||Registration and Breakfast for Full Day Session
|8:45AM - 9:00AM
CEO, Hedge Connection
Lisa is Hedge Connection's CEO and founding partner. Lisa's vision for the company stems from her extensive experience in marketing alternative investments and institutional sales.
Before founding Hedge Connection in 2005, Lisa served as Director of Marketing at Ellington Management Group and previously at Singleterry & Company. At both firms, Lisa oversaw all aspects of client relationships including raising money, organizing company events, developing marketing strategy and client servicing.
Prior to her career in hedge fund marketing, Lisa was on the sell side, rising to Senior Vice President in Mortgage Backed Securities-Institutional Sales at Lehman Brothers Securities.
Outside of the financial industry, Lisa has produced three Broadway shows including Long Day's Journey Into Night for which she won a Tony Award.
Lisa earned a B.A. in French Studies with a minor in Economics from Smith College. She currently holds a Series 65 license.
|9:00AM - 9:30AM
||Investor Panel: The Argument for Seeding/Benefits of Investing in Emerging Managers
Managing Director, Blackstone
Michael Pierog is a Managing Director and Head of the Strategic Alliance Fund ("SAF") Group, Blackstone's hedge fund seeding business, for the Hedge Fund Solutions Group. Prior to joining the SAF Group, Mr. Pierog was head of Credit Strategies in BAAM, where he was involved in hedge fund manager evaluation, selection, and monitoring as well as structured and corporate credit investments.
Before joining Blackstone in 2013, Mr. Pierog was a Vice President in the Distressed and Special Situations group at Barclays Capital. Prior to working at Barclays, Mr. Pierog was an associate at Davidson Kempner Capital Management.
Mr. Pierog received a BA in Economics from Amherst College where he graduated cum laude and an MBA from the Wharton School of Business at the University of Pennsylvania.
Founder, KAS Holdings
Ken Shewer is the Founder of KAS Holdings a multifaceted family holding company. Through KAS Holdings he became a Founder and Managing Member of Inception Point and a Founder of AIKAS Partners. In addition he was a Founding Partner of The Kenmar Group.
Inception Point was formed in 2017 to seed and accelerate hedge fund managers. Through Inception Point Ken and his partners are looking to invest in and help grow the next generation of asset management firms.
AIKAS Partners was created in 2016 to invest in and advise on strategy for start up FinTech companies.
The Kenmar Group started in 1983. At Kenmar he built and acquired numerous hedge fund businesses.
Ken, on behalf of the companies which he was/is a partner, has invested billions of dollars with asset managers and financial technology companies globally, many of whom he backed on day one or early in their careers.
Ken has managed large teams dedicated to research and due diligence. He has overseen the risk and operational soundness of both the investors, investments and their investment vehicles. He has structured and operated investments around the globe in multiple jurisdictions to suit investors' needs.
Prior to forming The Kenmar Group, Ken worked in the international commodities trade as a Vice President and Director of Pasternak, Baum and Co, where he was responsible for the merchandising of grains to importers and exporters around the world.
Ken has participated in various charitable causes as a board member and contributor throughout his career. He graduated from Syracuse University with a BS degree.
Managing Partner, Co-Founder, and CIO, Witter Family Offices
Sherry Pryor Witter is the Managing Partner, Co-Founder and Chief Investment Officer of the Witter (Dean Witter) Family Offices, headquartered in New York City. She is responsible for overseeing all aspects of investing and operating activities. Sherry has managed assets for over two decades and has a strong commitment to developing and incubating new and unexploited trading strategies. As a Family Office, the Witters' assets are invested in real estate, private equity, venture opportunities, art, fine musical instruments, and hedge funds.
Through Sherry's management, she has multiplied her family's net worth four-fold and the performance has largely been derived from her hedge fund investments. As a strategy, Sherry deploys a venture approach to hedge fund investing and continues to be the early partner, sometimes the seeder of small and emerging hedge fund managers. Since 2011, Sherry has seeded or early invested in over one hundred hedge funds/trading strategies. She continues to add to her stable of traders which includes a diversified set of liquid strategies that encompass crypto arbitrage, CTAs, event driven, equity long/short, directional, commodities, among others.
On the private side, Sherry continues to be the lead and/or co-investor direct to companies and in funds. Prior to forming the Witter Family Offices with her husband Michael D. Witter in 2011, Sherry started her first hedge fund in 1998 and has since launched seven opportunistic liquid funds where she continues to be a General Partner. These strategies are designed to only manage the assets of the GPs, Sherry and her husband, Michael D. Witter.
