Events
Attendees must pre-register for all events; no on-site registration. A maximum of 2 people from any firm may register for a single event.
Due to limited venue space and MAHFA's objective to maintain strict audience ratios, please note that service providers' registrations may be subject to approval by the management of MAHFA.
Thursday, June 6, 2013
8:30 a.m. - 4:00 p.m.
Annual Endowment and Foundation Conference
Program for hedge funds and funds of funds; pensions, endowments, foundations,
family offices and private investors; and industry service professionals.
Conference includes breakfast, lunch, morning and afternoon coffee breaks, and a networking cocktail reception.
Invitation 
Location: The Hub at Cira Centre (adjacent to 30th Street Station)
2929 Arch Street, Mezzanine Level
Philadelphia, PA
Directions: www.thehub.com/maps-cira.php
· Guest/non-member fee: $100, payable by credit card which may be applied to membership dues upon application within 30 days after the program.
Topics include:
- Are Hedge Funds Worth It? We examine the performance of hedge funds, their value in the portfolio and their future.
- Annual CIO Panel: A look at what some leading Endowment and Foundation investors are doing.
- Making Your Board More Effective
- Update and Trends on the Outsourced CIO Model
- Economic and Regulatory Challenges Facing Non-Profits
- The “Art” of Giving: A unique look at the trends and gaps between donors and non-profits
- From the Trading Room to the Board Room: Leading investment mangers discuss their work on non-profit boards.
- How Endowments and Foundations Deal with Inflation: Ways to hedge against inflation and protect spending
Wednesday, May 1, 2013
3:45-6:30 p.m.
An Insider’s View of China
Discussion followed by cocktails
Location: The Racquet Club of Philadelphia, 215 South 16th Street, Philadelphia, PA 19102
Map/Directions
Business attire recommended.
· Free for Members
Overview of China Six LLC
China Six LLC conducts due-diligence investigations of Chinese companies and executives. The firm's CEO and President and their researchers each have a decade or more of experience in investigative reporting or due diligence work in China. They specialize in uncovering information that confirms or denies what Chinese companies represent to investors, arming their clients with facts they must have to invest successfully and avoid the financial debacles that have become commonplace in this burgeoning but unforgiving market. China Six works on a project basis; they present a full project plan, including expected deliverables, timing and cost. They serve hedge fund, private equity firms, and corporate clients.
Matt Pottinger
China Six LLC, Founder and CEO
Mr. Pottinger's career as a U.S. Marine Corps intelligence officer and investigative journalist were the ideal foundation for China Six. He covered China for the Wall Street Journal from 2001 to 2005 and for Reuters from 1998 to 2001. His stories, including investigations into Chinese industry, politics, the energy sector and the 2003 SARS epidemic, won awards from the Society of Publishers in Asia and nominations for Pulitzer Prizes. He is fluent in spoken and written Chinese.
In September 2005, Matt put aside his writing career to serve as a U.S. Marine. He completed three combat deployments to Iraq and Afghanistan, receiving the Bronze Star medal and the Michael Kuszewski Award for Marine Corps Intelligence Officer of the Year. In mid-2009, Matt was requested by name by General Stanley McChrystal to return to Afghanistan to work for the war's director of intelligence. Matt spearheaded an investigation into problems with the U.S. intelligence effort, co-authoring with General Michael Flynn the critical 2010 report, "Fixing Intel: A Blueprint for Making Intelligence Relevant in Afghanistan," which was praised by Secretary of Defense Robert Gates as "spot on" and has become required reading at military training schools across the United States. While in Afghanistan, Matt also co-founded and trained the first Female Engagement Teams, which have since been adopted by the Marines and U.S. Army Special Forces. Matt was the 2010-11 Edward R. Murrow Fellow at the Council on Foreign Relations in New York before founding China Six in July 2011.
Host: Joshua M. Kaplan
Catholic Healthcare Investment Management Company (CHIMCO), a subsidiary of Ascension Health, Managing Director – Hedged Strategies
Mr. Kaplan is responsible for the oversight and management of the hedge fund portfolio which totals roughly $4 billion. Prior to joining Catholic Healthcare Investment Management Company (CHIMCO), a subsidiary of Ascension Health, Mr. Kaplan served as CIO at Drexel University in Philadelphia, PA. As Drexel's first ever CIO, Mr. Kaplan built out the investment office and managed the University's $500 million endowment assets. Under his leadership, Drexel was nominated for Mid-Sized Nonprofit of the year in 2009 by Foundation & Endowment Money Management. Mr. Kaplan was also named one of the Rising Stars of Foundations and Endowments by Institutional Investor. Before arriving at Drexel, Mr. Kaplan was CIO at Smart Financial Advisors, a multi-family office located in suburban Philadelphia. Prior to Smart, he was a Portfolio Manager at Lockwood Advisors, an asset management subsidiary of The Bank of NY Mellon.
Mr. Kaplan holds a BBA in Finance from Emory University in Atlanta, GA. He is on the board of directors of the Mid-Atlantic Hedge Fund Association and is a member of the CFA Institute and the CFA Society of Philadelphia. He has been quoted in several publications such as The Wall Street Journal, The Financial Times, Buyouts Magazine, Pensions & Investments and Infovest. Additionally, Mr. Kaplan has been profiled in Absolute Return Magazine, Alpha Magazine, Foundations and Endowments Magazine and Strategy Focus. He is married and has two children.
