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
























