Connecting the Alternative Investment Industry

Featured Speakers

Grant Simmer

Grant Simmer
Four-time America's Cup winner and COO of ORACLE TEAM USA

The Honourable Michael H. Dunkley, J.P., M.P - Premier of Bermuda

The Honourable Michael H. Dunkley, J.P., M.P
Premier of Bermuda

The Honourable Michael Dunkley will make opening remarks at the Forum on Tuesday morning. He will give an overview on the changes that have and are being made in Bermuda to make the island more friendly towards the alternative investment industry.

The Honourable Michael H. Dunkley, J.P., M.P - Premier of Bermuda

James Rosebush
Former Deputy Assistant to Ronald Reagan and Chief of Staff to the First Lady
Mr. Rosebush will address the group on Tuesday evening before our allocation competition, The Pitch. He will share stories from his time working in the White House with President Reagan and give tips on how to effectively communicate. In addition, Mr. Rosebush will offer 10 complimentary pitch coaching sessions each day for 20 lucky hedge fund manager participants.

Michael Goldberg

Michael Goldberg
Michael Goldberg has helped thousands of sales producers generate hundreds of thousands of dollars of referral based business. His firm Knock Out Networking is focused on increasing the production, recruiting, and retention levels of firms in the financial services industry. Michael writes for the Huffington Post, has spoken at the Million Dollar Roundtable in the life insurance industry, and is a two-time TEDx speaker. He is currently an award winning adjunct professor at Rutgers University and frequently volunteers as a speaker at organizations focused on career search.

Bryan Seely - Cyber Security Expert

Bryan Seely
Cyber Security Expert
Bryan Seely is a world-famous ethical hacker, Author, former U.S. Marine, and cyber security consultant. Bryan is known for hacking into Mark Cuban's e-mail account as well as intercepting calls to the United States Secret Service and FBI by hacking Google Maps in early 2014. Mr. Seely will lead a workshop on how to defend against cyber attack and tips on mitigating risk.

Investor Panel

Our panelists will discuss what they expect to cover in an initial meeting and what their follow up investment process looks like. Each investor will then participate on both days in one-on-one meetings with managers with whom they have scheduled a 30 minute slot.

Adam Choppin

Adam Choppin
Research Analyst

FIS Group

Michael Dubin

Michael Dubin
Senior Advisor
Silvercrest Asset Management

Christopher Fineburg

Christopher Fineburg

Thomas P. Riegert, CFA

Thomas P. Riegert, CFA
Vice President
Hatteras Funds

Workshop Hosts

Bryan Seely - Cyber Security Expert

Christina Bertinelli
Senior Partner at Lumentus
Ms. Bertinelli runs the Digital Reputation Management practice at Lumentus and will host a workshop focused on brand strategy and the necessary methods of keeping your online reputation intact.

The Honourable Michael H. Dunkley, J.P., M.P - Premier of Bermuda

Michael Merrigan
CEO of Shadmoor
The former Managing Director and Investment Committee member of Gottex, and current CEO of Shadmoor, will lead a workshop into the mindset of a large institutional investor.


Hedge Connection has been producing investor introduction events since 2003. Over this time we have forged strong relationships with many family offices and institutional investors. Thousands of investors and fund managers have participated in our events in the New York area, San Francisco and Chicago. We now invite you to join us in Bermuda.

Contact us if you would like to know more about our registered participants.

Sample hedge fund strategies

  • Asset Based Lending (ABL)
  • CMBS
  • Convertible Arbitrage
  • Credit Arbitrage
  • CTA/Managed Futures
  • Currency
  • Distressed
  • Emerging Markets
  • Environmental
  • Fund of Funds
  • Global Macro
  • Long/Short Fixed Income
  • Long/Short Equity
  • Merger Arbitrage
  • Mortgage Backed Securities (MBS)
  • Multi-Strategy
  • Precious Metals
  • Sector Specific
  • Short Equity
  • Special Situations
  • Structured Finance