Thursday, November 1, 2012
3:45-7 p.m.
Change or Die: Are Consultants and Fund of Funds Forced to Revamp?
Panel discussion followed by cocktails
Invitation
Location: The Racquet Club of Philadelphia
215 South 16th Street
Philadelphia, PA
www.rcop.com
Directions
Our distinguished panel of speakers includes:
- Leroy Cody, Lazard Asset Management - Director
- Christopher McDonough, State of New Jersey - Deputy Director, Division of Investment
- André Mehta, Cambridge Associates - Managing Director
- Geoffrey Mullen, Morgan Stanley Alternative Investment Partners - Managing Director
- Moderator: Afroz Qadeer, Tapestry Asset Management, LP, - Chief Executive Officer and Co-Chief Investment Officer
Speaker Biographies:
H. Leroy Cody, Jr.
Lazard Asset Management LLC (New York) - Director, Alternative Investments
Leroy Cody is a Director of Lazard Asset Management and a marketing representative in the Alternative Investments group. Prior to joining Lazard in 2005, he was a Managing Director at American Express Alternative Investments where he led the hedge fund marketing effort. Earlier he also headed endowment and foundation marketing and client service for the firm. Prior to American Express, he was a Vice President at Loomis, Sayles & Company in Institutional Marketing. Leroy earned his MBA at the Wharton School and BA at Colgate University where he is currently on the Board of Trustees and serves on the Investment Committee. He has Series 7, 24 and 31 registrations.
Christopher McDonough
State of New Jersey - Deputy Director, Division of Investment
Chris McDonough joined the State of New Jersey Division of Investment as Deputy Director in January of 2011. In this role, Chris works directly with the Director of the Division to manage all aspects the $72 billion State of New Jersey Pension Fund. Particular areas of focus for Chris are asset allocation and risk management, International Equity, the Alternative Investment Program, and the Deferred Compensation Plan. Prior to joining New Jersey, Chris spent 9 years with the City of Philadelphia Retirement System, where he most recently served as Chief Investment Officer for the $4 billion plan. Chris has a BS in Finance from LaSalle University. Chris is a lifelong resident of Philadelphia where he lives with his wife and two daughters.
André H. Mehta, CFA
Cambridge Associates - Managing Director
André is a Managing Director and has been at Cambridge Associates since 2003. He specializes in constructing and overseeing hedge fund portfolios for his clients. In addition to his specialist work, he also advises a number of nonprofit institutions, pension plans and private clients on general investment issues such as governance, investment philosophy, asset allocation strategy, manager selection, and investment program evaluation. Prior to working at Cambridge Associates, André was a partner at Baker Investment Group where he was a co-founder and Portfolio Manager for both long-only and long-short strategies. Prior to this, he worked at Grantham, Mayo, Van Otterloo & Co., and the Yale University’s Investments Office. André is a member of the investment committee for the Pine Street Inn. He graduated from Vassar College and received a Master’s Degree in Public and Private Management with a concentration in Finance from the Yale School of Management.
Geoffrey Mullen
Morgan Stanley Alternative Investment Partners - Managing Director
Geoff is the head of U.S. institutional business development for Morgan Stanley Alternative Investment Partners and also a member of Morgan Stanley AIP's Executive and Management Committees. In his roles, Geoff is responsible for business growth, product management, marketing and the client facing functions of AIP's business across hedge funds, private equity, real estate and portfolio solutions. He joined Morgan Stanley in 2011 and has over 27 years of industry experience. Prior to joining the firm, Geoff was a managing director for Allianz Global Investors as head of their institutional business development and client service. Prior to that, he was at Bankers Trust Company. Geoff received a B.S. in economics from Miami University and an M.B.A., with honors, from NYU Stern School of Business. He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. Geoff is a board trustee and investment committee member for a public pension plan in Connecticut.
Moderator: Afroz Qadeer
Tapestry Asset Management, LP - Chief Executive Officer and Co-Chief Investment Officer
Afroz Qadeer serves as CEO and co-CIO at Tapestry Asset Management LP (TAM), an investment firm focused primarily on managing customized multi hedge fund programs for institutional clients. TAM is an independent investment management firm with offices in Princeton, NJ, and London. TAM's team comprises of professionals with significant research, due diligence and portfolio management experience in alternatives. The firm focuses primarily on creating and managing multi hedge fund solutions for institutional investors and has a global approach to implementing investment programs for its clients.
Afroz has over 17 years professional alternative investment experience. Prior to founding TAM, Afroz was responsible for hedge fund research and portfolio management at Goldman Sachs (1998-2002), Optima Fund Management (1996-1997) and Lake Partners (1993-1996). Over a 10 year period Afroz launched 8 multi-manager funds, was responsible for 20 multi-manager portfolios, and served as portfolio manager of 4 fund of hedge funds with assets of c. $2bn. While at GS, Afroz served as a Member of Goldman Sachs Hedge Fund Strategies Group's Investment Committee and as a Member of Goldman Sachs Hedge Fund Operating Committee. Prior to working at Lake, Afroz was an Analyst at Redshare Investments in London and prior to that he was a Manufacturing Executive at Chain Link Industries, Sabhan, Kuwait. Over the years Afroz has actively participated in and/or moderated events for the Mid-Atlantic Hedge Fund Association, the Managed Funds Association and the Greenwich Roundtable. He has served on the Best Practices Subcommittee of The Greenwich Roundtable and provided editorial insight on working papers. In October 2007 he authored a piece titled "India, what to do?" which was featured in the Managed Futures Association Reporter.
