active Earth Investment Management moderator: Neil Wilson, HedgeFund Intelligence

Coffee break

Confessions of the asset raisers: making the most of marketing Marketing has always been a dirty word in the hedge fund industry and the proliferation of one person outfits has not helped the third party marketing industry. But as the industry matures, like in private equity, is there a place for placement agents? What do they offer and is it worth while creating an in-house team or outsourcing to carefully selected professionals? speakers: Alexandre Col, Banque Privée Edmond de Rothschild; Robert Howie, Mercer; John Novogratz, Millenium Partners; Steve Foster, Credit Suisse moderator: Niki Natarajan, InvestHedge

Keynote speaker: howard rossman, chairman and founder of mesirow Advanced strategies introduced by: Niki Natarajan, InvestHedge Howard joined Mesirow Financial in 1985. He is responsible for developing and overseeing the strategic direction of the company with regard to research, asset allocation and client management. Mesirow Financial is a diversified financial services firm headquartered in Chicago. It is an employee-owned, private company with more than 1,200 employees in offices across the US and in London.

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InvestHedge Forum 2011 | 13 & 14 September 2011 | British Museum | London www.investhedgeforum.com

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Building a sustainable business: People, process and succession planningNow hedge funds have emerged from a cottage industry to the institutional asset management arena with long term investment horizons, consultants representing the pension funds want to have a number of boxes ticked, such as: Who owns the business? What happens when the founder leaves? How are people incentivised? Is there a long term vision? speakers include: Henry Kenner, Arrowgrass Capital Partners; Jon Little, Northill Capital; Mandy Mannix, CQSmoderator: Nick Evans, EuroHedge

streAm sessions

Coffee break

Keynote speaker: lawrence Powell, deputy chief investment officer, utah state retirement Fundintroduced by: Susan Barreto, InvestHedge Lawrence joined Utah State Retirement Fund (URS) in 2008. Working with CIO Bruce Cundick, he is ultimately responsible for the oversight and management of the investment team,analysing deals and investing in all global public and private market asset classes. URS is a public pension plan managing the retirement benefits of more than 150,000 public employees in the State of Utah. As of December 2009, the plan’s assets approximated $18 billion, with 15 professionals in the investments department.

shooting for the stars: Alternative ways to enhance performanceAs the hedge fund world becomes more main stream the word alternative seems to be losing its meaning. In this last panel of the day, we look at the true meaning of alternative as it applies to out of the box ways of looking at the world. Can astrology and numerology, and other non-conventional tools, help managers pick better stocks, time their portfolios? speakers: Martin Armitage-Smith; Swen Lorenz, ARRB; Davina MacKail; Shelley Von Strunckelmoderator: Niki Natarajan, InvestHedge

Cocktail reception with private viewing: medieval europe The Paul and Jill Ruddock GalleryClocks and Watches The Sir Harry and Lady Djanogly Gallery

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17.45

The programme is provisional. Please visit www.investhedgeforum.com for updates

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18.30

15.45

streAm 1: lift off: start up to starAs the large hedge funds grow larger exponentially, the alpha hunting is left to the smaller and newer managers. These days as a start up having a solid asset based is essential but how does a start up get there? This panel will look at how to get launched, identified and funded. Who are the seeders, incubators, early stage investors, and how can new managers know that they are not giving away chunks of equity for simply a marketing relationship? speakers include: Stephen Oxley, PAAMCO; Alice Polkinghorne, LCF Rothschild; Jeroen Tielman, IM Qubatormoderator: Mairead Kenny, Bank of America Merrill Lynch

streAm 2: to Be Confirmed

Programmeday two: 14 September 2011

doors open and breakfast

Greek debt and natural disaster: Where is the global macro wind blowing? Some global macro trades are easy to spot, but how can they make money? Natural disasters, however, can change the financial landscape overnight. Is there a way to make or protect money when they hit? speakers: Steven Bell, GLC; Teun Draaisma, TT International; Nicolai Hansen, Aros Capital; David Smith, GAMmoderator: Nick Evans, EuroHedge

Portfolio revolution: making the most of alpha and betaThe advent of managed accounts and the related transparency means that investors can now see what they have inside their portfolios. With this knowledge comes the possibility of understanding where the alpha comes from and how to make the most of it and pay less for the beta. But how is this done and is it safe?speakers: Luke Ellis, Man Group; Jeff Holland, Liongate Capital Management; George Main, Diversified Global Asset Management; Ian Morley, Allenbridge moderator: Niki Natarajan, InvestHedge

