Agenda

Our 2019 program is packed with leading allocators, poignant panels, and keynote presentations. Thought leadership is playing its biggest role in our agenda to date and we are excited to bring our distinguished guests to our attendees. Table Talks and Deal Ring are unique Global Fund Forum program staples that consistently provide dynamic, yet informative, networking opportunities.

Wednesday, October 23, 2019

Morning Session
8:00AM Registration and Breakfast for Full Day Session
8:45AM - 9:00AM Welcome Remarks
Lisa Vioni

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.


| CEO, Hedge Connection
9:00AM - 9:45AM Investor Panel: The Argument for Seeding/Benefits of Investing in Emerging Managers
Michael Pierog

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.


| Managing Director, Blackstone
Ken Shewer

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.


| Founder, KAS Holdings
Richard Schimel

Richard Schimel is the co-founder and Co-CIO of Cinctive Capital Management. Rich has over 30 years of experience in the investment management industry. Previously Rich was Head of Aptigon Capital, a division of Citadel, where he served on the firm's Portfolio Committee. Rich founded Sterling Ridge Capital in 2013 and oversaw all firm activity, including management of the investment portfolio. Rich co-founded Diamondback Capital with Larry Sapanski in 2005. He co-managed the firm as well as portions of the firm's best ideas portfolio. Prior to Diamondback, Rich began his buy-side career at SAC Capital where he was a portfolio manager from 2000 to 2005. Rich began his career in fixed income at PaineWebber in 1990. Rich graduated from the University of Michigan with a B.A. in Economics. Rich serves as President of "A Little Hope", a nonprofit focused on childhood grief counseling and bereavement support.

| Co-Founder/Co-CIO, Cinctive Capital Management
Lionel Erdely

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.


| Head and Chief Investment Officer, Absolute Return Investments, Investcorp
Mithra Warrier (Moderator)

Mithra Warrier joined TD Securities in November 2017 and is Managing Director, US Head of Prime Brokerage Sales. Her responsibilities cover the client facing activities of TD Prime Services, which include origination, client service, and capital introduction.



Prior to joining TD, Mithra was at Barclays, where she held several roles in prime brokerage including origination sales, hedge fund financing, and Head of Client Service.



Mithra joined Barclays through the acquisition of Lehman Brothers in 2008. At Lehman Brothers, Mithra was a member of the repo desk and held both sales and trading roles.



Mithra is a member of TD Securities Women in Leadership and Minorities in Leadership. Mithra graduated from Northwestern University in 2002 with a Bachelor of Arts In Economics.

| Managing Director, TD Prime Services
9:45AM - 10:15AM Milton Berg's Market Update
Milton Berg

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.


| CEO/Chief Investment Strategist, MB Advisors
10:15AM - 10:30AM Break
10:30AM - 12:00PM Three Table Talks Rotations co-hosted by TD Prime Services
12:00PM - 1:30PM Power Lunch supported by Baker Tilly
Afternoon Session
12:30PM - 1:30PM Main Stage Pass Registration
1:30PM - 2:30PM Is This Deja Vu All Over Again?
Mark Yusko

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.

| CEO and CIO, Morgan Creek Capital Management
2:30PM - 3:15PM Does Using Hedge Funds to Protect Downside Risk Still Work
Chris Solarz

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.

| Managing Director, Cliffwater LLC
Sherry Witter

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.

| Managing Partner, Co-Founder, and CIO, Witter Family Offices
Abhi Kane

Abhi Kane is a Director and Senior Investment Analyst at SkyBridge Capital. His responsibilities include Manager Sourcing, Investment Research, and Due Diligence for a variety of hedge fund strategies. Prior to this, Mr. Kane performed similar functions for the Hedge Fund Management Group at Citigroup Alternative Investments (CAI). Prior to joining CAI in 2003, Mr. Kane ran a software consulting company specializing in building complex analytical, trading, and portfolio management systems for American International Group, Bank One, Government Securities Clearing Corporation and Citigroup Asset Management.



