On October 20-21, 2016, Hedgeopolis New York, the Hedge Fund Association’s Annual Member Conference co-hosted by Agecroft Partners, will gather hundreds of alternative investment professionals for two days of panel discussions by some of the world’s most influential investors. Speakers include decision makers at pension funds, funds of hedge funds, endowments, foundations, family offices, hedge funds and industry regulators.Learn more at http://www.hedgeopolis.com

1. HEDGEOPOLIS PROGRAM GUIDE · OCTOBER 20-21, 2016 · #HEDGEOPOLIS

2. Advancing Transparency, Development and Trust in Alternative Investments.
The Hedge Fund Association, HFA, is an International nonprofit industry trade and nonpartisan
lobbying organization devoted to advancing transparency, development and trust in alternative
investments. In the U.S., the HFA has chapters in the Northeast, Southeast, Midwest and on
the West Coast. HFA’s global presence spans 5 continents and over 14 countries across North
America (including the Caribbean), South America, Europe, Asia and Australia. HFA works on
behalf of the entire global hedge fund industry, including more than 10,000 hedge funds in the
U.S. and abroad which collectively manage in excess of $2.9 trillion in assets, as well as
sophisticated investors and service providers.
Membership in the HFA includes hedge fund firms, global financial institutions with hedge fund
offerings including private banks, asset management firms and broker dealers, investors
including funds of hedge funds, family offices, public and private pension funds, endowments
and foundations, high net worth individuals, allocators, and service providers including prime
brokers, administrators, custodians, auditors, lawyers, risk managers, technologists and third
party marketers.
Award Winning Hedge Fund Marketing Firm.
Agecroft Partners is a global, award-winning hedge fund consulting and marketing firm that
has won 32 awards as the Hedge Fund Marketing firm of the year. Agecroft strives to be a
thought leader in the hedge fund industry and frequently writes white papers relative to
trends they see by leveraging the knowledge they gain through the thousands of investors
they are in contact with on a regular basis. These investors include pension funds,
endowment funds, foundations, insurance companies, private banks, fund of funds, family
offices, investments consultants and sovereign funds located globally.
Additionally, Agecroft has emerged as one the most sought after firms by industry
conferences and the media for the company’s views on the hedge fund marketplace and
institutional investors. Members of the Agecroft Partners team have spoken at over 100
alternative investment conferences, have appeared in hundreds of industry articles and are
regular guests on business television including Bloomberg, CNBC and Fox Business News.

3. 7:30-9:00am Registration, Continental Breakfast and Networking
9:00-9:30am Hedgeopolis Welcome Remarks
Doug Rothschild, President, Agecroft Partners
Mitch Ackles, President, Hedge Fund Association
9:30-10:15am Marketing to Hedge Fund Investor Gatekeepers
Meredith A. Jones, Partner and Head of Emerging Manager Research, Aon Hewitt Investment
Consulting
Sean P. Cover, Director of Treasury and Investment Operations, Wildlife Conservation Society
Thomas A. Pacilio, Senior Director, RSM US Wealth Management LLC
Moderator: Holly Singer, President, HS Marketing
10:15-11:00am Pitfalls and Benefits of Allocating to Emerging Managers
Issac Septon, CIO, The Observatory
Ian Haas, CFA, Senior Vice President, Neuberger Berman
Michael Robbins, CIO, Spruce Investment Advisors
Moderator: Cara Fleckenstein, Managing Director, Agecroft Partners
11:00-11:30am Networking Break
11:30-12:15pm
Understanding and Mitigating Cybersecurity Risks
Richard T. Jacobs, Assistant Special Agent in Charge, Cyber Branch, FBI
Justin Fier, Director of Cyber Intelligence, Darktrace
Charlie Bernier, Principal, ECBM Cyber
Moderator: Scott Patterson, Co-Founder and CEO, The Knox Corps
12:15-2:00pm Lunch and Networking
2:00-2:45pm
Forecasting Future Hedge Fund Returns
Adam M. Perez, Senior Investment Director, Cambridge Associates, LLC
Kenneth Heinz, CFA, President, HFR, Inc.
David Storrs, President and CEO, Alternative Investment Group
Moderator: Hank Loughran, Managing Director, Agecroft Partners
2:45-3:30pm
Fireside Chat
Bob Rice, Managing Partner, Tangent Capital
Mitch Ackles, President, Hedge Fund Association
3:30-4:15pm Networking Break
4:15-5:00pm
Global Regulatory Briefing
Jennifer Duggins, Co-head, Private Funds Unit, U.S. Securities and Exchange Commission
Robert Taylor, Hedge of Investment Management Department, Financial Conduct Authority
Garth Ebanks, Deputy Head of Investments and Securities Division, Cayman Islands
Monetary Authority
Moderator: Martin Cornish, Partner, MJ Hudson
5:00-5:45pm
Institutional Investor Viewpoints
Colin Ambrose, CIO, UJA-Federation of New York
Paul Benjamin, CFA, Director of Pension Investments, Alcoa Inc.
Jonathan Miles, Managing Director, Wilshire Associates
Moderator: Doug Rothschild, President, Agecroft Partners
5:45-7:45pm
HFA 20th Anniversary Cocktail Reception and Networking
Presented by Trident Fund Services
AGENDA - THURSDAY, OCTOBER 20, 2016

