Jason N. Ader
CEO and CIO
Ader Investment Management
Overview
The Bloomberg Hedge Funds Summit will convene managers and investors in New York for what has become one of the most important annual gatherings of the hedge fund community. The program will cover the impact of the European debt crisis on the global markets and break down the fundamentals driving volatility in the equity markets. The summit will look at the future of hedge funds in an increasingly challenging regulatory environment and examine what the U.S. election results mean for Wall Street.
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Venue
New-York Historical Society | New York
Registration
For information on individual and group rates, contact Ryan Gavaghan at +1 212 617 4820 or rgavaghan@bloomberg.net.
Sponsorship Opportunities
For sponsorship opportunities, contact Sue Ann Timco at +1 212 617 3644 or stimco@bloomberg.net.
Sponsored By:
FINAL PROGRAM AGENDA:
| 8:00 am | PARTICIPANT CHECK-IN & BREAKFAST |
| 8:30 am | WELCOME & OPENING REMARKS |
| 8:35 am | MARKET PROSPECTS 2013? Leading investors and strategists make their predictions for the coming year, synthesizing looming threats like the U.S. fiscal cliff, anemic global economic growth and overseas political uncertainty with a need to boost returns. VIDEO Speakers: Abby Joseph Cohen, President, Global Markets Institute and Senior Investment Strategist Goldman Sachs & Co. Thomas E. Sandell, Founder, Chairman and CEO, Sandell Asset Management Corp. Caglar Somek, Partner and Global Portfolio Manager, Caravel Management LLC Interviewed by: Deirdre Bolton, Anchor and Host, “Money Moves”, Bloomberg Television |
| 9:00 am | STRATEGIES Strong correlation among asset classes and individual securities has made it challenging for macro funds, stock pickers and short sellers while mortgage funds have outperformed. What's the outlook for 2013? Which hedge-fund strategies will do well? Which will falter? VIDEO Speakers: Chris Concannon, Partner, Virtu Financial, LLC Jacob Gottlieb, Managing Partner and CIO, Visium Asset Management Carrie A. McCabe, CEO and Founder, Lasair Advisors LLC Andrew Redleaf, Founder and CIO, Whitebox Advisors LLC Interviewed by: Larry Edelman, Managing Editor, Investing & Real Estate, Bloomberg News |
| 9:25 am | THE WHITE HOUSE AND WALL STREET POST ELECTION What is the fallout from the U.S. elections and how are investors reacting? How valuable are financial market rules in preventing a repeat of the 2008 financial crisis? How safe is the U.S. from a sovereign crisis like the one Europe is experiencing? What can Washington do to stabilize and grow markets now that one political battle is over? Can the administration avoid going over the fiscal cliff? VIDEO Speakers: Steve Bell, Senior Director, Economic Policy Project, Bipartisan Policy Center Gregory J. Fleming, President, Morgan Stanley Wealth Management; President, Morgan Stanley Investment Management Interviewed by: Robert Friedman, Editor-at-Large, Bloomberg News |
| 9:50 am | SUCCESS STORIES FROM INVESTORS IN EUROPE The ongoing sovereign debt crisis in Europe hasn’t stopped investors from seeking out opportunities in the troubled region. We speak with three hedge fund managers who are weathering the storm and look at longer-term investment strategies. VIDEO Speakers: Clint D. Carlson, Founder and CIO, Carlson Capital, L.P. Stuart Fiertz, Co-Founder, President and Director of Research, Cheyne Capital Management (UK) LLP Hans Humes, Chairman and CEO, Greylock Capital Management, LLC Interviewed by: Jesse Westbrook, Reporter, Bloomberg News |