Afroz holds an MBA from The Wharton School, University of Pennsylvania and a Bachelor of Commerce from Sydenham College, University of Bombay, India and is listed with the CFTC as a principal and registered as an associated person of TAM. He is an associate member of the National Futures Association.
Thursday, June 14, 2012
3:30-7 p.m.
Investing in Europe: Finding the Alpha
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Our distinguished panel of speakers includes:
- Russell Clark, Portfolio Manager, Horseman Capital
- Emanuel Friedman, Chief Executive Officer, EJF Capital LLC
- Marc Schneider, Managing Director, Avenue Capital Group
- Moderator: Joshua Kaplan, Senior Director of Hedged Strategies, Ascension Health Alliance
Speaker Biographies:
Russell Clark
Portfolio Manager, Horseman Capital Management Limited (London, UK)
Russell Clark serves as a portfolio manager for Horseman Capital Management and has a longstanding career of investing globally. He has been employed by Horseman Capital Management Limited since April 2006 where he managed a part of the portfolio in Emerging Market equities for the Horseman Global Fund Ltd. He has been responsible for the management of the multiple award winning Horseman Emerging Market Opportunities Fund Limited since its launch in October 2006, until December 31st 2009. He took responsibility of the Horseman Global Fund on January 1, 2010. Russell started his investment career at UBS Wealth Management in 2000 and, in January 2002, transferred within the UBS group to GAM London as an investment analyst, a post he held until he left in January 2006. He now has 7 years’ experience investing in stock markets on a global basis. Russell has a Bachelor degree (Honours) in Economics and a Bachelor degree in Asian Studies from the Australian National University. Russell became a CFA Charterholder in 2004.
Emanuel Friedman
Chief Executive Officer, EJF Capital LLC
Mr. Friedman is a founder and the Chief Executive Officer of EJF Capital LLC, an Arlington, VA based hedge fund that manages approximately $2 billion in assets (as of 5.1.12).
Mr. Friedman is a founder and the former Co-Chairman and Co-Chief Executive Officer of Friedman, Billings, Ramsey Group, Inc. (now known as Arlington Asset Investment Corp. “FBR”), a publicly traded, diversified financial services company (NYSE: AI). He has over 39 years of capital markets and asset management experience. During his tenure, FBR’s Alternative Asset Investments and Private Wealth Management platforms included a broad array of investment vehicles with more than $1.5 billion in assets as of 12/31/04. He co-founded EJF Capital in September 2005, and maintains an extensive network of contacts within the CDO, hedge fund, and private equity fund communities.
Mr. Friedman received his BA in Education from the University of North Carolina at Chapel Hill and his JD from Georgetown University.
Marc Schneider
Managing Director, Avenue Capital Group
Mr. Schneider is a Managing Director responsible for identifying, analyzing and modeling investment opportunities for Avenue Europe. Prior to joining the firm in 2004, Mr. Schneider was a Director at Salomon Smith Barney in the Investment Banking Department. Prior to that, Mr. Schneider was a Vice President at Rodman & Renshaw, LLC. Previously, Mr. Schneider practiced corporate law at Cravath, Swaine & Moore, LLP and Stroock & Stroock & Lavan, LLP. Mr. Schneider received a B.S. in Industrial Engineering from Lehigh University (1985) and a J.D., magna cum laude, from the University of Miami (1990).
Joshua Kaplan
Senior Director of Hedged Strategies, Ascension Health Alliance
Josh Kaplan is Senior Director of Hedged Strategies for Catholic Healthcare Investment Management Company (CHIMCO), a subsidiary of Ascension Health. He is responsible for the oversight and management of the hedge fund portfolio which totals over $3 billion.
Prior to joining CHIMCO, Mr. Kaplan served as CIO at Drexel University in Philadelphia, PA. As Drexel’s first ever CIO, Mr. Kaplan built out the investment office and managed the University’s $500 million endowment assets. Under his leadership, Drexel was nominated for Mid-Sized Nonprofit of the year in 2009 by Foundation & Endowment Money Management. Mr. Kaplan was also named one of the Rising Stars of Foundations and Endowments by Institutional Investor. Before arriving at Drexel, Mr. Kaplan was CIO at Smart Financial Advisors, a multi-family office located in suburban Philadelphia. Prior to Smart, he was a Portfolio Manager at Lockwood Advisors, an asset management subsidiary of The Bank of NY Mellon.
Mr. Kaplan holds a BBA in Finance from Emory University in Atlanta, GA. He is on the board of directors of the Mid-Atlantic Hedge Fund Association and is a member of the CFA Institute and the CFA Society of Philadelphia. He has been quoted in several publications such as The Wall Street Journal, The Financial Times, Buyouts Magazine, Pensions & Investments and Infovest21. Additionally, Mr. Kaplan has been profiled in Absolute Return Magazine, Alpha Magazine, Foundations and Endowments Magazine and Strategy Focus. He is married and has two children.
Thursday, March 15, 2012
4-7 p.m.
