HFA Symposium Chicago
When & Where

Thursday, April 18, 2013

  • 4:00pm-4:30pm Registration
  • 4:30pm-5:00pm Keynote: Meredith Jones
  • 5:00pm-5:15pm K&L Gates Hedge Fund Regulatory Update
  • 5:15pm-6:15pm Manager Panel
  • 6:15pm-7:30pm Cocktails

K&L Gates
70 West Madison Street
Second Floor Conference Room
Chicago, IL 60602-4207


HFA Contacts

Hedge Fund Association

Global Executive Director
Lara Block

Global President
Mitch Ackles
Hedge Fund PR

Midwest Chapter Director
Joel Schwab, CFA
Hedge Fund Research, Inc.


K&L Gates


Hedge Fund Research


Hedge Connection

Hedge Fund PR



Global HFA

Reuters HedgeWorld


HFA Thought Leaders

Rothstein Kass


Upcoming Events

HFA Symposiums:

May 2nd - Greenwich, CT
Are you leaving money on the table?

May 14th - Washington, D.C.

May 16th - New York, NY
Opportunity in Latin American Funds

May 22nd - Boston, MA
Are you leaving money on the table?

June 25th - Greenwich, CT
Opportunity in Latin American Funds

HFA Midwest Chapter Symposium

Institutional investors are investing substantial capital in hedge funds. Increasingly they have favored investing in the largest hedge fund firms with assets in excess of $5 billion. We will explore a number of topics related to these trends. What are the opportunities for emerging managers in this environment? What do small and medium sized hedge funds need to do to attract institutional capital? What are the potential opportunities available to institutional investors who are open to exploring emerging managers? How do emerging managers view the financial markets and current opportunities?

  • Keynote Presentation by Industry Researcher Meredith Jones
  • Regulatory Update by K&L Gates
  • Emerging Manager Panel Discussion
  • Professional Networking Opportunity

This HFA Midwest Chapter Symposium is complimentary for HFA members, hedge fund managers and investors. Non member service providers may attend by paying $50 registration fee in advance.

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

HFA Members, Investors, and Managers

Non-Member Service Providers


Meredith Jones
Keynote Speaker: Meredith Jones
Manager of Research
Rothstein Kass

Meredith Jones is a director at Rothstein Kass responsible for generating research and content on the alternative investment industry by and on behalf of the firm. She also provides business advisory services to the firm’s clients. Meredith has more than 15 years of experience in the alternative investment industry, with extensive expertise in research, writing, consulting, marketing, business development, due diligence, index construction and asset allocation. Her research has been published in a number of books and journals and in the international press.

Donald S. Weiss
Donald S. Weiss
Of Counsel
K&L Gates

Donald S. Weiss focuses on the investment management industry and alternative investments serving investment firms, hedge fund managers, commodity pool operators, private equity advisers and institutional investors. He concentrates his practice on the business, corporate and regulatory needs of the investment management community and represents a variety of professional participants in the financial markets including investment advisers, commodity trading advisors, broker dealers, introducing brokers, futures commission merchants and proprietary trading firms.

Carolyn A. Jayne
Carolyn A. Jayne
K&L Gates

Carolyn Jayne advises investment advisers, broker-dealers, commodity pool operators and commodity trading advisors on a broad range of operational, regulatory and compliance issues in connection with federal securities and commodities laws, state securities laws, and regulations of the Securities and Exchange Commission, Financial Industry Regulatory Authority, the Commodity Futures Trading Commission and the National Futures Association. She also routinely handles all aspects of forming unregistered investment funds and registering new investment advisers, including establishing compliance policies and procedures.

Steven Gerbel
Steven R. Gerbel
Founder and Chief Investment Officer
Chicago Capital Management, LP

Steven R. Gerbel is the Founder and Chief Investment Officer of Chicago Capital Management, LP, an absolute return merger arbitrage strategy fund. Steven has over 20 years of experience managing hedge funds focused on merger arbitrage and convertible arbitrage markets. Prior to founding Chicago Capital Management LP and its management company, Brown Trout Management, LLC, Steven was a general partner at First Capital Management LP, a Chicago-based hedge fund focused on merger and convertible arbitrage, value investing, and distressed markets. Prior to this, Steven traded commodities on the Mid-American Commodities Exchange at the Chicago Board of Trade and acted as a “local” engaged in trading U.S. Treasury bond futures for his own account.