| 10:15 am | A CONVERSATION WITH MARC LASRY Legendary distressed investor Marc Lasry will discuss issues such as the fiscal cliff, finding opportunity in volatility and his post-election regulatory and economic forecasts. VIDEO Marc Lasry, Chairman, CEO and Co-Founder, Avenue Capital Group Interviewed by: Katherine Burton, Hedge Fund Reporter, Bloomberg News |
| 10:35 am | CAPITAL MARKETS OUTLOOK Which regions and asset classes will offer the greatest returns? What impact will the fiscal policy negotiations in Washington have on equity and debt markets? Will the euro be a major factor in the capital markets in 2013? What trades will be attractive in fixed income, currencies and metals? Does the on-going political fall-out from the financial crisis threaten derivatives markets? What events would produce the greatest upside or downside? VIDEO Speakers: Steven G. Einhorn, Vice Chairman, Omega Advisors, Inc David J. Kostin, Chief U.S. Equity Strategist, Goldman Sachs Leon M. Wagner, Co-Founder and Retired Chairman, GoldenTree Asset Management Interviewed by: John Morris, Editor, Bloomberg Brief: Mergers, Bloomberg Professional |
| 11:00 am | INVESTIGATING WALL STREET We'll take a look at the legal battles, which have taken place against insider trading and ponzi schemes. Marc Drier's and Bernard Madoff’s defense attorneys join the lead prosecutor in the Raj Rajaratnam case to discuss the intriguing world of white collar crime. VIDEO Speakers: Gerald L. Shargel, Attorney, Law Offices of Gerald L. Shargel Ira Lee Sorkin, Member, Lowenstein Sandler PC Jonathan R. Streeter, Partner, Dechert LLP; Former Assistant U.S. Attorney, Southern District of New York, U.S. Department of Justice Interviewed by: Jesse Westbrook, Reporter, Bloomberg News |
| 11:30 am | INSIDE THE MONEY: INVESTOR INSIGHTS We'll discuss where some of the smartest investors are allocating their money and where they see opportunities in hedge funds in 2013. We'll hear from representatives in both the private and public sectors and ask what their appetite for hedge funds is after a year of lackluster average hedge fund performance. What are different types of institutional investors demanding? VIDEO Speakers: Francis Frecentese, Managing Director, Global Head of Hedge Fund Investments, Citi Private Bank Lawrence M. Schloss, Deputy Comptroller for Pensions, Chief Investment Officer, City of New York Ash Williams, Executive Director and CIO, Florida State Board of Administration (SBA) Interviewed by: Kelly Bit, Reporter, Hedge Funds, Bloomberg News & Bloomberg Brief: Hedge Funds |
| 12:00 pm | A CONVERSATION WITH J. TOMILSON HILL Tom Hill sits at the center of the hedge fund universe, overseeing Blackstone's $46 billion Hedge Fund Solutions unit. Through that business, Blackstone directs money to funds and seeds new managers, making it one of the single most influential actors across the investment landscape. We'll discuss investor appetite for hedge funds, as well as what strategies are working (and which ones aren't) in a world of continuing economic and political turmoil. VIDEO J. Tomilson Hill, Vice Chairman, The Blackstone Group; President and CEO, Blackstone Alternative Asset Management (BAAM) Interviewed by: Jason Kelly, Managing Editor, Bloomberg LINK; Author, The New Tycoons: Inside the Trillion Dollar Private Equity Industry that Owns Everything |
| 12:20 pm | LUNCH |
| 1:20 pm | WELCOME BACK REMARKS |
| 1:25 pm | A CONVERSATION WITH JOHN BADER John Bader has managed Halcyon, a $10 billion multistrategy hedge fund, for more than 20 years. He’ll speak about what worked this year, from liquidations to merger arbitrage strategies, and where he sees the best opportunities in 2013. VIDEO John M. Bader, Chairman and CIO, Halcyon Asset Management LLC Interviewed by: Kelly Bit, Reporter, Hedge Funds, Bloomberg News & Bloomberg Brief: Hedge Funds |