Sherry began her career at Lazard Frères followed by ESL Investments, Sherry went to the University of Pennsylvania, the Wharton Undergraduate School and The Juilliard School, Pre-College Division. She was born in New York City and continues to reside in New York with her husband and two sons.
|9:30AM - 10:00AM
||Milton Berg's Market Update
CEO/Chief Investment Strategist, MB Advisors
Milton Berg, CFA, is the CEO and Chief Investment Strategist of MB Advisors, LLC. He has worked in the financial services industry since 1978, with an extensive background in various roles on the buy side. Milton founded MB Advisors in 2012 to address a need for high-quality independent research with a macro, technical and historical focus.
Milton began his career as a Commodities Analyst and Trader at Swiss-based Erlanger and Company. In 1980, he was a Fund Manager at First Investors Corp. and managed a natural resource fund as well as an option writing fund. In 1984, he moved to Oppenheimer and managed three mutual funds which were each ranked as the top performer over a five-year period by Lipper. Milton then became a Partner at Steinhardt, one of the earliest hedge funds on Wall Street. More recently, he has worked with well-known titans of the hedge fund world including Michael Steinhardt, George Soros, and Stanley Druckenmiller (Duquesne).
Milton's work has been featured in the Wall Street Journal, New York Times, Barron's, and Institutional Investor, in addition to other media outlets. His groundbreaking report “The Boundaries of Technical Analysis” was published in the summer of 2008 in the MTA's Journal of Technical Analysis. His 2015 research report “Approach to the Markets” outlines his method for analyzing the stock market.
Milton has held a Chartered Financial Analyst designation since 1979. The Institute for Economic Research named Milton as the Mutual Fund Manager of the Year in 1987 given his performance during the crash. That same year, Milton was jointly named with Stanley Druckenmiller as Mutual Fund Manager of the Year by Sylvia Porter's Personal Finance Magazine.
|10:00AM - 11:30AM
||Three Table Talk Rotations
|11:30AM - 11:45AM
|11:45AM - 12:30PM
|12:30PM - 1:30PM
|12:30PM - 1:30PM
||Main Stage Pass Registration
|1:30PM - 2:30PM
||Keynote Topic TBA
CEO and CIO, Morgan Creek Capital Management
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko received his Bachelor of Science Degree, with Honors, in Biology and Chemistry from the University of Notre Dame and a Master of Business Administration in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of the Investment Committee of the Morgan Creek Foundation.
|2:30PM - 3:00PM
||A View from Institutional Investors
Head and Chief Investment Officer, Absolute Return Investments, Investcorp
Lionel Erdely is the Head and CIO of Alternative Investment Solutions at Investcorp, overseeing its diverse offerings in Hedge Fund Partnerships, Special Opportunity Portfolios, Alternative Risk Premia and Multi-manager Solutions. Under his leadership, the AIS platform has broadened its institutional investor base globally including large public pension plans, sovereign wealth funds, insurance companies, endowments and foundations and family offices. Mr. Erdely was instrumental in developing a dedicated cross asset research team and early adoption of Alternative Risk Premia as a key competency. Investcorp continues to specialize in Emerging Managers and has invested in more than 80 managers in the first year of their launch and 20 managers on Day 1 as a Strategic Partner. Mr. Erdely serves as a member of Investcorp's Operating Committee, the Financial and Risk Management Committee, and chairs the Investment Committees for Alternative Investment Solutions.
Prior to joining Investcorp in 2013, Mr. Erdely worked for 11 years at Lyxor Asset Management, where he held the dual position of Chief Investment Officer (2004 – 2013) and Chief Executive Officer of Lyxor Inc. (2009 – 2013). Prior to joining Lyxor, he was a Vice President in the Equity Corporate Finance department at Société Générale, where he worked on several IPOs, capital increases and convertible bond issues. Mr. Erdely holds an M.B.A. degree in Finance from the école Supérieure des Sciences économiques et Commerciales (ESSEC) in Paris.
Managing Director, Cliffwater LLC
Chris is a Managing Director at Cliffwater LLC covering global macro and relative value strategies on the hedge fund research team. Prior to joining Cliffwater in 2011, Chris was a Senior Analyst at SAIL Advisors, where he focused on manager selection and due diligence as Head of Research for tactical trading and relative value strategies. Previous experience includes working for ING Investment Management, Antarctica Asset Management, Societe Generale Barr Devlin, and CIBC World Markets.