Sample of previous investor participants

  • Absolute Developments (Private) Ltd.
  • AC Investment Management
  • Accelerate
  • Access Capital
  • Access Industries
  • AI International
  • Alan M. Gold Development Co., Inc
  • Alchemy Ventures, Inc.
  • Allard Investment
  • Alternative Asset Managers
  • Alterra
  • Althea Group LLC
  • American Optical Foundation
  • Ameriprise
  • AMG Capital Group
  • Amundi Investment Solutions Americas LLC
  • ARCAP Partners LLC
  • ARIS Capital
  • Arlon Group
  • Arsenal Investimentos
  • Ascendant Capital Partners
  • Asset Alliance Corporation
  • Atlantic Trust
  • Aurum Capital Partners, S.A.
  • Axis Capital
  • Banco ABC Brasil SA
  • Banco BPI
  • Banque Privee Edmond De Rothschild
  • Barclays Capital
  • Bard Associates
  • Bedrock Advisors LLC
  • Beninvest & Associates
  • Bentley Associates L.P.
  • Black Swan Advisors
  • Blacktree Capital Management
  • Blantyre Advisors, LLC
  • Carnegie Management Group LLC
  • Charles Schwab
  • Citi Private Bank
  • CMH Wealth Management
  • Cogo Wolf Asset Management, LLC
  • Commerz International Associates, LLC
  • Contego Capital Partners
  • Core Capital Management
  • Cowen and Company
  • CPP Investment Board
  • Credit Suisse Asset Management Division
  • Cypress Advisory Services, Ltd, LLP
  • Desjardins Asset Management
  • DIAM USA Inc.
  • Discovery Capital
  • Diversified Portfolio Strategies, LLC
  • Doyle Fund Management
  • Eagle Rock Diversified Fund
  • Edge Portfolio Management
  • EDS Pension Trustee Limited
  • EFG Bank & Trust (Bahamas) Ltd.
  • Emerald Strategies LLC
  • Emerging Star Capital, LLC
  • Endevon Capital LLC
  • Executive Monetary Management (EMM)
  • Family Office Advisor
  • Fiduciary Trust International
  • Focus Investment Group
  • FQS
  • FRM
  • Galileo Investment Management
  • Generali USA
  • GL Funds AG
  • Gregoire Capital
  • Guggenheim Capital Markets
  • Harbourton Enterprises
  • HedgeMark Institutional Consultants, LLC
  • Hennessee Group
  • Hollencrest Capital Management
  • Hull Capital
  • Hunt Investment Company
  • IBM
  • Inflection Management
  • ING Alternative Asset Management
  • Investcorp
  • Joslin Capital Advisors
  • JPMorgan Alternative Asset Management
  • K2 Advisors
  • Kenmar
  • Kilowatt Capital, LLC
  • Kovacs family
  • Krusen Capital Management, LLC
  • Lake Partners, Inc.
  • Larch Lane Advisors
  • Lasair Capital LLC
  • Lazard Asset Management
  • Los Angeles Water & Power Employees' Retirement Plan
  • M.D. Sass Investors Services
  • Maihar Capital
  • Mariner Investment Group
  • Massey, Quick & Co., LLC
  • MayerCap LLC
  • MB Advisors - A Montrose/Belmont JV
  • MDE Group
  • Merrill Lynch Alternative Investments
  • Metcircle Networking LLC
  • Millennium Partners
  • Miller Chaffin, LLC
  • MIO Partners
  • Montcalm Partners
  • Morgan Creek Capital Management
  • Morgan Stanley
  • Muirfield Capital Management
  • National Bancorp
  • New Finance Capital LLC
  • Nikko Alternative Asset Management
  • Nomura Funds Research and Technologies America
  • Northern Trust
  • NYS Insurance
  • Oceania Capital Partners
  • Oppenheimer & Co.
  • Paradigm Consulting Services, LLC
  • Paradigm Global Advisors
  • Parker Global Strategies, LLC
  • Persistent Asset Management
  • Persistent Edge
  • Pickwick Capital Partners
  • Pitcairn Financial Group
  • Platinum Management LLC
  • Proctor Investment Managers LLC
  • Rock Maple Funds
  • RoundTable Financial Group, LLC
  • Safra Asset Managment
  • Sands Brothers Asset Management
  • Schonfeld Group
  • Schultz Financial Group Inc.
  • Scotia Capital
  • SCS Asset Management
  • Select Advisors LLC
  • SFG Asset Advisors
  • Sinclair Capital LLC
  • Skybridge Capital
  • SkyView Investment Advisors
  • Societe Generale
  • Spouting Rock Financial Partners
  • St. Esprit Asset Management
  • Stanley Goldstein & Co
  • Starlight Investments, LLC
  • Stern Investment Advisors
  • Storebrand
  • Summit Financial Resources
  • Summit Private Investments, Inc
  • Swisscanto
  • TAG Associates, LLC
  • Tennessee Valley Authority
  • The Juilliard School
  • The LongChamp Group
  • Thomas H. Lee Capital
  • Torshen Capital Management
  • Treesdale Partners, LLC
  • UBS
  • UN Consulting
  • Unicorn Advisory Group
  • Valira Asset Management
  • Veda Asset management
  • Wedge Alternatives
  • Wells Fargo Advisors
  • Wilshire Investment
  • WR Capital Management LP
  • Zdenek Financial Planning, LLC