Agendas are subject to change without notice. More information will be made available soon. Don’t hesitate to reach out to us to discuss ideas for the conference agenda!

October 23rd - Main Panel


Monday October 23, 2017 
7:00 AMGeneral Registration
9:00 AM – 9:15 AMSummit Opening Remarks
9:15 AM – 10:00 AMCurrent Trends with Early Stage Investors
Patrick Stutz - Bayshore Capital Ltd.
10:00 AM – 10:45 AM Risk Premia, Low Cost and Liquid Alternatives
Matthew Kishlansky - Catenary Alternatives Asset Management
10:45 AM – 11:30 AM GIPS for Alternative Investment Funds
Michael McGrath - K&L Gates
Antonella Puca - CFA Institute
Wylie Tollette - Calpers
Michael Weinberg - Protégé Partners
11:30AM – 12:15 AM Why Liquid Alternatives Now
David Saunders - Franklin Templeton
12:15 PM – 1:30 PMLuncheon Keynote: Why Energy – Why Now
John Tozzi - Cambridge Investments
1:30 PM – 2:15 PMWealth Advisors’ Views on Alternative Investments
Dave Duebendorfer - Artemis Wealth Advisors
Thomas Watts - Watts Capital Partners
2:15 PM – 3:00 PMSEC Hot Topics:
Enforcement, Examinations, New Regulation and How to Respond
Greg DiMeglio - Stradley Ronon
3:00 PM – 3:45 PMEmerging Managers Panel
Emerging Managers: Strategy Overviews and Thoughts on Launch to 100 Million
Michael Marcus - Prelude Capital
3:45 PM – 4:30 PMGenerating Alpha and Why Families Pay for It
Thomas Haug - A.W. Jones Private Advisors
4:35 PM – 5:20 PMThe Rise of Fixed-income Alternatives
Keynote: Jeff Andrews - LendingClub
6:00 PM – 7:30 PMCocktail Social

October 24th - Main Panel


Tuesday October 24, 2017 
7:00 AMGeneral Registration
9:00 AM – 9:45 AMPrivate Equity and Other Less Liquid Strategies
Sean Frank - Cloud Equity Group
9:45 AM – 10:30 AMEvolution of Fund of Funds & Multi-Manager Portfolios
Michael Tusay - Baxter Partners
Peter Tsirigotis - Stradley Ronon
10:30 AM – 11:15 AMGlobal Markets: State of the World and Investment Opportunities
11:15 AM – 12:00 PMMLPs and Your Portfolio
12:00 PM – 1:30 PMTopical Lunch
1:30 PM – 2:15 PMThe Ever-Changing Environment for Family offices
2:15 PM – 3:00 PMBest Trade Ideas
Fred Goetzke - LPG Investment Management
3:00 PM – 3:45 PMBringing RIAs and Hedge Funds Together
3:45 PM – 4:00 PMConference Chairman Closing Remarks

October 24th - Break Out Sessions


Tuesday October 24, 2017 
7:00 AMGeneral Registration
9:00 AM – 9:45 AMOpportunities in Emerging Markets
9:45 AM – 10:30 AMInstitutional Investors's View on Hedge Funds & Emerging Managers
10:30 AM – 11:15 AMSmall to Mid Cap Event Value Opportunities
William Knuff - Event Capital Partners
11:15 AM – 12:00 PMCrowdfunding / FinTech Panel
Crowd Funding & Financing
12:00 PM – 1:30 PMTopical Lunch
1:30 PM – 2:15 PMSeed Transactions, Founders Shares and Other Asset Raising Options
2:15 PM – 3:00 PMFilm Finance Panel
Film Investment Models, Valuation and Risk Mitigation
3:00 PM – 3:45 PMCrowdfunding / FinTech Panel
Family Offices, Technology Investments and the Crowd Funding Advantage

October 24th - TAMPs Break Out Sessions


Tuesday October 24, 2017 
9:15 AM – 10:00 AMWhat to Look for When Evaluating a TAMP
Matt Kishlansky - Catenary Alternatives Asset Management
10:00 AM – 10:45 AMMerits of Outsourcing Your Investment Management Operations
Jim Besaw - Catenary Alternatives Asset Management
10:45 PM – 11:30 AMHow to Best Leverage Your Time and Resources
1:30 PM – 2:15 PMHow to Evaluate TAMPs Based on: Range of Operations, Flexibility and Service and Technology
2:15 PM – 3:00 PMThe Best of Self Directed, Outsource Asset Allocation and Manager Selection Capabilities
3:00 PM – 3:45 PMCapturing Strategic Market Movement, Diversifiers and Tactical Market Movements
Charles Self - iSectors

If you have questions regarding the Summit agenda, please contact us at CustomerService@AlternativeAssetEvents.com or +1 (917) 338-9898.