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GAIM 2008 Sessions: January 22, 2008 (Day 1)

Time Title
7:00 am Registration & Breakfast
7:45 am
Opening Remarks from the Conference Chairmen

Speakers:

  • Steven H. Bloom , CFA, Senior Managing Director, SILVER CREEK CAPITAL MANAGEMENT LLC
  • George Main , Chief Executive Officer & Chief Investment Officer, DIVERSIFIED GLOBAL ASSET MANAGEMENT
8:00 am
The Global Economic Special Address

Speaker:
8:30 am
The new geopolitical landscape and the world economy

Moderator:

  • Rob Cox , US Editor, BREAKINGVIEWS.COM

Speakers:
9:15 am
Meeting the challenges of global markets in 2008 - Where do the strategic investment opportunities lie and which are the business models best placed to exploit them?

Moderator:

Speakers:
10:30 am
Extended Morning Networking Break
11:00 am
Keynote Presentation: Surplus management – Is there a place for alternative solutions in a risk controlled corporate pension fund environment?

Speaker:
11:30 am
How the most advanced end-investors are positioning their portfolios

Moderator:

  • Kevin E. Lynch , Managing Director, Co-Head Non-Traditional Research, ROGERS CASEY

Speakers:

  • Theodore Economou , CFA, Assistant Treasurer, ITT Corporation
  • Dave Finstad , Director, Hedge Funds & External Equity, ALBERTA INVESTMENT MANAGEMENT
  • Lawrence E. Kochard , Chief Investment Officer, GEORGETOWN UNIVERSITY
  • Mihir Meswani , Head Of Hedge Fund Investments & Director of Public Market Securities, ROBERT WOOD JOHNSON FOUNDATION
12:30 pm
Extended Luncheon & Quickfire Showcase
2:00 pm
Track A (Next Generation Investment)
Emerging markets update - Extracting alpha from China

Moderator:

  • Simon Coxeter , Co-Founder And Managing Director, ASIASOURCE CAPITAL, LLC

Speakers:

 Track B (Yield Curves, Leverage & Sub-Prime CONTAGION)
Opportunities in distressed situations – Taking advantage of the dislocations in the sub-prime and corporate credit markets

Moderator:

Speakers:

 Track C (New Structures)
New opportunities in shareholder activism

Moderator:

  • Robert Picard , Chief Investment Officer, OPTIMA FUND MANAGEMENT, LLC

Speakers:
2:45 pm
Track A (Next Generation Investment)
Emerging markets update - Extracting alpha from China - Continued
Track B (Yield Curves, Leverage & Sub-Prime CONTAGION)
Examining the impact of the fall off in M&A activity and the likely performance outlook for the event driven space

Moderator:

  • Randy Slifka , Managing Principal, SLIFKA ASSET MANAGEMENT LLC

Speakers:

 Track C (New Structures)
Examining the ability of hedge fund managers to manage private equity portfolios in turbulent markets

Moderator:

Speakers:
3:30 pm
Extended Afternoon Networking Break & Quickfire Showcase
4:00 pm
Track A (Next Generation Investment)
Emerging Asian markets update - India

Moderator:

Speakers:

 Track B (Yield Curves, Leverage & Sub-Prime CONTAGION)
The investment outlook for structured credit opportunities

Moderator:

  • George O’Dowd , Head of Structured Products, EDEN ROCK CAPITAL MANAGEMENT

Speakers:

 Track C (New Structures)
New opportunities in alternative energy - Water, solar power, energy conservation and clean energy

Moderator:

Speakers:

  • Mark Cox , Portfolio Manager, NEW ENERGY FUND LP
  • Jeff Czarniak , Co Portfolio Manager, TERRAPIN ASSET MANAGEMENT, LLC
  • Hilary Kramer , Portfolio Manager & CIO, GREENTECH RESEARCH
  • Paul Udall , Managing Director, EQUITIES CLIMATE CHANGE CAPITAL
  • Ross Warner , Energy Trading, CREDIT SUISSE
4:45 pm
Track A (Next Generation Investment)
Latin America with special focus on Brazil

Moderator:

  • Neil Loden , Partner and CIO, MARTELLO INVESTMENT MANAGEMENT, L.P

Speakers:

 Track B (Yield Curves, Leverage & Sub-Prime CONTAGION)
Opportunities in volatility arbitrage & other quantitative strategies

Moderator:

  • Nikos Latsos , Director Hedge Fund Investments, ALPHEUS GROUP

Speakers:
Close of Afternoon Sessions
6:00 pm
Opening Night Cocktail Reception
9:30 pm Cordials & Cigars Reception