He earned a BA in Economics and Anthropology from the University of Pennsylvania and a MComm in Finance from the University of New South Wales, where he was a Federation Scholar. Chris is a Certified Public Accountant, holds the Chartered Alternative Investment Analyst designation, the Chartered Financial Analyst designation, and is a member of the New York Society of Security Analysts.Chris has broken 9 Guinness World Records, and has run marathons on all 7 continents and in all 50 US states.
|3:00PM - 3:30PM
||A Look Towards 2020: Best Sectors and Why
Director, Head of Illiquid Credit, Willis Towers Watson
Thierry is Head of Illiquid Credit at Willis Towers Watson.
In this role he is responsible for asset allocation and due diligence of investment opportunities for institutional investors globally.
Thierry is a member of the Investment Committee managing Willis Towers Watson's Alternative Credit Fund.
Thierry's experience includes six years as part of the research team in London were he led the securitized credit research effort. In 2015 he relocated to New York to expand the research effort in the US
Managing Director, Howard Hughes Medical Institute
Member of senior team managing HHMI's $18 billion endowment. Lead research on global markets and the Fund's asset allocation and overall risk profile. Vet all investments decisions and source managers and investment opportunities across all assets. Publish quarterly investment strategy reports for the Board of Trustees and present key findings. Manage, mentor and hire a team of analysts working across all asset classes to conduct macroeconomic research and help evaluate the attractiveness of new investment opportunities. Previously managed a $2 billion alternative asset portfolio of investments in hedge funds, opportunistic distressed strategies, real assets and related co-investments
Managing Director, PAAMCO Prisma
Jackie Rosner, CFA, FRM, CMT, CAIA (New York) is a Managing Director, joined the firm in 2013 and is a member of the Portfolio Management team, with a specific focus on global macro, relative value, managed futures, and quantitative strategies. Prior to joining, Jackie was a Managing Director, head of global macro and systematic trading strategies, and a member of the executive committee at Union Bancaire Privee Asset Management in New York. Prior to UBP, he was a proprietary trader at BNP Paribas in New York. Jackie has also been a portfolio manager at both Archeus Capital Management and Millennium Partners, and was a founding member of a proprietary trading desk in the fixed income department of Chase Manhattan Bank/J.P. Morgan. Jackie began his career at Salomon Brothers (Citibank) where he held various positions of increasing responsibility primarily focused on quant, trading, and fixed income strategies. He is on the advisory board for the MIT Sloan Department of Finance, volunteers as a master's thesis supervisor at the Department of Mathematics at NYU Courant, and guest lectures at Columbia University's Department of Financial Engineering. Jackie holds a BS in Economics, a BS in Management Science, and an MSc in Management from the Sloan School of Management at Massachusetts Institute of Technology. He also holds an MSc in Mathematical Finance from New York University and has earned the following designations: CFA, CAIA, CMT and FRM.
Managing Partner, Shinnecock Partners
Alan is the Founder and Managing Partner of Shinnecock Partners. Alan was the Founder, CEO, President, and Chairman of the Board of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, President/COO of First Executive Corporation and Executive Vice President and Board Member at Dean Witter Financial Services Group (predecessor to Morgan Stanley), where he formulated the launch of the Discover Card as a member of a three-person team. He is also the former Chairman, President and Board Member of the Western Los Angeles Boy Scout Council. Alan is a graduate of Georgetown University and Harvard Business School, where he was a Baker Scholar.
|3:30PM - 3:45PM
|3:45PM - 4:30PM
||Immigration Reform - A Solution for the Future
Founder, IDEAL Immigration
Steve Kuhn is the founder of the IDEAL Immigration. Steve worked at some of the top financial firms and his career culminated as a hedge fund manager at Pine River Capital Management. He retired and dedicated his life to philanthropic pursuits. Steve serves on the board of the Immigrant Justice Corps and is involved with Water, Young Voices of Austin, the Andy Roddick Foundation.
