Conference Plan for Hedge Funds: Understand your audience and tailor your  conference  strategy accordingly.

1. A CONFERENCE PLAN FOR MONEY MANAGERS Ron Suber Senior Partner, Merlin Securities CTA EXPO Chicago September 13, 2011

2. 2 Today’s Discussion Conference Success Chart Conference Success Chart

3. Get away from the office Reconnect / friendships Promote something Find a job Impress your peers Help your business Meet the right people Learn and get ideas Raise money / find new investors Party with Bucky 3 Why Go to Conferences? Why are We Here?

4. 4 The Funnel Conference Attendees Customers/Investors

5. 5 Know Your Audience It is critical that attendees truly understand who is in attendance – and that they tailor their conference strategies accordingly

6. 6 Who is Here Today? Money Managers Asset Allocators Investors Money Raisers / TPM Consultants Trading Firms Exchanges Press / Media Vendors

7. 7 Do Your Homework…Then Choose Your Weapon to Meet Them Sharp Shooter? Or Rapid Fire?

8. RECIPE FOR SUCCESS

9. 9 Your Equations for Success at Conferences #OIO x CR = SUCCESS IQ and EQ and NQ and CQ = EFFECTIVENESS “Social Selling” = Gathering Info Before and After the Conference

10. Which Investors Might be in Attendance? THE SPECTRUM OF FUND INVESTORS 10

12. What you do

13. How you do it

14. Why you are better or different

15. Why the person should believe you

16. HarmonizeKnow your offering and value proposition, then get to the point clearly and quickly

18. Observe innovation, new trends and best practices

19. Introduce others—be the conduit

21. Develop a follow up plan

22. Writenotes and emails from on the plane home

23. Create a vCard with all info

24. Booktime to digest the conference while fresh

25. Shareknowledge from the conference13 Follow Up Without follow up, a great conference can go to waste

26. 14 Understand the Conference Landscape The landscape has changed dramatically at conferences To reach the next level of AUM, clients, investors, etc., must understand which investors/people they should target and what each requires Conferences are an investment: Time, Attention, Money and Energy. MAKE THE MOST OF IT.

27. QUESTIONS & ANSWERS Ron Suber Senior Partner, Merlin Securities Mobile: (847) 544-8362 Email: rsuber@merlinsecurities.com