Hedge Fund Boot Camp Agenda

Tuesday Oct. 27, 2015

 (The day before the Alternative Asset Summit)

8 AM: Registration Opens

9 AM - 9:05 AM: Opening remarks by conference chairman Todd Schwendiman

9:05 AM - 9:15 AM: Hedge Fund Boot Camp Overview by TAAAPs Executive Board Member and Boot Camp Director Paul Marino.

9:15 AM - 9:45 AM: Panel “Keys to Building Your Business: Part 1”

9:45 AM - 9:55 AM: Break

9:55 AM - 10:25 AM: Panel “Keys to Building Your Business: Part 2”

10:25 AM - 11:05 AM: Panel “Technology: Out of the Back Room and Into the Board Room”

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 Organizations”

12:15 PM - 1:15 PM: Lunch

1:15 PM - 1:35 PM: Presentation and Q&A “New Trends in Liquid Alts”

1:35 PM - 2:25 PM: Marketing-PR Training Session

2:25 PM - 4:15 PM:  Investor Readiness Test - Manager Presentations

4:30 PM - 6:30 PM: Boot Camp Cocktails @ Market of Funds

 

Agenda Program Director:

Todd G. Schwendiman

Todd@Alternative-Assets.com

Times and events are planned but may change without notice.

Hedge Fund Boot Camp

For All Managers Looking to Build and Grow Their Businesses

Organized by TAAAPs

Location: Alsace 2

Current Prices

Investors and Asset Allocators: Free

Managers: $395 added to your Summit registration fees

Service Providers: $795 added to your Summit registration fees

Limited to the first 50 Hedge Fund Managers

Investors attend for free

Dress code: business casual

 More information will be made available soon.

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.