Executive Director, New American Economy
Jeremy Robbins is the Executive Director of the New American Economy, a bipartisan coalition of more than 500 CEOs and mayors making the economic case for immigration reform. Jeremy previously worked as a policy advisor and special counsel in the Office of New York City Mayor Michael Bloomberg, a judicial law clerk on the United States Court of Appeals, a Robert L. Bernstein International Human Rights Fellow working on prisoners rights issues in Argentina, and a litigation associate at WilmerHale in Boston where he was part of the firm's team representing six Bosnian men detained at Guantanamo Bay, Cuba. Jeremy received a JD from Yale Law School and a BA in political science from Brown University.
|4:30PM - 5:15PM
||Investing in Diversity
Founder, Baron Davis Enterprises
Entrepreneur, investor, and two-time NBA All-Star and record-holder, over a thirteen-year career, Baron Davis played for the Charlotte Hornets, the Golden State Warriors, the Los Angeles Clippers, the Cleveland Cavaliers, and the New York Knicks. Known for his electrifying style on the court, Davis was a powerful point guard, who won national acclaim for executing in crucial, high-pressure moments, when his team needed him the most. As a businessman, Baron was one of the original investors for Vitaminwater and helped launch Thrive Market.
Baron is also the founder of several companies, including Sports and Lifestyle in Culture (SLIC), The Black Santa Company, Business Inside the Game (BIG) and No Label—each with the objective of combining creative talent with original publication and production to develop and provide educational and empowering stories that appeal to global audiences of all ages.
Baron also served as producer of several acclaimed documentaries including Crips and Bloods: Made In America, 30 for 30: Sole Man, and The Drew: No Excuse, Just Produce.
Robert is a former Division 1 athlete turned serial entrepreneur. He created a proprietary algorithmic formula known as the “Influencer Model” centered around the macroeconomic effects influencers have in TET (Technology, Entertainment, and Trends). As the Founder & Managing Partner of IECP Ventures, he was the lead investor and fund manager playing an integral role in building a portfolio of over 80 digital media companies with notable exits including: InDMusic acquired by LiveNation, FameBit acquired by Google, Vessel acquired by Verizon, StarMaker acquired by Everyone Happy, HelloGiggles acquired by Time Inc., and Overdog acquired by Odd Networks. He is also the founder of Digima the first Impact focused Creative Agency and Venture Studio responsible for the creation and management of the NUE (Network of Untapped Entrepreneurs) Initiative.
His innovative Internet marketing concepts have led to identifying the most lucrative global niche markets in digital media. With extensive relationships in the world of sports and entertainment Robert has become a successful negotiation and brokerage liaison of key financial deals for numerous clients.
|5:15PM - 5:30PM
|5:30PM - 6:30PM
General Wesley K Clark (Ret.)
Founder, Renew America Together
General Wesley K. Clark (ret.) is a businessman, educator, writer and commentator.
General Clark serves as Chairman and CEO of Wesley K. Clark & Associates, a strategic consulting firm; Chairman and Founder of Enverra, Inc. a licensed investment bank; Chairman of Energy Security Partners, LLC; as well as numerous corporate boards including BNK Petroleum and Leagold Mining. He is active in energy, including oil and gas, biofuels, electric power and batteries, finance, and security. During his business career he has served as an advisory, consultant or board member of over ninety private and publicly traded companies. In the not-for-profit space, he is a Senior Fellow at UCLA's Burkle Center for International Relations, Director of the Atlantic Council; and Founding Chair of City Year Little Rock/North Little Rock. A best-selling author, General Clark has written four books and is a frequent contributor on TV and to newspapers.
Clark retired as a four star general after 38 years in the United States Army, having served in his last assignments as Commander of US Southern Command and then as Commander of US European Command/ Supreme Allied Commander, Europe. He graduated first in his class at West Point and completed degrees in Philosophy, Politics and Economics at Oxford University (B.A. and M.A.) as a Rhodes scholar. While serving in Vietnam, he commanded an infantry company in combat, where he was severely wounded and evacuated home on a stretcher. He later commanded at the battalion, brigade and division level, and served in a number of significant staff positions, including service as the Director, Strategic Plans and Policy (J-5). He was the principal author of both the US National Military Strategy and Joint Vision 2010, prescribing US warfighting for full-spectrum dominance. He also worked with Ambassador Richard Holbrooke in the Dayton Peace Process, where he helped write and negotiate significant portions of the 1995 Dayton Peace Agreement. In his final assignment as Supreme Allied Commander Europe he led NATO forces to victory in Operation Allied Force, a 78-day air campaign, backed by ground invasion planning and a diplomatic process, saving 1.5 million Albanians from ethnic cleansing.
His awards include the Presidential Medal of Freedom, Defense Distinguished Service Medal (five awards), Silver star, bronze star, purple heart, honorary knighthoods from the British and Dutch governments, and numerous other awards from other governments, including award of Commander of the Legion of Honor (France). He has also been awarded the Department of State Distinguished Service Award and numerous honorary doctorates and civilian honors.
|6:30PM - 8:00PM