| SUMMIT AGENDA |
| Wednesday November 18, 2015 - Credit/Fixed Income and Real Estate | |||
 09:00 - 09:30 | Registration and refreshments | ||
| 09:30 - 10.00 | Keynote Stephen Duneier, decision strategist, global macro investor, CEO Bija Advisors Better Decisions, Better Results: How investors can use cognitive science to create a competitive advantage
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| 10:00 - 11.45 | Manager and Investor roundtables Manager roundtable sessions – 3x 30 minute educational meetings with managers for small groups of investors. Following these sessions there will be a one hour opening for private meetings. For those wishing to schedule further one-on-one meetings, HFM’s online diary system will also be available.
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| 10.00 - 10.40 | Credit; Fixed Income; Rates 1. Mill Hill Capital 2. Libremax Capital 3. Princeton Alternative Funding | ||
| 10:40 - 11:15 | Credit; Fixed Income; Rates 1. Mill Hill Capital 2. Libremax Capital 3. Princeton Alternative Funding | ||
| 11:15 - 11:45 | Credit; Fixed Income; Rates 1. Mill Hill Capital 2. Libremax Capital 3. Princeton Alternative Funding | ||
| 11:45 - 12:00 | Refreshment break | ||
| 11:45 - 1:00 | Manager private meetings Manager private meetings – a one hour opening for private meetings. These speed meetings can be scheduled via HFM’s IR service or by using HFM’s online diary system. Further one-on-one meetings, using HFM’s online diary system will also be available for later in the day. | ||
| 12.00 - 1.00 | Credit; Fixed Income; Rates | ||
| 1.00 - 2.00 | Lunch | ||
| 2:00 - 2:45 | Current best practice in ODD and manager selection
Moderator: Denise DePaola, chief executive officer, Fund Administration Maureen Blair, partner, Eisner Amper Michael C Dombai, business development, real estate, Cortland Rick Roche, managing director – 1940 Act fund sales, Little Harbor Advisors David Wertentheil, partner, Worth Venture Partners
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| 2:45 - 4:30 | Manager and Investor roundtables Manager roundtable sessions – 3x 30 minute educational meetings with managers for small groups of investors. Following these sessions there will be a one hour opening for private meetings. For those wishing to schedule further one-on-one meetings, HFM’s online diary system will also be available.
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| 2:50 - 3:25 | Credit; Fixed Income; Rates 1. Theorema Advisors 2. Dix Hills Partners 3. Smart Box Capital | Long/Short Equity 4. Barington Capital | |
| 3:25 - 4:00 | Credit; Fixed Income; Rates 1. Theorema Advisors 2. Dix Hills Partners
3. Smart Box Capital | Long/Short Equity 4. Barington Capital | |
| 4:00 - 4:30 | Credit; Fixed Income; Rates 1. Theorema Advisors 2. Dix Hills Partners
3. Smart Box Capital | Long/Short Equity 4. Barington Capital | |
| 4:30 - 5:00 | Refreshment break | ||
| 5:00 - 6:00 | Manager private meetings Manager private meetings – a one hour opening for private meetings. These speed meetings can be scheduled via HFM’s IR service or by using HFM’s online diary system. Further one-on-one meetings, using HFM’s online diary system will also be available for later in the day.
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| 5:00 - 6:00 | Credit; Fixed Income; Rates 1. Theorema Advisors 2. Dix Hills Partners
3. Smart Box Capital | Long/Short Equity 4. Barington Capital | |
| 6:00 - 7:00 | Manager private meetings using meetings planner
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| 7.00 - 7:30 | Drinks reception | ||
| 7:30 | Investor/manager dinner | ||
| Thursday November 19, 2015 - Equity Specialists and CTA; Global Macro | |||
| 9:00 | Registration and refreshments | ||
| 9:30 - 10.00 | Portfolio insight: the benefits of investing in high sharpe strategies Justin Dew, Director of Strategic Development, Head of New York Office, Welton Investment Partners LLC | ||
| 10.00 - 11.45 | Manager and Investor roundtables Manager roundtable sessions – 3x 30 minute educational meetings with managers for small groups of investors. Following these sessions there will be a one hour opening for private meetings. For those wishing to schedule further one-on-one meetings, HFM’s online diary system will also be available.
