Agenda

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AGENDA

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TUESDAYSeptember 24, 2013

6:00 PM - 9:00 PM		Registration & Welcome Reception Hosted by BNP Paribas Sky on 57

WEDNESDAYSeptember 25, 2013

7:00 AM - 8:00 AM		Breakfast

7:00 AM - 4:30 PM		Registration & Information

7:00 AM - 6:00 PM		One-on-One Meetings

8:00 AM - 8:15 AM		Welcome & Opening Remarks Anthony Scaramucci Managing Partner, SkyBridge Capital

8:20 AM - 8:55 AM		Morning Market Call Marc Faber Editor & Publisher of "The Gloom, Boom & Doom Report"

9:00 AM - 9:20 AM		Keynote Welcome Address Tharman Shanmugaratnam Deputy Prime Minister & Minister for Finance, Singapore

9:25 AM - 10:05 AM		State of the Industry: Current Trends in Alternative Asset Allocation Hosted by State Street Corporation Maria Cantillon (Moderator) Senior Vice President, State Street Global Services Ray Nolte Managing Partner & Chief Investment Officer, SkyBridge Capital Mark Okada Chief Investment Officer, Highland Capital Management Judith Posnikoff Managing Director, Portfolio Construction Group, PAAMCO Andy Stewart Managing Director & Co-Head, BlackRock Alternative Investors (BAI)

10:05 AM - 10:30 AM		Networking & Coffee Break

10:30 AM - 11:15 AM		From Principles to Profits: Identifying Opportunity Sets in a Risk-On, Risk-Off Environment Stu Hendel (Moderator) Global Head of Financing Products, Bank of America Merrill Lynch Jeff Brummette Founder & Chief Investment Officer, OneWall Advisors UK Adam Levinson Chief Investment Officer, Fortress Asia Macro Fund & Co-Chief Investment Officer, Fortress Macro Fund Andrew McMillan Chief Investment Officer & Commodities Portfolio Manager, Stewart Asia Investment Gerard Satur Chief Executive Officer & Chief Investment Officer, MST Capital Danny Yong Chief Investment Officer, Dymon Asia

11:20 AM - 12:00 PM		Best in Class: Building Credibility to Grow Your Assets Harold Ford, Jr. Former Congressman; Managing Director, Morgan Stanley; Professor, NYU Wagner School of Public Policy Stuart Feffer Senior Vice President & Co-Head of Global Fund Services, Wells Fargo Ed Littmann Senior Vice President, Mesirow Advanced Strategies Tyler Page Managing Director, Guggenheim Partners Andrew Rabinowitz Chief Operating Officer, Marathon Asset Management

12:00 PM - 1:15 PM		Lunch

12:00 PM - 1:15 PM		Special Presentation: The Impact of the German Election on Europe Limited to 80 Delegates on a First Come, First Serve Basis Max von Bismarck Partner & Chief Executive Officer - Europe, SkyBridge Capital Jan F. Kallmorgen Co-Founder, Bohnen Kallmorgen & Partner

1:20 PM - 2:00 PM		Credit Dashboard: Opportunities in Credit & Related Asset Classes Robert Duggan (Moderator) Portfolio Manager, SkyBridge Capital Jeff Hinkle Senior Portfolio Manager, EJF Capital LLC Andrew Peisch Head of Business Development, Seer Capital Management Jack Ross Principal & Co-Founder, Waterfall Asset Management Jes Staley Managing Partner, BlueMountain Capital

2:05 PM - 2:45 PM		Fund of Fund Thematics: Portfolio Construction in the New Normal Michael Weinberg (Moderator) Adjunct Associate Professor, Columbia Business School & Chief Investment Officer, MOW & AYW Troy Gayeski Partner & Senior Portfolio Manager, SkyBridge Capital Mustafa Jama Head & Chief Investment Officer, Morgan Stanley Alternative Investment Partners David S. Richter Investment Committee Chair, Head of Manager Research & Managing Director, Grosvenor Capital Management Manraj Sekhon Chief Executive Officer & Chief Investment Officer, Fullerton Fund Management

2:50 PM - 3:30 PM		Applying Science to Finance: A Systematic Approach to Investment Management Abhi Kane (Moderator) Investment Analyst, SkyBridge Capital Charles Allard, Jr. Chair, Winton Capital Asia Robert Crenian Managing Director, Renaissance Technologies LLC Rasheed Sabar Managing Director, Ellington Management Group Tracy Wills-Zapata Managing Director, Campbell & Company