Coffee break

Keynote speaker: nicolas rohatyn, Ceo and Cio of the rohatyn Group introduced by: Neil Wilson, HedgeFund IntelligenceThe Rohatyn Group is a New York-based specialised asset management firm focused exclusively on investing in emerging markets. Nicolas’ responsibilities include overseeing overall strategy and management of the firm. Prior to forming the Rohatyn Group, Nicolas spent 19 years at J.P. Morgan, where he held a variety of leadership positions in emerging markets, foreign exchange, commodities, credit markets and e-commerce functions.

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InvestHedge Forum 2011 | 13 & 14 September 2011 | British Museum | London www.investhedgeforum.com

streAm 1: Avoiding Jekyll & hyde: due diligence and beyond As institutional investors buy more and more hedge funds, can they be sure these managers continue to behave the way they are supposed to? Can an independent board help to keep hedge funds on the straight and narrow? How can integrity be measured? Are there signs to show how a manager will behave when the chips are down? moderator: Patrick Hayes, IFS / State Street speakers: Caroline Hoare; Rahul Moodgal, Parvus Asset Management; Charlotte Valeur, Global Governance Group; Jeffrey Bronheim, Cheyne Capital streAm 2: to Be Confirmed

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Keynote speaker: Kathryn Graham, director of Bt Pension Fundintroduced by Niki Natarajan, InvestHedgeBT Pension Scheme Management Limited (BTPSM), is the pensions advisory arm of the BT Pension Scheme, the largest in the UK at £34 billion. Kathryn has more than 15 years’ experience in capital markets, derivatives and hedge funds and is a member of the BTPSM Investment Committee. She is on the London Board of 100 Women in Hedge Funds; is a founding trustee of the Hedge Fund Standards Board; is included on the FN100 list of

influential women in European financial markets and the HFM Week list of the 50 most influential people in hedge funds.

living in harmony: Can consultants and FohFs share the same lunch? Now some end investors are no longer hedge fund novices, the time has come for them to invest directly. Some go solo, others get their FoHFs to help them; and others mix and match funds of funds and direct investments. What model works so that hedge funds, funds of funds and consultants can live in harmony? speakers: Alex Kamunya, NEPC; Omar Kodmani, Permal Group; Damien Loveday, Towers Watson; Lawrence Powell, Utah State Retirement Fund; Jim Vos, Aksiamoderator: Susan Barreto, InvestHedge

Close

*This programme is provisional. Please visit www.investhedgeforum.com for updatesDa

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Main sponsors

Associate sponsors

Speakersat the InvestHedge Forum 2011

InvestHedge Forum 2011 | 13 & 14 September 2011 | British Museum | London

The InvestHedge Forum is renowned for its top level managers and investors. More than 60 leading industry figures will participate on panels and present keynote speeches. Speakers confirmed so far include:

