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 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 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.
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 was a Members-only eventPlease 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 was a Members-only eventPenns 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 was a Members-only eventFor 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 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