Mr. Kane received an M.B.A. in Finance from NYU Stern School of Business in 2001 and B.E. in Computer Engineering (with Distinction) from PICT, Pune in 1993. He is also a CAIA charterholder.

| Director, Senior Investment Analyst, SkyBridge Capital
Christophe Khaw

Coming Soon


| Head of Business Development and Manager Selection, Lombard Odier
Chris Antonio (Moderator)

Christopher Antonio began his career on the Pacific Stock Exchange in 1985. He later co-managed the listed securities business for Paine Webber on the PSE, before departing in 1995 to start his own firm and manage client monies. He established the current Investment Management Company, Dipsea Capital, LLC in 2007. From 1995 through present, his clients have not ever withstood a negative return year. Mr. Antonio has a Bachelor's Degree from the University of California at Davis in Biological Sciences.

| Founder & CIO, Dipsea Capital
3:15PM - 4:00PM A Look Towards 2020: Best Sectors and Why
Thierry Adant

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

| Director, Head of Illiquid Credit, Willis Towers Watson
Donald Koch

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, Howard Hughes Medical Institute
Jackie Rosner

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 Director, PAAMCO Prisma
Alan Snyder

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.


| Managing Partner, Shinnecock Partners
Lee Meddin (Moderator)

Highlights


Former World Bank/IFC Deputy Treasurer & Global Head of Structured Products; completed financial transactions across 60+ countries Private sector derivatives trader, structured and traded across asset classes


* Career highlighted by positions across numerous countries in the US, Europe and Asia



Notable


Received numerous financial press accolades, inclusive of twice being cited as one of the "100 Most Influential People in Finance" by Treasury & Risk Management. Extensive publication of research featuring structured products in emerging markets



Education


* MBA, University of Michigan, 1993; BSE, Mechanical Engineering, Tulane University, 1989

| President & CIO, Sagacious Capital
4:00PM - 4:15PM Break
4:15PM - 5:00PM Investing in Diversity
Robert Smith

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.

| Entrepreneur
Joanne Lin

Joanne joins NVP with a unique blend of experience including investment banking, private equity/venture capital and entrepreneurship. In her most recent role as an education investor with University Ventures, Joanne sourced, vetted and supported seed and growth stage investments in companies transforming the higher education space. She is also co-founder of a Newark-based social enterprise, called Locus Labs, aimed at expanding community access to digital manufacturing technology. Joanne was previously an investment banking Associate at JPMorgan, and a TeachForAmerica corps member in NYC. Joanne has a M. Ed from Hunter College and a BA in Economics from Barnard.


| Principal, Newark Venture Partners
Alison Gerlach (Moderator)

Alison Gerlach has over 20 years of experience as a seasoned executive, serial entrepreneur, strategic management consultant, investor, and lecturer with expertise in, and a passion for, building businesses. Ms. Gerlach has done extensive research in optimizing the business start-up and funding process and has founded and built businesses in a variety of industries. Prior to her entrepreneurial endeavors, she was a strategic management consultant with Booz, Allen & Hamilton working with Fortune 100 media and consumer companies.



Today, Today, Ms. Gerlach continues to build and invest in high growth companies as the Founder and Managing Partner of Breakthrough Ventures. She sits on the board of private equity funds as well as select early stage ventures. She is the host of the popular podcast, "The Unapologetic Capitalist" which focuses on building value in ventures at any stage.



Ms. Gerlach is also an active academic. She served on faculty at Cornell University as the Entrepreneur in Residence. In addition, she has taught courses in the Management department at San Diego State University in Business Plan Writing and Strategic Management. She is a frequent guest lecturer at top universities around the country on Entrepreneurship, Leadership, Negotiation, and Conflict Management.



Ms. Gerlach graduated at the top of her class from the MIT Sloan School of Management earning an MBA with focus on New Venture Development and Systems Optimization. She earned her BA in economics and mathematics from Cornell University.

| Managing Partner, Breakthrough Ventures
5:00PM - 5:45PM Immigration Reform - A Solution for the Future
Steve Kuhn

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.

| Founder, IDEAL Immigration
Jeremy Robbins

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.

| Executive Director, New American Economy
5:45PM - 6:00PM Break
6:00PM - 7:00PM Keynote
General Wesley K Clark (Ret.)

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.

| Founder, Renew America Together
7:00PM - 9:00PM Networking Reception supported by Richey May & Co.

Thursday, October 24, 2019

Deal Ring - Offsite at RSM Headquarters
2:30PM - 3:15PM Registration
3:15PM - 3:30PM Welcome Remarks by RSM
3:30PM - 4:00PM Introduction of the Ringmasters
James Rosebush

James Rosebush is a widely recognized leader in building and managing corporate and philanthropic organizations and serving as the outsourced CEO and senior advisor for wealth families, and family offices. For over twenty years he has been CEO of an international consulting firm, GrowthStrategy, Inc. a company focused on management strategies, finance and wealth management, marketing, and communications, throughout the world.



