The Mid-Atlantic Credit & Hedge Fund Investor Forum is a one-day meeting of family offices, pension funds, endowments, foundations and consultants representing Washington D.C, Maryland, Virginia, Delaware and West Virginia. The event provides educational updates on contemporary hedge funds, opportunistic & structured credit investments , asset allocation & portfolio construction strategies for institutional and private clients.
Through a series of interactive panel discussions with industry leaders, more than 100 institutional investors and family offices will explore innovative hedge fund and credit investments, discover new approaches to portfolio construction and asset allocation and engage on the utility of hedge funds in the modern investor’s portfolio.
SPEAKERS
Monte Tarbox Executive Director, Investments National Electrical Benefit Funds
Michael Dye VP-Investments and Risk Management The Associated: Jewish Community Investment Fund
Anthony O’Toole Executive Vice President and Chief Financial and Investment Officer Truth Initiative
Katherine Molnar Chief Investment Officer Fairfax County Police Officers’ Retirement System
Bruce Ruehl Partner and Global Portfolio Strategist Aksia
Thomas Biddison Principal and Co Founder Cornerstone Advisory
Jean Pierre Lacombe Head of Global Macroeconomics and Market Research World Bank (IFC)
Gerald Alain Chen-Young Former Chief Investment Officer United Negro College Fund
Gino Renne President United Food & Commercial
Dave Citron Founding Partner WMS Partners
Deva Panambur Managing Director Sarsi
Michael Slud Managing Director Convergent Wealth Advisors
Christopher Trokey Managing Director GenSpring Family Offices
Matthew Andrulot Director of Asset Strategy Kelly Wealth Management
Donald Robinson Co-Chief Investment Officer Palladiem
Jason Small Managing Partner FiduciaryVest
James McGrath Director of Research Forbes Family Trust & LGL Partners
Tim Barron Chief Investment Officer Segal Marco Advisors
SPONSORS
MEDIA & INSTITUTIONAL PARTNERS
REQUEST AGENDA
Please note only corporate email addresses will be accepted.
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By using your corporate email address, we can verify that you are a registered financial professional.
Key Discussion Topics
Credit Investing
Despite volatility in the markets, investors are capitalizing on the opportunities within credit investing to reap alpha across the credit spectrum.
Hedge Fund Investment Strategies
Creating a dialogue around the opportunities in this volatile market through credit investing, long – short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
Private Wealth & Hedge Funds
As hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation.
Institutional Portfolio Construction
Discussing hedge fund manager selection, addressing over –diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
Macroeconomics & Global Trends
Comparing and contrasting global macro conditions and investment performance.
Next Best Move in Alternatives
As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
PRICING
| Early Bird I | 1550 | 10/30/15 |
| Early Bird II | 1750 | 11/27/15 |
| Pre-Registration I | 2000 | 12/25/15 |
| Pre-Registration II | 2200 | 01/22/16 |
| Standard Registration | 2500 | 02/10/16 |
VENUE
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