10th Annual Outlook for Hedge Funds in 2012
Panel discussion followed by cocktails
Location: Jasna Polana
4519 Province Line Road
Princeton, NJ 08540
Phone: (609) 688.0500
Directions: www.tpcatjasnapolana.com
Business attire recommended.
Our distinguished panel of speakers includes:
- Dan Greenhaus
BTIG LLC, Chief Global Strategist - Andrew Schenkel
Williams Inference, LLC, Managing Director and Partner - Moderator: Afroz Qadeer
Tapestry Asset Management, LP, Chief Executive Officer and Co-Chief Investment Officer
Thursday, February 2, 2012
6:00 p.m. - 8:00 p.m.
Opportunities in Hedge Funds: A Conversation with Troy Gayeski
Location: Fried Frank
801 17th Street NW
Washington, DC
Directions / Metro: Farragut West (Blue/Orange lines)
· Free for Members
MAHFA is providing free admission to this event for Members. Public registration cost is $60.
Veteran hedge fund investor Troy Gayeski will discuss some of the top themes he has identified in current markets, including:
- Prime Agency and Non Agency prepayment sensitive MBS
- Non-Prime Non-Agency credit sensitive MBS
- Distressed/Stressed Corporate Credit
- Volatility Trading/Left Tail Hedges
- Precious Metals
- Event Driven Equity
Click here for Mr. Gayeski's bio.
Thursday, December 1, 2011
8:00 a.m. - 4:00 p.m.
High Net Worth/Private Wealth Conference sponsored by the CFA Society of Philadelphia
Conference includes continental breakfast, lunch, and morning and afternoon coffee breaks
Invitation
Location: The Hub at Cira Centre (adjacent to 30th Street Station)
2929 Arch Street, Mezzanine Level
Philadelphia, PA 19104
Directions: www.thehub.com/maps-cira.php
MAHFA members may register at the discounted CFA member price.
Use the registration button above and click “+Add 1 Member.” During checkout, indicate that you are a MAHFA member in the comments section.
Quality programming addressing such topics as:
- What are prominent advisors telling clients today?
- Are we seeing a transformation in the practice of wealth management?
- The outlook for tax-advantaged investments
- Developments in inter-generational wealth transfer
- How to avoid shirtsleeves to shirtsleeves in three generations
Featured Speakers:
Lisa Shalett, Chief Investment Officer, Bank of
America
- The Coming Transformation of Wealth Management
Tobia Levkovitch, Chief U.S. Equity Strategist, Citigroup
- How We're Seeing the Investment Landscape
Thursday, October 6, 2011
8:30 a.m. - 4 p.m.
Investing in Hedge Funds in a Time of Uncertainty
A program for hedge funds and funds of funds; pensions, endowments, foundations, family offices and private investors; and industry service professionals from MAHFA & Philadelphia CFA Society
Invitation
Event handout
Location: The Hub Cira Centre
2929 Arch Street, Mezzanine Level
Philadelphia, PA 19104
Directions: www.thehub.com/maps-cira.php
Our distinguished panel of speakers includes:
- Andrew Brady: Marathon Asset Management, Managing Director
- Rob Brown: CFA Institute, Director of Education
- Seb Calabro: CurAleaAssociates LLC, Co-Founder and Managing Member
- Adam Cohen: Caspian Capital Partners, Managing Partner
- Robert Discolo: Pinebridge, Managing Director and Head of Hedge Fund Strategies Group
- Todd Groome: Alternative Investment Management Association (AIMA), Chairman
- Ibrahim Gharghour: Pulse Capital Partners, Managing Director and Chief Investment Officer
- John Kinderlerer: Credit Suisse Prime Brokerage, Director
- Leslie Lake: InvusFinancial Advisors, Managing Director
- John Lynch: Castle Peak Capital Advisors, Managing Partner
- Andrew Melnick: Skyview Investment Advisors, Managing Partner
- James Ross: RossRock LLC, Managing Member
- Rob Roy: Cain Brothers Asset Management (CBAM), Chief Investment Officer and Co-Head of Institutional Client Group
- Jack Schwager: Market Wizards
- Brian Vargo: Dechert LLP, Counsel, Financial Services Group
Key Note Speaker: RoddyBoyd
Author of Fatal Risk: A Cautionary Tale of AIG's Corporate Suicide
Thursday, June 16, 2011
4-7 p.m.
Investing in Emerging and Frontier Markets: A New Journey or Have We Been Here Before?
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Our distinguished panel of speakers includes:
- Scott A. Lupkas, CFA, VerdisInvestment Management, Managing Partner and Chief Investment Strategist
- David Mann, Standard Chartered Bank, Regional Head of Research, Americas
- Nathan Sandler, ICE Canyon, Co-Founder and Managing Partner
- Luis Laboy, CFA, Everest Capital, Senior Managing Director
- Moderator: Afroz Qadeer, Tapestry Asset Management, LP, Chief Executive Officer and Co-Chief Investment Officer
Thursday, March 3, 2011
4-7 p.m.
9th Annual Outlook for Hedge Funds in 2011
Panel discussion followed by cocktails
Invitation
Location: Jasna Polana
4519 Province Line Road
Princeton, NJ 08540
Phone: (609) 688.0500
Directions: www.tpcatjasnapolana.com
Business attire recommended.
