10 th annual Alternative investment Consultants summit

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1 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. 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. CONFIRMED ROSTER OF SPEAKERS Curcio Webb, LLC CapTrust Financial Advisors Wilshire Associates Newport Capital Managed Analysis Services Dahab Associates Gitterman Wealth Management Fund Evaluation Group SCA Consulting Group Media Sponsors Kamp Consulting Solutions, LLC Mercer United Church Fund Pension Consultants Alliance Cliffwater, LLC Pivotal Path Illinois Public Pension Fund Greer Family Office Hedge Fund Association Culinary Institute of America Willis Towers Watson UN Consulting Cambridge Associates PPCA, Inc. Westleigh Consulting CTC/myCFO RSM US Wealth Management Segal Rogerscasey Where Hedge Funds and Investors Come Together

2 Investment Management Institute 10th Annual Alternative Investment Consultants Summit Thursday July 21, 2016 The Hyatt Regency Greenwich Co-Host 8:00 AM REGISTRATION OPENS WITH CONTINENTAL BREAKFAST 8:15 AM Opening Welcome Remarks Russell Mason INVESTMENT MANAGEMENT INSTITUTE Co-Host: Mitch Ackles HEDGE FUND ASSOCIATION 8:30 AM INSTITUTIONAL INVESTORS EXPLAIN WHY ALTERNATIVES ARE NECESSARY IN TODAY S PORTFOLOS Donald G. Hart UNITED CHURCH FUNDS John Daly, CIMA Chair, Investment Committee CULINARY INSTITUTE OF AMERICA James P. Maloney Trustee CHICAGO POLICEMEN S ANNUITY AND BENEFIT FUND

3 9:15 AM DIFFERENTIATING HEDGE FUNDS WITH CONSULTANTS David S. Upson III Director of Hedge Fund Research CTC mycfo Charles Colfer, CFA Vice, Head of Hedge Fund Research SEGAL ROGERSCASEY Ernest A. Liebre Senior Vice, Financial Advisor CAPTRUST FINANCAL ADVISORS 10:00 AM MORNING RECEPTION 10:15 AM RISK MANAGEMENT FOR MAXIMIZING PERFORMANCE Karen K. Chandor, CFA, CAIA Principal MERCER Bruce L. Graham, CFA Vice, Financial Advisor CAPTRUST FINANCIAL ADVISORS Russ Kamp Managing Partner KAMP CONSULTING SOLUTIONS, LLC 11:00 AM SCREENING CRITERIA IN SELECTING MANAGEMENT Jim Neill, CFA Director WILLIS TOWERS WATSON Josh Zweig Senior Investment Director CAMBRIDGE ASSOCIATES Ron Surz PPCA, INC.

4 11:45 AM KEYS IN BUILDING AND GAINING TRUST WITH INSTITUTIONAL INVESTORS Reid Smith, CAIA Senior Consultant MERCER David Sancewich Principal PENSION CONSULTANTS ALLIANCE Bill Dahab, CFA Director of Research, Principal DAHAB ASSOCIATES 12:30 1:30 PM LUNCHEON WITH DELEGATES 1:30 PM WHY FAMILY OFFICES ARE EXPANDING EXPOSURE TO ALTERNATIVES Andy Parrillo Director NEWPORT CAPITAL Tom Pacilio Senior Director RSM US WEALTH MANAGEMENT Eric Mangold Financial Planner GITTERMAN WEALTH MANAGEMENT 2:15 PM GETTING ALTERNATIVE MANAGERS INTO SEARCHES WITHOUT THE RFP PROCESS Chris Cutler, CFA Managing Director, Senior Consultant MANAGER ANALYSIS SERVICES, LLC Todor Todorov, CFA Senior Investment Consultant - Hedge Fund Research WILLIS TOWERS WATSON 3:00 PM AFTERNOON RECEPTION

5 3:15 PM EMERGENCE OF DATABASE CONSULTING FOR INDENTIFYING EMERGING MANAGERS Spencer N. Boggess Managing Partner WESTLEIGH CONSULTING Jonathan Caplis Chief Operation Officer PIVOTAL PATH Sidney Wigfall, JD/Esq. Managing Partner & Consultant SCA COMPLIANCE + CONSULTING GROUP 4:00 PM MANAGING AND ENHANCING CONSULTANT AND FAMILY OFFICE MEETINGS Chris Solarz, CFA Managing Director CLIFFWATER, LLC Kevin Conroy, CFA, CAIA Vice, Director of Hedged Strategies FUND EVALUATION GROUP LLC Chris Greer GREER FAMILY OFFICE 4:45 PM HEDGE FUND MODELS WHICH ARE WINNING OVER INVESTORS AND CONSULTANTS Peggy Flynn Consultant CURCIO WEBB, INC. Ulf Nofelt UN CONSULTING Jonathan Miles Senior Consultant WILSHIRES ASSOCIATES 5:30 PM COCKTAIL RECEPTION

10 th annual Alternative investment Consultants summit

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