AGENDA
         

TUESDAY MAY 8, 2012

Location

5:00 pm - 8:00 pm  

Registration & Welcome Reception

 

Pre-Conference Welcome Reception
Hosted by McGladrey

Monet 3,4

 

Monet 1, 2 & Monet Patio

 

WEDNESDAY MAY 9, 2012

Location

7:00 am – 8:00 am

Breakfast

Tower Ballroom

 

7:00 am - 5:00 pm

Registration & Information

Registration Desk
1, 2, 3, 4

 

8:00 am - 6:00 pm

One-on-One Meetings

Monet 1, 2, 3, 4 & Monet Patio

 

8:00 am - 8:10 am

Welcome & Opening Remarks


Anthony Scaramucci
Managing Partner, SkyBridge Capital

 

Brian Sandoval
Governor, State of Nevada

Grand Ballroom

 

8:15 am – 8:40 am

Morning Market Call

 

David M. Darst
Managing Director & Chief Investment Strategist, Morgan Stanley Smith Barney

Grand Ballroom

 

8:45 am – 9:25 am

The Shape of Things to Come: A Global Macro Economic Forecast

 

Laurence H. Meyer (Moderator)
Senior Managing Director & Co-Founder, Macroeconomic Advisers

 

Christopher M. Hyzy
Managing Director & Chief Investment Officer, U.S. Trust

 

Bob Browne
Executive Vice President & Chief Investment Officer, Northern Trust Global Investments

 

Nouriel Roubini
Co-Founder & Chairman, Roubini Global Economics and Professor of Economics, NYU Stern School of Business

 

Jeremy Siegel
Professor of Finance, The Wharton School

Grand Ballroom

 

9:30 am – 10:10 am

A Balancing Act: Current Trends in Alternative Asset Allocation

 

Gregory Zuckerman (Moderator)
Writer, The Wall Street Journal & Author of "The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History"

 

Kenneth J. Heinz, CFA
President of Hedge Fund Research, Inc. (HFR)

 

Ray Nolte
Managing Partner, SkyBridge Capital

 

Mark Okada
Co-Founder & Chief Investment Officer, Highland Capital Management L.P.

 

Ingrid Pierce
Partner, Walkers, Head of Cayman Investment Funds Group

 

Paul Zummo
Co-Head & Chief Investment Officer, JP Morgan Alternative Asset Management

Grand Ballroom

 

10:10 am – 10:40 am Networking & Coffee Break  

 

10:40 am – 11:20 am

Risk On, Risk Off: How to Generate Profits in a Macro Driven World

 

Stuart Hendel (Moderator)
Head of Global Prime Brokerage, Bank of America Merrill Lynch

 

Philip Falcone
Chief Executive Officer & Chief Investment Officer Harbinger Capital Partners

 

Daniel J. Ivascyn
Managing Director, PIMCO

 

Rick Rieder
Managing Director & Chief Investment Officer of Fundamental Fixed Income Portfolios, BlackRock

 

Eric Sprott
Chief Investment Officer & Senior Portfolio Manager, Sprott Asset Management

Grand Ballroom

 

11:25 am – 12:05 pm

Fund of Funds Thematics: Portfolio Construction in the New Normal

 

Adam I. Taback (Moderator)
President Alternative Strategies Group, Inc., Wells Fargo

 

Jane Buchan
Chief Executive Officer & Managing Director, Pacific Alternative Asset Management Company (PAAMCO)

 

Troy Gayeski
Managing Director & Senior Portfolio Manager, SkyBridge Capital

 

Ed Robertiello
Managing Director, Hedge Funds, Russell Investments

 

Ted Seides
Co-Founder & Co-Chief Investment Officer, Protégé Partners

Grand Ballroom

 

Special Presentation

11:25 pm – 12:05 pm

Generating Non-Correlated Returns Utilizing Canadian and U.S. Equities

 

Michael Finkelstein
President & Chief Investment Officer, Whalehaven Capital

Michelangelo

 

12:10 pm – 1:30 pm

Lunch & Guest Speaker – Great By Choice

 

Jim Collins
Best-Selling Author, "Built to Last, Good to Great, Great by Choice, and How the Mighty Fall"

 

Hosted by Grant Thornton LLP

Tower Ballroom

 

1:35 pm – 2:15 pm

Titans of Wall Street: Insight & Strategies for Capitalizing on Today's Markets

 

Maneet Ahuja (Moderator)
CNBC Hedge Fund Specialist, Author of "The Alpha Masters" & Producer on "Squawk Box"

 