Jeff Holland managing director

Kathryn Graham director

Mandy Mannix global head of sales and marketing

Steve Foster COO for the single manager hedge fund group

George Main chief executive officer and head of research

David Smith chief investment director

Steven Bell director

Charlotte Valeur managing director

Colin Melvin chief investment officer

Marc de Kloe responsible for alternative product management

Daron Sheehan managing director

Jim Vos chief executive officer and head of research

Guy Ingram co-founder and head of research

Ian Morley chairman

Swen Lorenz chief investment officer

Nicolai Hansen founding partner and CIO

Henry Kenner chief executive officer and chief risk officer

Alexandre Col head of investment fund department


Ted Malloch research professor

Sandy Kaul US head of business advisory services

Jeroen Tielman founder and CEO

Mairead Kenny head of European capital introductions

Alice Polkinghorne research manager

Robert Howie principal

John Novogratz senior managing director

Jeffrey Bronheim general counsel

Luke Ellis CIO of multi-manager business

Howard Rossman chairman and founder

Alex Kamunya hedge fund research consultant

Jon Little co-founder

Stephen Oxley managing director

Omar Kodmani president

Gustav Lundeborg chief investment officer

Jan Erik Saugestad chief investment officer

Nicholas Rohatyn CEO/CIO

Damien Loveday Global head of hedge fund research

Teun Draaisma portfolio manager

Lawrence Powell deputy chief investment officer

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Attendees

*Source: based on attendance at the InvestHedge Forum held in September 2010

investorsABN AMRO Private BankingAksiaAlbourne PartnersAllenbridge Hedge and Wentworth Hall ConsultancyBarclays WealthBellevie Family TrustBrit InsuranceBT Pension SchemeCardona Lloyd LimitedCazenove Pension TrusteesCompetos ConsultingCoutts & CoDMGT PensionsGrosvenor EstateHamren-Larsson Family OfficeHasma Capital AdvisorsHermes Equity Ownership ServicesKey Family PartnersMercerMontis Aurei Private Investment OfficeNEPCNimbus Wealth ManagementNorthillOxford Martin SchoolPiRhoPRVA Group PlcRBC Wealth ManagementRoyal Mail Pensions Trustees LimitedS. H. Hirth & AssociatesSaaj Group

Skanska ABSociete Generale Private BankingStorebrand InvestmentsTang Family FoundationTowers WatsonUnited Nations-backed Principles for Responsible Investment Initiative (UNPRI)Universities Superannuation SchemeUniversity of Cambridge EndowmentUniversity of Cambridge Investment OfficeUtah State Retirement FundWatch Tower SocietyYale University

Funds of FundsArcher AsiaBanque Privée Edmond de RothschildDiversified Global Asset ManagementFundana SAKey Asset ManagementLCF Edmond de Rothschild Asset ManagementLiongate Capital ManagementLyxor Asset ManagementMan InvestmentPacific Asset Management CompanyPermal Investment ManagementRothschild BlackpointThe Blackstone Group

hedge fundsActive Earth Investment ManagementAlcentra Limited

Altis PartnersAlvine CapitalAros CapitalARRBArrowgrass Capital PartnersBlackRockCairn CapitalCheyne CapitalCOMAC CapitalCQSCredit Suisse Asset ManagementEnvironmental Investment PartnershipExane Asset ManagementFoxley Asset ManagementGLC LtdHarmonic Capital PartnersHayman AdvisorsIMQ Investment ManagementItau BBAMariner EuropeMesirow FinancialNeuberger BermanOld Mutual Investment Group S.A.Parvus Asset Management / Methodology GroupQuality Capital ManagementRAB CapitalSirius Investment BVStark InvestmentsThe Rohatyn GroupTT InternationalWadhwani Asset Management

Over 400 top industry participants attended the investhedge Forum in 2010 broken down as follows*:

Other industryprofessionals 5%

Other industry professionals

Service providers

Hedge funds

FoF investors

Funds of funds and end investors 31%

Hedge funds 39%

Service providers 25%

Who attends the Forum

Below is a selection of the companies who have registered so far:

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Texte surligné

Plus…

Wine tasting!

Treasures of Heaven: saints, relics and devotion in medieval Europe

The British Museum’s major summer exhibition explores the spiritual and artistic significance of Christian relics and reliquaries in medieval Europe. Featuring some of the finest sacred treasures of the medieval age, Treasures of Heaven: saints, relics and devotion in

medieval Europe includes objects from more than forty institutions, many of which have not been seen in the UK before, brought together for the first time. The exhibition is sponsored by John Studzinski.Private viewing: 13 september 09.00 – 10.00

Clocks and WatchesThe Sir Harry and Lady Djanogly Gallery

Mechanical clocks were invented in Western Europe in the medieval period and were first used in cathedrals and churches. The gallery traces their development from these earliest examples to complex and highly decorative domestic clocks, marine chronometers, mass-market designs and

modern precision time-keeping. Many of the hundreds of exhibits on display are working and can be heard ticking, striking and chiming the hours. Private viewing: 13 september 18.30 – 21.00

Experimental table clock by Thomas Mudge, London, England, around AD 1754 © The Trustees of the British Museum

Reliquary bust of an unknown female saint. South Netherlandish, c. 1520–1530. © The Metropolitan Museum of Art, New York

