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KWR International Provides Media Support to 9th
Annual Hedge Fund Investors’ Summit in Phoenix, AZ on January
29-31, 2003 NEW YORK--January 2, 2003 KWR
International announced today that it will provide media support
to the 9th Annual Hedge Fund Investors’ Summit on January
29 -31, 2003 at The Arizona Biltmore Resort & Spa in Phoenix,
Arizona. 9th Annual Hedge Fund Investors’ Summit January
29-31, 2003 CONFERENCE AGENDA
(BY INVITATION: OPEN ONLY TO QUALIFIED INVESTORS) Investors Will Lead Private Discussions With Distinguished Hedge Fund Managers In An Elegant And Discreet Setting. Participation In This Exclusive Event Is By Invitation Only. Hedge Fund Managers And Qualified Investors Who May Wish To Participate In This Event Should Write hedgefunds@imn.org For More Information.
8:00 Pre-Summit Capital Introduction Roundtable Registration...Continental Breakfast 8:25 INTRODUCTORY REMARKS FROM: INFORMATION MANAGEMENT NETWORK 8:30-9:10 ROUNDTABLE I 9:10-9:50 ROUNDTABLE II 9:50-10:30 ROUNDTABLE III 10:30 Pre-Summit Capital Introduction Roundtable Concludes
10:30 Summit Registration 11:00 CHAIRPERSONS' OPENING REMARKS: John O’Hara, Chief Operating
Officer, FRANKLIN STREET PARTNERS 11:15 CONSOLIDATION AND OPPORTUNITY: HOW WILL THE INDUSTRY FARE IN 2003? REASSESSING INVESTOR AND MANAGER CAPITAL SUPPLY AND DEMAND DYNAMICS On top of experiencing relatively weak investment returns in sideways markets, hedge fund investors have many important issues to consider as we enter 2003, including conflicts of interest, regulation, style drift, opacity and capacity constraints. In addition, some hedge fund experts have predicted the demise of one out of every six hedge funds: if this is true, what opportunities and pitfalls will appear for new and existing managers and investors? It is also a time of rapid change in the industry: many funds are electing to service either the institutional or the retail marketplace. What, if any, consequences will this have on fund performance, and what is the depth of the talent pool available to run current and existing allocations effectively? 12:30 Luncheon 1:45 OPERATIONAL RISK MANAGEMENT CONSIDERATIONS: SEIZING THE INITIATIVE This session will focus on the proactive steps that need to be taken in the establishment of an effective risk management system. 2:30 HEDGE FUND INVESTORS’ ROUNDTABLE (SPECIAL FOCUS ON FUND-OF-FUNDS) This session will address various areas of investor concern, while also providing an evaluative framework for analyzing major fund-of-fund issues, including fees, risk management, portfolio diversification and correlation, due diligence and market positioning. 3:15 Refreshments 3:30 ATTRACTING AND RETAINING LIMITED PARTNERS: CAN MANAGERS EVER PROVIDE TOO MUCH INFORMATION? As the hedge fund industry grows and performance continues to suffer from poor markets, what steps can managers take to attract and retain limited partners? Exactly how much transparency is necessary for institutional and individual investors? This panel will address marketing and client service issues from the perspective of managers and investors, and seek to provide an answer to the question: Can a manager ever provide too much information to investors? 4:30 THE (R)EVOLUTION IN HEDGE FUND INVESTING: RAMIFICATIONS OF HEDGE FUNDS “FOR EVERYONE" ALONGSIDE THEIR CONTINUING INSTITUTIONALIZATION Hedged strategies are finding their way into registered structures, as the demand for alternatives spreads across all investor types. This session will examine the “populist” hedge fund structures, from closed-end funds to mutual funds, and the impact of this growing wave on the industry and investors. Case studies will examine the effectiveness and application of these new tools in portfolios. Major institutions are gearing up to deploy more assets than ever to the world of absolute returns. What is the process and forecast for hedge fund allocations by institutional investors? How will this major trend change the hedge fund world? Which money management organizations will serve this clientele and thrive? This panel will provide insights into one of the most important future trends for hedge funds. 5:45 Networking Cocktail Reception 6:45 Day One Concludes
8:00-9:45 Continental Breakfast 8:35 CHAIRPERSONS' RECAP OF DAY ONE 8:45 BREAKFAST CONTINUES WITH A SPECIAL DISCUSSION: “STRUCTURED PRODUCTS: HEDGE FUNDS IN DRAG?”
9:45 EQUITY HEDGE FUND STRATEGIES 10:45 Refreshments 11:00 FIXED-INCOME HEDGE FUND STRATEGIES 12:00 Day Two Sessions Conclude 12:30 Official Summit Golf Tournament (Click here to register) 1:00 Official Summit Tennis Tournament (Click here to register)
8:15 Continental Breakfast 9:00 CHAIRPERSONS' RECAP OF DAY TWO
10:15 PREPARING FOR THE REGULATION OF HEDGE FUNDS: WILL PRIME BROKERS BE NEXT? Hedge fund regulation: it’s no longer a question of “if ” but “when.” What are the likeliest regulation scenarios and what is the practical impact for investors, managers and service providers? 11:00 Refreshments 11.15 FUND BLOWUPS AND FRAUD PREVENTION: STAYING ONE STEP AHEAD - PLUS - RETHINKING ESOTERIC STRATEGIES IN LIGHT OF RECENT BLOWUPS In addition to natural attrition, hedge fund blowups continue to take a toll on the hedge fund industry. This panel will address hedge fund mishaps, both old and new, including Lipper, Beacon Hill and Livingston where interpretive portfolio valuation methods and inadequate risk management played key roles Investors must now analyze these “unconventional” risks in addition to the “conventional” fraud risks encountered in such funds as Manhattan and Maricopa. Can investors ever completely protect themselves against these risks? 12:15 IMN’s Ninth Annual Hedge Fund Investors' Summit Concludes Partial list of Faculty/Speakers Steven Dean, Managing Director, AXA ROSENBERG Contact: KWR International, Inc. New York, New York 10023 Tel: +1-212-532-3005 Fax: +1-212-799-0517 E-mail: kwrintl@kwrintl.com Research, Communications
and Consulting Visit our Web Site: http://www.kwrintl.com Read the KWR International Advisor Newsletter: The preceeding information is provided by: KWR International, Inc. New York, NY 10023 Phone: +1.212.532.3005 Fax: +1.212.799.0517 E-mail: kwrintl@kwrintl.com Website content © 2002 KWR International |