|THURSDAY APRIL 19, 2018|
|8:00 – 8:45||Continental Breakfast|
|8:45 – 9:00||Opening Remarks
Bucky Isaacson & Frank Pusateri (CTAExpo LLC)
|9:00 – 9:15||Presentation Of The CTA Expo / Emerging Manager Forum Lifetime Achievement Award
|9:15 – 10:00||Emerging Manager Selection… An Investors Perspective
A look at what four asset allocators consider before they make a decision to invest with an Alternative Manager and what managers need to know before they market to the investment universe represented by each panelist.
Bobby Schwartz (Founder & Managing Partner, RCM Alternatives)
Olle Rollag (Managing Principal, Murano)
Mike Dubin (Managing Partner, Dorset)
Carlos Cabrera (Head Institutional Prime Services, ADM Investor Services)
Paul Boyd (Managing Partner, Clearpath Capital Partners)
|10:00 – 10:30||Coffee Break|
|10:30 - 12:00||Alternative Shark Tank
Sponsored By ADM Investor Services, Inc.
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.
Bryan K. Johnson (Managing Partner, Johnson & Co.)
Ronald Honka (Partner, Assurance Services, Weaver)
Thalius Hecksher (Global Director, Trident Trust Group)
Brett Horton (Senior Investment Consultant, Paris-Roubaix Group)
Anthony Pecoraro (Senior Vice President, RJObrien)
Mitchell Dong (Pythagoras Crypto Fund)
Aron Rempel (J E Moody & Co. LLC.)
Bhavana Khanna PhD (KBK Capital Management)
Asim Ghaffar (A G Capital)
|12:00 – 1:00||Lunch|
|1:00 – 1:45||Keynote Speaker
The Managers Dilemma… Strategic Innovation in Turbulent Times
Peter Borish (Chief Strategist, Quad Group)
|1:45 - 2:15||Using The Media… How to Outmarket Your Competition and Increase your PR Visibility
The founder of one of the leading financial public relations firms and publisher of Opalesque will give an overview of the most effective ways to incorporate the media in your marketing plan and increase your visibility in the Financial World
Matthias Knab (Founder and Publisher, Opalesque)
|2:15 – 2:45||Coffee Break|
|2:45 – 3:15||Keeping Up With Regulations… What Investors and Managers Need to Know in 2018
In a field where regulations grow more complex and compliance costs are increasing it is important for managers and investors to keep abreast of current changes so they can operate efficiently and make the proper allocation decisions. The panel will discuss the most important of the changes facing the Alternative Community.
Mark Ruddy (Principal, Ruddy Gregory PLLC)
|3:15 - 3:45||Marketing Your Strategy to Sophisticated Investors — Selling Beyond the Numbers to Meet Their Due Diligence Requirements
The CEO of a leading 30-year-old financial communications and sales marketing consulting firm will share insights and tips for investment firm owners about providing sophisticated investors with the often-missing due diligence content they require to win the investment committee vote from family offices, endowments, foundations, institutional plan sponsors, investment consultant intermediaries and independent RIA firms.
Bruce Frumerman (CEO, Frumerman & Nemeth Inc.)
|3:45 – 4:30||Crypto Currencies and Blockchain… An Overview and Update For Managers, Alternative Investors and Industry Professionals
Three leaders in the financial industry will discuss approaches and strategies that can be used when dealing with Crypto Currencies.
Bob Fitzsimmons (Managing Director, Wedbush Futures)
Dan Viola (Partner, Sadis and Goldberg)
Tim Pickering (Founder, Auspice Capital Management)
Giovanni Vicioso (Senior Directory , Equity Products, CME Group)
Brian Kim (CFA, Alpine Global)
|4:30 – 6:00||Cocktails|
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