Meeting Scheduling will be open starting September 15, 2014
Click here to Login and begin scheduling your meetings for the One-on-One networking sessions.
One-on-One Meetings – Tue Oct 28th - Thur Oct. 30th 2014
Sept. 1st 2014 - Managers to post their information during or update after registration on the Alternative Asset Summit website so investors can view their firm details.
Sept. 9th 2014 - Investors should have their preferences updated on the Alternative Asset Summit website (AUM, Track record, Strategies, etc.)
Sept. 15th 2014 - One on One scheduling open for investors and managers to schedule meetings
Oct. 23rd 2014 - Investor and Manager meetings should be confirmed
After Oct. 23rd 2014 - One on One scheduling will remain open based on availability for additional scheduling
With over 1,000 one-on-one meeting slots available, the Summit provides the opportunity for Investors and Managers to meet each other for pre-scheduled One-on-One Meetings. These brief One-on-One introductory meetings are pre-scheduled by Investors and Managers or the Summit team to ensure you meet with executives who best match your investment criteria and goals. If you would like to have a longer meeting you can select multiple 15 minute blocks up to 45 minutes for one meeting. These sessions are open only to Managers and Family Offices/Accredited Investors/Allocators. For more information contact Todd Schwendiman at Todd@Alternative-Assets.com or 212-832-7600.
There will be 6 separate one-on-one sessions during the Summit with 12 hours of potential meeting times over 3 days.
One on Ones meetings are facilitated in three ways.
1) Investors will be able to see your manager profile and materials and can solicit you for meetings during the one on one session to be arranged before and even during the Summit.
2) There will be a number of investors that will be open for managers to see their criteria and be able to solicit the investors for meetings during the one on one sessions.
3) Peter and Brian Nash (see contact details below) work behind the scenes to help facilitate meeting scheduling with investors and managers and can suggest to investors that may be interested in your strategy to set up a meeting with you during the one on one sessions.
In addition there are premium ways you can get exposure during the Summit
1) Exclusive Featured Manager Table in the one on ones room with signage. All your one on one meetings will be at your exclusive large table with signage for your firm. +$995
2) RoundTable Session Table – you will be able to present to two groups of investors during the Featured Manager RoundTables Session Wed. Oct. 29th from 10:45 am – 11:30 am. +$995
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Tuesday October 28th - Caesars Neopolitan Ballroom 1, 2 and 3
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Session 1 - Pre-Summit one-on-ones
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11:00 am - 2:00 pm |
Session 2
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4:30 pm - 6:00 pm
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Wednesday October 29th - Caesars Neopolitan Ballroom 1, 2 and 3
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Session 3
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8:30 am - 10:45 am
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Session 4
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3:30 pm - 4:30 pm
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Session 5
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4:30 pm - 5:30 pm
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Thursday October 30th - Caesars Neopolitan Ballroom 1, 2 and 3
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Session 6
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8:30 am - 11:00 am
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INVESTOR MEETING COORDINATOR AND RELATIONS: Although the goal is for much of the scheduling to be automated, Twin Advisors is assisting with meeting scheduling. Please reach out to Peter Nash PNash@TwinAdvisors.com (914 305-4155) or Brian Nash Brian.Nash@Alternative-Assets.com (646 284-1872). Twin Advisors will be your main line of contact, but please copy Todd@Alternative-Assets.com on any information requests.
We are happy to act as a resource for investors to organize any desired meetings with any number of managers over the course of the Summit.
Also if you are a manager and would like to host a private invitation only dinner with end investors please contact us and we can arrange sponsorship of such an event during the Summit.
