10 th annual Alternative investment Consultants summit

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Augusta Campbell
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Putnam Avenue, Old Greenwich, CT Hear from institutional investors, consultants and family offices on developing new business opportunities, plus getting into searches.

1 Sign Up Now! Receive $100 Discount off Registration fee Investment Management Institute Co-Host: 10 th annual Alternative investment Consultants summit February 25, 2016 The Hyatt Regency Greenwich 1800 E. Putnam Avenue, Old Greenwich, CT Hear from institutional investors, consultants and family offices on developing new business opportunities, plus getting into searches. Learn the keys to building relationships and trust to gain the edge on other managers. ROSTER OF SPEAKERS Cambridge Associates Curcio Webb Lowery Asset Consulting Willis Towers Watson Mercer WildLife Conservation Society CTC /mycfo Dahab Associates Collins Capital, Inc. Pension Consulting Alliance Praeditis Group LLC Hedge Fund Association Investment Performance Services Westport Resources CapTrust Financial Advisors The Commonwealth Fund Fund Evaluation Group Segal Rogerscasey Mesa Investment Consulting Global Risk Advisors Manager Analysis Services, LLC Newport Capital Advisers UN Consulting Eagle s View Asset Management Marco Consulting Group Fund Evaluation Group Russell Investments Cliffwater LLC Ellement Consulting Group Wilshire Associates Media Sponsor

2 Investment Management Institute 10h Annual Alternative Investment Consultants Summit Thursday February 25, 2016 The Hyatt Regency Greenwich Co-Host Hedge Fund Association 8:00 AM REGISTRATION OPENS WITH CONTINENTAL BREAKFAST 8:15 AM Opening Welcome Remarks Co-Host: Mitch Ackles President HEDGE FUND ASSOCIATION 8:30 AM THE NEW SALES CYCLE IN ALTERNATIVES With so many managers reaching out to alternative consultants it is critical you employ tactics and techniques which gain the attention from consultants. Historically consultants have relied on their research teams and approved lists. But these methods are undergoing some significant changes. Today, managers need to be familiar with consultant priorities in building trust with consultants. Competition among managers for reaching consultants has never been more challenging. Learn from seasoned consultants how you can effectively shorten the sales cycle by gaining their acceptance. David Sancewich Senior Vice President PENSION CONSULTANTS ALLIANCE Karen Chandor, CFA, CAIA Principal, Senior Consultant MERCER Jim Neill, CFA Director WILLIS TOWERS WATSON

3 9:15 AM CRAFTING MARKETING/ SALES PRESENTATIONS FOR CONSULTANTS For years institutional investors have been facing funding issues which have raised concerns about retaining their current asset allocations. Many consultants have encouraged clients to take a more holistic approach to diversification to reduce portfolio risk in these uncertain times. Managers have an opportunity to craft presentations utilizing alternatives to strengthen investment portfolios. This includes risk analytics taking advantage of market volatility. Hear from these leading consultants where prioritizing presentations skills can enable your firm to stand out for building new client opportunities. Jeffrey S. Kowalczyk Investment Consultant LOWERY ASSET CONSULTING Charles Colfer, CFA Vice President, Head of Hedge Fund Research SEGAL ROGERSCASEY Bruce Graham, CFA Vice President CAPTRUST FINANCIAL ADVISORS 10:00 AM MORNING RECEPTION 10:15 AM REDEFINING OPERATIONAL AND RISK MANAGEMENT Hear from leading consultants and investment executives about the numerous investment strategies available to investors thinking. Learn about the new standards for top institutional risk controls. How will judgement and experience trump quantitative modeling? In this slow growth economy more data is necessary on performance, risk analytics and management practices. Hear how managers should be managing economic risk, interest rate risk, global risk, Geo-political risk and volatility risk in assuring investors their assets are receiving the necessary management and monitoring to avoid unnecessary risk. Speaker: Mike Joyce Executive Vice President & Senior Consultant MARCO CONSULTING GROUP Sam Won Founder & President GLOBAL RISK ADVISORS Chris Cutler, CFA Managing Director, Senior Consultant MANAGER ANALYSIS SERVICES, LLC