| 1:45 pm | DEBATE ON MARKETS & MONETARY POLICY In the hawk’s corner, we have monetary policy veteran Allan Meltzer who will go up against former Fed Governor Larry Meyer presenting the dove’s perspective. Who will emerge triumphant? VIDEO Speakers: Allan Meltzer, The Allan H. Meltzer University Professor of Political Economy, Tepper School of Business, Carnegie Mellon University Laurence H. Meyer, Co-Founder and Senior Managing Director, Macroeconomic Advisers, LLC Interviewed by: Tom Keene, Editor-at-Large, Bloomberg News; Co-Host, “Bloomberg Surveillance”, Bloomberg TV & Radio |
| 2:20 pm | A CONVERSATION WITH DWIGHT ANDERSON Industry veteran Dwight Anderson will speak about reinventing Ospraie, the past year’s performance and look ahead to 2013. VIDEO Dwight Anderson, Managing Partner, Ospraie Management, LLC Interviewed by: Stephanie Ruhle, Co-Host, “Market Makers”, Bloomberg Television |
| 2:40 pm | INVESTING IN HEDGE FUND START UPS What are investors’ concerns and expectations when it comes to investing in hedge funds? Is it easier to seed a new fund or to allocate to an existing fund? How are investors looking at hedge funds today? VIDEO Speakers: Jason N. Ader, CEO and CIO, Ader Investment Management Gregory Hall, Senior Managing Director, Blackstone Alternative Asset Management (BAAM) Ted Seides , President and Co-CIO, Protégé Partners, LLC Interviewed by: Katherine Burton, Hedge Fund Reporter, Bloomberg News |
| 3:10 pm | CREDIT STRATEGIES What will 2013 hold as we near the end of the fourth consecutive bull year for corporate bonds? Where are the opportunities in company debt? Three hedge fund veterans will discuss where they see growth and investment opportunities. VIDEO Speakers: David C. Gottlieb, Senior Principal and Portfolio Manager, EMF Financial Products LLC Greg Margolies, Senior Partner and Head of Capital Markets Group, Ares Management LLC Bruce Richards, CEO and Founding Partner, Marathon Asset Management Interviewed by: Mary Childs, Corporate Finance Reporter, Bloomberg News |
| 3:40 pm | STRUCTURED CREDIT STRATEGIES A hedge fund strategy that has stood out for its performance this year is structured credit. The strategy showed double-digit gains by the end of September. Our panelists will discuss what segments of structured products will present the best opportunities for profits in the year ahead. We will also hear about credit prospects in the technology sector. VIDEO Speakers: Steve Kuhn, Partner and Head of Fixed Income Trading, Pine River Capital Management LP Geoff Oltmans, Managing Director and Portfolio Manager, Silver Lake Stephen M. Siderow, Co-Founder and President, BlueMountain Capital Management LLC Interviewed by: Nathaniel Baker, Editor, Bloomberg Brief: Hedge Funds, Bloomberg Professional |
| 4:10 pm | ACTIVIST INVESTING How do you really make a company move? Experts in taking a vocal, involved approach describe the ins and outs of taking a position and making their voices heard. VIDEO Speakers: John C. Bailey, Founder and CEO, Spruce Private Investors, LLC Gideon King, CEO and CIO, Loeb Capital Management Jeffrey Smith, Managing Member, CEO and CIO, Starboard Value, L.P. Interviewed by: Dominic Chu,, Markets Reporter, Bloomberg Television |
