Excellence in Asset Management
James H. Dinan, York Capital Management
	York Investment Limited
	Portfolio Breakdown
	Investment Process
	Risk Management
	History of Consistent Returns
	Performance in Up and Down Markets
	Histogram of Monthly Returns
Palladin Capital
	The Palladin Group, L.P. Background
	Investment Process
	Differentiation
	Risk Management
	Portfolio Selection Process
	Palladin Halifax Quarterly Returns
	Performance Data
Paolo A. Vincinelli, Gabelli Asset Management Inc.
	Gabelli Asset Management Background
	Gabelli Asset Management Inc.
Drew Figdor, Arbitrage Associates
	Stock Deal
	Returns, Risk
	Questions to Pose When Researching an Arbitrage Fund
	What is the Fund Invested in?
	What is the Volatility of the Fund?
	Merger Arbitrage has Provided Consistent Performance…
	How Does the Fund Manager Control Risk?
	Stock-for-Stock Deals
	Stock-for-Stock Deals con't.
	How Extensively Does the Team Conduct Research?
	Picture
	Conclusion
Panel Q & A