3:30 PM - 4:00 PM		Networking & Coffee Break

4:00 PM - 4:10 PM		Chairman's Address Anthony Scaramucci Managing Partner, SkyBridge Capital

4:15 PM - 4:45 PM		Eat, Love, Live: A Conversation with Wolfgang Puck Wolfgang Puck Chef, Restaurateur & Author Anthony Scaramucci Managing Partner, SkyBridge Capital

4:50 PM - 5:15 PM		Writing the Future Hosted by Fortress Investment Group LLC Adam Braun Founder & Chief Executive Officer, Pencils of Promise Stuart Bohart Senior Managing Director, Fortress Investment Group LLC

5:20 PM - 6:00 PM		Keynote Address - The U.S. & World Economic Scene: Challenges & Solutions Timothy Geithner 75th United States Secretary of the Treasury Gary Kaminsky (Interviewer) Vice Chairman, Wealth Management, Morgan Stanley *Please note this session is closed to the media

6:00 PM - 9:00 PM		A View from the Top: An Evening of Music & Cocktails Hosted by Citigroup Observation Deck

THURSDAYSeptember 26, 2013

7:00 AM - 8:00 AM		Breakfast

7:00 AM - 4:30 PM		Registration & Information

7:00 AM - 6:00 PM		One-on-One Meetings

8:00 AM - 8:05 AM		Welcome & Opening Remarks Anthony Scaramucci Managing Partner, SkyBridge Capital

8:05 AM - 8:25 AM		The Pulse of Washington & Its Impact on the World Harold Ford, Jr. Former Congressman; Managing Director, Morgan Stanley; Professor, NYU Wagner School of Public Policy

8:30 AM - 9:00 AM		Inside Access: A One-on-One Interview with Chairman Jin Liqun, Former Chairman of the CIC Jin Liqun Former Chairman of the Board of Supervisors, China Investment Corporation (CIC) Jeremy Grant (Interviewer) Asia Regional Corporate Correspondent, Financial Times

9:05 AM - 9:45 AM		From Exports, To Consumption: An Insider's Guide to Accessing & Navigating China Hosted by HSBC Russell Julius (Moderator) Head of Banking, Asia-Pacific, HSBC Qu Hongbin Managing Director, Co-Head of Asian Economics Research and Chief Economist, Greater China, HSBC Yifei Li China Country Chair, Man Group Joseph Zeng Partner, Greenwoods Asset Management Roslyn Zhang Managing Director, Fixed Income & Absolute Return Investments, China Investment Corporation (CIC)

9:50 AM - 10:30 AM		In the Age of Abenomics: Policy, Practice and Opportunity in Japan Richard Okuno Director, GI Capital Securities Osamu Kikuchi Chief Economist, Tokio Marine Asset Management Toru Kubota Senior Investment Consultant, Towers Watson Kyoya Okazawa Head of Global Equities & Commodity Derivatives - Japan, BNP Paribas Shigeki Sakaki Senior Economist, Nomura Asset Management Mamoru Taniya Chairman, Asuka Asset Management

10:30 AM - 11:00 AM		Networking & Coffee Break

11:00 AM - 11:40 AM		A Global Survey: Comparing Economic Growth Models in Asia and Around the World Jens Nordvig (Moderator) Co-Head of Global Markets Research, Americas & Global Head of Currency Strategy, Nomura & Author of "The Fall of the Euro" Antony Leung Senior Managing Director & Chairman of Greater China, The Blackstone Group Kishore Mahbubani Dean & Professor, Lee Kuan Yew School of Public Policy, National University of Singapore Jing Ulrich Vice Chairman, Asia Pacific, J. P. Morgan Chase & Co.

11:45 AM - 12:25 PM		Preparing for the Next 2008: Risk Management for Hedge Fund Portfolios Arjun Raghavan (Moderator) Partner, Partners Capital Amin Majidi Chief Risk Officer, Premium Point Investments Dr. Lance Smith Chief Executive Officer & Co-Founder, Imagine Software Andrew Wong Co-Chief Investment Officer, Fortress Convex Strategies Group Harold Yoon Chief Investment Officer, SAIL Advisors

12:30 PM - 1:45 PM		Lunch

12:30 PM - 1:45 PM		Special Presentation: Currency Wars Limited to 80 Delegates on a First Come, First Serve Basis Jens Nordvig Co-Head of Global Markets Research, Americas & Global Head of Currency Strategy, Nomura & Author of "The Fall of the Euro"

1:50 PM - 2:30 PM		The Manager Mindset: Top Stock & Investment Picks from Around the Globe Gary Kaminsky (Moderator) Vice Chairman, Wealth Management, Morgan Stanley Eric Yik-Cheung Chow Senior Fund Manager, Value Partners Group Feng Hsiung Chief Executive Officer, York Capital Management Asia (HK) Advisors Limited & Partner & Portfolio Manager, York Capital Management Kevah Konner Vice-Chairman, Halcyon Asset Management Ty Wallach Partner, Paulson & Co.

