ABBREVIATED summit Agenda

The 2011 Agenda will be posted once the specific topics are decided.

Agenda Program Director: Todd G. Schwendiman Todd@Alternative-Assets.com – please contact with any questions or changes.

 Times and events are tentative and may change without notice.

 

WednesDAY, October 12, 2011

10 am - 2 pm

EMERGING MANAGER BOOTCAMP

Bootcamp Director - Paul Marino

-When: Wednesday Oct 12,2011 10:00am - 2:00pm

-Location: Palazzo(TBD)

-Price: $495 added to your Summit registration fees

-Limited to the first 30 hedge fund managers

  10:00 am

Introduction

10:15 am

Making sure you have all the right building blocks in place to build a successful hedge fund

-Staff

-Operations

-Trading

10:45 am

Do I need to register with the state and/or SEC?

11:00 am

Legal structure for emerging managers

11:15 am

Compliance - doing it the right way

11:30 am

Identifying and capitalizing on your edge

11:45 am

Marketing do's and don'ts

-Who will be your investors?

-How will you get where you want to go?

-Marketing materials

-Databases

-Hedge fund industry events

-Cap intro and third party marketing

12:30 pm

Selecting the right service providers

-Legal, admin, audit, prime broker, marketing

1:00 pm

What is needed for an institutional quality hedge fund?

-Performance, process, personnel, and platform

1:15 pm

What are investors looking for in an emerging manager?

-How they evaluate emerging managers and conduct due diligence

1:55 pm

Closing remarks

   

 2:00 pm - 6:00 pm

 DAY ONE ALTERNATIVE ASSET SUMMIT

Location: THE PALAZZO

   MAIN SESSIONS BREAKOUT SESSIONS
TIME   ACTIVITY  
 2:00 pm - 2:15 pm                                  Conference Chairman - Opening Remarks Family Office Opportunities - Private Roundtables
 2:15 pm - 3:00 pm                                 Keynote Speaker Family Office Opportunities - Private Roundtables
 3:00 pm - 3:45 pm                                  Legal Panel Family Office Opportunities - Private Roundtables
 3:45 pm - 4:30 pm   Hedge Funds in the Family Office Portfolio  
 4:30 pm - 5:15 pm  Opportunities in Today's Markets  
 5:15 pm - 6:00 pm  Governor Paterson - A discussion on the financial crisis - a view from inside the capitol  
     
EVENING EVENTS    

6:00 PM - 9:00 PM

 Gala Dinner and Cabana Party                 

 9:00 pm - 10:30 pm

10:30 pm - Late night

 Networking Cocktails

 VIP Club Access - LAVO

 

 

 

thursday, october 13, 2011

 7:30 am - 5:00 pm

DAY TWO - ALTERNATIVE ASSET SUMMIT

Location: THE PALAZZO

 MAIN SESSIONS   BREAK OUT SESSIONS
TIME                                      MAIN SESSION                                                    BREAK OUT SESSIONS - A                   
7:30 am - 8:30 am             Morning Coffee                                                     Family Office Peer-to-Peer Closed Door Breakfast                       -

8:30 am - 9:15 am             Behavioral Financing and other                        Speaker for Family Offices                                        

                                              Allocation Strategies for Family Offices                                                                                          

                                              and Institutional Investors        

                                                                                                                                                       

 
9:15 am - 10:00 am            Compliance and Innovative Solutions             Speaker for Family Offices                                                                                                                                                                                

10:00 am - 10:45 am         TBD                                                                         SEC/CFTC or NFA Discussion 

                                                                                                                                Regulatory Issues                               

                                                                                                                                                                                                     

 

10:45 am - 11:30 am      Current Trends with Seed Capital Investors    

                                            Moderated by Lance Friedler - Sadis Goldberg, LLP

11:30 am - 1:00 pm        Topical Roundtables - Lunch and Networking Break
1:00 pm - 1:45 pm           Macroeconomic Overview of Global Markets           Non-US Compliance  - Bermuda/Cayman Master Feeder                                                                                                                                             Structures
 

1:45 pm - 2:00 pm           TBD                                                                                  Pension Fund Focused Session 1                                 

                                                                                                                                       Moderated by Marc LoPresti - Tagliaferro and LoPresti, LLP

                                                                                                                                      Governor Paterson and Hedge Fund Managers

                                                                                                                                       The role of the Hedge Fund Industry in Solving the

                                                                                                                                       Public Pension Crisis

2:00pm - 2:45 pm            Impact of Regulation - Legal                                       Pension Fund Focused Session 2                    

                                            Doug Hirsch - Sadis Goldberg, LLP 

3:00pm - 3:45 pm             Manager Selections -                                                  Model Custody Rule                                                                                                                      What should Family Offices be looking for?                                                                                            

3:45 pm - 4:30 pm              TBD  
4:30 pm - 5:15 pm              TBD
 

 EVENING EVENTS

5:30 pm - 7:00 pm                    Wine Tasting - Reception and Networking

7:30 pm - 10:00 pm                  Private Dinners including Family Office Peer-to-Peer private closed door dinner

10:00pm - 11:00pm                  Red Rope VIP Lounge Night

 

 

friday, october 14, 2011

7:30am - 12 Noon

 DAY THREE - ALTERNATIVE ASSET SUMMIT

Location: THE PALAZZO

TIME ACTIVITY - MAIN SESSION                                                                                                BREAK OUT SESSIONS
7:30 am - 8:30 am Morning Coffee
8:30 am - 9:15 am Hedge Fund Capital Raising                                                                                             Film Financing Session
9:15 am - 10:00 am Emerging Managers
10:45 am - 11:00 am Funds of Funds Panel
11:00am 11:45 am Family Offices - What Strategies are in Demand and Why
11:45am - 12 Noon Chairman's Closing Remarks

THANK YOU TO ALL THE PARTICIPANTS OF OUR PRIOR SUMMITS

OCTOBER 2010 - BELLAGIO

OCTOBER 2009 - BELLAGIO

NOVEMBER 2008 - WYNN

MAY 2008 - MGM GRAND

OCTOBER 2007 - WYNN

MARCH 2007 - WYNN

OCTOBER 2006 - WYNN

 

AlternativeAssetSummit.com

SPONSORED BY FUNDOFFUNDSJOBS.COM

THANKS TO OUR 2011 SUMMIT SPONSORS:


WINE SPONSORS:

 

MEDIA SPONSORS: