Why Attend:
Discover key techniques to overcome the challenge of accurate valuation! Hear from industry
experts as they highlight common issues and problems surrounding the pricing and valuing of complex
securities and portfolios, and sharpen your focus on transparency, risk management, investor protection
and regulatory compliance.
This timely event is designed to address the crucial challenges you face and help mitigate
operational risk, and to teach you how to implement the right valuation process.
Confirmed Speakers to Date:
Christopher Addy,
CASTLE HALL ALTERNATIVES
Stuart Gilson,
HARVARD BUSINESS SCHOOL
Clare McAdam,
IMS CONSULTING
Mike Greenstein,
PRICEWATERHOUSECOOPERS
Eric Lazear,
FIM (USA) INC
Raj Gupta, PhD,
CENTER FOR INTERNATIONAL SECURITIES AND DERIVATIVES MARKETS
Joseph W. Bartlett,
FISH & RICHARDSON
Eleazer Klein,
SCHULTE ROTH & ZABEL LLP
Espen Robak,
PLURIS VALUATION ADVISORS LLC
Jeffrey Green,
DELOTTE & TOUCHE, LLP
Rohan Douglas,
QUANTIFI SOLUTIONS, INC
Will Slota,
DELOITTE & TOUCHE, LLP
Robert S. Tull,
SEC COMPLIANCE CONSULTANTS, INC.
Westley Chapman,
GOLDMAN SACHS HEDGE FUND STRATEGIES
Aileen Doherty,
JEFFERSON WELLS
Lisa Julian,
GOLDMAN SACHED HEDGE FUND STRATEGIES
Marina Lewin,
THE BANK OF NEW YORK
John Cardoso,
PRICEWATERHOUSECOOPERS
Bill Austin,
CORNERSTONE EQUITY INVESTORS
Mark Jensen,
T SQUARED PARTNERS
Don Murphy,
LACROSSE GLOBAL FUND SERVICES
Joe Holman,
COLUMBUS AVENUE CONSULTING, LLC
Maury Cartine,
MARCUM & KLIEGMAN, LLP
Raj Gadkari,
BEAR STEARNS PRICINGDIRECT, INC
PLUS: Don't miss our exclusive Post-Conference Workshop:
Hedge Fund Valuation: A Guide To Best Practice
Led by Christopher Addy, CASTLE HAL ALTERNATIVES, and Eric Lazear, FIM (USA) INC,
this workshop provides a detailed examination of valuation best practices, examining
this crucial issue from the perspective of both the hedge fund manager and the hedge
fund investor. This workshop is tailored for professionals seeking to learn more about
valuation risk and gain a more detailed understanding of the keys to effective manager
due diligence. Workshop areas of learning include:
- An Overview of the Hedge Fund Valuation Process: What's at Stake?
- Putting Together a Best Practice Valuation Process
- Investor Due Diligence Surrounding the Valuation Process
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Highlights of our program include:
- Best Practices in Pricing and Valuation Verification and Review for Complex and Illiquid Securities
- Current Issues in Regulation and Compliance
- Hedge Fund Portfolio Valuation Strategies
- Exotic Instruments and Marking
- Learn Methods Leading Firms Employed to Value:
- Credit Derivatives: Credit Default Swaps, CDO and Basket Swap Valuation
- Distressed Debt
- PIPEs
- Private Equity Investments
- MBS
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Who Should Attend?
- Hedge Fund and Fund-of-Funds executives
- Operations executives
- Quantitative Analysts and Research Directors
- Pricing Committee Members
- Qualified Investors
- Risk Officers
- In-House Compliance Personnel
- Vendors of Risk Management and Pricing/Valuation Software and Systems
- Prime Brokers, Auditors and Administrators
- Consultants, Attorneys and Accountants
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