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Speakers 
Kelsey Biggers, Managing Director, K2 Advisors
R. Kelsey Biggers, Managing Director, Risk Management for K2 Advisors graduated with an MBA from Columbia University Business School in 1980. He has worked in financial services and institutional investing since 1983 when he joined General Electric Information Services as the Financial Services Marketing Manager developing global network solutions for Wall Street trading firms. In 1987, Mr. Biggers joined Bankers Trust as a Vice President responsible for on-line trust and performance measurement services for institutional investors. Over the next decade Mr. Biggers held a number of management positions in trust services, performance and risk analysis. In 1993, as a Managing Director, he developed the Bank’s RAROC 2020 risk measurement service that commercialized mark-to-market, Value at Risk and stress testing methodologies developed at Bankers Trust. In 1996, Mr. Biggers joined the Wall Street-based information technology company, Plural, as Executive Vice President responsible for Sales and Marketing. In 1998, as CEO and President he founded Measurisk, a web-based service company that provides risk analysis to institutional investors like General Electric and The World Bank. In April 2002, Mr. Biggers joined K2 Advisors, a Fund of Hedge Funds headquartered in Stamford Connecticut with $5.3 billion under management. He is responsible for risk management and sits on the Management committee.
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Dermot Butler, Chairman, Custom House Administration
Dermot Butler, who is Chairman of Custom House Administration & Corporate Services Limited (“Custom House”), the Dublin based Alternative Investment and Hedge Fund Administrator, has over 35 experiences in the financial services industry. He has worked variously as a Stock Broker and Stock Jobber (specialising in South African mining stocks), before becoming a Commodity Broker and Market Maker in Metal Options on the London Metal Exchange (“LME”). Dermot was a member of the Options Sub Committees of the LME, liaising with the Bank of England, the UK Department of Trade and the US Commodity Futures Trading Commission (“CFTC”) on option regulation. He has also testified at hearings on option regulations held by the CFTC and as an expert witness before the US Tax Court and Texas Securities Commission and addressed the American Bar Association, all on the subject of commodity options.
In 1983 Dermot Butler helped set up McDonnell & Co., the Bermuda fund management company and issuer of the McD range funds. He sold his interest in that company and moved to Dublin in 1989 when he established Custom House. Dermot is a director of several international financial services and fund companies and is Deputy Chairman of the Alternative Investment Management Association (AIMA).
He is married and lives in Co. Wicklow, Ireland. He has one daughter, two grandchildren, two stepsons and two dogs.
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Mary Cahill, Vice President for Investments and Chief Ivnestment Officer, Emory University
Mary L. Cahill is Vice President of Investments and Chief Investment Officer of Emory University overseeing investments of all endowment, trust, operating, and employee benefit funds of the University and related medical facilities.
Prior to joining Emory, Mary was Deputy Chief Investment Officer of Xerox Corporation where she was responsible for developing, recommending and implementing investment alternatives for pension and savings plan assets in excess of $12 billion. Mary was also Chief Investment Officer of the Xerox Canada pension plan.
Mary has 20 years of investment experience with prior positions including Deputy Director of the Virginia Retirement System, Director of the SmithKline pension fund and pension management positions with BellSouth and Merck. Mary has overseen internal equity portfolios, invested fixed income and futures portfolios, developed performance measurement systems, and designed investment options. Mary has served as President of Pension Group East, President of Pension 21 and an executive member of the Financial Executive Institute’s Committee on Investment of Employee Benefit Assets. She is a member of the NYSE Pension Managers Advisory Committee. Mary has an MBA specializing in Finance from St. John’s University and is a Chartered Financial Analyst.
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Felix Chee, President & Chief Executive Officer, University of Toronto Asset Management Corporation
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Sam Chung, Associate Dean & Associate Professor of Finance, Long Island University
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Steven Cohen, Founder, Gold Coast Advisors
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Garry Crowder, Chief Executive Officer, CASAM Americas
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John Cunningham, President, HF Access
Mr. Cunningham has over 15 years of financial and management experience in the securities and financial service industries. Mr. Cunningham serves as the President of WR Capital Management and serves as the President of HF Access. WR Capital Management is the advisor to various funds of managed accounts, and HF Access is a managed account service provider. From 2000 to 2003, Mr. Cunningham served as Senior Vice President and the Financial and Operations Principal of Knight Securities, L.P. and Knight Capital Markets. From 1996 to 2000, Mr. Cunningham was an officer at Greenwich Capital Markets and was responsible for issuer and counterparty risk management on fixed income, asset backed, derivative, and foreign currency products. From 1993 to 1996, Mr. Cunningham practiced at the accounting firm of Deloitte & Touche LLP where he earned his CPA while specializing in the capital markets group. Mr. Cunningham earned his MBA from Cornell University and his B.S. degree from the State University of New York at Albany. Mr. Cunningham has written white papers on hedge fund issues, taught classes on hedge funds and has been invited to speak at various hedge fund conferences in Europe and the USA.