Pierre Lagrange
Managing Director & Chairman Asia, Man GLG

 

Daniel S. Loeb
Founder, Third Point LLC

 

Daniel H. Stern
Chief Executive Officer, Reservoir Capital Group

 

Barry Sternlicht
Chairman & Chief Executive Officer, Starwood Capital Group

Grand Ballroom

 

2:20 pm – 3:10 pm

The New Rules of Finance: With A Special Presentation on Enforcement and Regulation by the SEC's Asset Management Unit

 

Bruce Karpati (Special Presentation)
Co-Chief, Asset Management Unit, Division of Enforcement, SEC

 

Donald MacNeal (Moderator)
Senior Partner Financial Services, Ernst & Young

 

Samuel Hocking, Jr.
Global Head of Prime Brokerage Sales, BNP Paribas

 

Mitchell Nichter
Partner, Investment Management Practice, Paul Hastings LLP

 

Brian Ruane
Chief Executive Officer, Alternative and Broker Dealer Services, BNY Mellon

Grand Ballroom

 

3:15 pm - 3:50 pm

CIO Insight: Balancing Long-Term Goals with Volatile Markets

 

Amanda Cantrell (Moderator)
Managing Editor, AR Magazine

 

Joseph A. Dear
Chief Investment Officer, California Public Employees' Retirement System

 

James J. Dunn
Vice President and Chief Investment Officer, Wake Forest University

 

Timothy Walsh
New Jersey Division of Investments, Chief Investment Officer

 

Bruce Zimmerman
CEO and Chief Investment Officer of The University of Texas Investment Management Company (UTIMCO)

Grand Ballroom

 

3:50 pm – 4:15 pm

Networking & Coffee Break

 

 

4:15 pm – 4:25 pm

Building Community through Philanthropy

 

Antonio R. Villaraigosa
41st Mayor of Los Angeles

Grand Ballroom

 

4:30 pm – 5:00 pm

One-on-One with Hedge Fund Icon Paul Singer

 

Paul Singer
Founder, Chief Executive Officer, and Co-Chief Investment Officer, Elliott Management Corporation

 

Anthony Scaramucci (Interviewer)
Managing Partner, SkyBridge Capital

Grand Ballroom

 

5:05 pm – 5:25 pm

The Three Foot Giant: A World Without Insecurity

 

Sean C. Stephenson
Doctor of Clinical Hypnosis

Grand Ballroom

 

5:30 pm – 6:15 pm

Keynote Address: Leadership in a Changing World - Remarks by Vice President Al Gore

 

Vice President Al Gore
45th Vice President of the United States, Nobel Laureate, Chairman - The Climate Reality Project, Chairman - Generation Investment Management, Chairman - Current TV, Bestselling Author

 

Scott Wapner (Interviewer)
CNBC Reporter & Host of "Fast Money Halftime Report"

Grand Ballroom

 

6:15 pm – 9:00 pm Break  

 

9:00 pm SkyBridge Capital Presents…Aspire Giving: A Night of Philanthropy and Entertainment
Sponsored by Northern Trust
Bellagio Ballroom
 

THURSDAY MAY 10, 2012

Location

7:00am – 8:00am Breakfast Tower Ballroom

 

7:00am - 5:00pm Registration & Information Registration Desk
1, 2, 3, 4

 

8:00am - 6:00pm One-on-One Meetings Monet 1, 2, 3, 4 & Monet Patio

 

8:00am – 8:40am

Election 2012: A White House Insiders' Perspectives

 

Robert Gibbs
Longtime Advisor to President Barack Obama, White House Press Secretary - 2009-2011

 

Karl Rove
Former Deputy Chief of Staff & Senior Advisor to President George W. Bush, Author - "Courage and Consequence"

Grand Ballroom

 

8:45am – 9:25am

Building Institutional Credibility…What Does it Mean?

 

Christine Williamson (Moderator)
Hedge Fund Senior Reporter, Pensions & Investments

 

Howard Altman
Co-Chief Executive Officer & Principal in Charge of Financial Services, Rothstein Kass

 

Andrew Dougherty
Managing Director & Head of Alternative and Institutional Solutions, BNP Paribas

 

Henry Smith
Global Managing Partner, Maples and Calder Worldwide

 

Aaron Steinberg
Director, Pershing, a BNY Mellon Company

Grand Ballroom

 

9:30am – 10:00am

Gaining Access: A Discussion on the Mutualization of Hedge Funds

 

George T. Cook (Moderator)
Institutional Consulting Director, Graystone Consulting

 