| 4:40 pm | BLOOMBERG VIEW ON THE FISCAL CLIFF The odds have improved that a newly elected President Barack Obama and Republicans in Congress will avoid the fiscal cliff. Yet agreement over how to do this still eludes lawmakers and the White House. Should tax rates go up for the wealthy, as Obama wants? Or should deductions and exclusions be capped, as Republicans prefer? Should the retirement age be increased again, and benefits means-tested, to slow the growth of entitlement spending? Our panelists will sort through these and other tax and spending matters involved in the monumental negotiations that must be concluded by Dec. 31. VIDEO Speakers: Paula Dwyer, Editor, Bloomberg View Deborah Solomon, Editor, Bloomberg View Interviewed by: Frank Wilkinson, Editor, Bloomberg View |
| 5:00 pm | A CONVERSATION WITH STEVEN RATTNER Steve Rattner was a primary architect of the Obama administration’s bailout of the auto industry, a seminal event in the president's first term and centerpiece of his successful re-election campaign. Rattner will discuss what the next leg of restructuring the U.S. economy looks like and the chances of success. VIDEO Steven Rattner, Chairman, Willett Advisors LLC; Former Counselor to the Secretary of the Treasury Interviewed by: Jeffrey McCracken, Team Leader, M&A, IPOs & Restructuring, Bloomberg News |
| 5:15 pm | THE BANK REGULATORY ENVIRONMENT FOR M&A AND INVESTMENTS Will a new regulatory environment emerge now that the elections are behind us? We will look at the long range impacts of Glass-Steagall, the Volcker Rule and Dodd-Frank. What does 2013 hold for the banking industry? Is it time to break up the big banks? VIDEO Speakers: H. Rodgin Cohen, Senior Chairman, Sullivan & Cromwell LLP Jean-Marie Eveillard, Senior Adviser, First Eagle Investment Management, LLC Arthur Levitt, Jr., Senior Advisor, The Carlyle Group; Former Chairman, U.S. Securities and Exchange Commission (SEC) Manoj Narang, Founder and CEO, Tradeworx Interviewed by: Rob Dieterich, Senior Editor, Bloomberg Markets |
| 5:45 pm | CLOSING REMARKS & SUMMIT ADJOURNS RECEPTION PAST CONFERENCE AGENDAS: AGENDA: Bloomberg Hedge Funds Summit - Dec 2011 New York AGENDA: Bloomberg Hedge Funds Summit - Mar 2011 London AGENDA: Bloomberg Hedge Funds Summit - Dec 2010 New York AGENDA: Bloomberg Hedge Funds Asia Summit - Oct 2010 Hong Kong AGENDA: Bloomberg Markets Hedge Fund & Investor Summit - May 2010 New York |
Dwight Anderson
Managing Partner
Ospraie Management, LLC
John M. Bader
Chairman and CIO
Halcyon Asset Management
Steve Bell
Senior Director, Economic Policy Project
Bipartisan Policy Center
Clint D. Carlson
Founder and CIO
Carlson Capital, L.P.
Abby Joseph Cohen
President, Global Markets Institute and Senior Investment Strategist
Goldman Sachs & Co.
H. Rodgin Cohen
Senior Chairman
Sullivan & Cromwell LLP
Chris Concannon
Partner
Virtu Financial, LLC
Steven G. Einhorn
Vice Chairman
Omega Advisors, Inc.
Jean-Marie Eveillard
Senior Adviser
First Eagle Investment Management
Stuart Fiertz
Co-Founder, President and Director of Research
Cheyne Capital Management (UK) LLP
Gregory J. Fleming
President, Morgan Stanley Wealth Management
President, Morgan Stanley Investment Management
Francis Frecentese
Managing Director, Global Head of Hedge Fund Investments
Citi Private Bank
David C. Gottlieb
Senior Principal, Portfolio Manager
EMF Financial Products LLC
Jacob Gottlieb
Managing Partner and CIO
Visium Asset Management
Gregory Hall
Senior Managing Director
Blackstone Alternative Asset Management (BAAM)
J. Tomilson Hill
Vice Chairman, The Blackstone Group
President and CEO, Blackstone Alternative Asset Management (BAAM)
Hans Humes
Chairman and CEO
Greylock Capital Management, LLC
Gideon King
CEO and CIO
Loeb Capital Management
David Kostin
Chief U.S. Equity Strategist
Goldman Sachs
Steve Kuhn
Partner and Head of Fixed Income Trading
Pine River Capital Management LP
Marc Lasry
Chairman, CEO and Co-Founder
Avenue Capital Group
Arthur Levitt, Jr.
