Hedge Fund Operations & Technology

3rd Annual Hedge Fund Operations & Technology

April 21, 2010

Bayards, One Hanover Square, New York, NY

CPE Credits: 7.0

Join Your Peers From:

Abner, Herrman & Brock Inc.
Acorn Derivatives Mgmt. Corp.
AllianceBernstein Alpine Mutual Fund
AM Investment Partners, LLC Anchorage Advisors, LLC
AQR Capital Management, LLC Arcoda Capital Management LP
Attalus Capital Avenue Capital
Bank of America Merrill Lynch Barington Capital Group LP
Brigade Capital Mgmt LLC Cameron Capital Mgmt., LLC
Chilton Investment Company, LLC Clairvoyance Capital Advisors Pte. Ltd
Corbin Capital Partners Crystal Capital
Davidson Kempner Capital Mgmt. Dawson Capital Mgmt.
Equibase Capital Group, LLC Global Credit Advisers
GoldenTree Asset Mgmt., LP Halcyon Asset Management LLC
Heitman GmbH Highbridge Capital Mgmt.
IMC Asset Mgmt., Inc. Jefferies Asset Mgmt.
Legg Mason & Co., LLC Lionhart
Longacre Fund Mgmt., LLC Magnitude Capital
Neuberger Berman Alternatives Nikko Asset Mgmt. Americas, Inc.
Old School Partners Fund Ltd OrbiMed Advisors
Promark Global Advisors Quest Partners, LLC
Red Hill Capital Group Robeco Investment Mgmt.
Select Equity Group, Inc. Sire Mgmt. Corporation
TIAA-CREF Traxis Partners LLC
Treesdale Partners, LLC Two Sigma Investments
UBS Wellington Management
YYC Capital Zweig-DiMenna Hedge Fund

9:00
Chairperson's Opening Remarks

Holly Miller, Partner,
Stone House Consulting         View Presentation
9:15
Opening Roundtable:   Top 10 in 2010
Panel discusses top 10 challenges for hedge funds in 2010
Moderator:
Samer Ojjeh, Ernst & Young LLP

Panelist:
Joe Trentacosta, Vice President
AQR Capital Management
Edward Talisse, Executive Director,
Morgan Stanley
Mark Schein, Chief Compliance Officer,
York Capital LLC
10:15
Networking Break with Exhibitors

10:35
Regulatory Debate: Wait for it or Self Regulate Now
Regulation has been looming for over two years but preparing now will make your firm more attractive to investors.
Moderator:
Lance Friedler, Partner
Sadis & Goldberg, LLP
Panelist:
Thomas Elwood, General Counsel
Greylock Capital Associates, LLC
Janaya Moscony, President,
SEC Compliance Consultants of Philadelphia
Suzanne McDermott, Chief Compliance Officer,
Halcyon Asset Management LLC
John Pfuhler, Vice President,
Fiserv
11:30
Operationally Efficient Controls for Identifying and Protecting Sensitive Data
-A Simple, Stepwise Approach to Creating a Secure Environment
-Implementing Critical Audit Controls for High Risk User Groups
-Detecting Abuse of Legitimate Data Access Privileges
-Protecting Against Threats from Unauthenticated Network Devices
Speaker:
Jonathan Gohstand, Vice President of Product Management
PacketMotion      View Presentation
11:50
Entering into the Age of Transparency: Operational Enhancements Your Firm Needs to Make to Draw/Attract Investors
-Improving Pricing and Valuation Processes
-Mitigating Counterparty Risk
-Real-Time Reporting
-Enhancing Risk Management Infrastructure

Moderator:
Matt Nelson, Director, Market Intelligence,
Omgeo

Panelists:
Ed Sanders, Senior Vice President of Product Management,
INTRALINKS
Michael Cloherty, Deputy Chief Operating Officer,
Promark Global Advisors
12:30
Lunch and Networking

1:30
Outsourcing Your Operations to Ease Cost Pressures

Moderator:
Denise Valentine, Senior Analyst
Aite Group
Panelist:
Greg Sonis, CFO/COO
Eidesis Capital
Christopher Kundro, Co-CEO
Lacrosse Global Fund Services
Michael Cloherty, Deputy Chief Operating Officer,
Promark Global Advisors
2:20 Networking Break with Exhibitors
2:40

Juggling Your Multi-Prime Broker Relationships and Why it isn’t Cheating…
-Benefits of Having Multiple Relationships
-How to Overcome Technological and Operational Challenges
-Why Small Funds Need Multi Primes
Speakers:
Jor Molchan, Sapient Global Markets
Joseph McDonald, Director of Operational Risk,
Aetos Capital, LLC
3:30

Operations Due Diligence - What Due Diligence are You Performing on YOUR Providers?

Moderator:
Holly Miller, Partner,
Stone House Consulting

Panelists:
Mark Polemeni, Chief Legal Officer & Chief Compliance Officer,
Alexandra Investment Management, LLC
Edward Talisse, Executive Director,
Morgan Stanley
Timothy F. Peterson, CFA, CAIA, CIPM,
Partner, Ashland Partners & Co.
Director, Ashland Partners Internationals Ltd.
4:20

Cocktails, Networking and Live Music from The Lava Trading Band

**Individuals must be currently employed by a buy-side firm. Qualifying buy-side firms include mutual funds, hedge funds, pension funds, insurance companies, plan sponsors and asset managers. This does NOT include investment banks or individuals that support the buy-side division of a major bank or securities firm. There is a limit of two passes per firm.  Buy-side registrations are reviewed for eligibility and FTF reserves the right to refuse non-qualified attendees.

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