TUESDAY OCTOBER 16, 2012 |
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| 5:00 pm - 8:00 pm | Registration & Welcome Reception A View from the Top: An Evening of Music & Cocktails |
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WEDNESDAY OCTOBER 17, 2012 |
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| 7:00 am – 8:00 am | Breakfast |
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| 7:00 am - 5:00 pm | Registration & Information |
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| 8:00 am - 5:30 pm | One-on-One Meetings |
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| 8:00 am - 8:10 am | Welcome & Opening Remarks Anthony Scaramucci, Managing Partner, SkyBridge Capital |
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| 8:15 am – 8:55 am | East Meets West: Macro Economic Forecasts from Around the Globe Nader Mousavizadeh (Moderator), Chief Executive Officer, Oxford Analytica Richard C. Koo, Chief Economist, Nomura Kishore Mahbubani, Dean & Professor, Lee Kuan Yew School of Public Policy at the National University of Singapore Nouriel Roubini, Co-Founder & Chairman, Roubini Global Economics Carl Weinberg, Founder & Chief Economist, High Frequency Economics | |||
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| 9:00 am – 9:40 am | Identifying Opportunity Sets: Current Investment Trends in Alternative Asset Allocation Scott E. Kalb (Moderator), Advisor, Korea Investment Corporation Ray Nolte, Managing Partner, SkyBridge Capital Mark Okada, Co-Founder & Chief Investment Officer, Highland Capital Management, LP Manraj S. Sekhon, Chief Executive Officer & Chief Investment Officer, Fullerton Fund Management Harold Yoon, Chief Investment Officer, SAIL Advisors |
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| 9:45 am – 10:15 am | Markets, Products & Developments: Perspectives from Global Exchange Leaders Matthias Knab (Moderator), Director, Opalesque Ltd. Julien Le Noble,Managing Director, Asia Pacific, CME Group Henk Huitema, Head of the Eurex Frankfurt AG, Eurex, Deutsche Boerse Group Michael Syn, Head of Derivatives, Singapore Exchange (SGX) |
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| 10:15 am – 10:45 am | Networking & Coffee Break |
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| 10:45 am - 10:55 am | Welcome & Opening Remarks Minister Lim Hng Kiang, Minister for Trade & Industry and Deputy Chairman, Monetary Authority of Singapore |
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| 11:00 am – 11:40 am | Currencies & Commodities: A Crash Course on Investing in a Macro Driven Environment Timothy Moe (Moderator), Co-Head of Economics, Commodities & Strategy Research, Goldman Sachs Renée Haugerud, Founder & Chief Investment Officer, Galtere Ltd Adam Levinson, Chief Investment Officer of the Fortress Asia Macro Fund & Co-Chief Investment Officer of the Fortress Macro Fund Danny Yong, Chief Investment Officer, Dymon Asia Joe Zhou, Ph.D., Chief Investment Officer & Executive Director, Ortus Capital |
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| 11:45 am – 12:25 pm | A Fundamental Framework: Profitable Portfolio Construction in a Risk-on/Risk-off World Victor Zhang (Moderator), Managing Director, Wilshire Associates Troy Gayeski, Managing Director & Senior Portfolio Manager, SkyBridge Capital Mustafa Jama, Head & Chief Investment Officer, Morgan Stanley Alternative Investment Partners Fund of Hedge Funds Michael McGrath, Partner, Perella Weinberg Partners David K. Storrs, President, Chief Executive Officer & Co-founder, Alternative Investment Group Steve Vogt, Ph.D., Chief Investment Officer, Mesirow Advanced Strategies |
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| 12:30 pm – 1:35 pm | Lunch |
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| 12:30 pm – 1:35 pm |
Special Presentation: Biomedicine and the Life Sciences: Defining the Path to Health and Wealth in the 21st Century Limited to 80 Delegates on a First Come, First Serve Basis Dr. Andy von Eschenbach, President of Samaritan Health Initiatives, Inc. & Former Commissioner of Food and Drugs Administration | |||
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| 1:40 pm – 2:20 pm | Institutional Investment Imperative: Balancing Volatile Markets with Long Term Objectives Guan Ong (Moderator), Principal, Blue Rice Investment Management & Former Chief Investment Officer, Korea Investment Corporation Lim Chow Kiat, Deputy Group Chief Investment Officer & President, GIC Asset Management Tan Sri Dato' Azman HJ. Mokhtar, Managing Director, Khazanah Nasional Berhad Samarn Trongwaranon, Senior Director, Thai Government Pension Fund Mark Wiseman, Chief Executive Officer, Canada Pension Plan Investment Board | |||
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| 2:25 pm – 3:05 pm | The Economic Puzzle: Integrating the Asian Financial Markets into the Global Economy Michael Zink (Moderator), Head of ASEAN, Citibank Ronnie C. Chan, Chairman, Hang Lung Properties John Ehara, Partner & Co-Founder, Unison Capital Sung-Ho Hwang, President & Chief Executive Officer, Woori Investment & Securities Co., Ltd. Mark McCombe, Chairman, Asia Pacific, BlackRock Alex Zhao, Managing Director & Head of Investment Banking Singapore, China International Capital Corp Ltd. |