Senior Advisor, The Carlyle Group
Former Chairman, U.S. Securities and Exchange Commission (SEC)
Greg Margolies
Senior Partner and Head of Capital Markets Group
Ares Management LLC
Carrie A. McCabe
CEO and Founder
Lasair Advisors LLC
Allan H. Meltzer
The Allan H. Meltzer University Professor of Political Economy, Tepper School of Business
Carnegie Mellon University
Laurence H. Meyer
Co-Founder and Senior Managing Director
Macroeconomic Advisers, LLC
Manoj Narang
Founder and CEO
Tradeworx
Geoff Oltmans
Managing Director and Portfolio Manager
Silver Lake
Steven Rattner
Chairman, Willet Advisors LLC
Former Counselor to the Secretary of the Treasury
Andrew Redleaf
Founder and CEO
Whitebox Advisors LLC
Bruce Richards
CEO and Founding Partner
Marathon Asset Management, LP
Thomas E. Sandell
Founder, Chairman and CEO
Sandell Asset Management
Lawrence M. Schloss
Deputy Comptroller for Pensions, Chief Investment Officer
City of New York
Ted Seides
President and Co-CIO
Protégé Partners, LLC
Gerald L. Shargel
Founder
Law Offices of Gerald L. Shargel
Stephen M. Siderow
Co-Founder and President
BlueMountain Capital Management LLC
Jeffrey Smith
Managing Member, CEO and CIO
Starboard Value, L.P.
Caglar Somek
Partner and Global Portfolio Manager
Caravel Management LLC
Ira Lee Sorkin
Member
Lowenstein Sandler PC
Jonathan R. Streeter
Partner, Dechert LLP
Former Assistant U.S. Attorney, Southern District of New York, U.S. Department of Justice
Leon M. Wagner
Co-Founder and Retired Chairman
GoldenTree Asset Management
Ash Williams
Executive Director and CIO
Florida State Board of Administration (SBA)
Nathaniel Baker
Editor, Bloomberg Brief: Hedge Funds
Bloomberg Professional
Kelly Bit
Reporter, Hedge Funds
Bloomberg News & Bloomberg Brief: Hedge Funds
Deirdre Bolton
Anchor and Host, “MoneyMoves”
Bloomberg Television
Katherine Burton
Hedge Fund Reporter
Bloomberg News
Mary Childs
Corporate Finance Reporter
Bloomberg News
Rob Dieterich
Senior Editor
Bloomberg Markets
Paula Dwyer
Editor
Bloomberg View
Larry Edelman
Managing Editor, Investing, Real Estate and Personal Finance
Bloomberg News
Robert Friedman
Editor-at-Large
Bloomberg News
Tom Keene
Editor-at-Large, Bloomberg News
Co-Host, “Bloomberg Surveillance”, Bloomberg TV & Radio
Jason Kelly
Managing Editor, Bloomberg LINK
Author, The New Tycoons: Inside the Trillion Dollar Private Equity Industry that Owns Everything
Jeffrey McCracken
Team Leader, M&A, IPOs & Restructuring
Bloomberg News
John E. Morris
Editor, Bloomberg Brief: Mergers
Bloomberg Professional
Stephanie Ruhle
Co-Host, “Market Makers”
Bloomberg Television
Deborah Solomon
Editor
Bloomberg View
Jesse Westbrook
Reporter
Bloomberg News
Frank Wilkinson
Editor
Bloomberg View
IDA Ireland
IDA Ireland is the Irish Government agency with responsibility for promoting and supporting foreign direct investment into Ireland. The agency manages an investor portfolio of 1,000 international companies employing more than 130,000 people and generating total exports of €110 billion. Client companies include leading firms from sectors such as Life Sciences, Information and Communication Technology, Software, Engineering, Internet and Digital Media and Financial Services. Key clients include Intel, Facebook, Microsoft, IBM, Pfizer, Merck, Medtronic, GE, Google, Citi, Bank of Montreal, Bank of New York Mellon and many more. IDA Ireland works closely with client companies to help them assess opportunities in Europe and to support and assist them with establishing their operations in Ireland.