4. 7:30-8:45am Registration, Continental Breakfast and Networking
8:45-9:30am The Present and Future of Private Equity
Ari Rastegar, Chief Executive Officer, Rastegar Capital
Robert Schulz, General Partner, Health Enterprise Partners
Pradeep Ramamurthy, Managing Director, The Abraaj Group
Moderator: Amy Or, Private Equity Reporter, Wall Street Journal
9:30-10:15am Adding Value in Long/Short Equity and Global Macro
Katherine Grant, CAIA, Associate Director, LGT Capital Partners
Bates Brown, Managing Director, Head of Maverick Stable, Maverick Capital
Brian Barr, Hedge Fund Analyst, Wolfson Group
Salvatore Russo, Head of Research, EMM
Moderator: Cara Fleckenstein, Managing Director, Agecroft Partners
10:15-11:00am Boosting Industry Diversity
Victoria Hart, Portfolio Manager, Pinnacle View Capital Management
Seema Hingorani, Founder/Chair, Girls Who Invest and Senior Advisor, Crestview Partners
Ward Corbett, Managing Partner, Catalyst Partners
Moderator: Rachael Levy, Senior Finance Reporter, Business Insider
11:00-11:30am Networking Break
11:30-12:15pm
How to Source and Screen High Quality Managers
Peter Fell, Director of Investment Due Diligence, Kenmar Olympia, LLC
Frank Brochin, Co-CIO, Berens Capital Management, LLC
Jack Yuen, Portfolio Manager, Morgan Stanley Investment Management
Moderator: Doug Rothschild, President, Agecroft Partners
12:15-2:00pm Lunch and Networking
2:00-2:45pm
Pitch Perfect Manager Presentations
Presenting Managers:
George Schultze, Managing Member, Schultze Asset Management and VP, HFA
Steven Prusky, President and Owner, Windsor Securities, Inc.
Michael E. Lewitt, Third Friday Management, LLC
Panelists:
Jeffrey Spotts, Principal, Prophecy Asset Management, LP
Michael Scanlon, Partner, AICE Group / Silver Leaf Partners
Charles H. Dufresne, Jr., Managing Director, Sciens Capital Management
Moderator: Simone Foxman, Hedge Funds Reporter, Bloomberg LP
2:45-3:30pm
Fireside Chat
Don Steinbrugge, Managing Partner, Agecroft Partners
Julia La Roche, Writer, Yahoo Finance
3:30-4:15pm Networking Break
4:15-5:00pm
New Opportunities in Fixed-Income Strategies
Ronen Schwartzman, CIO, Ten Capital Advisors
Michael P. Hennessy, Co-Founder & Managing Director of Investments, Morgan Creek
Ohm Srinivasan, Managing Director, Atlantic Trust Private Wealth Management
Moderator: Hank Loughran, Managing Director, Agecroft Partners
5:00-5:30pm
Attracting Wealthy Investors and Family Offices
April Rudin, Founder and President, The Rudin Group
Angelo Robles, Founder and CEO, Family Office Association
Moderator: Lisa Hinds, Business Development, Schultze Asset Management
5:30-6:30pm Cocktail Reception and Networking
AGENDA - FRIDAY, OCTOBER 21, 2016

5. HEDGEOPOLIS NY 2016 SPONSORS

6. HEDGEOPOLIS NY 2016 PARTNERS

7. HEDGEOPOLIS NY 2016 EXHIBIT HALL
1 Bloomberg
2 Darktrace
3 US Bancorp Fund Services
4 Trident Fund Services
5 Department for International Trade
6 Event Partners
7 UMB Fund Services
8 eVestment
9 Event Partners
10-11 Barron’s Magazine
12 RSM
13 Hedgeopolis Materials
MEETUP
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