4 11:00 AM INSTITUTIONAL INVESTORS EXPLAIN WHY THEY ARE EMBRACING ALTERNATIVES For some years institutions have been taking advantage of the investment opportunities alternatives afford as they diversify the portfolios. Hear from these senior investment executives the role liquidity plays. The growing unfunded liabilities and spending policy programs for taking additional risk: Will traditional investments ever have the investor allocations of past years or have global developments passed them by? Why are investors continuing to broaden their alternative allocations? What role will hedge funds, private equity, fund of funds, real assets, infrastructure and real estate play in alternative allocations? Jeffry Haber, PhD, CPA Controller THE COMMONWEALTH FUND Sean P. Cover Director of Treasury & Investment Operations WILDLIFE CONSERVATION SOCIETY Julie Muraco Managing Partner PRAEDITIS GROUP LLC 11:45 AM FAMILY OFFICES CONTINUE TO EXPAND WITH ALTERNATIVES Affluent families are expanding their use of alternative allocations as they find traditional investments have become less reliable. Families too are open to new ideas from private equity to hedge funds which might not be high on the traditional consultants review calendar. Hear from some leading family offices how families are embracing a variety of new ideas including real estate, infrastructure, agriculture and collectibles. Dorothy Weaver Chairman & CEO COLLINS CAPITAL, INC. Gene Miller Director, Family Office Services WESTPORT RESOURCES Neal Berger President & Founder EAGLE S VIEW ASSET MANAGEMENT 12:30 1:30 PM LUNCHEON WITH DELEGATES

5 1:30 PM WHY ALTERNATIVE CONSULTANTS HAVE BECOME CRITICAL TO INVESTORS More and more consultants are being faced with a blizzard of investment products and strategies as institutions diversify into alternatives. The biggest targets are endowments and foundations followed by pension plan sponsors. With over 15,000 alternative managers calling institutions consultants are being asked to sort through what has become an almost impossible task for many institutions. Learn from these distinguished consultants how your firm should position itself at a time when alternatives have become part of the investment fabric. David Upson Director of Hedge Fund Research CTC mycfo J. Alan Lenahan, CFA, CAIA Managing Principal/Director of Hedged Strategies FUND EVALUATION GROUP Josh Zweig Senior Investment Director CAMBRIDGE ASSOCIATES 2:15 PM RELATIONSHIP MARKETING: THE KEYS TO WINNING OVER CONSULTANTS Institutional investors are still shaken and since Many have seen their unfunded liabilities grow creating for some a challenge difficult to overcome. This is a time and opportunity for managers to reassure consultants they have their clients back. Learn how managers can work with consultants toward building trust with investors. Hear about pro-active programs which enable your firm to introduce new investment ideas as consultants expand their clients diversification into alternatives. Speaker: William E. Dahab, CFA Director of Research, Principal DAHAB ASSOCIATES Bryan Decker Managing Director MESA INVESTMENT CONSULTING, LLC Chris Solarz, CFA Managing Director CLIFFWATER LLC 3:00 PM AFTERNOON RECEPTION

6 3:15 PM MANAGING AND ENHANCING CONSULTANT MEETINGS Consultants are shortening their manager meetings. The reality is a result of increasing client demands on the time. Now we are also witnessing fewer manager meetings. Managers need to understand consultant priorities and the investor clients they serve. Meetings can then enable the consultant to hear about new investment ideas and strategies which can build bonds and manager credibility. In these turbulent times consultants are challenged to finding solutions to their clients growing needs. Hear from these distinguished consultants how your meeting can be productive especially in building consultant relationships while demonstrating your firm s management strengths. Ernest A. Liebre Senior Vice President, Financial Advisor CAPTRUST FINANCIAL ADVISORS Peggy Flynn, CFA Consultant CURCIO WEBB Kerry Galvin, CFA Senior Consulting Analyst RUSSELL INVESTMENTS 4:00 PM THE NEW SCREENING CRITERIA TO ADVANCE ALTERNATIVE MANAGERS For years asset managers have built their businesses through consultant research teams and the RFP process. With the growth in investment products this has forced consultants to alter the traditional review process. This allows for established and emerging managers to be given an opportunity to be reviewed. This also offers out-of-the box strategies to gain a foothold. From risk management tools to decision-making learn from these distinguished consultants how you can advance your firm in the changing review process. Ulf Nofelt President UN CONSULTING Vaino Keelmann, CFA Partner ELLEMENT CONSULTING GROUP Mark Friedberg, CFA Managing Director WILSHIRE ASSOCIATES

7 4:45PM MACRO ECONOMICS, THEMATIC INVESTING: GETTING OUT IN FRONT OF INVESTORS Today consultants have to have a top-down view of the World before constructing optimal asset allocation model. Sorting Sharpe and Markowitz normal distribution of returns have all gone. Skew, Kurtosis, Fat Tail Risk have taken hold. Where do the qualitative tools add value? How can alternatives from private equity to hedge participate in keeping investors safe and sustainable in these unpredictable global markets? Andy Parrillo Founder and President NEWPORT CAPITAL ADVISERS, INC. Reid Smith, CAIA Principal MERCER David Russell, CFA Senior Investment Strategist, Senior Consultant INVESTMENT PERFORMANCE SERVICES LLC 5:30 PM COCKTAIL RECEPTION

10 th annual Alternative investment Consultants summit

Sign Up Now! Receive $600 Discount Off Registration Fee Investment Management Institute Co-Host 10 th annual Alternative investment Consultants summit July 21, 2016 The Hyatt Regency Greenwich 1800 E.