Our distinguished panel of speakers includes:
- Jon Freedman, Director Consultant Relations at Citi Capital Advisors
- Josh Kaplan, Ascension Health, Senior Director - Hedged Strategies
- Charles Lieberman, Chief Investment Officer, Advisors Capital Management, LLC
- Moderator: A.J. Marazza, Vice President, Investment Advisor Research at PNC Asset Management
Tuesday, December 14, 2010
5-7 p.m.
Year-end gathering: Discover the Barnes Foundation
A guided docent tour and cocktails
Invitation
Location: The Barnes Foundation
300 N. Latch's Lane
Merion, PA 19066
Directions: www.barnesfoundation.org
Business attire recommended.
Registration for this event is closed and no on-site registrations will be accepted.
· Free for Members
An affair to thank you for your support of the Mid-Atlantic Hedge Fund Association over the past year. Your contribution as members and speakers has made our organization successful and distinguished. We look forward to the coming year and your continued involvement.
Located in a twelve-acre arboretum, the Barnes Foundation is home to one of the world's largest collections of Impressionist, Post-Impressionist and early Modern paintings, with extensive holdings by Picasso, Matisse, Cézanne, Renoir and Modigliani, as well as important examples of African sculpture. This will be one of the last opportunities to see the collection in its original setting.
This event has limited space, and therefore is only open to Mid-Atlantic Hedge FundAssociation members and past speakers.
Thursday, October 28, 2010
4-7 p.m.
Changing Stripes of the Hedge Fund Industry
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Our distinguished panel of speakers includes:
- Louis Kahl, Hewitt Ennis Knupp, Head of Alternative Asset Research
- Brendan Kalb, AQR Capital Management, LLC, Vice President and General Counsel
- TJ Theodorsen, AXIS Capital, Senior Vice President and Alternative Investments Portfolio Manager
- Mark van der Zwan, CFA, Morgan Stanley Alternative Investment Partners, Executive Director
- Moderator: Neal J. Wilson, EJF Capital LLC, Chief Operating Officer
Thursday, June 3, 2010
4-7 p.m.
Investor Roundtable: The Role of Hedge Funds in Institutional Portfolios
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Our distinguished panel of speakers includes:
- Chris McDonough, City of Philadelphia, Chief Investment Officer
- Mara Saltzman, Lafayette College, Chief Investment Officer
- Thomas Woodbury, University of Pennsylvania, Head of Hedge Funds
- Moderator: Josh Kaplan, Ascension Health, Senior Director – Hedged Strategies
Thursday, April 29, 2010
4-6:30 p.m.
A Brave New World for Hedge Funds and Hedge Fund Investors
Panel discussion followed by cocktails
Invitation
Location: Kirkland & Ellis
655 Fifteenth Street, N.W. (Metro Center)
Washington, DC
Phone: (202) 879-5000
Directions: www.kirkland.com
Business attire recommended.
While 2009 saw hedge funds experience their best performance since 1999, assets are still nearly 25% off from their peaks and the number of hedge fund closures was the second highest on record after 2008. Recent surveys show that hedge fund managers are poised take in strong inflows this year, but many investors are demanding more transparency, better liquidity and lower fees. Institutions are rethinking their investment strategies and many are eschewing complex strategies in favor of simpler ones. And many expect that 2010 will be a year in which lawmakers and regulators tighten their scrutiny over hedge funds.
How are hedge fund managers responding to these trends? What will the industry look like as a result of these changes? What role will hedge funds play in institutional investors’ portfolios in the future? Our panelists will share their perspectives on these issues and others, and invite the audience to discuss and share their views. The panel discussion will be followed by a cocktail reception.
Panelists:
- David Harmston, Head of US Client Services, Albourne Partners (invited)
- Hilda Ochoa-Brillembourg, President & CEO, Strategic Investment Group
- David Vaughn, Attorney Fellow, Investment Management Division, Securities and Exchange Commission
- Moderator: Scott Moehrke, Partner, Kirkland and Ellis
Host
Sponsors
Thursday, March 11, 2010
4-7 p.m.
8th Annual Outlook for Hedge Funds in 2010
Panel discussion followed by cocktails
Invitation
Location: Jasna Polana
4519 Province Line Road
Princeton, NJ 08540
Phone: (609) 688.0500
Directions: www.tpcatjasnapolana.com
Business attire recommended.
Our distinguished panel of speakers includes:
- Jennifer Han, Assistant General Counsel at Managed Funds Association
- Leslie Lake, Managing Director & Partner at The Invus Group, Ltd & Invus Financial Advisors, LLC
- Phil Masterson, Managing Director at SEI Investment Manager Services
President, Advisors' Inner Circle (AIC) Funds - Roger Smith
Managing Director, Greenwich Associates - Moderator: Afroz Qadeer, CEO and Co-CIO at Tapestry Asset Management LP (TAM)
Thursday, October 29, 2009
4-7 p.m.
Economic Recovery: How Strong, How Long, Key Issues to Monitor
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Our distinguished panel of speakers includes:
- Richard Medley, Medley Capital
- Mike O’Rourke, BTIG, LLC
- Andrew Parmentier, Height Analytics
- Moderator: Neal J. Wilson, EJF Capital LLC
Thursday, June 18, 2009
4-7 p.m.
