EMERGING MANAGER FORUM MIAMI

Wednesday December 12, Thursday December 13, 2018

DAY ONE

The Day One program focuses on giving managers the opportunity to sit down, in one to one sessions, with leading financial professionals and investors. Alternative managers will be able to book these meetings in advance of the first day of Emerging Manager Forum.

Conference Chairman

Michael Corcelli
Chairman, Florida Alternative Investment Association

   
8:45 – 9:45CHECK-IN
9:45 – 10:00OPENING REMARKS
Bucky Isaacson and Frank Pusateri (CTA Expo, LLC)
10:00 – 12:00ONE ON ONE WITH THE EXPERTS
Managers have the opportunity to sign up for ONE ON ONE coaching session with a financial professional. Each coach focuses on a different discipline; social networking and websites, business plan development, personal and business branding and using the media as a marketing tool. The coaching sessions will last for 30 minutes. To participate in ONE ON ONE a manager must register for DAY ONE and sign up for the desired coaching sessions in advance. A manager can sign up for a session with each expert.
EXPERTS:
Bryan Johnson, Developing and executing marketing plans for the financial industry.
Vera Anderson, Developing your personal and business brand.
Shane Stiles, Website development and social media marketing.
Adam Sarhan, Enhancing your PR visibility.
12:00 – 1:00LUNCH BREAK
1:00 – 4:30EMERGING MANAGER FORUM CONNECT
Sponsored by RCM Alternatives
Once they register for DAY ONE managers will have the ability to reserve meetings with Alternative Investors and Capital Sources for ½ hour individual sessions. Managers will be able to discuss their trading strategies and the profit potential they represent. For EMERGING MANAGERS this represents a unique opportunity to expand their network and develop meaningful relationships that will enable them to grow their AUM and create a successful business.
CAPITAL SOURCES:
Marc Goodman (Conyers Group)
Alina Dulimof (Private Investor)
Matt Bradbard (RCM Alternatives)
Carlos Cabrera (JOIA Investments)
Ole Rollag (Murano Connect)
Mike Dubin (Dorset Asset Management)
Mike Dever (Brandywine Asset Management)
4:30 - 6:00COCKTAIL PARTY
Sponsored by Coquest

EMERGING MANAGER FORUM / CTA EXPO

Thursday December 13, 2018

DAY TWO

Day Two is a full day program featuring a series of panels, individual speakers and THE ALTERNATIVE SHARK TANK, designed to help Industry Professionals achieve their business goals and provide a forum and networking opportunities for investors to meet existing and new emerging trading talent.

Conference Chairman

Buck Haworth
Founder, Born Technologies

   
8:00 – 9:00CHECK - IN AND CONTINENTAL BREAKFAST
9:00 – 9:15OPENING REMARKS
Bucky Isaacson and Frank Pusateri (CTA Expo, LLC)
9:15 – 9:45YOU NEVER LEARN FROM WHAT YOU DO RIGHT
An industry pioneer and development expert on multiple time frame integration of interest rate, foreign exchange and derivative management models will discuss what he has learned over the last 30 years of system design for Alternative Strategies.
Phil Lewis (System engineer and consultant)
9:45 – 10:15COFFEE BREAK
Sponsored by HedgeFacts
10:15 - 12:00THE ALTERNATIVE SHARK TANK
Sponsored by ADMIS Institutional Prime Services
The Alternative Shark Tank features four managers that use different strategies and have different levels of AUM making ten minute presentations to a panel of industry experts. After their presentations the managers will be ask questions by the experts. At the conclusion of the Shark Tank the audience will vote on who made the best presentation and the winner receives complimentary registration and a high top table at the next event.
MODERATOR:
Bryan Johnson (President, Johnson and Co.)
JUDGES:
Ronald Honka (Partner Financial Services, Weaver)
Carlos Cabrera (Founder, JOIA Investments)
Paul Geiger (Co-Founder & President, Theorem Technologies)
Dan Smith (President, Trident Fund Services)
MANAGERS:
Larry Abrams (Abrams Trading Group)
Michael Bach (BSEP Plus Collateral Group)
CJ Finnegan (Plotinus)
Vishal Olson (Nanhua Buckingham LLC)
12:00 - 1:30LUNCH
1:30 - 2:15WAR STORIES FROM THE TRENCHES
Three industry pioneers discuss the battles they faced in building successful businesses, how they coped with the various pressures they faced and what lessons managers can learn from their experiences.
MODERATOR:
David Goodboy (Chairman, Palm Beach Hedge Fund Association)
PANELIST:
Mike Dever (Founder & CEO, Brandywine Asset Management)
Brad Golding (Managing Director, Christoffenson, Robb & Company, LLC)
Jim Curley (Executive Director, DUNN Capital Management)
2:15 – 3:00FINTECH AND TECHNOLOGY ADVANCES… THEIR IMPACT ON ALTERNATIVE MANAGERS AND INVESTORS
73% of Institutional Investors in a recent survey think technological advances such as artificial intelligence, blockchain, portfolio construction with a fintech startup will reshape the alternative investment world in the next seven years. Our speakers are industry leader in identifying, investing and cultivating technologies that will define our economy and investing opportunities. They will give the audience their insights on where Fintech is headed.
MODERATOR:
Dion Chu (CIO & Founder, Orthogonal Asset)
PANELIST:
Rumi Morales (Partner, Outlier Ventures)
Gautham Sastri (Chief Executive Officer, iSentium)
Jerald David (Chief Operating Officer, Evermarkets)
3:00 - 3:30COFFEE BREAK
Sponsored by Integrated Solutions
3:30 - 4:15GLOBAL FOCUS… EMERGING MANAGERS AND ALTERNATIVE INVESTORS… OPPORTUNITIES IN MARKETING AND INVESTING OUTSIDE THE U.S.
Three Alternative Professionals with expertise in different regions of the world will investigate the unique marketing issues in the geographic areas where they have expertise and what the investment appetite is for alternatives in those areas.
MODERATOR:
Mike Dubin (Managing Director, Dorset Asset Management)
PANELIST:
Gemi Jose Gonzalez (Consul General, Mexico)
Bobby Schwartz (Managing Partner, RCM Alternatives)
Ole Rollag (Managing Director, Murano Connect)
4:15 - 4:45MANAGER INFRASTRUCTURE… A KEY ELEMENT IN THE SELECTION PROCESS
As an Emerging Managers AUM starts to grow they soon realize that when a Family Office, Institution, Individual Investor or a Fund of Funds considers investing with them they look at more than track record. In fact research has shown that only 18% of the investment decision is based on track record. Just as important is the manager’s infrastructure and Service Provider selection. The panel will focus on the key elements a manger or investor should consider when reviewing operational issues.
MODERATOR:
Dorothy Mehta (Cadwalader, Wickersham & Taft LLP)
PANELIST:
John Hynes (Chief Executive Officer, HedgeFacts)
Robert DeMuria (President, Compliance Supervisors International, Inc.)
4:45 - 6:45COCKTAILS AND NETWORKING SESSION
Sponsored by Weaver and Florida Alternative Investment Association