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| Company |
Full name |
What is your investment strategy? |
What is your AUM? |
Personal Profile Picture |
Bio |
Exclusive Manager Table in One-on-Ones Room... |
| Park City Capital | Michael Fox | Long/Short Equities | 25 |  | Michael J. Fox founded Park City Capital in 2008. Prior to founding Park City Capital, Mr. Fox spent eight years in equity research at J.P.Morgan in New York, most recently as Vice President and Senior Business Services Analyst. As J.P.Morgan’s Senior Business Services Analyst, Mr. Fox headed the firm’s Business Services equity research group from 2005 to 2008. From 2000 to 2005 Mr. Fox was a member of J.P.Morgan’s Leisure equity research group, which was consistently recognized by Institutional Investor’s All America Research Team. Mr. Fox received a BBA in Finance from Texas Christian University in 1999. While at TCU, he was selected as an analyst on the William C. Connor Educational Investment Fund, an entirely student-managed endowment fund. | Exclusive Manager Table in One-on-Ones Room during Summit | | Wainscott Capital Partners | Clay Leconey | Long/Short Equities | 10.6 |  | Wainscott's VP and Director of Sales & Marketing is Clay LeConey who has 12 years of experience working in a range of business roles including sales, marketing, legal, new business development and healthcare investing. Mr. LeConey's diverse set of sales, operational, and entrepreneurial skills are a valuable asset for Wainscott. Mr. LeConey hold a BA from Georgetown University and a JD from Fordham University School of Law. | Exclusive Manager Table in One-on-Ones Room during Summit | | Platinum Partners | Andrew Kaplan | Multi-Strat | 1310 |  | Andrew Kaplan is the Chief Marketing Officer of Platinum Partners. Mr. Kaplan has a wide array of experience in Alternative Investments. Prior to joining Platinum, Mr. Kaplan was the Chief Marketing Officer for a fundamental energy specific hedge fund, Director of Marketing at a systematic quantitative CTA, Chief Operating Officer, overseeing all business and marketing aspects of an event-driven opportunistic hedge fund/boutique investment bank, Head of Investor Relations and Marketer for a $600M multi-strategy fund, and began his asset management career as an analyst seeking out and researching small and micro-cap companies for a value-oriented hedge fund. Mr. Kaplan started his career as an actor and writer, appearing in movies, television and stage, and has written and sold screenplays and dramatic theatre. Mr. Kaplan currently sits on the board of two non-profit organizations where he serves on the Investment Committee, and as a Division Chair. | Exclusive Manager Table in One-on-Ones Room during Summit | | HedgeCoVest LLC | Alex Smith-Ryland | Long/Short Equities | |  | Mr. Smith-Ryland has over 13 years of experience in alternative asset management, including working with hedge funds, private equity funds, real estate funds, as well as advisory services to alternative asset investors. Mr. Smith-Ryland has a Bachelor of Science in Business Administration, with a concentration in marketing, from Georgetown University. In addition to his role at HedgeCoVest LLC, he is currently a registered representative of HedgeCo Securities and holds the Series 3, 7, 63, and 66 securities licenses. Finally, he is also the Managing Partner of CS Wilton Group, a multi-family office focused on alternative investments. | Exclusive Manager Table in One-on-Ones Room during Summit | | Ridgefield Capital Asset Management, L. P. | Thomas Trillo | Other | 159.4 |  | Mr. Trillo joined Ridgefield Capital Asset Management in August of 2005 as its Chief Operating Officer. Prior to joining Ridgefield Capital Mr. Trillo was the Chief Operating Officer for Catequil Asset Management from 2004 to 2005. He was with Cantor Fitzgerald and ESpeed from 1999 to 2003 as the Chief Administrative Officer. From 1995 to 1999 Mr. Trillo was with Republic National Bank where he served as the Senior Vice President of Private Banking Operations & Systems. Mr. Trillo worked for Brown Brothers Harriman from 1992 to 1995 as Manager of the Investment Management Administration Department. From 1985 to 1992 he was with Chase Manhattan Bank as the Vice President of U.S. Private Banking Operations & Systems. He served as Director of Corporate Administrative Services for Home Life Insurance Company from 1982 to 1985 and prior to that was a Senior Training Specialist International Operations with Merrill Lynch. He is a 1979 graduate of the University of Hartford and received his Masters Degree from Fordham University in 1984. | Exclusive Manager Table in One-on-Ones Room during Summit | | Galena Asset Management | Maximilian Tomei | Other | 2200 |  | Maximilian Tomei has 17 year experience in commodities related alternative investments in the liquid, credit and real assets space.
Prior to joining Galena he was COO and co-head of the executive board at RAM focusing on operations and business development. He started his career with Cargill on the corn desk handling the South American origination into the Mediterranean. Moved to Partners Group in Zug in 2002 to cover the Southern European clientele and customise solutions in the hedge fund and private equity space. In 2004 he co-founded and acted as CEO of Inoks Capital a multistrategy commodity hedge fund assembling momentum and commodity trade finance strategies was he sold in December 2008.
He holds a degree in International Relations with a major in International Law from the Graduate Institute of International Studies at the University of Geneva (IUHED).
| Exclusive Manager Table in One-on-Ones Room during Summit | | RD Legal Capital | Katarina Markovic | Other | 200 |  | Katarina analyzes and implements growth opportunities for the RD companies as well as manages strategic relationships with investors. | Exclusive Manager Table in One-on-Ones Room during Summit | | Cruz Capital Partners L.P. | Stalin Cruz | Multi-Strat | |  | Stalin is the Founder of Cruz Capital Partners L.P. and an experienced financial services executive with 19 years of expertise and broad knowledge of domestic and international markets.