Due Diligence and Risk Management for Investors and Hedge Funds
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
· Guest/non-member fee: $100, payable by credit card which may be applied to membership dues upon application within 30 days after the program.
Our distinguished panel of speakers includes:
- Adam Geiger, New Legacy Capital, LLC, President and Chief Investment Officer
- Matthew Graver, Morgan Stanley Alternate Investment Partners, Managing Director
- Kenneth L. Grant, Risk Resources, LLC, President and Founder
- Moderator: Damian Handzy, Investor Analytics, LLC, Chairman and CEO
Thursday, March 5, 2009
4-7 p.m.
2009 Outlook for the Hedge Fund Industry
Panel discussion followed by cocktails
Invitation
Location: The Tournament Players Club at Jasna Polana
4519 Province Line Road
Princeton, NJ 08540
Phone: (609) 688.0500
Directions: www.tpcatjasnapolana.com
Business attire recommended.
Speakers:
- James R. Hodge, Permal Asset Management Inc.
- David J. Bauer, Casey, Quirk and Associates
- Stuart Kaswell, Managed Funds Association
Thursday, November 13, 2008
4-7 p.m.
Hot Topics in the Hedge Fund Space
Program organized jointly by The CFA Society of Washington, D.C. & The Mid-Atlantic Hedge Fund Association
Invitation
Location: The Capitol Hill Club
300 First Street, SE
Washington, DC 20003
Speakers:
- Michael Swell
- Professor Christopher C. Geczy, Ph. D.
- Peter Todd and Moderator: Neal Wilson
Thursday, October 23, 2008
4-7 p.m.
Credit Market Shakeout: Where are we in the cycle? Which Strategies will benefit?
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Our distinguished panel of speakers includes:
- Tom Capasse, Principal of Waterfall Asset Management (credit/asset backed securities)
- Shelley Greenhaus, President of Whippoorwill Associates (distressed investing)
- Til Schuermann, Federal Reserve Bank of New York (financial intermediation)
- Moderator: Mihir Meswani, Head of Hedge Fund Investing, Robert Wood Johnson Foundation
Thursday, July 17, 2008
4:30 - 7:30 p.m.
Summer Social Program
Wine tasting with hors d’oeuvres
Invitation
Location: Rat’s Restaurant at Grounds for Sculpture, Hamilton, NJ, Hamilton, NJ
Directions: www.ratsrestaurant.org
Location is approx. 10-minute drive/cab ride from Hamilton Train Station, which is served by NJ Transit.
· Free for Members
Register early as capacity at this venue is strictly limited. Plan to arrive at Rat’s by 4:30. Guided tour of Grounds for Sculpture departs promptly at 4:45 p.m. from Rat’s. The tour is mandatory for this event. Rat’s Restaurant is the whimsical restaurant, founded by J. Seward Johnson Jr. and located at the world renowned arts center, Grounds For Sculpture
Note: Due to very tight capacity restrictions, maximum 2 individuals from a single firm may register.
Wednesday, June 4, 2008
4-7 p.m.
Investing in Alternative Energy: The Environment & Developing Opportunities
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Note: Maximum 2 people from any firm may register for a single event.
Due to limited space at this venue and MAHFA's objective to maintain strict audience ratios, please note that service providers' registrations for attending this event are subject to approval by the management of MAHFA.
Our distinguished panel of speakers includes:
- David Kandolha, Akeida Capital
- Peter Carey, Director of Alternative Investments, NY State Common Retirement Fund
- Philip Clapp, Deputy Managing Director, Pew Charitable Trusts’ Environment Group
- J. Curtis Rich, Member of Van Ness Feldman & Head of Public Policy practice group
- J. Womak, Co-head of investment strategies for FIS Group's Eden Global Fund
Thursday, March 6, 2008
4-7 p.m.
2008 Outlook for the Hedge Fund Industry
Panel discussion followed by cocktails
Invitation
Location: Princeton NJ - Jasna Polana
The Tournament Players Club at Jasna Polana
4519 Province Line Road
Princeton, NJ 08540
Phone: (609) 688.0500
Directions:
http://www.tpcatjasnapolana.com/default.aspx?p=MapDefault&ssid=21290
Note: Princeton Junction train station (served by NJ Transit www.njtransit.com) is approx. a 10-minute cab ride to Jasna Polana.
Business attire recommended.
Our distinguished panel of speakers includes:
Richard H. Baker, President & CEO, Managed Funds Association, former Congressman (R-LA)
Dr. Lawrence Chimerine, President, Radnor International Consulting Inc.
Jose Gonzalez-Heres, Executive Director, Morgan Stanley Alternative Investment Partners
Jake Walthour, Principal, Aksia LLC
Moderator: Kevin O'Brien, Managing Director, Banc of America Securities Prime Brokerage Division
Thursday, October 18, 2007
4-7 p.m.
Follow the Money: What’s new and why in hedge fund asset flows
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Our distinguished panel of speakers includes:
David Ford
Portfolio Manager and Founding Partner, Latigo Partners, L.P.
Joseph LaVorgna
Chief US Fixed Income Economist, Deutsche Bank Securities Inc.