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Carl M Eifler, Head of Lyxor US, Société Générale
Carl Eifler joined Socie?te? Ge?ne?rale’s Corporate & investment Bank in February 2006 as the US head of Lyxor in order to build out Lyxor AM’s hedge fund platform in the United States. Lyxor is the captive asset management subsidiary of SG’s Equity Derivateves group with over $60 billion of assets under management and the world’s largest hedge fund platform with over 170 hedge funds and utilized by over 130 independent investment advisors.
Mr. Eifler joined First Boston is 1975 as an investment banker, developed and led that firm’s industry leading mortgage finance capability from its beginnings in 1977 and then became head of the Public Finance Department in 1988. In 1995 he moved to Morgan Stanley to build its Prime Brokerage business into the industry leader.
Mr. Eifler earned a BA from Yale University and an MBA from Harvard Business School as a Baker Scholar and Loeb Rhoades Fellow.
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Karen Finerman, President, Metropolitan Capital Advisors
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John Godden, Chief Executive Officer, IGS Advisory
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Nicolas Guerin, Managing Director, Structured Alternative Investments, Société Générale
Nicolas Guerin is Manaing Director in the Equity Derivatives and Structured Product group at SG Americas, and has been with the Socie?te? Ge?ne?rale (“SG”) organization since 1995. SG Americas is a wholly-owned subsidiary of SG, headquartered in Paris and rated AA- and Aa2 by Standard & Poor’s and Moody’s Investor Services, respectively.
The range of products offered to SG’s investor base in the Americas includes principal protected Notes linked to indices and basket stocks, Reverse Convertibles, Warrants, Exchange Traded Funds, OTC options and Swaps, and leveraged products linked to Alternative Investments.
Prior to working with the U.S. market, Mr Guerin worked in Paris in the asset allocation & investor relations team at Lyxor Asset Management. Lyxor Asset Management is a specialized asset management company, wholly-owned by SG, and dedicated to the launch and the management of multi-manager and multi-strategy structured funds of funds used as underlying of structured products issued by SG. He holds post-graduate degree (D.E.S.S) in finance from the IEP Paris is a graduate of the IEP Paris where he majored in finance and economics.
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Brent Hankins, Principal, Senior Portfolio Manager and Chief of Trading Operations, Welton Investment Corporation
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Jerry Harris, Welton Investment Corporation, Welton Investment Corporation
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Simon Hookway, Chief Executive Officer, MSS Capital
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Lars Jaeger, Partner and Head of Alternative Beta Strategies, Partners Group
Lars Jaeger holds a PhD degree in theoretical physics from the Max-Planck Institute for Physics of Complex Systems, Dresden. He studied physics and philosophy at the University of Bonn, Germany, and Ecole Polytechnique, Paris. After his post-doctorate studies in Dresden, Lars began his finance career as a quantitative researcher on econometric and mathematical modeling of financial markets at Olsen & Associates AG in Zurich. He subsequently joined the Hedge Fund group of Credit Suisse Asset management, where he was responsible for risk management and quantitative strategy analysis. Lars is a founding partner of saisGroup, an investment firm specializing on alternative investment strategies which merged with Partners Group, where he is now heading the group “Alternative Investment Research”. Lars holds the CFA charter and is a certified Financial Risk Manager (FRM). He is the author of numerous research publications and the books “Risk Management of Alternative Investment Strategies”, published in 2002 with Financial Times Prentice Hall, “The New Generation of Risk Management for Hedge Funds and Private Equity“ (ed.) published by Euromoney in 2003, and “Through the Alpha Smokescreen: A guide to hedge fund return sources”, published by Institutional Investors (2005).
