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Agenda
Global Fund Analysis divides its manager research activity into three main categories. These are Opportunistic, Event Driven and Relative Value. The conference panels have been designed to reflect this approach. Within these main sections we will cover sub-categories of manager styles. In particular, we will divide the three opportunistic sessions into panels which cover specific areas of investment such as Asian and emerging markets, long/short equity by region, and some long only and sector managers.
Programme of Speakers
| 8:00 |
Registration and coffee |
| 8:30-8:40 |
Opening Address
David Moore, CEO, Global Fund Analysis |
| 8:40-9:10 |
A VIEW OF THE WORLD ECONOMY FROM THE CENTRAL BANKER'S CHAIR AND THE IMPLICATIONS FOR HEDGE FUND STRATEGIES IN THIS CONTEXT
Moderated by: David Moore, Global Fund Analysis
Charles Gave, president of Global Fund Analysis and founder and co-chairman of GaveKal, the longtime asset allocation partners of GFA
Anatole Kaletsky, co-chairman of GaveKal and economic commentator for The Times of London
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| 9:10-10:10 |
ARE HEDGE FUNDS RELEVANT TO INSTITUTIONAL INVESTORS?
A topical discussion featuring senior executives from two of the world's leading investment groups
Moderated by top-rated asset management analyst, Huw van Steenis, Morgan Stanley
Will Jump, chief executive officer, AXA Rosenberg
Alan Brown, group chief investment officer, State Street Global Advisors
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| 10:10-10:30 |
Coffee Break |
| 10:30-11:30 |
Discussion Panel including renowned industry gurus
These key industry movers and shakers share original and often provocative views that are now driving the debate on hedge funds.
Moderated by Nancy Curtin, chief investment officer, Fortune Group
Jack D. Schwager, author of the Market Wizards series, legendary hedge fund investor, and advisor to Market Wizards Funds
Nassim Nicholas Taleb, author of the best-selling work: Fooled by Randomness and principal and fund manager, Empirica Kurtosis
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| 11:30-12:30 |
THE BIG DEBATE: GFA will again pit against one another, two leading lights of the active investment management world in a format guaranteed to pack the hall.
THE MOTION: "The only way to invest in hedge funds is through a fund of funds".
FOR: "Hedge funds provide one of few bright lights on the investment horizon and fund of funds help the uninitiated negotiate their way through a land of often arcane and complex strategies in search of true skill-based investment management expertise."
Charles Hopkinson-Wooley, director, Deutsche Bank AG (London)
AGAINST: "Hedge Funds of Funds are nothing more than a short term expedient to enable big investment groups to soak up cyclical demand for hedge funds - the fees are unjustifiable. They have no foreseeable life span."
Dr. Chris Woods, CIO, State Street Global Advisors (London)
The views of the speakers do not necessarily reflect the views of their companies
|
| 12:30-14:00 |
Lunch
Sponsored by Lazard Asset Management  |
| 14:00-15:00 |
OPPORTUNISTIC
Moderator: Sanjay Tikku
Stephen Morant, MW Japan Fund Ltd B, Morant Wright Management
Hans Humes, Van Eck Global Opportunities Fund, Van Eck Capital
Rob Drijkoningen, INGIM EMD Hard Currency Fund, ING Investment Management
Chakara Sisowath, Comgest Asia Fund,Comgest (Far East) Ltd
|
EMERGING MANAGER SHOWCASE
Moderator: Nancy Curtin
presents the cream of the latest hedge fund offerings
George Muzinich, Hedgeyield, Muzinich & Co.
Simon Nocera, Lumen Global Emerging Value
Fund, Lumen Advisors |
| 15:00-15:45 |
OPPORTUNISTIC
Moderator: Simon Hopkins
John Innes, MPC Pilgrim Fund, MPC Investors
Christopher Murphy, The London Blue Chip Fund, Pricepro Analysis Ltd
Andrew Formica, Henderson UK Equity Market Neutral
Fund, Henderson Global Investors
Jonathan Lamb, Market Neutral Funds,Barclays Global Investors
Hugh Hendry, Odey European Inc, Odey Asset Management LLP |
RELATIVE VALUE
Moderator: Stuart Martin
Andrew Hick, Compass I Fund, Compass Asset Management
George Philips, Northwest Funds, Axis Capital
George Long, LIM Asia Arbitrage Fund, Long Investment Management
Christopher Murphy, The London Blue Chip Fund, Pricepro Analysis Ltd |
| 15:45-16:00 |
Afternoon Tea |
| 16:00-16:45 |
EVENT DRIVEN
Moderator: Richard Tarvin
Bruce Richards, Marathon Special Opportunity Fund, Marathon Asset Management
Paul Glazer, Glazer Offshore Fund, Glazer Capital Management
Paolo Vicinelli, Gabelli Associates Ltd, Gabelli Asset Management
George Schultze, Schultze Low Volatility Portfolio Strategy, Schultze Asset Management LLC |
OPPORTUNISTIC-SECTOR MANAGERS
Moderator: Peter Arkell
Stuart O'Gorman, Henderson Horizon Global Tech Fund, Henderson Global Investors
Paul Arena, Phoenix Four Fund, Strategic Resources Corporation
Eric Jacobs, Acadia/Cerulean, Cerulean Partners |
| 16:45-17:30 |
OPPORTUNISTIC
Moderator: Amir Farman-Farma
Michael Katz, Glenrock Global Partners (BVI) Inc.,Glenrock Asset Management
Hugh Cohen, Ivory Investment Fund, Ivory Capital Management
Simon Marais, Orbis Optimal Fund, Orbis Investment Management Ltd
Julius Staniewicz, JWH Global Strategies Fund, John W. Henry & Co |
RELATIVE VALUE
Moderator: Stuart Martin
Sohail Hassan/David Hu, IIG Trade Opportunities Fund, International Investment Group
Stephen Bossu, Global Interest Rate Fund Ltd., Lotsoff Capital Management
Harlan Simon, Trinity Fund, Clinton Group
Will Jump, Axa Rosenberg |
| 18:15 |
Conference cocktail
Sponsored by Gabelli Asset Management  |
| 19:30 |
Gala Dinner: Global Fund Analysis and Fortune Asset Management host their annual gala evening with live entertainment from Paul McKenna and GFA's Awards for Excellence in Asset Management
Co-sponsored by Aspect Capital 
Henderson Global Investors 
and Julius Baer Investments Ltd  |
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