David J. Abner
Director, Head of Capital Markets, WisdomTree Asset Management, Inc

 

William M. Marr
President & Chief Executive Officer, Ramius Trading Strategies

 

Troy Gayeski
Managing Director & Senior Portfolio Manager, SkyBridge Capital

Grand Ballroom

 

10:00am – 10:30am Networking & Coffee Break  

 

10:30am – 11:10am

A Global Shift: Identifying Opportunities within Emerging Markets

 

Tim Seymour (Moderator)
Managing Partner, Triogem Asset Management & Host, CNBC’s “Trading the Globe”; Trader, “Fast Money”

 

Christian Angermayer
Partner and Co-CEO of the Angermayer, Brumm & Lange Group

 

John Burbank
Founder & Chief Investment Officer, Passport Capital, LLC

 

Robert S. Koenigsberger
Managing Partner & Chief Investment Officer, Gramercy


Karthik Sankaran
Portfolio Manager & Managing Principal, Covepoint Capital Advisors LLC

Grand Ballroom

 

11:15am – 11:55am

From Crisis to Renewal: Uncovering Opportunities


Gary Kaminsky (Moderator)
CNBC Capital Markets Editor, CNBC


John M. Bader
Chairman & Chief Investment Officer, Halcyon Asset Management, LLC


Dmitry Balyasny
Managing Partner & Chief Investment Officer, Balyasny Asset Management

 

Kyle Bass
Managing Partner, Hayman Capital Management L.P.


Steven Tananbaum
Managing Partner & Chief Investment Officer, GoldenTree Asset Management

Grand Ballroom

 

12:00pm – 1:15pm

Lunch & Guest Speakers - From Casinos, To Social Networks

 

Ben Mezrich
Bestselling Author of 11 books including "The Accidental Billionaires: The Founding of Facebook" & "Bringing Down the House"

 

Hosted by Concept Capital

Tower Ballroom

 

1:25pm – 3:40pm FOCUS SESSIONS  
  Track A: Family Office Forum Da Vinci 1

 

  1:25pm – 1:30pm

Opening Remarks

 

  1:30pm – 2:10pm

A Lasting Legacy: Charitable Planning Strategies & Trends

 

Jacqueline Valouch (Moderator)
Vice President & Charitable Planning Consultant, Fidelity Charitable

 

Steve Braverman
Co-Founder & Managing Director, Pathstone Family Office


Mark Gerson
Executive Chairman, Gerson Lehrman Group (GLG)


Karla Valas
Managing Director of the Complex Asset Group, Fidelity Charitable

 

  2:15pm – 2:55pm

Evolution of the Wealth Management Industry: Managing Challenges in a Volatile Economy

 

Maria Elena Lagomasino (Moderator)
Chief Executive Officer, GenSpring Family Offices

 

Keith Cardoza
Chief Investment Officer, Brownson, Rehmus, & Foxworth


Mark Green
Chief Investment Officer, Oxford Financial


Mike Jackson
Tax Partner, Private Wealth Service, Grant Thornton

 

  3:00pm – 3:40pm

The Compensation Conundrum: A Discussion on Attracting and Retaining Family Office Personnel

 

Tami Kautzman (Moderator)
Director, Rothstein Kass

 

Hannah Grove
Author, "The Family Office: Advising the Financial Elite"


Linda Mack
Founder & President, Mack International


Scott Svenson
Chairman & Chief Executive Officer, Freestone Capital Management

 

  Track B: Institutional Investor Symposium Raphael 3

 

  1:25pm – 1:30pm

Opening Remarks

 

Peter Carey
Managing Director, SkyBridge Capital

 

  1:30pm – 2:10pm

Comeback America: Turning the Country Around and Restoring Fiscal Responsibility

 

David Walker
Founder and Chief Executive Officer, Comeback America Initiative

 

  2:15pm – 2:55pm

Finding the Right Mix: Asset Allocation for Instiutional Investors

 

Jim Mnookin (Moderator)
Managing Director, Cambridge Associates

 

Cheryl Alston
Executive Director, Employees' Retirement Fund of the City of Dallas

 

William Bassin
Managing Director: Alternative Investments, UBP Asset Management

 

Howard Berner
Chief Investment Officer, The Principia Corporation

 

Mike Edleson
Chief Risk Officer, The University of Chicago

 

  3:00pm – 3:40pm

In Search of Alpha: Identifying Opportunity Sets for Public Pension Plans

 

Peter Carey (Moderator)
Managing Director, SkyBridge Capital

 

Chris Brockmeyer
Director of Employee Benefit Funds, The Broadway League

 

