HFA West Coast Chapter Symposium
When & Where

Thursday, November 8, 2012

  • 4:30pm-5:00pm Registration
  • 5:05pm-5:10pm Introductions
  • 5:10pm-5:35pm Keynote Speaker
  • 5:35pm-6:30pm Panel Discussion
  • 6:30pm-7:30pm Cocktails

The Grand Del Mar
5300 Grand Del Mar Court
San Diego, CA 92130

directions

Sponsor

Ambrose Group


HFA Contacts

Hedge Fund Association


Global Executive Director
Lara Block
lblock@thehfa.org

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

West Coast Chapter Director
Jaye Scholl
Hedge Fund Advisers
jaye@hedgefundadvisers.net

Southern California Chapter Director
Ryan Mitchell
Triton Capital Advisors
rmitchell@tritonca.com

partners

Global HFA

Hedge Connection

LatamAlternatives

Reuters HedgeWorld

FINalternatives

Hedge Fund PR

HedgeFundConferences.com


HFA Thought Leaders

McGladrey

Rothstein Kass


Upcoming Events

HFA Symposiums:

November 29 - New York, NY

December 4 - Aventura, FL

HFA Holiday Party:

December 12 - New York, NY

HFA West Coast Chapter Symposium

The Votes Will Have Been Counted! Join us as economist Norman Mains presents his economic outlook two days after the momentous 2012 Presidential Election concludes. Get the latest information on four important asset classes as four hedge fund managers outline their strategies for 2013. Please join us at the beautiful Grand Del Mar in San Diego on Thursday, November 8 for the HFA West Coast Chapter Symposium: Hedge Fund Strategies for 2013 and Beyond.

This HFA West Coast Chapter Symposium is complimentary for all HFA members and Investors. Managers who are not HFA members can register for $35 per person. Service providers may register for $100 per person.

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

HFA Members and Investors

Non-Member Managers

Non-Member Service Providers

Request Media Pass


EVENT SPEAKERS

Norman Mains
Keynote Speaker: Norman Mains, Ph.D.
Managing Director
Forward Investing

Norman Mains serves as Forward’s head of new products and its chief risk officer. With more than 25 years of experience in the financial services industry, Mr. Mains has held leadership roles in the areas of research, product development and administration. He is the former chief economist and director of research at the Chicago Mercantile Exchange and a former executive director and chief investment officer for Morgan Stanley’s Graystone Research. Mr. Mains began his professional career working for the mutual fund industry’s trade association and then held a senior economist position at the Federal Reserve Board in Washington, D.C

Jay Feuerstein
Jay Feuerstein
CEO and Chief Investment Officer
2100 Xenon

Jay Feuerstein founded 2100 Xenon in 2001 and is responsible for managing its futures portfolio and directing futures research. He began his investment career in 1980 as one of the earliest traders and arbitrageurs of financial futures. Prior to founding 2100 Xenon, he was a managing director and principal at Bear Stearns & Co. Inc., and before that, was a senior vice president for Paine Webber where he was responsible for national futures sales. Mr. Feuerstein also was director of global futures sales and marketing for fixed income at Kidder Peabody in the 1990s and was a first vice president of Drexel Burnham Lambert, where he established and ran the futures trading desk in the 1980s. Mr. Feuerstein has published in The Journal of Futures Markets, Corporate Finance Review, cnbc.com, and numerous other publications. He is a frequent guest on CNBC and has spoken at events sponsored by the Chicago Mercantile Exchange, the Chicago Board Options Exchange and the University of Chicago. Mr. Feuerstein earned his MBA in finance from the University of Chicago and his B.S. from the University of Illinois.

Russel Bernard
Russel Bernard
Managing Principal
Westport Capital Partners, LLC

Russ Bernard is the managing principal at Westport Capital Partners, LLC, an investment management company focused exclusively on opportunistic and distressed real estate investments. Founded in 2005, it invests in real estate through direct and indirect property ownership and through public and private real estate securities and financial instruments. Prior to founding Westport Capital Partners, Mr. Bernard was a principal at Oaktree Capital Management and the portfolio manager for Oaktree’s real estate funds. Prior to joining Oaktree in 1995, Mr. Bernard was a managing director at TCW and portfolio manager of the TCW Special Credits Distressed Mortgage Fund. Before that, he was a partner at Win Properties, Inc., a national real estate investment company for eight years and with Time Equities, Inc., a New York real estate company, for three years. He began his career as a staff accountant at Price Waterhouse in New York. Mr. Bernard has served on the boards of several corporate, university and charitable organizations. Mr. Bernard holds a B.S. in Business Management and Marketing from Cornell University.

Ric Dillon
Ric Dillon, CFA
CEO and Portfolio Manager
Diamond Hill Capital Management, Inc.

Ric Dillon founded Diamond Hill, an independent investment management firm with $9.7 billion in assets under management, in May 2000. He currently serves as a portfolio manager and chief executive officer. Mr. Dillon began his investment career in 1977 with Ohio Public Employees Retirement Systems. In 1993, Mr. Dillon founded Dillon Capital Management, an investment advisory firm, and served as the firm’s president and chief investment officer. In 1997, Dillon Capital Management was acquired by Loomis Sayles & Co., and Mr. Dillon worked as a portfolio manager with Loomis Sayles & Co. until April 2000. Mr. Dillon holds a B.S. degree in Finance, an M.A. from The Ohio State University, and an MBA from the University of Dayton. He also holds the CFA designation.

Perry Vieth
Perry Vieth
President
Ceres Farms

Perry Vieth, president of Ceres Farms, manages the financial, legal, accounting, hedging and investor relations services for the firm’s properties. He is the former chief investment officer of fixed income and currency at PanAgora Asset Management in Boston, where he was responsible for research, investment strategy and oversight of more than $7 billion in assets. In 2007, he was Pensions & Investments’ top-performing fixed income manager, with a return of 16.1%. Mr. Vieth also served as a portfolio manager at Fleet Investment Advisors, Fuji Securities, and Chicago Research & Trading Group. He began his trading career at the Chicago Mercantile Exchange in 1986. From 1982 to 1986, he practiced law in Chicago, specializing in securities and corporate law. He holds a B.S. in accounting from Marquette University, a JD from the University of Notre Dame Law School and the Chartered Financial Analyst designation. He is also a member of the Boston Securities Analyst Society. He serves on the University of Notre Dame Law School’s advisory council and several charitable organizations’ boards of directors.

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

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