2:35 PM - 3:15 PM		Mortgage Masters: Deciphering Yesterday's Trade from Tomorrow's Opportunity Troy Gayeski (Moderator) Partner & Senior Portfolio Manager, SkyBridge Capital Clayton DeGiacinto Chief Investment Officer, Axonic Capital Steve Kuhn Partner & Head of Fixed Income Trading, Pine River Capital Management Deepak Narula Founder & Managing Partner, Metacapital Management Nic Vassalli Principal & Senior Portfolio Manager, Structured Portfolio Management

3:20 PM - 4:00 PM		Institutional Investor Imperative: Balancing Long-Term Goals Amidst Economic Uncertainty Guan Ong Principal, Blue Rice Investment Management & Former Chief Investment Officer, Korea Investment Corporation (KIC) Jeffrey Jaensubhakij President, GIC Asset Management Adriaan Ryder Chief Investment Officer, Queensland Investment Corporation Nurzhan Tursunkhanov Deputy Chairman of the Executive Board, National Investment Corporation of National Bank of Kazakhstan

4:00 PM - 4:30 PM		Networking & Coffee Break

4:30 PM - 4:35 PM		Chairman's Remarks Anthony Scaramucci Managing Partner, SkyBridge Capital

4:35 PM - 5:15 PM		Keynote Address: Rising Challenges from the Turbulent Middle East Prime Minister Ehud Barak Prime Minister of Israel (1999-2001) & Most Decorated Soldier in Israel's History Anthony Scaramucci (Moderator) Managing Partner, SkyBridge Capital

5:20 PM - 6:00 PM		The Global Economy: A Conversation with John Lipsky & Jean-Claude Trichet John Lipsky Former First Deputy Managing Director, International Monetary Fund (2006-2011) Jean-Claude Trichet Former President of the ECB (2003 -2011) & Former Governor Banque de France (1993 -2003) Haslinda Amin (Interviewer) Reporter, Bloomberg

6:00 PM - 7:00 PM		SALT Happy Hour SALT Lounge

7:00 PM - 9:30 PM		Break

9:30 PM - 12:00 AM		SALT After Dark Pangaea

FRIDAYSeptember 27, 2013

7:30 AM - 8:30 AM		Breakfast

8:00 AM - 12:00 PM		Registration & Information

8:00 AM - 12:00 PM		One-on-One Meetings

8:30 AM - 8:35 AM		Welcome & Opening Remarks Anthony Scaramucci Managing Partner, SkyBridge Capital

8:35 AM - 8:55 AM		Real Assets: A Global Real Estate Outlook Michael A. Torres Principal, Chief Executive Officer & Portfolio Manager, Adelante Capital Management

9:00 AM - 9:20 AM		U.S. Foreign Policy & the Geopolitics of East Asia: Threats, Challenges & Opportunities Dr. Lanhee Chen Research Fellow, Hoover Institution at Stanford University & Columnist, Bloomberg View

9:25 AM - 10:05 AM		A Broader Opportunity Set: Global Perspectives on Family Offices and Their Investment Universe Michael Weinberg (Moderator) Adjunct Associate Professor, Columbia Business School & Chief Investment Officer, MOW & AYW Douglas Evans Head of Investments, Abbot Downing Bimal Patel Chief Investment Officer, Pacific Eagle Fund Noor Quek Managing Director & Founder, NQ International Yuelin T. Yang Managing Director, Transport Logistics Unit, IMC Industrial Group

10:05 AM - 10:30 AM		Networking & Coffee Break

10:35 AM - 11:15 AM		Uncovering Value: Identifying Investment Opportunities in Asia Kate Colchester (Moderator) Senior Vice President, Maples Fund Services Dan Li Partner & Co-Head of Asian Trading, Pine River Capital Management Yong Ngee Chief Executive Officer, Tahan Capital Management Francis Rozario Founding Chairman & Chief Executive Officer, Asia Capital & Advisors Aje Saigal Chief Executive Officer & Chief Investment Officer, Nuvest Capital

11:20 AM - 12:00 PM		Keynote Address Nassim Taleb New York Times Bestselling Author, "The Black Swan" & Distinguished Scientific Advisor, Universa Investments

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