Enjoy a relaxed wine tasting at the InvestHedge Forum with Humble Grape. Whether you are an aficionado or a complete novice, visit the Humble Grape stand and broaden your understanding of wine. Humble Grape is a boutique wine merchant specialising in small-vineyard, high-quality wines from around the world. They host monthly wine tastings in the city that are relaxed, fun and geared to educating people about wines and their regions.The wines you will enjoy at the InvestHedge Forum during lunch and cocktails are supplied by Humble Grape. www.humblegrape.co.uk

exclusive private viewings at the British Museum

InvestHedge Forum 2011 | 13 & 14 September 2011 | British Museum | London

interested in sponsoring or exhibiting?Contact: James laighttel: +44 (0)20 7779 7354 | email: [email protected]

russell Bradley-Cooktel: +44 (0)20 7779 7342 | email: [email protected]

Don’t miss

Medieval Europe AD 1050-1500The Paul and Jill Ruddock Gallery

The Medieval Europe gallery showcases many of the world’s greatest medieval treasures. British, European and Byzantine objects tell the story of a period of great change when territorial wars and political turmoil shaped the continent we know today. From the power and dominance of the Church in everyday life, to

the social change spread through Europe by a new merchant class, unique and famous objects provide a gateway to the major developments of the age. Private viewing: 13 september 18.30 – 21.00

Cocktail receptionTuesday 13 SeptemberAll registered delegates are invited to the InvestHedge Forum cocktail reception, which will take place in the Central Saloon after the conference on day one.

The cocktail reception will include private viewings of two of the Museum’s galleries. See below for full details.

The Royal Gold Cup showing the martyrdom of St Agnes. Paris, about AD 1370-80 © The Trustees of the British Museum

Available discounts Buy one ticket get one free. If you list your performance data in the HedgeFund Intelligence database, register yourself and bring a colleague for free!

15% subscriber discount. If you subscribe to InvestHedge, EuroHedge, AsiaHedge, Absolute UCITS or AR Magazine you will receive 15% off the standard rates.

not-for-profit end investors register for free.

Pre-Event networking

Join the event on LinkedIn and network with attendees prior to the Forum. Visit http://events.linkedin.com/InvestHedge-Forum-2011/pub/717745


Personal details - Please complete in BLOCK CAPITALS

Booking FormPlease complete this form and return by email to [email protected] or print out and fax back to +44 (0)20 7779 7331

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The information you provide on this form will be used by Euromoney Institutional Investor PLC and its group companies (“we”or “us”) to process your order and deliver the relevant products/services. We may also monitor your use of the website(s) relating to your order, including information you post and actions you take, to improve our services and track compliance with our terms of use. Except to the extent you indicate your objection below, we may also use your data (including data obtained from monitoring) (a) to keep you informed of our products and services; (b) occasionally to allow companies outside our group to contact you with details of their products/services; or (c) for our journalists to contact you for research purposes. As an international group, we may transfer your data on a global basis for the purposes indicated above, including to countries which may not provide the same level of protection to personal data as within the European Union. By submitting this form, you will be indicating your consent to the use of your data as identified above. Further detail on our use of your personal data is set out in our privacy policy, which is available at www.eurohedge.com, or can be provided to you separately upon request. If you object to contact by telephone fax or email or post please tick the relevant box. If you do not want us to share your information with our journalists or other companies please tick the relevant box

Booking details (please tick one option only)Submitting this booking form does not guarantee your booking. We advise you not to make travel arrangements until you have received official email confirmation of your registration from HedgeFund Intelligence. Bookings are subject to relevant taxes. Only one discount is available per booking.

hedGe Fund mAnAGer/inVestor rAte £1,125* £956* 15% subscriber discount (any HedgeFund Intelligence product) £1,013* 10% AIMA member discount £1,125* HFI database ‘buy one get one free’ ticket offer (see box) I am a not for profit institutional investor and would like to attend for free

stAndArd BooKinG rAte £2,800* £2,380* 15% subscriber discount (any HedgeFund Intelligence product) £2,520* 10% AIMA member discount* All bookings subject to VAT at 20%

Does your firm list its fund performance in the HedgeFund Intelligence database?BuY one tiCKet And BrinG A ColleAGue For FreeSecond delegate name

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This offer is only available to hedge fund managers and funds of funds that list their fund performance in the HedgeFund Intelligence database. It can not be used in conjunction with any other discount.

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investhedge documents/… · 16.00 14.15 15.00 keynote speaker: kathryn graham, director of bt...

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