He pioneered a holistic approach to organizational consulting which has resulted in measurable growth in earnings or assets under management for corporate clients. GrowthStrategy clients have included major international companies and startups such as JPMorgan, Mercedes-Benz, Tudor Investments, Bankers Trust, Bessemer Trust, McDonald's, Sapient, Cannon, Coca-Cola, The Carlyle Group, Stargazer Fund, GlobalBond Fund, Columbia Capital, Cisco Systems, Calibre, Northgate Capital, Medigo, Children's Hospital Los Angeles, Mitretek, and over 300 others.


| CEO, GrowthStrategy
4:00PM - 4:45PM What Investors Want to See When Meeting a Manager
Joseph Marren

Joseph H. Marren is the President, Chief Executive Officer and Chief Compliance Officer of KStone Partners LLC. He is a member of its Investment Committee and leads the firm’s marketing efforts.



Joe spent the twenty-three years prior to starting KStone in investment banking primarily as head of the business development function in the merger and acquisition departments at a number of leading Wall Street firms including Sagent Advisors, Citigroup, Credit-Suisse, Donaldson, Lufkin & Jenrette, The Bridgeford Group, Prudential Securities and Kidder Peabody & Co. He specialized in identifying attractive investment opportunities for corporations, financial sponsors and entrepreneurs as well as assisting in the execution of transactions. Before moving to Wall Street in 1985, he worked for American Maize-Products Company, a diversified conglomerate. Mr. Marren began his career in 1976 at Price Waterhouse & Co.



He is the author of two books "Mergers & Acquisitions: A Valuation Handbook" and "Mergers & Acquisitions: Will You Overpay?", taught M&A for several years as an Adjunct Professor at NYU Stern School of Business and has guest lectured at Fordham Law, Columbia Law and Columbia Business School. He received a BBA from the College of William & Mary, a JD from Fordham University School of Law and an MBA from NYU Stern School of Business.



In 2017, Mr. Marren joined the advisory Board of IBP Institute, which has developed the investment banking professional credential.

| President & CEO, KStone Partners
Tom Zucosky

Coming Soon


| Principal, Discovery Capital
Donald Motschwiller

As CEO, Donald develops and executes on business strategies and oversees all allocating and operations. Donald is responsible for creating and implementing the strategic vision of the firm.

| CEO, FNY Investment Advisors
Lawrence Newhook

Lawrence Newhook is a veteran investment professional with a 20+ year track record investing globally across all asset classes. He has built successful investment and hedge fund portfolios for the pension, family office, and high net worth investor communities, with a particular focus on identifying and extracting sources of alpha from both public and private markets. Mr. Newhook serves as the President & CEO of Alpha Innovations, where he oversees all facets of the business, including product innovation, alpha identification, and risk management. Lawrence also leads Laureate Digital Securities, a cutting edge technology firm that is creating an institutional blockchain platform of investment funds.



Prior to launching Alpha Innovations and Laureate Digital Securities, Lawrence was a member of the management team at Point72 Asset Management LP for twelve years, where he managed the team responsible for the firm's external investments in hedge funds, private equity, venture capital and real estate. His team was also responsible for evaluating all discretionary and quantitative PMs, analysts and traders to ensure the standard of only hiring best in class investment talent. Earlier in his career, Mr. Newhook was the Portfolio Manager of Alternative Strategies for OMERS, one of the largest Canadian pension plans, where he designed, developed, and managed its hedge fund and active currency programs. Prior to this, he traded international OTC and listed derivatives and cash markets, and helped manage global derivatives and FX portfolios for both the pension fund and large banks.



Mr. Newhook holds a Masters degree in Financial Economics from the University of London and is a CFA Charterholder.


| President & CEO, Alpha Innovations Ltd. & Laureate Digital Securities Ltd.
Jason Kliewer (Moderator)

Mr. Kliewer is a partner and Chief Investment Officer for Trumark Companies, and serves on its Board of Directors. He was instrumental in the launch of Trumark Investments and continues to be responsible for all aspects of operations. Mr. Kliewer brings a deep background in real estate acquisitions, financing and neighborhood design developed over the past two decades at Trumark Companies. He became president of Trumark Companies in June 2002 after four successful years of running the company's land acquisitions as vice president. Prior to joining Trumark, Mr. Kliewer worked at the law firm of Luce, Forward, Hamilton & Scripps LLP in San Diego. Mr. Kliewer received a J.D. degree from Pepperdine University School of Law where he was a member of the Pepperdine Law Review. Additionally, he received his B.A. degree from the University of California, Los Angeles.


| Partner & Chief Investment Officer, Trumark Companies
4:45PM - 5:45PM Manager Presentations
5:45PM - 6:00PM Audience Choice Award
6:00PM - 7:30PM Networking Reception
Zach Halpern

"As a fund manager, I found Global Fund Forum to be an invaluable experience. It was both educational in terms of understanding what investors are looking for in a manager as well as an excellent platform for meeting with these investors in a beautiful setting."

-Zach Halpern

Chief Investment Officer, Dwight Securities