Jonathan Moog
Jonathan Moog
Lizard Investors LLC

Mr. Moog joined Lizard Investors LLC in 2008. He is a principal on the investment team, sharing responsibility for global stock selection and risk management of the portfolio. Prior to joining Lizard, Mr. Moog was a senior analyst at Brightpoint Capital, a long-short hedge fund managed by H.I.G. From 2005 through 2006, he served as a private equity due diligence consultant at Investor Group Services. Mr. Moog started his career in 2000 as an equity research associate Loomis, Sayles & Co.

William Wolf
William E. Wolf
Founding Principal and Managing Partner,
BW Capital Partners

Mr. Wolf is one of the founding principals of BW Capital Partners and is its managing partner. Mr. Wolf assists with the oversight of BW Capital Partners’ hedge fund, BW Opportunity Partners, L.P., and is directly responsible for the management of BW Capital Partners’ Private Equity business. Prior to founding BW Capital Partners in November 2011, Mr. Wolf was a principal at Talon Asset Management, LLC. During his 12-year tenure at Talon, Mr. Wolf had varied responsibilities, including being the Talon principal responsible for the oversight of Talon’s Private Equity investments, serving as Director of Research and serving on Talon’s Board of Managers.

Kelly Cardwell, CFA
Kelly Cardwell, CFA
Central Square Management LLC

Kelly Cardwell is the sole manager of Central Square Management LLC. The flagship Central Square Capital LP fund was formed in 2007 as a concentrated, value oriented long/short equity fund. In 2009, Mr. Cardwell was named one of Institutional Investor News’ Rising Stars of Hedge Funds. Previously, he worked at Fidelity Investments as both an Analyst and Portfolio Manager. He started in 1997 as an analyst covering various Consumer and Cyclical industries. In June 2001, he assumed coverage of the Automotive sector and began management of the $60 Million Select Automotive Fund. After a successful stint on the Automotive Fund, he transitioned coverage to Software and began management of the $1 Billion Select Software and Computer Services Fund in December 2002. After a 4 year period at the helm which included a #1 overall performance among Science & Technology funds in 2006, Mr. Cardwell departed Fidelity in March 2007 to launch Central Square Management LLC.

Adam J. Patinkin, CFA
Adam J. Patinkin, CFA
Managing Member and Portfolio Manager,
David Capital Partners, LLC

Mr. Adam J. Patinkin, CFA, is the Managing Member and Portfolio Manager of David Capital Partners, LLC. Prior to founding David Capital Partners, LLC, Mr. Patinkin was a member of the investment team at Chicago-based Sheffield Asset Management, L.L.C., a $500M long/short equity hedge fund. Mr. Patinkin specializes in cyclical industries and businesses undergoing substantial structural or competitive change. His equity investment experience covers a wide range of sectors and is augmented by significant work involving commodities, credit, derivatives, and special situations. Mr. Patinkin holds the Chartered Financial Analyst designation. He earned a B.A. from Dartmouth College with a double-major in History and Government.

Dianna Dilorio, CFA
Dianna L. Di lorio, CFA
Portfolio Manager,
Grosvenor Capital Management

Ms. Di Iorio joined the Firm in 2007 and is a member of Grosvenor’s Investments Department and is a Portfolio Manager. Previously, Ms. Di Iorio was actively involved in strategy and manager research and monitoring, with a focus on equity and global macro strategies. Prior to joining Grosvenor, Ms. Di lorio was a Senior Financial Analyst at Goldman Sachs in Private Wealth Management and worked closely with clients to make asset allocation and manager selection decisions. She was also previously at the JPMorgan Private Bank, where she worked with bankers, investors, wealth advisors, and fiduciary officers to service ultra high net worth individuals. Ms. Di lorio received her Bachelor of Arts cum laude with department honors, double majoring in Economics and Mathematical Methods in the Social Sciences, from Northwestern University. Ms. Di Iorio is currently enrolled in the University of Chicago Booth School of Business part-time MBA program. Ms. Di Iorio holds the Chartered Financial Analyst® designation.

Joel M. Schwab
Moderator: Joel M. Schwab, CFA
Managing Director
Hedge Fund Research, Inc.

Mr. Schwab has devoted over a decade of his career to improving the quality and diversity of information and research on the hedge fund industry. He currently heads up new business development efforts for HFR Hedge Fund Database & Research Products. He also practiced law in the Corporate Department of the law firm Katten Muchin Zavis in Chicago. He holds a J.D./MBA from the University of Michigan. Mr. Schwab also holds a Bachelor of Science Degree in Business Administration from the Walter A. Haas School of Business at the University of California, Berkeley.

The Hedge Fund Association is not responsible for attendee travel costs in the case of an event cancellation.

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