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- 05 May 2009


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Finnish and Dutch pensions' hedge funds perform, UK Universities allocate to absolute return
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Event Excellence : Programme

Speakers | Excellence Videos | Conference Programme | Sponsors

Global Fund Analysis Presents:


An investor-only forum showcasing the world's top
performing investment managers
in association with Cadogan International

08:25 Introduction
Simon Hopkins
, Fortune Asset Management
Nine Kings B & C
 
08:30 Opening Address
Graham Wainer
, Global Asset Managemenet
Nine Kings B & C
 
08:40 Keynote address
Anatole Kaletsky
, The Times
This noted economist shares his personal views on the current geopolitical and economic climate
Nine kings B & C
 
09:00 Hedge Fund Investors
A panel of industry leaders discuss the future of hedge fund investing
Nine Kings B & C
Moderator: Simon Hopkins, Fortune Asset Management
Dixon Boardman, Optima Fund Management
Douglas Makepeace, Sperry Fund Management
Louis-Frederic de Pfyffer, Heritage Finance and Trust
 
10:00 Experts panel
Market risk immune investing, style rotation, macro economic forecasting, dealing with excess volatility in stock markets
Nine Kings B & C
Moderator: Charles Gave, Gaveco Ltd
Ken Kroner, Barclays Global Investors
Piotr Poloniecki, Apollo Advisors Limited
Ezra Zask, Ezra Zask Associates, Inc.
 
11:00 Morning break
Nine Kings Foyer
 
11:30 Option A - Institutional panel
A look at the future shape of institutional portfolios: where do hedge funds fit in?
Nine Kings B & C
Moderator: David Moore, Global Fund Analysis
Chris Kemp, Caparo Group
Paul Audu, HSBC Actuaries and Consultants Limited
David Duncan, Global Asset Management
Stephen Oxley, Watson Wyatt
Michael Azlen, Asset Alliance
Option B - Fixed Income Arbitrage
Nine Kings D
Moderator: Owen Brolly, Global Fund Analysis
Jack Barry, Beacon Hill Asset Management
Basil Williams, Concordia Advisors LLC
 
Harlan Simon, Clinton Group
 
12:15 Lunch - sponsored by iShares
The Westbourne Suite
 
13:15 Lunchtime address by Dan Strachman
 
14:00 Option A - Europe
Nine Kings B & C
Moderator: Owen Brolly, Global Fund Analysis
David Donnelly, Gordon House Asset Management
Chantal Brennan, AIG Global Investment Group
John Bennett, Global Asset Management
Option B - US/Global Equity
Nine Kings D
Moderator:David Moore, Global Fund Analysis
Simon Melluish, Gartmore Investment Management
Phil Schmitt, Polar Securities
Geoffrey Gardner, Orbis Investment Management
 
14:45 Option A - Asia
Nine Kings B & C
Moderator: Sanjay Tikku, Global Fund Analysis
Shigeru Masuda, The Zeron Group
Bruce Johnson, Wharton Investment Management
Michael Shimoko, Sparx Asset Management
Michael Gibson, Long Investment Management
Option B - Emerging Markets
Nine Kings D
Moderator:Majed Muhtaseb, CFA, Global Fund Analysis
Jerome Booth, Ashmore Investment Management
Bill Browder, Hermitage Capital Management
 
15:30 Option A - Equity Arbitrage
Nine Kings B & C
Moderator: Sanjay Tikku, Global Fund Analysis
George Philips, Axis Capital Management
James Dinan, York Capital Management Ltd
Howard Fischer, DKR Capital
Option B - Fund of Funds
Nine Kings D
Moderator:Owen Brolly, Global Fund Analysis
David Goldfarb, Gems Investment Research Ltd
Frederic Neefs, Credit Agricole Alternative Investment Products Group
Jonathan Lach, Mezzacappa Management
Mark Barker, Momentum UK Limited
 
16:15 Afternoon break
Nine Kings Foyer
 
16:30 Option A - Sector Managers
Nine Kings B & C
Moderator: Piotr Poloniecki, Apollo Advisors Ltd
Viren Mehta, MP Biopharmaceutical Fund
Philip Gibbs, Jupiter Asset Management
Andrew Sandler, Sandler Capital Management
Rus Newton, Global Advisors
Option B - New Fund Forum
Nine Kings D
Moderator:Tom Joski, CFA, Fortune Asset Management
John Horseman, Horseman Capital Management
Anthony Todd, Aspect Capital
Ben Guest, Lazard Asset Management
Stephen Peak, Henderson Global Investors(sponsored by Fortune Asset Management)
 
17:15 Option A - Sector Managers
Nine Kings B & C
Moderator: Piotr Poloniecki, Apollo Advisors Ltd
Joe Self, Princeton Capital
E. Wayne Nordberg, KBW Asset Management
Sam Isaly, Orbimed Advisors
Option B - Market Wizards "Great Trading Strategies Uncovered"
Nine Kings D
Jack Schwager, Market Wizard Funds
Ed Seykota, Galt Capital LLP
 
18:00 Close of Conference
 
18:30 Cocktail reception
Nine Kings Foyer
 
19:15 Gala dinner and GFA awards