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Mr Ernest Jaffarian, President & Chief Executive Officer, Efficient Capital Management
Ernest L. Jaffarian is the Founder, President and Chief Executive Officer of Efficient Capital Management, LLC (Efficient). He is a veteran of over 20 years within the alternative investment industry in the areas of trading, portfolio construction, and risk management. In 1986 he joined Chicago Research & Trading Inc. (CRT) as a member of the proprietary trading group on the floor of the Chicago Board Options Exchange and rose to position of Senior Vice President for OTC Treasury Options. Immediately prior to founding Efficient, Mr. Jaffarian was responsible for the managed futures department of Hull Equity Management, LLC and for the allocation of Hull Trading Company, LLC’s proprietary capital among trading advisors. Founded in 1999 by leaders from within the industry’s preeminent trading organizations including CRT and Hull Trading, Efficient is dedicated to maximizing the unique benefits of cash-efficient “alpha” strategies for the institutional investor. It presently allocates assets for a variety of global private bank, insurance company, funds of funds and private investor clients. It seeks and invests with more than 20 quantitative macro, currency, managed futures, and relative value managers from 7 countries and 3 continents delivering broad diversification in more than 120 markets spanning currencies, interest rates, stock indices, energy, base and precious metals and commodities. With a staff of 28, Efficient’s significant infrastructure is dedicated to exceeding the most rigorous demands of institutional investors. Available investment structures include private managed accounts and fund structures offering varying levels of capital funding efficiencies and principal protection structures.
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Tammer Kamel, President, Iluka Hedge Fund Consulting
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Jonathan Kinlay, Chief Executive Officer, Proteom Capital Management
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Aleks Kins, President and co-Chief Investment Officer, AlphaMetrix Investment Advisors, LLC
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Cary Klivan, Managing Director, Amber Partners
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James Lubin, Principle & Director, Hymen Beck and Company
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Tom Marsh, Associate Director, Cerulli Associates
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Chad Martinson, Partner, Director of Product Structuring, Efficient Capital Management
Chad R. Martinson, CAIASM is a Partner and the Director of Product Structuring for Efficient Capital Management, LLC (Efficient). He has over 13 years of industry experience with more than 5 years focusing on alternative investments and managed futures. His expertise and experience cover Information Technology, Portfolio Construction and Risk Management. After 8 years of working as a lead technology consultant and project manager for several top firms (Tribune Company, Motorola, Allstate) he joined Efficient Capital Management as the Director of Information Technology to build out the IT infrastructure and technology team. After directing the development of Efficient’s proprietary portfolio construction, risk monitoring, fund accounting and quantitative analysis tools he became the Partner responsible for product structuring. Mr. Martinson is not only responsible for structuring and quantitative modeling but also actively participates in the investment process and portfolio risk management. Founded in 1999 by leaders from within the industry’s preeminent trading organizations including CRT and Hull Trading, Efficient is dedicated to maximizing the unique benefits of cash-efficient “alpha” strategies for the institutional investor. It presently allocates assets for a variety of global private bank, insurance company, funds of funds and private investor clients. It seeks and invests with more than 20 quantitative macro, currency, managed futures, and relative value managers from 7 countries and 3 continents delivering broad diversification in more than 120 markets spanning currencies, interest rates, stock indices, energy, base and precious metals and commodities. With a staff of 28, Efficient’s significant infrastructure is dedicated to exceeding the most rigorous demands of institutional investors. Available investment structures include private managed accounts and fund structures offering varying levels of capital funding efficiencies and principal protection structures.
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Pierre-Yves Moix, Chief Risk Officer, RMF Investment Management
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Reiko Nahum, Chief Executive Officer, Amber Partners
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Jeff Norton, Investment Officer, Manitoba Teacher's Retirement Allowances Fund
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Brian O'Niel, Chief Investment Officer, The Robert Wood Johnson Foundation
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Leslie Rahl, President, Capital Market Risk Advisors
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Thomas Schneeweis, Michael and Cheryl Philipp Professor of Finance & Director, CISDM, University of Massachusetts
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Jack Schwager, Principal - Senior Portfolio Manager, Fortune Group
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Thaxter Sharp, Managing Director, JMP Asset Management
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Jon Stein, Chief Strategic Officer and co-Chief Investment Officer, AlphaMetrix Investment Advisors, LLC
Jon Stein is the Chief Strategic Officer and co-CIO of AlphaMetrix, and is also a member of the firm. Mr. Stein helps run the Platform Committee of AlphaMetrix and is responsible for product structuring and design at the firm.
Mr. Stein’s 18 years in the financial services industry has been focused on investment management and trading, but also has included journalism and the practice of law. Prior to joining AlphaMetrix in July 2005, he was the Chief Strategic Officer of Efficient Capital Management, a fund-of-funds manager and consultant specializing in managed futures and FX investments. Among various accomplishments he created and launched Efficient’s suite of funds, including its core managed futures fund and its multi-manager FX fund. He also served on that firm’s Senior Management Committee and served as Chairman of the Investment and Allocation Committee. He was also a partner and principal, and continues to serve in an advisory capacity.
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Bernie Wasserman, Senior Vice President - Global Structured Fund Products, HSBC
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Eric Weber, Chief Operating Officer, Freeman & Co
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Mr Kevin Williams, Associate Director, Pacific Alternative Asset Management Company
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