Jon Venetos
President and Chief Investment Officer, Citadel Alternative Asset Management
Mihir Meswani (Panel Moderator)
Head of Hedge Fund Investments & Director of Public Market Securities, Robert Wood Johnson Foundation
- Hedge funds and funds of funds
- Pensions, endowments, foundations, family offices and private investors
- Industry service professionals
Wednesday, July 18, 2007
4:30-7:30 p.m
Summer Social Program
Wine tasting with hors d’oeuvres
Location: Rat’s Restaurant, Hamilton, NJ www.ratsrestaurant.org
· This event was limited to Members only· Free for Members
Please join us for a members-only complimentary wine-tasting program at Rat’s Restaurant, located at the Grounds For Sculpture in Hamilton, NJ (near Princeton). We have organized a private wine-tasting from 5:30-7:30 pm. As Grounds for Sculpture is an exceptionally scenic venue and it closes at 6pm, we highly recommend arriving at Rat’s by 4:30 for a self-guided tour (enter from Rat’s Restaurant). For those arriving by train via NJ Transit, we will provide shuttles departing from the Hamilton train station to Rat’s and returning from Rat’s to the train station.
Rat’s Restaurant is the whimsical restaurant, founded by J. Seward Johnson Jr. and located at the world renowned arts center, Grounds For Sculpture. Rat's envelops guests in an elegant, country chateau with rustic fireplaces, eclectic cuisine, an impressive wine list and warm, attentive service.
www.ratsrestaurant.org
Note: Due to very tight capacity restrictions, maximum 2 individuals from a single firm may register.
Thursday, June 7, 2007
4-7 p.m.
Innovation and Product Development in Hedge Funds
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Capacity limited. Maximum 2 people from a firm may attend.
Our distinguished panel of speakers includes:
Theodore R. Aronson,
Founder and Principal of Aronson + Johnson + Ortiz
James R. Hodge
President and Chief Investment Officer, Permal Asset Management Inc.
Ronald G. Insana
Founder and Managing Director of Insana Capital Partners, L.P. and CNBC Senior Analyst
- Hedge funds and funds of funds
- Pensions, endowments, foundations, family offices and private investors
- Industry service professionals
Benefits of attending this program include insights from leading industry participants regarding rapidly changing dynamics of hedge fund product development and institutional demand factors such as:
- Portfolio construction dynamics for institutions implementing alternative investments
- Portfolio reallocation challenges for existing hedge fund investors
- Implementation of capital market instruments
- Increasing role of liability funding and alpha generation
- Institutional demand for product support and client service
Thursday, March 1, 2007
4-7 p.m.
Outlook for the Hedge Fund Industry in 2007
Panel discussion followed by cocktails
Invitation
Location: The Tournament Players Club at Jasna Polana
8 Lawrenceville Road
Princeton, NJ
Phone: (609) 688.0500
Directions: www.tpcatjasnapolana.com
Business attire recommended.
Distinguished speakers include:
Patrick Egan, Founder, Chief Investment Officer, Attalus Capital LLC
Mihir Meswani, Head of Hedge Fund Investments & Director of Public Market Securities - Robert Wood Johnson Foundation
Simon Ruddick, Founder and Managing Director, Albourne Partners Limited
Raymond Iwanowski, Co-Chief Investment Officer, Quantitative Strategies, Goldman Sachs Asset Management
Moderator: Christopher Geczy, Assistant professor, Wharton School at the University of Pennsylvania
Thursday, October 12, 2006
4-7 p.m.
Convergence of Private Equity and Hedge Fund Investing
Panel discussion followed by cocktails
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Business attire recommended.
Distinguished speakers include:
Geoffrey S. Bradshaw-Mack, Partner, Far Hills Group, LLC
Robert Discola, Managing Director, Head of Hedge Fund Strategies, AIG Global Investment Group
Andrew Metrick, associate professor of finance, Wharton School, University of Pennsylvania
Moderator: Neal J. Wilson, Chief Operating Officer, EJF Capital, LLC
Tuesday, July 25, 2006
6:30 boarding, 10:00 return to dock
Boat cruise on Spirit of Philadelphia
Social program - Cocktails and dinner on the boat
Location: Penns Landing, Philadelphia
· This event was limited to Members only· Free for Members
Penns Landing (Columbus Blvd. at Lombard Circle), Philadelphia For directions and additional boat information: www.spiritofphiladelphia.com
Wednesday, June 7, 2006
4:00 p.m. - 7:00 p.m.
Institutional Investors Roundtable
Seminar and cocktail reception
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadephia, PA
Directions: www.unionleague.org
Business attire recommended.
Our distinguished speakers representing plan sponsors and other institutional investors will share case studies and discuss asset allocation, risk management and other timely issues regarding hedge fund investing in this ever-changing environment.
Institutional Investor Speakers:
Candace Cox
Investment Committee Chair, Heritage affiliate of the American Heart Association
Orin S. Kramer
Chairman of the New Jersey State Investment Council
Nicholas J. Maiale
Chairman of the $30 billion Pennsylvania State Employees' Retirement System (SERS)
Moderator:
Christopher C. Geczy, Wharton School University of Pennsylvania
Wednesday, March 1, 2006
4-7 p.m.
Outlook for the Hedge Fund Industry in 2006
Seminar and reception
Event handout
Location: Princeton, NJ - The Tournament Players Club at Jasna Polana
Business attire recommended.