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| 3:10 pm - 3:50 pm |
Japanese Institutional Investors: The Role of Alternative Investments in the Japanese Institutional Portfolio Somer Hatano (Moderator), Director, Citi - Prime Finance - Capital Introductions Hirofumi Kasai, Managing Director, Tokio Marine Asset Management. Toru Kubota, Senior Investment Consultant, Towers Watson Kota Matsuura, Managing Partner & Portfolio Manager, Sompo Japan Nipponkoa Asset Management Co. Ltd Akihiko Ohwa, Pension Fund - Treasury, IBM Japan |
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| 3:50 pm – 4:20 pm | Networking & Coffee Break |
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| 4:20 pm – 5:00 pm | One-on-One with Michael Milken Michael Milken, Chairman, Milken Institute |
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| 5:05 pm – 5:15 pm |
Protecting Life, Preserving Nature Moses K. Tsang, Co-Chair, The Nature Conservancy's Asia Pacific Council; AP Capital Holdings Inc., Executive Chairman; & Former General Partner, Goldman Sachs Group |
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| 5:20 pm – 6:00 pm | Keynote Address Vice President Al Gore, 45th Vice President of the United States; Nobel Laureate Haslinda Amin (Interviewer), Reporter, Bloomberg |
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| 6:00 pm - 7:30 pm |
Break |
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| 7:30 pm - 11:00pm |
Evening Gala Chairman's Address Anthony Scaramucci, Managing Partner, SkyBridge Capital Featuring Entertainment Smokey Robinson Presents Human Nature - The Motown Show |
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THURSDAY OCTOBER 18, 2012 | ||||
| 7:00am – 8:00am | Breakfast | |||
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| 7:00am - 5:00pm | Registration & Information | |||
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| 8:00am - 6:00pm | One-on-One Meetings | |||
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| 8:00am – 8:30am | The American President: Insight, Predictions and Implications Jack L. Oliver III, Senior Policy Advisor, Bryan Cave LLP & Advisor and Strategist for the Bush-Cheney '04 Presidential Campaign Randolph Post "R.P." Eddy, Founding Partner & Chief Executive Officer, Ergo Anthony Scaramucci, Managing Partner, SkyBridge Capital |
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| 8:35am – 9:15am |
From Access to Opportunities: Navigating the Economic, Regulatory & Geopolitical Structure in China - Hosted by HSBC Prime Services David Liao (Moderator) , Head of HSBC Global Markets, China Theresa Han, China Investment Corporation, Managing Director, Fixed Income & Absolute Return Investment Department Dan Li , Partner & Co-Head of Asian Trading, Pine River Capital Management Yifei Li, China Country Chair, Man Group Oliver Wiesberg, Managing Director, Citadel Asset Management |
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| 9:20am – 9:45am | The Implications of Japan's Quadrillion Yen of Public Debt Max von Bismarck (Moderator), Partner & Chief Executive Officer Europe, SkyBridge Capital Nick Ricciardi, Founder, Light Year Research Richard J. W. Howard, Co-Portfolio Manager -Japan Macro Opportunities Master Fund, Hayman Capital Management |
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| 9:50am – 10:30am | The X Factor: Identifying Investment Talent in Asia Aradhna Dayal (Moderator), Editor, AsiaHedge & Head of Asia for HedgeFund Intelligence Eliza Lau, Founder & Chief Investment Officer, Synergy Fund Management Edward Sungshik Moon, Chief Investment Officer, Woori Absolute Partners Judith Posnikoff, Managing Director, Pacific Alternative Asset Management Co. Jay Suresh, Partner, Protégé Partners |
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| 10:30am - 11:00am | Networking & Coffee Break | |||
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| 11:00am - 11:40am |
From Mispricings to Profits: Top Stock Picks from Leading Global Investors Stu Hendel (Moderator), Head of Global Prime Brokerage, Bank of America Merrill Lynch Cheah Cheng Hye, Chairman & Co-Chief Investment Officer, Value Partners Group Edward P. Garden, Founding Partner & Chief Investment Officer, Trian Fund Management, L.P. Steve Kim , Founder & Portfolio Manager, Karsch Capital Management, LP David Stemerman, Founder & Portfolio Manager, Conatus Capital Management LP |
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| 11:45am - 12:25am |
In Search of Alpha: The Challenges of Long/Short Equity in Asia Daniel Ward (Moderator), Investment Director, Virginia Tech Foundation Thomas Chevrier, Vice President & Asia-Pacific Head, State Street Associates Haodong Victor Li, Portfolio Manager, EJF Capital LLC Mamoru Taniya, Chief Executive Officer, Asuka Asset Management Wilson Wong, Director of Investments & Portfolio Manager, AP Capital |
