The 4th Annual Meeting of the Hedge Fund Business Operations Association
Doing more with less: Innovative strategies that navigate the convergence of investor demands, fierce competition for capital and a tougher regulatory landscape
September 24th - 25th, 2009
The Princeton Club of New York, New York City

Looking for innovative solutions to meet your operational challenges – and practical strategies to implement them?

The hedge fund industry has never faced so many challenges – from growing investor demands, fierce competition for new capital, and tougher regulations – managers must do more with less.

Join operations executives from hedge funds and funds of funds nationwide at this one-of-a-kind event, jam packed with the tools and information you need to stay one step ahead of the ground-changing events rocking the industry. This year’s event offers sessions on these key topics:

  • Current & future trends in operational due diligence: Why is it suddenly in fashion? – the crucial steps that will keep you away from a blow up
  • The growing role of the CFO: What are other CFOs taking on outside the financial function, and what does that trend mean for you and your fund?
  • Get the Top 10 List here: What the savviest investors are new demanding before they’ll invest in your fund
  • What operational, legal, and tax implications should you consider when restructuring your fund?
  • Proactive solutions – how to prevent downsizing from creating cracks in your oversight process




Don’t miss these presentations & panel discussions from senior industry professionals, including:
Christopher Acito, INVESTCROP
Tim Barefield, PERSHING SQUARE CAPITAL MANAGEMENT
Charles Cassidy, CAMBRIDGE ASSOCIATES
Westley D. Chapman, GOLDMAN SACHS HEDGE FUND STRATEGIES
Jamie Jared Donnelly, AMBER PARTNERS
John Ferguson, K2 ADVISORS
Simon Fludgate, AKSIA LLC
Esther E. Goodman, KENMAR GROUP INC
Lance Larsen, ING GLOBAL INVESTMENT STRATEGIES
Philip Lawton, PhD, CFA, CIPM, CFA INSTITUTE
Jon Lukomnik, SINCLAIR CAPITAL LLC
Holly H. Miller, STONE HOUSE

And don’t miss our hedge funds-only breakfast, panel discussions, and peer-led sessions on the most pressing topics for the hedge fund community, including:

  • How are the most successful capital-raisers standing out from the crowd? (and how can you do the same?)
  • Treasury management: The balancing act between preserving cash & searching for higher returns
  • Best practices in personnel management: What are the benefit and compensation structures that make the most sense in today’s environment?
  • How can you run your business without cutting your major cost line items?
  • Outsourcing operations: Shifting workflow but not responsibility



Our Conference Co-Chairs:
Tim Barefield,
COO
PERSHING SQUARE CAPITAL MANAGEMENT
Tim joined Pershing Square Capital Management in September of 2006. His focus at Pershing is all aspects of operations and compliance for this nearly four year old Hedge Fund. Prior to joining Pershing Square Tim was the CEO of GiftCertificates.com Inc., a leading online consumer gift card and corporate incentive program management company. Prior to joining GiftCertifcates.com Tim was the Vice President of Human Resources for Swissotel and Accor North America, both international hotel chains. Tim received his A.M. in Psychology from Harvard University in 1997, his MBA from Rockhurst University in 1987, and his BS in Mechanical Engineering from the University of Missouri-Rolla in 1983. Tim enjoys participating in all sports, including tennis, golf, running, and table tennis, and was marginally talented at best in any of them at his peak, but is now well past his prime

Christopher Addy
President & CEO
CASTLE HALL ALTERNATIVES
Christopher Addy is the President and Chief Executive Officer of Castle Hall Alternatives, the largest, dedicated provider of operational due diligence to institutions, fund of funds, endowments and family offices. Chris is one of the industry's most experienced due diligence practitioners, having completed his first due diligence review in 1997. Chris was previously Principal and co-founder of Amber Partners, a Bermuda company providing operational certifications to hedge fund managers. Prior to forming Amber, Chris was Senior Vice President of UBP Asset Management (Bermuda) Limited (2001-2004), where he supervised a team of analysts responsible for operational due diligence on a large number of hedge funds and administrators. From 1997 to 2001, Chris held the position of group financial controller of The Atlantic Philanthropies, a multi-billion dollar foundation, where his responsibilities included operational due diligence across a significant investment portfolio. He began his career as an auditor with Deloitte in the United Kingdom before joining PricewaterhouseCoopers in Bermuda in 1994. At PwC, Chris gained broad exposure to the offshore hedge fund industry, becoming lead manager in the firm's investment company audit group. Chris holds a BA in economics and history from the University of Durham, England. He is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Canadian Institute of Chartered Accountants and the Ordre des comptables agréés du Québec. He is also a CFA (chartered financial analyst) charterholder and a member of the Montréal and Bermuda CFA societies.


Special thanks to our advisory board:
Jill Zelenko, CPA, Chief Financial Officer and Chief Risk Officer
ENTRUST CAPITAL INC

Gerald J. Cavataio, Chief Financial Officer
ALICANTO CAPITAL MANAGEMENT, LP

Matthew Jenal, Chief Financial Officer
CADOGAN MANAGEMENT

Marc Abel, CPA MST, Chief Financial Officer
DABROES MANAGEMENT LP

Michelle Kline, Chief Operating Officer & Chief Compliance Officer
GENESEE INVESMTENTS, LLC

Kurt D. Koeplin, Chief Financial Officer
RAIL-SPLITTER CAPITAL MANAGEMENT, LLC

Duncan Huyler, Chief Financial Officer
360 GLOBAL CAPITAL, LLC

George E. Roeck, Managing Director and Chief Financial Officer
AGAMAS CAPITAL MANAGEMENT, LP

Eric S. Lazear, Director - Hedge Fund Operational Risk Due Diligence
DUFF & PHELPS

TO INQUIRE ABOUT SPEAKING OPPORTUNITIES FOR THE EVENT PLEASE CONTACT MENNA LLOYD WHITE OR 704-341-2440

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