He started his Wall Street career in 1994 as a Registered Representative, and in 1996 began working and supervising trading and back office operations whose clients were professional traders, institutional, high net-worth and retail. Stalin co-owned and was responsible for the day-to-day trading, clearing and back office operations for a branch (OSJ) in NYC of an independent national broker dealer. During his tenure Stalin managed significant High Net Worth client portfolios, and oversaw his branch becoming first in trading volumes and revenues after a few months of its launch. He also helped clients implement disaster recovery projects right after 9/11.
Stalin studied Marketing Management and Sales at NYC Technical College (CUNY) in Brooklyn, N.Y., and holds FINRA series 4, 7, 24, 53, 55 and 63 securities licenses. He was born in Honduras, Central America and is a naturalized U.S. citizen, living in NYC since 1988.
| Exclusive Manager Table in One-on-Ones Room during Summit | | Alkeon Capital Management | John Culley | Long/Short Equities | 5500 |  | Prior to joining Alkeon, Mr. Culley worked at UBS Financial Services, Inc. for eight years. He started his career in the two-year Associate Training Program, then joined the Alternative Investment Group. As an Alternative Investment Consultant, he covered all of UBS’ hedge funds, managed futures, private equity and real estate offerings for financial advisors and their clients. Mr. Culley received his B.A. in Political Science and a minor in Mathematics from Columbia University. | Exclusive Manager Table in One-on-Ones Room during Summit | | balmoREAL Capital SEZC Ltd. | Stefan Henning | Long/Short Equities | 23 | | Mr. Henning has over 10 years of experience working for Real Estate focused companies and investing in the Real Estate space. After several
years of development, research and back‐testing, Mr. Henning, together with his father Jurgen, built the investment model now used
by balmoREAL, that he started trading with in 2008 for his families' accounts. Prior to founding balmoREAL, Mr. Henning was the founder and
head of the Hamburg branch of a German Real Estate developer, where he built the total branch development volume to over $120m within
three years. Prior to this, Mr. Henning spent time with a New York based Real Estate investment firm identifying attractive investment
opportunities. Mr. Henning is a graduate of the University of Leipzig, Germany with a degree in business, with a Real Estate and finance
focus. | Exclusive Manager Table in One-on-Ones Room during Summit | | Quaker Funds | William McCoach | Event Driven | 125 | | Thomas F. Kirchner, CFA, Portfolio Manager: Mr. Kirchner has been responsible for the day-to-day management of the Fund since its 2003 inception. Prior to joining Quaker Funds, Inc., Mr. Kirchner was the founder of Pennsylvania Avenue Advisers LLC (“Pennsylvania Avenue”) and the portfolio manager of the Pennsylvania Avenue Event-Driven Fund, a series of the Pennsylvania Avenue Funds. Prior to establishing Pennsylvania Avenue, from 1996-1999, Mr. Kirchner worked as a Bond Trader for Banque Nationale de Paris S.A. In 1999, Mr. Kirchner was retained by Fannie Mae as a Financial Engineer. Mr. Kirchner is a graduate of Kings College, University of London; Institut d’Etudes Politiques de Paris and University of Chicago Booth School of Business. Mr. Kirchner has earned the right to use the Chartered Financial Analyst designation. | Exclusive Manager Table in One-on-Ones Room during Summit | | Platinum Partners | Gil Kalter | Direct Lending | 1310 |  | Mr. Kalter is a principal at Platinum. As part of his duties, Mr. Kalter oversees the Fund’s operations. Mr. Kalter is a specialist in the structuring and formation of complex investment vehicles. Additionally, he works closely with PMs on deal terms to insure that proper controls and procedures are in place. Prior to joining Platinum, Mr. Kalter served as a Senior VP of Platinum Partners Value Arbitrage Fund, LP, a multi-strategy hedge fund designed to achieve superior risk-adjusted returns. In that role, Mr. Kalter focused on marketing and investor relations and worked closely with the COO of PPVA on various special operations projects. He also worked with PPVA’s private placement group on various transactions, including deal sourcing, structuring and negotiating various types of financings. Prior to joining PPVA, Mr. Kalter practiced law at McDermott, Will & Emery, LLP, in NY and is licensed to practice law in the State of New York and is a member of the New York State Bar Association. In 2000, he graduated Yeshiva University summa cum laude with a B.A. in Economics and was the recipient of the Economics Award. He received his J.D. degree from NYU School of Law in 2003. | Exclusive Manager Table in One-on-Ones Room during Summit |
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