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| 12:30pm - 1:40pm | Lunch |
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| 1:45pm - 2:25pm | Crisis, Contagion and Consequences: Identifying Winners and Losers in 2012 & Beyond Netty Ismail (Moderator), Reporter, Bloomberg News Christophe Aurand, Chief Investment Officer, International, York Capital Management John Burbank, Chief Investment Officer, Passport Capital David Dredge, Co-Chief Investment Officer, Fortress Convex Asia Fund John Reade, Senior Vice President, Paulson & Co. |
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| 2:30pm - 3:05pm | From Access to Opportunities: Navigating the Economic, Regulatory & Geopolitical Structure in Australia Nick Sherry (Moderator), Honourable & Former Australian Minister for Superannuation of Australia Jeremy Cooper, Senior Advisor, Challenger Sandy Grant, Chair, Care Super Fund Mark Johnson, Chairman, The Australian Financial Centre Forum |
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| 3:05pm - 3:10pm | Alchemy: Sustainable Philanthropy & Business Mark Weingard, Founder, The Inspirasia Foundation |
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| 3:15pm - 4:00pm | Mortgage Backed Securities: From Crisis Causing Debacle to Alpha Generating Opportunity Set Troy Gayeski (Moderator), Managing Director & Senior Portfolio Manager, SkyBridge Capital Clayton DeGiacinto, Chief Investment Officer, Axonic Capital LLC Russell Jeffrey, Founder, Chief Executive Officer, & Chief Investment Officer, Providence Investment Management, LLC (PIM) Steve Kuhn, Partner, Pine River Capital Management Alistair Lumsden, Chief Investment Officer of ABS, CQS Deepak Narula, Managing Partner, Metacapital Management | |||
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| 4:00pm - 4:30pm | Networking & Coffee Break |
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| 4:30pm - 4:55pm | Water Changes Everything Scott Harrison, Founder, charity:water |
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| 5:00pm - 5:45pm | Keynote Address |
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| 5:45pm - 9:30pm | Break |
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| 9:30pm - 12:00am | SALT After-Party Pangea |
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| FRIDAY OCTOBER 19, 2012 |
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| 7:00am - 8:00am | Breakfast | |||
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| 8:00am - 12:00pm | Registration & Information | |||
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| 8:00am - 12:00pm | One-on-One Meetings | |||
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| 8:00am - 8:40am |
BRICs & Beyond: A Roadmap for Strategy & Execution in Emerging Markets Abhi Kane (Moderator), SkyBridge Capital Samir Arora, Founder & Fund Manager, Helios Capital Management Pte Ltd Fabio Dallacqua , Constellation Asset Management Kirill Dmitirev, Chief Executive Officer, Russian Direct Investment Fund Stephen Roberts, Partner, Horseman Capital Management Limited |
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| 8:45am - 9:25am |
An Alternative Approach: Pursuing Growth while Hedging Inflation Kate Colchester (Moderator), Senior VP, Regional Head of Business Development and Consulting Steve Diggle , Founder, Vulpes Investment Management Detlef Schoen, Managing Partner Farm Investments, Aquila Capital Michael A. Torres, Principal, Chief Executive Officer & Portfolio Manager, Adelante Capital Management Qi Wang, Managing Director & Portfolio Manager, PIMCO |
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| 9:30am - 10:10am |
Portfolio Risks, Portfolio Rewards: Investment Opportunities and Operational Challenges Thomas Deinet (Moderator), Executive Director, Hedge Fund Standards Board (HFSB) Peter Carey, Managing Director, SkyBridge Capital Christopher Kundro, Co-Head, Wells Fargo Global Fund Services Dr. Lance Smith, Chief Executive Officer and Co-Founder, Imagine Software Gordon Yeager, Executive Vice President - Chief Risk and Operations Officer, Solus Alternative Asset Management |
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| 10:10am - 10:40am | Networking & Coffee Break |
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| 10:45am - 11:25am | The New Family Office: Multi-Generational Planning Strategies for Managing Wealth Peter Douglas (Moderator), Principal & Founder, GFIA pte ltd. Hansjörg Borutta, Chief Investment Officer, Marcuard Heritage Roxanne Davies, Managing Director, Parly Singapore PTE Ltd Justin Leong, Head of Strategic Investments & Corporate Affairs, Genting Berhad Noor Quek, Founder & Managing Director, NQ International |
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11:30am - 12:15am |
Perspectives on Global Investing: A Conversation with Jim Rogers Jim Rogers, Investment Professional & Author |
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| 12:15pm | Conference Concludes |
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*PLEASE NOTE THIS AGENDA IS TENTATIVE AND SUBJECT TO CHANGE.