To learn more, visit www.idaireland.com.
Grant Thornton LLP
Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the six global audit, tax and advisory organizations. The people in the independent firms of Grant Thornton International Ltd provide personalized attention and the highest quality service to public and private clients in more than 100 countries. Because of its importance to our firm as a whole, the financial services industry is a core focus of Grant Thornton’s practice, nationally. To support our commitment to this sector, Grant Thornton established a National Financial Services Industry Practice to provide our offices with a resource center of knowledge about accounting, tax and business advisory issues affecting the financial services industry. Our Asset Management Sector serves hedge funds, private equity, real estate funds, as well as registered investment companies and advisors. Our dedicated team is composed of senior partners who have served in industry roles providing them with the experience to provide clients with a unique, strategic perspective on current industry matters, as well as best practices to position our clients for the future. Through the firm’s comprehensive audit, tax, advisory and valuation services, Grant Thornton provides clients with personalized attention, valuable advice and recommendations, tailored solutions and direct access to technical experts to help clients resolve issues and identify opportunities. www.GrantThornton.com/financialservices
Standard Chartered
Standard Chartered is a leading international banking group. It has operated for over 150 years in some of the world’s most dynamic markets and earns around 90 per cent of its income and profits in Asia, Africa and the Middle East. This geographic focus and commitment to developing deep relationships with clients has driven the Bank’s growth in recent years. Standard Chartered PLC is listed on the London and Hong Kong stock exchanges as well as the Bombay and National Stock Exchanges in India.
With 1,700 offices in 70 markets, the Group offers exciting international career opportunities for 87,000 staff. It is committed to building a sustainable business over the long term and is trusted worldwide for upholding high standards of corporate governance, social responsibility, environmental protection and employee diversity. Standard Chartered’s heritage and values are expressed in its brand promise, ‘Here for good’.
For further information please visit www.standardchartered.com. Follow Standard Chartered at www.facebook.com/standardchartered and on Twitter @StanChart.
Gucci
Founded in Florence in 1921, Gucci is one of the world’s leading luxury fashion brands. With a renowned reputation for quality and Italian craftsmanship, Gucci designs, manufactures and distributes highly desirable products such as leather goods, shoes, ready-to-wear, silks, timepieces and fine jewelry.
BNY Mellon
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. It has $27.9 trillion in assets under custody and administration and $1.4 trillion in assets under management, services $11.6 trillion in outstanding debt and processes global payments averaging $1.4 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available on www.bnymellon.com or follow us on Twitter@BNYMellon.
JD Clark
JD Clark offers a complete back-office solution for hedge funds, funds of funds, registered hedge funds and private equity funds.
Our full-service lineup includes product formation assistance, administration, fund accounting, investor accounting /reporting, tax preparation/reporting, and custody (through our affiliate, UMB Bank, n.a.).
Ask about Registered Fund Solutions, the industry’s first turnkey solution for launching and servicing a registered hedge fund.
We offer high-touch service, leading-edge technology, and the stability of a highly capitalized parent that’s been around for 100 years.
To learn more, visit www.jdclark.com.
Ultimat Vodka
Ultimat Vodka, from the Patron Spirits Company, is one of the world’s most distinctive vodkas. Created in the birthplace of vodka—Poland—it is the only vodka distilled from both grains (wheat and rye) and potato, a break from the traditional process of using just one or the other. The result is a subtle taste, smooth texture, and rich complexity uncommon in most vodkas. Ultimat vodka is bottled in a striking cobalt blue crystal decanter. For more information about Ultimat vodka, visit www.ultimatvodka.com.
100 Women in Hedge Funds
100 Women in Hedge Funds is a global, practitioner-driven non-profit organization serving over 10,000 alternative investment management investors and professionals through educational, professional leverage and philanthropic initiatives. Formed in 2001, 100 Women in Hedge Funds has hosted more than 300 events globally, connected more than 250 senior women through Peer Advisory Groups and raised close to $28 million for philanthropic causes in the areas of women’s and family health, education and mentoring.
