Endurance Strategies 2014 Southeast Investment Summit
 

2014 Endurance Strategies Southeast Investment Summit

Main Summit Agenda

Time

Summit Session

7:30am – 8:30am

Registration, Networking over Coffee and Exhibitor Booths

8:30am – 8:45am

Breakfast - Summit Chairman Opening Remarks

Andres Sandate, President, Endurance Strategies, LLC

8:45am – 9:15am

Morning Keynote Address – Navigating the Wild West of Liquid Alternatives

Brian Haskin, CEO, Alternative Strategy Partners, Publisher and Editor at DailyAlts

9:15am – 10:00am

 

Industry Leaders Make their Case for Integrating Alternatives into Traditional 60/40 Portfolios

Mike Pacitto, National Director, Institutional Relationships, Litman Gregory Asset Management

Brad Alford, Founder and Chief Investment Officer, Alpha Capital Management, LLC

Dorothy C. Weaver, Principal, Chief Executive Officer, Chairman and Co-Founder, Collins Capital

Moderator: Andres Sandate, President, Endurance Strategies, LLC

10:00am – 10:45am

Sourcing the Alternative Allocation in a Traditional 60/40 Portfolio

Kurt Voldeng, Chief Operating Officer, Commerce Asset Management, LLC

Thomas Kirchner, Portfolio Manager, Quaker Funds

George D. Kushner, Head of Business Development, Willis Investment Counsel

Eric Metz, Portfolio Manager, RiverNorth Capital Management, LLC

Moderator: Greg Silberman, Director of Alternative Investments, Wilmington Trust

10:45am – 11:15am

Morning Break and Exhibitor Booths

11:15am – 12:00pm

 

Institutional Perspectives on the Convergence of Liquid Alternatives and Traditional Alternatives

Matthew Bauder, Senior Vice President, Consulting Associate at The Atlanta Consulting Group

Jeanne Murphy, Founder and Managing Partner, Acuity Investment Consulting

James Challen, Vice President, LCG Associates, Inc.

Moderator: Elizabeth Crenshaw, Chief Operating Officer, Decatur Capital Management Inc.

12:00pm – 1:00pm

 

Lunch

Featuring a Keynote Conversation with:

Curtis M. Loftis, Jr., State Treasurer of South Carolina

Michael W. Masters Founder and Managing Partner, Masters Capital Management, LLC

1:00pm – 1:45pm

RIAs and Wealth Managers Discuss Their Approach to Accessing and Utilizing Alternatives

James ‘Jay’ Martin, Sterling Investment Management, Inc.

Alan Strauss, Investor Relations Director, Crystal Capital Partners, LLC

Danny Mack, Vice President, Arcus Capital Partners

Scott Crenshaw, Chief Investment Officer, SoundRiver Advisors, LLC

Tom Clarke, Senior Investment Analyst, SignatureFD

Moderator:  Ricky Novak, Co-Managing Partner, The Strategic Group of Companies

1:45pm – 2:30pm

 

Evaluating and Selecting the Right Legal Structure and Vehicle Wrapper for Your Strategy

Plus Issues to Consider When Launching a ’40 Act Mutual Fund or Other Registered Vehicle

• Liquidity requirements and valuation considerations

• Leverage, shorting, derivatives and asset coverage tests

• Compliance and risk management issues

• CFTC and other regulatory matters

• Board-related matters

• Stand-Alone Trusts versus Multiple Series Trusts

Jeffrey Skinner, Partner, Head of Investment Management Practice, Kilpatrick Townsend & Stockton, LLP

Tom Steed, Partner, Investment Management Practice, Kilpatrick Townsend & Stockton, LLP

Derek Pilecki, Managing Member and Portfolio Manager, Gator Capital Management, LLC

Moderator: Andres Sandate, President, Endurance Strategies, LLC

2:30pm – 3:15pm

 

Operational Best Practices and the Hallmarks of Institutional-Quality Investment Management Organizations

Melanie Pickett, Managing Director and Chief Operating Officer, Emory Investment Management

Michelle Dobbins, CFO and COO, Masters Capital Management, LLC

Lynne Weil, Partner, McGladrey LLP

Moderator: Dan Smith, President, Trident Fund Services, Inc.

3:15pm – 3:30pm

Afternoon Break and Exhibitor Booths

3:30pm – 4:15pm

 

Effective Distribution Strategies for ’40 Act Funds, Private Funds, SMAs and Sub-Advisory

Cris Posada, CFA, Senior Vice President, Sales and Relationship Management, M.D. Sass

Peter McFarlane, Vice President – RIA Southeast, Managers Investment Group

Reed Keller, Trust President and Funds Managing Partner, BPV Capital Management

Rael Gorelick, Principal, Gorelick Brothers Capital

Moderator: Brian Haskin, CEO, Alternative Strategy Partners, Publisher and Editor at DailyAlts

4:15pm – 5:00pm

 

Roundtable Discussion with Investors and Deal Structuring Experts on Strategic Capital Solutions Topics Include Acceleration Capital, Seeding Deals, Sub-Advisory and Managed Account Platforms

Richard Zack, Chief Risk Officer and Chief Legal Officer, Wainwright Investment Counsel, LLC and CEO of Wainwright’s Broker-Dealer Subsidiary

Jeffrey M. Karp, CIO, Summit Private Investments, Inc.

Jeffrey Skinner, Partner, Head of Investment Management Practice, Kilpatrick Townsend & Stockton, LLP

Victor Park, Principal, Alternative Assets

5:00pm – 5:30pm

 

Six by Five – Each Presenter Will Have Five Minutes to Share One Current Investment Idea/Theme

First Presenter: Derek Pilecki, Managing Member and Portfolio Manager, Gator Capital Management, LLC

Second Presenter: Tom Krasner, Principal and Portfolio Manager, Concise Capital Management

Third Presenter: Casey Wamsley, Director, Collins Capital

Fourth Presenter: Mike Pacitto, National Director, Institutional Relationships, Litman Gregory Asset Management

Fifth Presenter: Thomas Kirchner, Portfolio Manager, Quaker Funds

Sixth Presenter: Rael Gorelick, Principal, Gorelick Brothers Capital

Moderator: Todd G. Schwendiman, Managing Director, Alternative Assets

5:30pm – 7:00pm

Cocktail Reception and Exhibitor Booths


IMPORTANT NOTES:

All investors/allocators are welcome to attend all events throughout the day at their discretion with prior registration in e-touches including sessions during the manager boot camp, meals and the cocktail reception in addition to their scheduled one-on-ones and/or roundtable sessions (minimum number required for complimentary registration).

To register: Please contact Andres Sandate of Endurance Strategies, LLC at 404-549-8991 or 404-550-8081 with any questions or if you are unable to register through this website.

To learn more: Please contact Andres Sandate of Endurance Strategies, LLC at 404-549-8991 or 404-550-8081 to learn how to register for manager one-on-ones and roundtable sessions and to view the current lineup of managers attending the summit.

For general inquiries: Please contact Andres Sandate of Endurance Strategies, LLC at 404-549-8991 or 404-550-8081 if you have questions regarding event logistics, speaking or moderating opportunities, purchasing a booth space, and sponsorship opportunities.