Hedge Fund Boot Camp Agenda

Agenda Program Director:

Todd G. Schwendiman

Todd@Alternative-Assets.com

Times and events are planned but may change without notice.

Monday Oct. 27, 2014

 (The day before the Alternative Asset Summit)

9:00 am to 6:00 pm

Registration opens at 8:00 am (Caesars Milano Ballroom 5)

Hedge Fund Boot Camp

For All Managers Looking to Build and Grow Their Businesses

Organized by TAAAPs

Location: Caesars Milano Ballroom 5 & 6

Price: $695 added to your Summit registration fees

Limited to the first 50 Hedge Fund Managers

Investors attend for free

Boot Camp Director – Paul Marino

Dress code: business casual

8:00 am                       Registration Open – Caesars Milano 5

                                      All-day Coffee 

Boot Camp Sessions Caesars Milano Ballroom 5 & 6

9:00 am                       Welcome Introduction - Hedge Fund Boot Camp

Todd G. Schwendiman, Conference Director

TAAAPs Exec. Board/Alternative Assets

9:05 am - 9:15 am    Hedge Fund Boot Camp overview

Overview by Paul Marino - TAAAPs Exec. Board/Boot Camp Director

9:15 am – 9:45 am   Keys to building your business - Part 1

            Moderator: Paul Marino– TAAAPs Exec. Board/Marino Partners, LLP

            Panelists:  Dennis J. Schall - TAAAPs Exec. Board/Marcum LLP

Jonathan Law - Dillon Eustace

Lance Baraker - Celadon

Greg Farrington - Constellation Advisers

9:45 am - 9:55 am     Break

9:55 am – 10:25 am   Keys to building your business - Part 2

                                                      Same panel group as Part 1

10:25 am - 11:05 am  Technology – Out of the Back Room and into the Board Room

            Moderator: Don Previti – TAAAPs Exec. Board/DVP Partners

            Panelists:  Martin Sreba - Advent                                                          

11:05 am – 11:15 am  Break

11:15 am – 12:15 pm  Operations and Compliance Training Session

Why compliance is now a driving factor and the importance of top level Operations

Moderator: Mark Varacchi - Sentinel Growth Fund Management

Panelists: Jane Shahmanesh – Adherence Compliance Group

                 Richard Kemmling CPA, CIPM, CGMA, President - Ashland Partners & Company LLP

                 Greg Farrington - Constellation Advisers

12:15 pm – 1:15 pm   Lunch – Caesars Milano 7 & 8

                                     Sponsored by: Advent

1:15 pm – 1:35 pm     New Trends in Liquid Alternatives - Milano 5 & 6

                                                         Presentation, Discussion and Q&A with Paul Marino– TAAAPs Exec. Board/Marino Partners, LLP

1:35 pm – 2:25 pm     Marketing/PR Training Session

Moderator: Jeffrey Spotts - Prophecy Fund Management

Panelists:   Mark Macias - Macias PR

                   Alexander Smith-Ryland - HedgeCoVest

2:25 pm – 4:15 pm     Investor Readiness Test – Manager Presentations

                                                               Judge Panel:  Paul Marino - TAAAPs Exec. Board/Boot Camp Director 

                                                                                       Steven Simmons - Sideris Capital Partners

                                                                                       Thomas Zucosky - Discovery Capital Management

                                                                                       Mark Varacchi - Sentinel Growth Fund Management

                                                                                       Jeffrey Spotts - Prophecy Fund Management

                                                                                       Kerry Jordan - RMB Capital Managment

                                                               Presenting Managers:

                                                                                      Thanh-Long ("Long") Huynh - QuantCube 

                                                                                      Marc Schneider - Twelve Lions Capital 

                                                                                      Richard Beleutz – HS-AIR US Life Fund I  

                      Stalin Cruz – Cruz Capital Partners L.P.

4:30 pm – 6:00 pm     Cocktails @ Market of Funds – Caesars Octavius Terrace

FAMILY OFFICE CONDUCT AND MARKETING INTERACTION POLICY

This Sales and Marketing Policy (“Policy”) applies to all sponsors, managers and service providers of the Alternative Asset Summit and their subsidiaries. This Policy sets out a clear framework for interactions with family office members and their affiliates. It is aimed at providing for discretion in the marketing of products and services to family office attendees.

Sponsors and their representatives are required to follow these guidelines while attending the Alternative Asset Summit:

·         Individuals must identify their organizational or their institutional affiliation.

·         Please ensure that you only create an awareness of your services, without initiating a direct sales pitch that could be deemed inappropriately aggressive in any way. 

·         Attendees should avoid excessive questioning of a family office member regarding his or her activities or outside business services.

·         You may offer your business card or materials to a family office attendee, but you may not request these materials yourself.

·         You must cease contact with any family office representative who indicates that the contact is unwelcome or inappropriate.

·         Alternative Assets reserves the right to amend this Policy without notice in consultation with its partners.

Because this Policy and our supporting policies cannot cover every situation that may arise, you are expected to exercise good judgment and common sense in deciding the right actions to take. You should ask questions if you are unclear about any aspect of this Policy, or if you are not sure how to respond to an issue that the Policy does not address. If you are a member of the management team (i.e., this includes supervisors, managers, directors, vice presidents, and executives), you are responsible for helping your teams understand the requirements of this Policy, the guidelines that support the Policy, and how they should best be put into practice.