Hedge Fund Association Stamford, CT
Hedge Fund Association
When & Where

Thursday May 8, 2014

  • 4:30pm-5:00pm Registration
  • 5:00pm-5:30pm Keynote
  • 5:30pm-6:30pm Panel Discussion
  • 6:30pm-7:30pm Cocktails

McGladrey, LLP
850 Canal St
4th Floor
Stamford, CT 06902-6902

Directions

Sponsor

McGladrey

HFA Contacts

Global Executive Director
Lara Block
lblock@thehfa.org

Global President
Mitch Ackles
Hedge Fund PR
mitch@hedgefundpr.net

Northeast Chapter Director & Event Chair
Sal Shah
McGladrey
kislay.shah@mcgladrey.com

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Upcoming Events

HFA Symposium:

May 19th - Washington, D.C.
Hedge Funds and the Regulatory Road Ahead

May 21st - Australia
Regulatory Update

May 21st - New York
Mortgage Reform 2014 and Beyond

June 11th - New York
HFA Northeast Chapter Golf League

HFA Symposium

Please join us on Thursday, May 8th, 2014 for the HFA Symposium: The Road Ahead for Investors & Emerging Hedge Funds. Attendees will enjoy a keynote presentation on Oppenheimer’s upcoming shift in allocation to emerging hedge funds, followed by an informative and interactive panel discussion. The panel discussion will center on topics relevant to emerging funds including key factors for growth, qualifications, access to seed and acceleration capital, and cost management. The event will conclude with cocktails and networking.

This HFA Northeast Chapter Symposium is complimentary for HFA members, managers and investors. Non member service provider registration is now closed.

Space is limited, please select a link below and RSVP now:

Members, Investors, and Managers

Request Media Pass


EVENT SPEAKERS

Brian Altenburg
Keynote: Brian Altenburg
Managing Director,
Oppenheimer Asset Management

Brian joined Oppenheimer Asset Management Inc. (OAM) in 2012 to head OAM's Alternative Investments Group. Prior to OAM, Brian was a Managing Director, Group Founder, and Global Head of TPG Alternative Solutions and TPG Asset Allocation Solutions at Citibank. In this role he was responsible for building out the firm's customized hedge fund offering which provided custom hedge fund offerings to the firm's more sophisticated clients. In his role he also acted as fund manager for the firm's $2bn+ multi-strategy Umbrella Fund and launched and acted as portfolio manager for two concentrated hedge fund of funds. Prior to taking his role at Citibank, he was a Managing Director, Group Founder, and Head of Alternative Investment Solutions at Merrill Lynch (and pre-merger, for Bank of America). In this role he was responsible for alternative investment asset allocation, custom hedge fund portfolios and post-merger, third party fund of fund offerings and their due-diligence (with approximately $15bn aum).

Prior to his time at Merrill Lynch/Bank of America, Brian was at Man Investments (Man Group) in London and finally in New York where he focused on hedge fund seeding across various investment strategies. His role involved sourcing of manager opportunities, as well as the completion of due-diligence and monitoring on potential opportunities. Brian completed his Ph.D. (D.Phil.) from Oxford University, with his particular research interest focusing on the area of behavioral finance.

Dorothy C. Weaver
Dorothy C. Weaver
Principal, Chief Executive Officer, Chairman & Co-Founder,
Collins Capital Investments LLC

With over 35 years of investment experience spanning hedge funds, real estate, energy, and emerging markets, including eight years in Latin America, Dorothy Weaver has few peers in the investment community. She is the former Chairman of the Federal Reserve Bank in Miami, and graduated Phi Beta Kappa from Wellesley College, serving on the Board of Trustees for 17 years and chairing the Finance Committee. She also served on the Investment Committee of the American Red Cross.

In 2010, Mrs. Weaver was awarded 100 Women in Hedge Funds' 2010 "Industry Leadership Award." The 100 Women in Hedge Funds' Industry Leadership Award is given to a woman who has shown leadership in the hedge fund industry. The honoree will possess talent, business ethics and a passion for investing that define the hedge fund industry's standards of excellence. Awardees have been pioneers in some aspect of the business and have influenced a large population of hedge fund participants.

Christine Woodhouse
Christine Woodhouse, Esq.
General Counsel,
Beachhead

Christine Woodhouse is a frequent speaker on issues involving the hedge fund industry, and a guest lecturer at the Morin Center for Banking and Financial Law at Boston University, where she previously served as Adjunct Professor. Ms. Woodhouse received her A.B. with honors from Stanford University, and M.A. and J.D. from the University of Virginia. She is admitted to practice law in New York.

Prior to joining Beachhead Ms. Woodhouse was an attorney with the law firm Curtis, Mallet-Prevost, Colt & Mosle, where she represented the Airline Transportation Stabilization Board in designing and implementing its emergency loan guarantee program for the U.S. airline industry following September 11, 2001, and General Counsel at Taylor Investment Advisors in Old Greenwich, Connecticut. From 1996 to 2000 Ms. Woodhouse served as Attorney-Advisor at the Export-Import Bank of the United States.

David Katz
David Katz
President and COO,
Larch Lane Advisors LLC

David Katz is the President and Chief Operating Officer at Larch Lane and joined the firm in 2011. Mr. Katz was previously a co-founder and Partner of Rocaton Investment Advisors, an institutional investment consulting firm with $300 billion of assets under advisement. Prior to founding Rocaton, Mr. Katz was a Managing Director at BARRA RogersCasey, also an institutional investment consulting firm. He began his career in 1989 at Goldman Sachs. Mr. Katz has more than 20 years of investment, business development, marketing, client service, operations, and management experience. Mr. Katz received his B.A from the University of Pennsylvania and his M.B.A. from New York University’s Stern School of Business. He currently serves on the Board of Overseers of the Annenberg Center of the University of Pennsylvania and as member of the Investment Committee of the Westport (CT) Public Library Endowment.

Ronald W. Sellers
Moderator: Ronald W. Sellers
Chairman & Executive Officer,
Atlantic Asset Management

Mr. Sellers founded Atlantic Asset Management in 1992 establishing the company in Stamford, Connecticut. He was previously a Partner and Founder of the Fixed Income Division at Weiss, Peck & Greer from 1985 to 1992; Vice President at Frank Russell Company from 1982 to 1984; Vice President at Wilshire Associates from 1981 to 1982; Director of Pensions at Phillips Petroleum Company and previously in computing and refining from 1965 to 1980.

Mr. Sellers received a MBA in Finance from Oklahoma State University in 1976; participated in graduate study in Finance at the University of California, Berkeley from 1973 to 1974; earned a MA in Mathematics from the College of the Holy Names in 1969; and received a BA in Mathematics from the University of California, Berkeley in 1964.

Speakers may change at any time due to unforeseen circumstances.
The Hedge Fund Association is not responsible for attendee travel costs in the case of an event cancellation.

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