Sponsored
by: Meridian‐ IQ
10:00 am –
10:45 am Pitch Perfect
Industry experts will be on hand to discuss the most effective methods use to
write and deliver an effective elevator pitch. The session will also cover
effective techniques for working with handling the press.
Moderator: Sandra Powers, ARK Global
Panelists: Contance Hubbell, The Hubbell Group & Andrea Trachtenberg, JCPR
10:45 pm ―
11:15 pm Morning Break with Exhibitors
Sponsored
by: Pensions and Investments
11:15 am –
Noon CIO for Hire – Understanding the
Outsourced CIO (OCIO) Model
In today’s
investment industry, Plan Sponsors are facing challenges as to how they will
meet their investment objectives with limited internal investment staff to
oversee their increasingly complex investment portfolios. This is why Institutional investors –
especially foundations, endowments and pension funds – are increasingly deciding
to outsource the management of all or parts of their portfolio to OCIOs. While
the model is gaining acceptance and growing in popularity just what does it
mean for firms trying to garner assets from prospective investors utilizing
this model? Our panel of experts will
tell you this and so much more.
Moderator: Frank Minard, XT Capital
Panelists:
Mike Guido, The CommonFund and Mary Jane Bobyock ‐SEI Investments
12:00 pm –
1:00 pm Networking Lunch ‐ Presentation By Meridian IQ
1:00 am –
1:45 pm Global Regulatory Road Map
Nowadays,
you can’t pick up any industry publication without seeing some article discussing
new regulation. The regulatory
environment in the US has seen significant changes in the past several years,
but now we are also seeing we regulations coming from abroad. Any manager or third party marketer that
plans to represent a foreign manager or distribute product overseas needs to be
aware of these new rules. Our esteemed
panel will discuss many of the regulatory changes that are occurring and help
you understand how you can successfully work within the guidelines of these new
rules:
• Understand the JOBS Act and what it means
for private fund marketing
• Compliance with the AIFMD
• UCITS and vehicles used outside the US
Moderator: Donna DiMaria, Tessera Capital
Panelist:
Stuart Fross, Foley & Lardner LLP , Bob Cornish, Dilworth Paxson, & Bryan Mick, Mick & Associates
1:45 pm –
2:30 pm Investor Panel: Global
Convergence – Investment Opportunities in 2014
A panel of
diverse investors will explore new and emerging trends worldwide and will
address how the shrinking global marketplace has affected the launch of new
strategies, product distribution and manager selection.
Speaker: Shannon Saccoccia, CFA, CIMA – Banyan Partners & Alex Knapp, Balentine Partners
Moderator: Stacy Havener, Havener Capital Partners
2:30 pm ―
3:00 pm Afternoon Break with
Exhibitors
Sponsored
by: Patrick Capital Markets
3:00 pm –
3:45 pm Closing Keynote Session
Speaker:
Richard Charlton, Chairman New England
Pension Consultants
3:45 pm –
4:00 pm Conference Wrap‐Up / iPad drawing
Sponsor
Card Due ‐
Last chance to get in your entries for the iPad drawing. Please hand in your
card at the registration desk. You must present to win.
Click here to see our 2014 conference sponsors.