Patrick McKenna
Director, PerTrac

 

Ray Iwanowski
Managing Principal, SECOR Asset Management, LP

 

Philip Larrieu
Investment Officer, California State Teachers’ Retirement System

 

  Track C: Hedge Fund Roundtable Raphael 1

 

  1:25pm – 1:30pm

Opening Remarks

 

  1:30pm – 2:10pm

Pension Plans' Growing Influence in the Hedge Fund Industry - Transparency & Accountability

 

Jim Vos (Moderator)
Chief Executive Officer, Aksia

 

Charles H. Dufresne, Jr.
Chairman of the Board of Advisors and Executive Committee Member of the National Association of State Treasurers(NAST), Sadis and Goldberg

 

Ken Goodreau
Chief Investment Officer, State of Rhode Island, Office of the General Treasurer

 

Curtis Loftus
South Carolina State Treasurer

 

Ted Wheeler
Oregon’s 28th State Treasurer

 

  2:15pm – 2:55pm

Raising the Bar: Navigating the Due Diligence Process

 

Gina Sanchez (Moderator)
Director of Equity & Asset Allocation Strategy, Roubini

 

Ken McDonald
Managing Director, SkyBridge Capital

 

Meghan Losk
Director - Alternative Investments, Freestone Capital Management

 

Peter Sanchez
Chief Operating Officer, Hedge Fund Services Northern Trust

 

Helen Webb Thompson
Managing Director, Wilshire Funds Management

 

  3:00pm – 3:40pm

The Right Stuff: Building a Strategy to Secure Capital

 

Emma A. Sugarman (Moderator)
Managing Director, BNP Paribas Prime Brokerage

 

Patrick Ghali
Managing Partner, Sussex Partners Limited

 

Jerry Pascucci
UBS

 

James F. Walker
Managing Director, Morgan Stanley Smith Barney

 

Lance Zinman
Partner & Chair of Chicago Financial Services Practice, Katten Muchin Rosenman LLP

 

  Track D: Hedge Fund Strategy Spotlight Raphael 2

 

  1:25pm – 1:30pm

Opening Remarks

 

 

  1:30pm – 2:10pm

Let's Make a Deal: Hedge Fund Opportunities in Fixed Income, MBS and Corporate Credit

 

Noel Kimmel (Moderator)
Senior Managing Director & Global Head of Prime Services, Cantor Fitzgerald

 

Clayton Degiacinto
Chief Investment Officer, Axonic Capital

 

Steve Kuhn
Partner, Pine River Capital Management

 

Mike Levitt
Chief Executive Officer, Stone Tower Capital

 

Deepak Narula
Founder & Principal, Metacapital Management

 

  2:15pm – 2:55pm

Man vs. Machine: A Comparison between Discretionary and Systematic Alpha Creation

 

David S. Richter (Moderator)
Managing Director, Investments & Chair of Investment Committee, Grosvenor Capital Management, L.P.

 

Ray Iwanowski
Managing Principal, SECOR Asset Management, LP

 

Christopher Stanton
Director of Portfolio Strategy, Sunrise Capital Partners, LLC

 

Steven Mathews
Chief Investment Officer & Portfolio Manager, Flintlock Capital Asset Management

 

Jerry Parker
Chairman & Chief Executive Officer, Chesapeake Capital Corporation

 

  3:00pm – 3:40pm

Growth Opportunities in a Low Growth Environment

 

Robert Duggan (Moderator)
Portfolio Manager, SkyBridge Capital

 

Russel S. Bernard
Managing Principal, Westport Capital Partners, LLC

 

Chow Yik Cheung Eric
Senior Fund Manager, Value Partners Group Limited

 

Shirish Saraf
Vice Chairman & Chief Executive Officer, Samena Capital

 

Davide Serra
Founding Partner, Algebris Investments

 

  Track E: The Inside Track Da Vinci 3 & 4

 

  1:25pm – 1:30pm

Opening Remarks

 

  1:30pm – 2:10pm

Inside Apple: How America's Most Admired--and Secretive--Company Really Works

 

Adam Lashinsky
Author, "Inside Apple: How America's Most Admired--and Secretive--Company Really Works"

 

Dr. Mark Skousen (Interviewer)
Editor, Forecasts & Strategies

 

  2:15pm – 2:55pm

Inside the Cultural Divide – Coming Apart: The Fracturing of America’s Civic Culture

 

Charles Murray
W.H. Brady Scholar & New York Times Best-Selling Author

 

