11:00 am - 2:00 pm 

2:00 pm - 2:15 pm

Summit Opening Remarks

Joseph Brown - Fennemore Craig Jones Vargas

2:15 pm - 3:00 pm

Institutionalizing the Hedge Fund Market

Ron Geffner - Sadis &Goldberg LLP

3:00 pm - 3:45 pm

Leaders in Technology - Using Technology to Invest and Investing in Technology

Panelists: 

Thanh-Long Huynh - QuantCube

3:45 pm - 4:30 pm

Roadmap to Distribute Liquid Alternatives 

Moderator: Paul Marino - Marino Partners LLP 

Panelists: 

Chris Umscheid - Deutsche Bank Securities Inc. 

Andy Parrillo - Newport Capital Advisors 

Brad Lamensdorf - Ranger Equity Bear Fund 

Evan Rapoport - HedgeCoVest 

Jim Wene - Ashton Capital Corporation 

4:30 pm - 5:15 pm

The Ever Changing Environment for Family Offices

Moderator: Steve Simmons of Sideris Capital 

Panelists: 

Adam Geiger - New Legacy Group, LLC 

Fariba Ronassi - Elite Wealth Management

Chris Cooper - Cooperfund, Inc.

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

5:15 pm - 6:00  pm

State Treasurer's Investment Outlook

Introduction and Q&A by Victor Park - Alternative Assets 

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

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

6:00 pm  - 9:00  pm

Gala Cocktails and Gala Dinner - Carmine's - Caesars Forum Shops
Gala Cocktails Sponsored by BDO USA, LLP and hosted by David Casavecchia and Keith McGowan

10:30  pm  - onward

VIP Late Night Kick Off Cocktails - 1 Oak - Mirage 

Sponsored by BattleFin and hosted by Tim Harrington

(Must be over 21 and have valid ID, also must have Summit name badge for entry)

7:30 am - 8:30 am

Morning Coffee - Sponsored by

8:30 am  - 9:15  am

Current Trends with Early Stage Investors Moderator:

Panelists:

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

9:15  am  - 10:00  am

What Institutional Intermediaries are Looking for with Alternatives

Moderator: Rachel S.L. Minard – Founder and CEO, Minard Capital LLC  

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

10:00 am  - 10:45  am

How to Start or Grow an Alternative Investment Fund

• Capital fundraising - both new launch and existing fund managers need a plan of action

• Operational considerations and due diligence - is the advisory firm helping or hindering itself to grow AUM

Panelists: 

Jeffrey Parker - Partner, EisnerAmper

Keith Miller - Partner, EisnerAmper

Matei Odobescu - Senior Manager, EisnerAmper

Mark Varacchi - CEO, Sentinel Growth Fund Management LLC

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

10:45  am  - 11:30 am

FEATURED HEDGE FUND MANAGER ROUNDTABLES - Milano Ballroom 5-6, same room as main panel sessions

Investors can select 2 managers out of a limited 11 managers to meet with during the Hedge Fund Manager Round Tables

Round 1 is from 10:45 - 11:05 am

Round 2 is from 11:10 - 11:30 am 

Table 1 · Now is the Time to Add Short Biased Exposure - Ranger Equity Bear, Short Biased Equity, Brad Lamensdorf 

Table 2 · Commodity Trade Finance as an Alternative to Enhance Yield - Galena, Commodities, Maximilian Tomei 

Table 3 · Billings Capital, Long/Short Equity

Table 4 · Evaluating Global Growth Opportunities, Alkeon, Long Short Equity, John Culley

Table 5 · Breaking the Rules - Based Model Using Unbounded Machine Intelligence, ProForza, Quantitative Long/Short Equity, Sunil Pai

Table 6 · Value of Smaller Managers within a Greater HF Portfolio, Worth Venture Partners, Multi-Manager, David Wertentheil 

11:30 am - 1:00 pm

Topical Round Tables – Lunch and Networking Break
Location: Roman Ballroom 1-2
Sponsored by ALPS

Main Panel Sessions
Milano Ballroom 5-6 enter through 

Milano Ballroom 7-8

Parallel Panel Sessions
Neopolitan Ballroom 4

1:00 pm - 1:45 pm

Wealth Advisors views on Alternative Investments

Moderator: Rachel S.L. Minard – Founder and CEO, Minard Capital LLC 

Evolution of Fund of Funds & Multi-Manager Portfolios

Moderator: Michael Tusay - Baxter LP

Panelists:

David Wertentheil - Worth Venture Partners 

Breanne Henkelman - Pacific Alternative Asset Management, LLC

Eli Cohen - Catenary Alternatives Asset Management, LLC

1:45 pm - 2:30 pm

Regulatory Update: A Look at what's new from the SEC, CFTC and FINRA

Panelists:

Gregory D. DiMeglio - Stradley Ronon Stevens & Young, LLP

Bert Fry - Pryor Cashman

Emerging Managers - strategy overviews and thoughts on launch to $100 million

Moderator: Bruce Lipnick - Asset Alliance 

Panelists: 

Sunil Pai - ProForza Advisors 

Sidney Hardee - Hardee Brothers

Joseph Childrey - Probabilities Fund

2:30 pm - 3:15 pm

Global Markets  – State of the World and Investment Opportunities

Moderator: Nathaniel Baker - Bloomberg 

Panelists: 

Erik Renander - Sub Sahara

Carl Chen - Temple Honor 

AIFMD - An Opportunity to Expand Your Distribution Network

Panelists: 

John Schrier - CACEIS

Daniel Forbes - Dillon Eustace

3:15 pm - 4:00 pm

Main Panel Sessions
Milano Ballroom 5-6

Recent Federal and State Tax Developments Affecting Investment Advisers

· Is there a new opportunity for investment advisers to defer incentive compensation?

· State tax issues confronting investment advisers take a new turn for the worse

· Sun Capital Partners III, et. al v. New England Teamsters and Trucking – tax and economic implications for private equity funds and  general partners

· Other important developments

Panelists: 

Maury Cartine - Marcum LLP

Daniel Wall - McGladrey LLP 

Parallel Panels

Neopolitan Ballroom 4

Best Ideas - Managers Present Top Long or Short Investment Ideas

Moderator: Jonathan Liggett, CFA - JL Squared Group

Panelists:

Michael Fox - Park City 

Anton Schutz - RMB Capital  

Bob Coleman - Profits PlusCapital / Gold Silver Vault

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

Starts at 3:30 pm

4:00 pm - 4:45 pm

How to Find Fixed Income Returns in ZIRP Environment  

Moderator: Joe Marren - KStone 

Panelists: 

Rob Russell - Avenue Capital

Sam Diedrich - Pacific Alternative Asset Management 

Avoiding Operational Due Diligence Pitfalls

Moderator: John Schrier - CACEIS

Panelists: 

Sean Gilligan - Ashland Partners

Larry Nakamura - NRS

Joann Arweiler - BDO USA LLP

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

4:45 pm - 5:30 pm

Accessing Niche and Emerging Managers in a Transparent Manner for Less Risk and More Alpha

Moderator: Tim Harrington - Battlefin

Panelists: Ari Glass - Boothbay Capital 

Alan Snyder - Shinnecock

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

5:30 pm - 7:00 pm

Wine Tasting - Caesars Palace - Augustus 5, 6 
Sponsored by McGladrey LLP
Hosted by:
Wines Provided by Bucchus Capital Management

Panther Creek Cellars

Madrigal Family Winery

Sbragia Family Vineyards

7:00 pm - 10:00 pm

Private Dinners

10:00 pm - 11:00 pm

VIP Red Rope Cocktails - Caesars Shadow Bar
Sponsored by U.S. Bancorp Fund Services, LLC 

Hosted by Jerry Barbara and Gary Rossmann

Must be 21 and have valid ID and must have Summit Name Badge for Entry

7:30 am  - 8:30 am

Morning Coffee - Sponsored by

8:30 am - 9:15 am

Capital Raising in Today's Markets
Moderator and Speaker: Brian Nash - Alternative Assets

Panelists: 

Stalin Cruz - Cruz Capital Markets LLC                   

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

9:15 am - 10:00 am

Commodity Renaissance - 

Opportunities in Energy, MLPs, Precious Metals

Moderator: Kurt Stevens - Systematic Absolute Return 

Panelists: 

Jeff Karp - Summit Private Investors 

Robert Mullin - Real Assets Equity Income Funds 

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

10:00 am - 10:45 am

Institutional Investors Views on Hedge Funds and Emerging Managers

Moderator: Dan Strachman - HEDGEAnswers.com

Panelists: 

Mike Pacitto - Litman Gregory

Richard Beleutz - Alternative Investment Resource

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

10:45 am - 11:30 am

Family Offices – What Moves are they Making in Today's Markets?

One-on-Ones

Neopolitan Ballroom 1, 2 and 3

11:30 am - 11:45 am

Conference Chairman Closing Remarks
Todd Schwendiman - Alternative Assets