EurekaHedge
Eurekahedge is the world’s largest independent data provider and research house focusing on alternative investments. We are headquartered in Singapore and have representative offices in New York and London. We maintain coverage on over 26,000 alternative funds globally. Our global alternative research covers hedge funds, funds of funds, private equity funds, Islamic funds, real estate funds, long-only absolute return funds and enhanced equity funds (130/30) and socially responsible investment funds (SRI).
For more information, please contact us at marketing@eurekahedge.com or +65 6212 0925 (Head Office – Singapore) or visit www.eurekahedge.com. Also, you are able to reach us through our US Office lines at either +1 646-710-4898 or +1 646-710-4899
Hedge Fund Association
The Hedge Fund Association is a non-profit international group of professionals with a mission to provide a forum for thought leaders, innovators, practitioners and investors who are shaping the way business is conducted in the global hedge fund industry. We advocate for the industry by giving voice to the issues through the education of investors, the media, regulators and legislators. Our Members also serve the community at large through a commitment to philanthropy.
Our members enjoy: Access to a wealth of information; Great networking opportunities; Link from HFA web site to member sites; Meaningful HFA discounts resulting in “no-cost” membership ; Prestige associated with use of HFA logo on your literature ; Opportunity to contribute to hedge fund industry and participate in HFA decision-making.
Contact us at 305-935-7296; 202-478-1999 (fax) ; info@thehfa.org or www.thehfa.org.
PitchBook
PitchBook is focused on providing the private equity and venture capital communities with high-quality, in-depth data through a simple, intuitive platform providing clients with all the tools they need to make better investing decisions. We strive not only to procure the most comprehensive private equity and venture capital data, but also to present that information in a way that facilitates the translation of data points into actionable information. The PitchBook Platform looks at every stage of a transaction and incorporates tools to meet the diverse needs of general partners, limited partners, lenders, advisors, and other deal participants. To ensure the most reliable and comprehensive data is gathered, PitchBook has instituted a Six Sigma-based proprietary research process that includes a rigorous and meticulous review of publicly available sources, direct primary research with all of the parties involved in deal flow, online surveys, and ongoing quality assurance.
Regulatory Compliance Assocation (RCA)
The Regulatory Compliance Association (RCA) is the non-profit organization chartered to protect investors and financial markets by delivering a JD & Masters Concentration and Practice Readiness™ Fellowships, Symposia and Series.
The RCA educates a community of over 55,000 Asset Management and Alternative Investment legal, compliance, operations and investment executives through:
- The JD & Masters Concentration™ in Asset Management and Alternative Investment Compliance, Practice & Regulation, offered through its affiliate law schools;
- Practice Readiness Fellowships™ – featuring majors in Hedge Fund, Private Equity, Asset Management and Alternative Investment Compliance & Enforcement, Practice & Regulation, and Operations, Risk Management & Governance, Law & Practice; and
- Graduate level, Practice Readiness Series™ and Symposia™ for Asset Management and Alternative Investment legal, compliance, operations and investment executives.
INFORMATION FOR PARTICIPANTS:
VENUE INFORMATION:
New-York Historical Society
170 Central Park West (between 76th & 77th Streets)
New York, NY 10024
+1-212-873-3400
WEBSITE | DIRECTIONS
SPEAKING OPPORTUNITIES:
Please email Caroline Richenberg to inquire about speaking opportunities on this year's program. Please include a bio of the the executive that you would like to suggest as a possible speaker.
PRESS QUESTIONS & INQUIRIES:
Please email Angela Martin with any press related questions. If you are a journalist who would like to attend and cover the summit, please send your full contact details (name / title / company / mobile phone / email) to Angela Martin.
BLOOMBERG NEWS: HEDGE FUNDS
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