  3:00pm – 3:40pm

Liespotting: Proven Techniques to Detect Deception

 

Pamela Meyer
Bestselling Author, Liespotting: Proven Techniques to Detect Deception

 

  Track F: Current Affairs Da Vinci 2

 

  1:25pm – 1:55pm

Are You Being Hacked? Strategies to Prevent Anti Money Laundering (AML) & Help You Know Your Customer (KYC)

 

Richard “Bo” Dietl
Chairman & Chief Executive Officer, Beau Dietl and Associates

 

  2:00pm – 2:30pm

Start Small, Finish Big: The Evolution and Profitability of Small Cap Investing

 

Michael Finkelstein
President & Chief Investment Officer, Whalehaven Capital

 

  2:35pm – 3:05pm

The Coming China Crisis

 

Bert Dohmen
Founder & President, Dohmen Capital Research

 

Gary Kaminsky (Interviewer)
CNBC Capital Markets Editor, CNBC

 

  3:10pm – 3:40pm

A Broader Reach: How the JOBS Act Impacts Hedge Funds

 

Jennifer Prosek (Moderator)
Managing Parner, CJP Communications

 

Hillel M. Bennett
Partner Private Funds Group, Stroock & Stroock & Lavan, LLP

 

Tarik Sedky
Founder, MN&P, formerly Chief Digital Officer at Young & Rubicam

 

Victor Park
Director, Alternative Assets

 

3:40pm – 4:00pm Networking & Coffee Break  

 

4:00pm - 4:30pm

The Economics of Energy: A Global Perspective from T. Boone Pickens

 

T. Boone Pickens
Founder & Chief Executive Office, BP Capital

 

Kate Kelly (Interviewer)
Reporter, CNBC

Grand Ballroom

 

4:35pm – 5:15pm

Restoration of the American Dream

 

Joe Plumeri
Chairman & Chief Executive Officer, Willis Group Holdings

Grand Ballroom

 

5:15pm – 6:00pm

Leadership, Negotiation and Conflict Resolution: A Conversation with Roberts Gates

 

Dr. Robert M. Gates
Secretary of Defense (2006 - 2011)

Grand Ballroom

 

6:00pm – 8:00pm Break  

 

8:00 pm Under the Stars: Poolside Cocktails & BBQ
Hosted by KPMG
Bellagio Pool
 
FRIDAY MAY 11, 2012

Location

7:00am – 8:00am Breakfast Tower Ballroom

 

7:00am - 12:00pm Registration & Information Registration Desk
1 & 2

 

8:00am - 12:00pm One-on-One Meetings Monet 1, 2, 3, 4 & Monet Patio

 

8:00am – 8:10am

Opening Remarks

 

Congressman Kevin McCarthy
Congressman of California & Majority Whip

Grand Ballroom

 

8:10am – 8:35pm 

A Call to Service: On the Front Lines with the U.S. Military (Hosted by Warrior Gateway)

 


General Jack Keane
Retired Four-Star General & Former Vice Chief of Staff of the US Army

Grand Ballroom

 

8:40am – 9:00am

Emergence of Alternative Marketplaces for Private Companies

 

Boyd Steinhoff
Vice President: Private Company Market, SecondMarket

Grand Ballroom

 

9:05am – 9:30am

Investing in IP: Evaluating Opportunities and Managing Investments

 

Ian G. DiBernardo
Partner, Stroock & Stroock & Lavan LLP

 

Lior Ohayon
Partner, Stroock & Stroock & Lavan LLP

Grand Ballroom

 

9:30am - 10:00am

Networking & Coffee Break  

 

10:00am – 10:40am

Taking Stock: Perspectives from Value Investing Legends

 

Whitney Tilson (Moderator)
Founder & Managing Partner, T2 Partners

 

Leon G. Cooperman
Chairman, Omega Advisors Inc.


Joel Greenblatt
Managing Principal & Co-Chief Investment Officer, Gotham Asset Management and Managing Partner, Gotham Capital


Barry Rosenstein
Founder & Managing Partner, JANA Partners LLC

Grand Ballroom

 

10:45am – 11:15am 

HOW, Not ‘How Much’: Inspirational Leadership in the Era of Behavior

 

Dov Seidman
Author, "HOW: Why How We Do Anything Means Everything."

Grand Ballroom

 

11:15am – 12:00pm

Remarks by Sarah Palin

 

Sarah Palin
Former Governor, Alaska

 

Anthony Scaramucci (Moderator)
Managing Partner, SkyBridge Capital

Grand Ballroom

 

12:00pm

Conference Concludes