HFA Symposium New York April 23, 2014
Hedge Fund Association
When & Where

Wednesday, April 23, 2014

  • 5:00pm-5:30pm Registration
  • 5:30pm-6:30pm Manager Panel
  • 6:30pm-6:50pm Keynote
  • 6:50pm-8:00pm Cocktails

K&L Gates
599 Lexington Avenue
32nd Floor
New York, NY 10022-6030

directions

Sponsor

K&L Gates

Baker Tilly

HFA Contacts

Global Executive Director
Lara Block
lblock@thehfa.org

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

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

HFA Thought Leaders

McGladrey

Rothstein Kass


partners

Hedgeco

Hedgeco

Hedge Fund PR

FINalternatives

Reuters HedgeWorld

LatamAlternatives

HedgeFundConferences.com

Eurekahedge

Hedge Connection

Reuters HedgeWorld


HFA Travel Partners

The Appointment Group

Virgin-Atlantic Airlines

HFA Symposium

Please join us on Wednesday, April 23, 2014 for the HFA Symposium Raising Hedge Fund Capital in the 21st Century. The panel discussion will cover a variety of current issues relevant to emerging and established hedge funds and how they can overcome the issues and challenges of raising capital. Following the panel will be a keynote speech by Barbara Novick, the Vice Chairman of BlackRock, who will provide an update on the regulatory environment for hedge funds.

This HFA Northeast Chapter Symposium is complimentary.

*** The event is now SOLD OUT ***


EVENT SPEAKERS

Barbara Novick
Keynote: Barbara G. Novick
Vice Chairman,
BlackRock

Barbara G. Novick, Vice Chairman, is a member of BlackRock's Global Executive and Global Operating Committees and Chairs the Government Relations Steering Committee. From the inception of the firm in 1988 to 2008, Ms. Novick headed the Global Client Group and oversaw global business development, marketing and client service across equity, fixed income, liquidity, alternative investment and real estate products for institutional and individual investors and their intermediaries worldwide. In her current role, Ms. Novick heads the firm’s efforts globally on Government Relations and Public Policy.

Prior to founding BlackRock in 1988, Ms. Novick was a Vice President in the Mortgage Products Group at The First Boston Corporation. Ms. Novick joined First Boston in 1985 where she became head of the Portfolio Products Team. From 1982 to 1985, Ms. Novick was with Morgan Stanley.

Michael P. Dever
Michael P. Dever
Founder and CEO,
Brandywine Asset Management, Inc.

Dever began personal discretionary trading in 1979. He has been a trader and an investor for more than 30 years. He founded Brandywine Asset Management, Inc. in 1982. He began developing computer studies on commodity price behavior in the 1980s. The basic research and portfolio modeling concepts he uses today were developed through a major research project conducted by Brandywine from 1987 to 1991 using staff researchers and students and faculty from several universities, including the Wharton School of the University of Pennsylvania, Villanova University, and West Chester University. The purpose of these studies was to test all of the ideas that Dever had accumulated to determine if they were statistically valid.

Dever is a pioneer in risk management and is credited with the development of one of the earliest comprehensive risk management models. In the 1980s, he developed a statistically based money management and risk allocation model. The purpose of the model was to allocate weightings equally to the strategies and markets within a portfolio in order to maintain balance of returns from all strategy-market combinations. The intent of this portfolio allocation model is to ensure that no single market or strategy-market combination dominates the portfolio over an extended period of time. Since that time, elements of this trading model have become popularized as risk parity investing.

Leah J. Zell
Leah Zell
Portfolio Manager,
Lizard Investors LLC

Ms. Zell is the founder of Lizard Investors LLC and the portfolio manager of Lizard International Fund. Lizard invests in the equity of companies domiciled outside the U.S. The Fund is geographic, sector, benchmark and market capitalization agnostic and focuses on providing excellent risk adjusted returns. Prior to founding Lizard in 2008, Ms. Zell held several international lead portfolio manager positions at Wanger Asset Management, a firm she co‐founded.

Ms. Zell has served as treasurer and a member of the executive committee of the Chicago Council on Global Affairs since June 2004. She also is a director of the Horton Trust Company, a member of the Council on Foreign Relations, a member of the Harvard Global Advisory Council and a member of the Radcliffe Institute Dean’s Advisory Council. Ms. Zell is a Chartered Financial Analyst and graduated with a B.A. magna cum laude and Phi Beta Kappa from Harvard University, where she also earned her Ph.D. in European social and economic history.

Don A. Steinbrugge, CFA
Don A. Steinbrugge, CFA
Founder and Chairman of Agecroft Partners,
Director of the Hedge Fund Association

Agecroft Partners has won 20 awards as the top hedge fund marketing firm. In addition to raising significant assets for their clients, Agecroft strives to be a thought leader in the industry, frequently writing white papers on trends they seeing. Over the past 3 years they have been mentioned in over 500 articles and participated in over 35 television interviews including Bloomberg Television, CNBC, Fox Business and Reuters Insider.

Prior to forming Agecroft Partners, Don was the head of sales and a founding principal of Andor Capital Management, which at the time ranked as the 2nd largest hedge fund in the world. Prior to that, he also held the roles as head of institutional sales for Merrill Lynch Investment Managers (now part of Blackrock) and head of institutional sales for NationsBank (now Bank of America Capital Management). Don is also a member of numerous boards in addition to being a member of the investment committee for The City of Richmond Retirement System and The Lewis Ginter Botanical Garden Endowment Fund.

April Rudin
April Rudin
Founder, The Rudin Group
HFA Director and
Chair of the HFA High-Net Worth Advisory Board

April Rudin is Founder of The Rudin Group, a professional services firm focused on building integrated marketing, branding and communications strategies for the financial services industry. The firm represents the sum effort of her experience, strong relationships and ability to execute programs across both traditional and digital media channels. April is also the founding chair of the HFA's high-net worth advisory board.

A native of Detroit, April now has clients across the United States and Canada as well as in Asian financial centers including Hong Kong, Singapore, and Kuala Lumpur. She is frequently called on to address prominent industry organizations around the world and has been a “go-to” expert on wealthy and social strategies at conferences such as Institutional Investor’s RIA, Opal Family Office Conferences, National Private Family Office Forum, Private Asset Management (PAM) Centers of Influence.

Mitch Ackles
Moderator: Mitch Ackles
CEO, Hedge Fund PR
President, Hedge Fund Association

Mitch Ackles is the CEO of Hedge Fund PR and the president and spokesman of the Hedge Fund Association, an international non-profit organization that promotes the understanding and development of the hedge fund industry. With over 20 years of experience, Mitch has executed campaigns for hedge funds, political and economic leaders, service providers, luminaries, conference organizers, charitable organizations and local, national and global hedge fund groups.

Previously, Mitch was marketing director for vFinance, VP of hedge fund capital introduction for Global Partners Group and worldwide marketing manager for Dow Jones TradeStation. Mitch holds a B.A. in PR and communications, is fluent in English and Spanish, and manages reputations for some of the brightest minds and brands in the hedge fund industry.

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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