Distinguished speakers include:
Brian W. Glanz, Investment Officer – Public Equities and Hedge Funds, City of Philadelphia Board of Pensions and Retirement
Keith R. Pivik, Managing Director, Alternative Investments, SEI
Stephanie Miranda Pries, Vice President & Senior Legal Counsel, Managed Funds Association (MFA)
Moderator:
Christopher C. Geczy - Wharton School University of Pennsylvania
Tuesday, October 18, 2005
3:30 p.m. - 4:00 p.m. - Registration
4:00 p.m. - 6:00 p.m. - Program
6:00 p.m. - 7:00 p.m. - Cocktails
Asset Allocation
Seminar and reception
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadephia, PA
Directions: www.unionleague.org
Business attire recommended.
Distinguished speakers include:
Rusty Olson - Institutional consultant, former Kodak pension plan director of investments
Stan Kowalewski - Responsible for the entire Fund of Funds Group at Columbia Partners Investment Management, a $4 billion asset management organization
Greg Dyra - Assistant Treasurer of Vanderbilt University
Moderator:
Christopher C. Geczy - Wharton School University of Pennsylvania
Wednesday, July 27, 2005
4:30-7:00 p.m.
(boarding begins at 4:30, boat leaves promptly at 5:00, returns at 7:00)
Boat cruise on Spirit of Philadelphia
social program
Location: Penns Landing, Philadelphia
· This event was limited to Members only· Free for Members
For directions and additional boat information: www.spiritofphiladelphia.com
Wednesday, June 15, 2005
4-7 p.m.
Early to Late Stage Distribution Channels
seminar and reception
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadephia, PA
Directions: www.unionleague.org
Business attire recommended.
Capital Introduction: Kevin O'Brien - Banc of America Securities
Third Party Marketer: Steve Marks - Klitzberg Associates
Strategy Consultant: David J. Bauer - Casey, Quirk & Associates
Seed capital/Incubator: Brian Briskin - Focus Investment Group
Tuesday, March 1, 2005
4-7 p.m.
Outlook for the Hedge Fund Industry in 2005
seminar and reception
Location: Princeton, NJ - The tournament Players Club at Jasna Polana
Business attire recommended.
Distinguished speakers include:
Greg Dyra - Assistant Treasurer, Vanderbilt University
Charles A. Fishkin - Director, Office of Risk Assessment, U.S. Securities and Exchange Commission
Terry Jones - Managing Director, Goldman Sachs Hedge Fund Strategies Group
Adam Kimball - Associate, Hedge Fund Investments and Research, CRA Rogers Casey
Neal Wilson - Senior Managing Director, FBR Investment Management
For driving directions to Jasna Polana, click here: www.tpcatjasnapolana.com
Train information (Princeton Junction, NJ station) - visit Amtrak or NJ Transit web sites.
Amtrak - www.amtrak.com
NJ Transit (northeast corridor line) - www.njtransit.com
Thursday, October 14, 2004
4-7 p.m.
Best Practices - Institutionalizing the Business
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Directions: www.unionleague.org
Distinguished speakers include:
Lawrence P. Chiarello, Director, Gartmore Riverview
Leon Metzger, Vice Chairman, Paloma Partners
Seth Tobias, Founder of Circle T Partners
Moderator: Christopher C. Geczy, Assistant Professor of Finance, the Wharton School, University of Pennsylvania
Thursday, June 3, 2004
Tapping Offshore Markets
Invitation
Location: The Union League of Philadelphia
140 South Broad Street
Philadelphia, PA
Thursday, March 25, 2004
4-7 p.m.
Outlook for the Hedge Fund Industry
seminar and reception
Invitation
Location: Princeton, NJ - The tournament Players Club at Jasna Polana
For driving directions to Jasna Polana, click here: www.tpcatjasnapolana.com.
Train information (Princeton Junction station) - visit Amtrak or NJ Transit web sites listed below.
Amtrak - destination: Princeton Junction, NJ: www.amtrak.com/stations/pjc.html
NJ Transit (northeast corridor line) - www.njtransit.com/sf_train_schedules.shtm
Shuttle service from train station:
For the convenience of people travelling by train, we have arranged for A-1 Limousine in Princeton to shuttle people in a van between Princeton Junction train station and Jasna Polana (15-20 minute ride).
Please indicate if you will use this service by email (including train arrival detail) to: info@mahfa.org
Thursday, November 20, 2003
5-8 p.m.
Discussion of the Economic Environment and Raising Capital for Hedge Funds
Invitation
Location: University of Pennsylvania, Philadelphia, PA
For directions to University of Pennsylvania and parking information, click here.
For campus map with Huntsman Hall at Wharton School, University of Pennsylvania, click here.
Thursday, June 12, 2003
4-7 p.m.
Discussion of Regulatory Perspectives Concerning the Hedge Fund Industry
Invitation
Location: The Metropolitan Club, Washington DC
Thursday, March 27, 2003
4-7 p.m.
Outlook for the Hedge Fund Industry in 2003
panel discussion
Invitation
Location: Dechert LLP, Philadelphia office
· Guest/non-member fee: $50, payable by credit card which may be applied to membership dues upon application within 30 days after the program.Leading industry representatives will discuss the outlook for the hedge fund industry, offering perspectives of institutional investors, consultants, managers and industry regulatory organizations.
For location details and driving directions visit www.dechert.com/offices/offices.jsp?pg=detail&id=11