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| 10:00 - 10:40 | CTA; Global Macro 1. Quest Partners 2. Quaesta Capital 3. Mulvaney Capital 4. Welton Investment Partners LLC 5. Eclectica Asset Management LLP | Long/Short Equity; Global Macro 7. Alpha4x Discretionary Macro 8. Wynnefield Capital Management 9. Cobia Capital Management 10. Kerrisdale Capital Management 11. Alambic Investment Management | |
| 10:40 - 11:15 | CTA; Global Macro 1. Quest Partners 2. Quaesta Capital 3. Mulvaney Capital 4. Welton Investment Partners LLC5. Eclectica Asset Management LLP | Long/Short Equity; Global Macro 7. Alpha4x Discretionary Macro 8. Wynnefield Capital Management 9. Cobia Capital Management 10. Kerrisdale Capital Management 11. Alambic Investment Management | |
| 11:15 - 11:45 | CTA; Global Macro 1. Quest Partners 2. Quaesta Capital 3. Mulvaney Capital 4. Welton 5. Eclectica Asset Management LLP | Long/Short Equity; Global Macro 7. Alpha4x Discretionary Macro 8. Wynnefield Capital Management 9. Cobia Capital Management 10. Kerrisdale Capital Management 11. Alambic Investment Management | |
| 11:45 - 12.00 | Refreshment break | ||
| 12:00 - 1:00 | Manager private meetings Manager private meetings – a one hour opening for private meetings. These speed meetings can be scheduled via HFM’s IR service or by using HFM’s online diary system. Further one-on-one meetings, using HFM’s online diary system will also be available for later in the day. | ||
| 12:00 - 1:00 | CTA; Global Macro 1. Quest Partners 2. Quaesta Capital 3. Mulvaney Capital 4. Welton Investment Partners LLC5. Eclectica Asset Management LLP | Long/Short Equity; Global Macro 7. Alpha4x Discretionary Macro 8. Wynnefield Capital Management 9. Cobia Capital Management 10. Kerrisdale Capital Management 11. Alambic Investment Management | |
| 1:00 - 2:00 | Lunch | ||
| 2:00 - 2:45 | Current allocator trends in the CTA space Moderator: Jim Lubin, senior managing director, CBOE Jeff Landle, managing principal, chief investment officer, Little Harbor Advisors Justin Dew, Welton Investment Partners LLC | ||
| 2:45 - 4:30 | Manager and Investor roundtables Manager roundtable sessions – 3x 30 minute educational meetings with managers for small groups of investors. Following these sessions there will be a one hour opening for private meetings. For those wishing to schedule further one-on-one meetings, HFM’s online diary system will also be available.
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| 2:50 - 3:25 | CTA; Global Macro 1. Episteme Capital Partners 2. Quaesta Capital3. WMM Capital Advisors | CTA; Global Macro 6. ROW Asset Management
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| 3:25 - 4:00 | CTA; Global Macro 1. Episteme Capital Partners 2. Quaesta Capital3. WMM Capital Advisors | CTA; Global Macro 6. ROW Asset Management
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| 4:00 - 4:30 | CTA; Global Macro 1. Episteme Capital Partners 2. Quaesta Capital3. WMM Capital Advisors | CTA; Global Macro 6. ROW Asset Management | |
| 4:30 - 5:00 | Refreshment break | ||
| 5:00 - 6:00 | Manager private meetings Manager private meetings – a one hour opening for private meetings. These speed meetings can be scheduled via HFM’s IR service or by using HFM’s online diary system. Further one-on-one meetings, using HFM’s online diary system will also be available for later in the day.
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| 5:00 - 6:00 | CTA; Global Macro 1. Episteme Capital Partners 2. Quaesta Capital3. WMM Capital Advisors | CTA; Global Macro 6. ROW Asset Management
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| 6:00 | Event ends | ||
