Preconference Emerging Manager Forum Miami Dec 7, 2016
|Marketing – Differentiating Yourself in a Competitive Environment
A ½ day program for Emerging Managers.
Attendance is restricted to managers registered for Emerging Manager Forum Miami 2015.
Preregistration is required.
Brenda Mauro (GRASSI & CO.)
|12:30 – 1:00||Check-In|
|1:00 – 1:30||Options For Raising AUM For Your Alternative Trading Strategy
John is a successful third party marketer and advisor to funds seeking to raise assets. He will give an overview of the choices a manager faces as they try to determine what is the best approach to raising assets.
John Gallagher (Managing Director – du Pasquier & Co., Inc.)
|1:30 – 2:30||Service Providers…Selecting The Right Ones So You Look Institutional
A discussion of factors to consider before a manager makes a decision on which service providers to use.
Buck Haworth (CEO - Born Technology)
Shane Stiles (President – Gate 39 Media)
Paul Caiazzo (Co-Founder – TruShield)
Brad Janitz (Relationship Manager – Midland IRA)
John Euler (Founder & Compliance Advisor – EAM Compliance Advisors)
|2:30 – 3:00||Coffee Break|
|3:00 – 4:00||How to Grow Your AUM (Sponsored Content) RCM ALTERNATIVES
It is becoming more difficult for small and emerging alternative managers to grow their business. A panel of industry experts will discuss the necessary building blocks to insure AUM growth in Alternative Funds under management.
Phil Lewis (Yield Master Inc.)
Walter Gallwas (RCM Alternatives)
David Goodboy (IntredX)
Daniel Strachman (Hedgeanswers.com)
Dr. Bob Swarup (Camdor Global)
|4:00 – 5:00||Presentation Skills – What am I doing wrong and how can I improve
An industry expert explains how to make your presentation interesting, accessible and compelling to the people you are talking to.
Liz Chmiel (Ketchum Trading LLC.)
Emerging Manager Forum Miami Dec 8, 2016 Program
|CONFERENCE CHAIRMAN – Michael Dubin PhD (Silvercrest Asset Management, LLC)|
|8:00 - 8:45||Continental Breakfast|
|8:45 – 9:00||Welcoming Remarks
Bucky Isaacson, Partner (CTA Expo, LLC.)
Frank Pusateri, Partner (CTA Expo, LLC.)
|9:00 – 9:30||The Outlook For Alternatives..What Impact Investors and Managers Should Expect As A Result Of Current Global Events
Bob Swarup is a Recognized expert in alternative investments, how to use them in a well balanced portfolio and a bestselling author. He will discuss his viewpoint on how today’s global and political environment affects investment decisions.
Dr. Bob Swarup (Principal – Camdor Global)
|9:30 – 10:00||Alternative Funds…What Lessons Have We Learned In The Last Thirty Years
Michael Manning has been an alternative industry innovator and thought leader for over 30 years. He will share, with the audience, the lessons he has learned that have helped him counsel investors on how to effectively allocate their capital and how managers can become successful.
Michael Manning (President – Stratton Capital Management LTD)
|10:00 – 10:30||Coffee Break|
|10:30 – 12:00||ALTERNATIVE SHARK TANK
The Alternative Shark Tank features four Emerging Managers making presentations to a panel of Industry Experts who will then question them on various aspects of their businesses and investment strategies. At the conclusion the audience will vote on which manager made the most effective presentation and was able to best answer the panel’s questions.
Bucky Isaacson (CTA Expo LLC)
Bryan Johnson (Managing Partner - Johnson and Co.)
Esther E. Goodman (Managing Director – Conyers Group)
Ronald L. Honka, Sr., CPA, CGMA (Partner in Charge, Financial Services – Grassi & Co.)
Michael Dubin (Managing Director – Silvercrest Asset Management)
Alex Rabinovich (Chessica Asset Management)
Timothy Jacobson (Pearl Capital Advisors)
Steve Carroll (CBRE Clarion Securities)
Ted Parkhill (Incline Investment Management LLC)
|12:00 – 1:00||Buffet Lunch|
|1:00 – 1:45||Platforms and Data Bases…An Overview For Investors and Managers
Platforms and data bases are valuable tools that an investor can use to help make successful allocation decisions and a manager can use in an effective marketing plan. The panel will discuss guidelines for the selection and use of these tools.
Anthony Diesen (President – CTA Research)
Julie DeMatteo (Managing Director – RJ Obrien)
Amy Bensted (Head of Hedge Fund Products - Prequin)
David Young (President – Gemini Alternative Funds, LLC)
Sol Waksman (President – Barclay Hedge)
|1:45 – 2:30||Using the Media…How to Out-Market Your Competition and Increase Your PR Visibility
The Founder of one of the leading financial public relations firms and the Publisher of Opalesque will give an overview of the most effective way to incorporate the media in your marketing plan and how to increase your visibility in the Financial World.
Mark DeSouza (CIO – Cohesion Partners)
Tracy Williams (Founder – Olmstead Williams Communications)
Matthias Knab (Founder – Opalesque LTD)
|2:30 – 3:00||Coffee Break|
|3:00 – 3:45||A Guide to Portfolio Construction and Allocation for Investors and Managers
A look at how a group of successful investors evaluate portfolios and select the managers they allocate assets to.
Bobby Schwartz (Managing Partner – RCM Alternatives)
Michael J. Rose (Managing Partner – Rose Capital Advisors)
Olle Rollag (Managing Principal – Murano Systems)
Alan Snyder (Managing Partner – Shinnecock)
|3:45 – 4:30||Operational and Regulatory Issues Facing Managers and How they Impact The Investment Decision
Each year the regulatory and compliance issues that a manager faces grow more complex. Investors are paying more attention to due diligence, security and a manager’s operational structure. In fact in, today’s environment, research has shown only 20% of the investment decision is based on track record. The panel will discuss the challenges faced by managers in the changing regulatory and compliance world.
Michael Corcelli (Chairman – FLAIA)
Rainford Knight PhD (Managing Partner – Florida Institute of Finance)
Michael Brice (Principal – BW Cyber Services)
Michael Liccar (Liccar CPA)
Mark Ruddy (Ruddy Law Office)
|4:30 – 6:00||Closing Cocktail Party|