CIO 2011 Leaders In Investing Summit


CIO/CEO Leaders in Investing Summit
June 21, 2011  -   The Metropolitan Club of New York
One East 60th Street, NY



7:30 - 9:30 am

8:00 am

8:10 am

8:50 am

Registration & Continental Breakfast


Morning Keynote #1           
Surely You're Joking: Questions & Suggestions for Principals & Agents

David Salem, CEO/CIO, Windhorse Capital


Morning Keynote #2           

Equities - The Best House in the Financial Asset Neighborhood
Leon Cooperman, Chairman & CEO, Omega Advisors


9:30 - 10:15 am

Concurrent Breakout Sessions

Macro Outlook: Maintaining Purchasing Power In An Uncertain Environment

Moderator: Nancy Donohue, Managing Partner, Summit Rock Advisors

• David Abrams, Managing Member, Abrams Capital
• Alex Cook, CEO & CIO, Fortress Partners Funds
• Mark Yusko, CEO & CIO, Morgan Creek Capital Management


Empty Rooms: Top Investors Talk about Today’s Hidden Values

Moderator: Michael van Biema, Founder, van Biema Value Partners

• Larry Robbins, CEO, Glenview Capital Management

• Thomas Russo, Partner, Gardner Russo & Gardner

• Ron Gutfleish, Managing Member, Elm Ridge Capital



10:30 - 11:15 am

Concurrent Breakout Sessions


Reinventing the Fund of Fund Model – Top Managers Debate Growth Strategies

Moderator: Ken Shoji, Principal, Stissing Lake Advisors

• Chuck Clarvit, Co-Head, Blackrock Alternative Advisors

• Luke Ellis, Head of Multi-Manager Platform, Man Investments

• Joel Gantcher, Director of Research, Cadogan Management


Day One Investors: What To Look For In Outperforming Funds

Moderator: Sky Wilber, Managing Member, Dakota Advisors

• Charles "Chas" Cocke, Co-Founder, Managing Director, Investure

• Mark Eaker, Co-Founder, Sire Management

• D. Ellen Shuman, CIO, Carnegie Corporation


 11:20 - 11:50 am
 Mid Morning Keynote     


 Navigating in the Face of Profound Magnetic Fields & Gravitational Forces

 Eric Upin, CIO, Makena Capital Management

Noon - 1:30 pm

Luncheon & Keynotes

Keynote #1

Keys to Success in a Low Return World

Howard Marks, Chairman, Oaktree Capital Management


Keynote #2  


The Shape of the Next Crisis
Paul Singer, Founding Partner, Elliott Associates


1:45 - 2:30 pm
Concurrent Breakout Sessions


How Is the Endowment Model Evolving?

Moderator: Soo Chuen Tan, Managing Partner, Discerene Value Advisors

• Christine Kelleher, Acting CIO, Georgetown University
• Kristin Gilbertson, CIO, University of Pennsylvania

• Brian O’Neil, CIO, Robert Wood Johnson Foundation

• Tina Surh, CIO, New York University


Prospecting For Value in The Energy Sector

Moderator: Jonathan Earnhardt, Principal, Harren Equity Partners

• Jonathan Farber, Co-Founder, Lime Rock Partners

Bruce Schulman, Managing Director, NGP Energy Technology

• Brian Frank, Managing Director, MSD Capital


2:45 - 3:15 pm Afternoon Keynote


A Conversaton with Bill Ackman
Bill Ackman, Founder, Pershing Square interview by
   John Willian, Co-Head of Global Securities Services, Goldman Sachs


3:30 - 4:15 pm
Concurrent Breakout Sessions


Debate: The Long-Term Role of Hedge Funds in Institutional Portfolios

Moderator: Edgar Barksdale, Jr, CEO, Federal Street Partners

• David Marcus, CIO, The Juilliard School

• Srinivas Pulavarti, President & CIO, University of Richmond / Spider Management • Ryan Roderick, Managing Director, Goldman Sachs Hedge Fund Strategies


Family Offices: Risk-Return Tradeoffs & Opportunities For Taxable Investors

Moderator: Andrea Markezin, President, Marujupu

• Jim Ruddy, President, Keswick Management

• Austin Shapard, President, Rockefeller Financial

• Mark Castelin, Director, Harris myCFO


4:20 - 5:00 pm Closing Keynote


The Big Secret for Value Investors
Joel Greenblatt, Founder, Gotham Capital