Agenda

AGENDA

Be sure to revisit this page at a later date for additional agenda details.



TUESDAYMay 7, 2013			Location

2:00 PM - 4:00 PM	Aspire Giving Presents...Cycle for Survival Join the battle to beat rare cancers and register for Cycle for Survival SALT today! The high-energy, indoor cycling rides will begin at 2pm and 3pm. www.SALT.CycleforSurvival.org		Cezanne 1 & 2

5:00 PM - 8:00 PM	Registration & Information		Monet

5:00 PM - 8:00 PM	Welcome Reception & Cocktails Sponsored By McGladrey		Monet

WEDNESDAYMay 8, 2013			Location

7:00 AM - 8:00 AM	Breakfast		Monet & Lounge

7:00 AM - 4:30 PM	Registration & Information		Registration Desk 1, 2, 3, 4

8:00 AM - 6:00 PM	One-on-One Meetings Hosted by eVestment		Monet & Monet Patio SALT Café & One-on-One Meeting Room

8:00 AM - 6:30 PM	SALT Day Lounge & Networking		Cypress Pool

8:00 AM - 8:10 AM	Welcome & Opening Remarks Anthony Scaramucci Managing Partner, SkyBridge Capital		Grand Ballroom

8:15 AM - 8:40 AM	Morning Market Call David M. Darst, CFA Managing Partner &Chief Investment Strategist, Morgan Stanley		Grand Ballroom

8:45 AM - 9:25 AM	Mapping the Course: A Global Macro Economic Forecast Laurence H. Meyer (Moderator) Sr. Managing Director & Co-Founder, Macroeconomic Advisers Gregory J. Fleming President, Morgan Stanley Wealth Management & President of Morgan Stanley Investment Management Austan Goolsbee 26th Chairman, Council of Economic Advisers to President Barack Obama Michael E. Novogratz President & Director, Fortress Investment Group LLC Nouriel Roubini Co-Founder & Chairman, Roubini Global Economics Dr. Laura D'Andrea Tyson S.K. & Angela Chan Professor of Global Management, Haas School of Business		Grand Ballroom

9:30 AM - 10:10 AM	Survival of the Fittest: Current Trends & the Evolution of the Hedge Fund Industry Phil C. Shaffer (Moderator) Managing Director, Wealth Management Institutional Consulting Director, Graystone Consulting Jane Buchan Chief Executive Officer, Pacific Alternative Asset Management Company, LLC Todd Builione President, Highbridge Capital Management Ray Nolte Managing Partner, SkyBridge Capital Michael Sacks Chairman & Chief Executive Officer, Grosvenor Capital Management Michael Serota Partner and Co-Leader of Global Hedge Fund Services, Ernst & Young LLP		Grand Ballroom

10:10 AM - 10:40 AM	Networking & Coffee Break		Grand Ballroom

10:40 AM - 11:20 AM	Covering Your Assets: A Crash Course on Investing in a Macro Driven Environment Stu Hendel (Moderator) Global Head of Financing Products, Bank of America Merrill Lynch Matthew Halbower Founder, Chief Executive Officer, Chief Investment Officer, and Portfolio Manager, Pentwater Capital Management Jacob Gottlieb Managing Partner & Chief Investment Officer, Visium Asset Management Steve Kuhn Partner & Head of Fixed Income, Pine River Capital Management Bruce Richards Co-Managing Partner & Chief Executive Officer, Marathon Asset Management Kenneth G. Tropin Founder & Chairman, Graham Capital Management		Grand Ballroom

11:25 AM - 11:55 AM	A Balancing Act: Best Practices to Optimize Performance Stuart Feffer (Moderator) Senior Vice President & Co-Head of Global Fund Services, Wells Fargo Vinay Pande Partner & Senior Trader, Brevan Howard - US Investment Management Dr. Lance Smith Chief Executive Officer & Co-Founder, Imagine Software Jacob Walthour Managing Director, Cliffwater LLC		Grand Ballroom

12:00 PM - 1:30 PM	Lunch & Guest Speaker - Inside the Locker Room with Coach K. - Hosted by TD Securities Prime Brokerage Coach Mike Krzyzewski Head Coach, Duke Men's Basketball & Hall of Famer Mark Jeffries (Interviewer) Master of Ceremonies		Tower Ballroom

1:35 PM - 2:20 PM	Mastering Mortgages: Navigating Today's Landscape to Capitalize on Tomorrow's Opportunity Troy Gayeski (Moderator) Partner & Senior Portfolio Manager, SkyBridge Capital Anilesh (Neil) Ahuja Chief Investment Officer & Chief Executive Officer, Premium Point Investments Josh Birnbaum Chief Investment Officer, Tilden Park Capital Management Clayton DeGiacinto Chief Investment Officer, Axonic Capital Deepak Narula Founder, Metacapital Management Philip Weingord Founder & Chief Executive Officer, Seer Capital Management		Grand Ballroom

2:25 PM - 3:05 PM	Extra Credit: Investment Strategies and Opportunities Across the Credit Spectrum - Hosted by State Street Corporation George E. Sullivan (Moderator) Executive Vice President & Global Head of Alternative Investment Solutions, State Street Corporation Edward Cerny Managing Partner - Middle Market Credit, Kayne Anderson Capital Advisors Chris Hentemann Managing Partner & Chief Investment Officer, 400 Capital Management LLC Jack Ross Principal & Co-Founder, Waterfall William Vrattos Partner & Portfolio Manager, York Capital Management		Grand Ballroom

3:10 PM - 3:50 PM	Staying Ahead of the Curve: Identifying Opportunity Sets in Alternative Asset Allocation Adam Taback (Moderator) President, Wells Fargo Alternative Strategies Troy Gayeski Partner & Senior Portfolio Manager, SkyBridge Capital Michelle McCloskey Senior Managing Director, FRM Jerry Pascucci Managing Director & Head of Alternative Investments Americas, UBS Financial Services Inc. Ted Seides President & Co-Chief Investment Officer, Protégé Partners, LLC		Grand Ballroom

3:50 PM - 4:20 PM	Networking & Coffee Break

4:20 PM - 4:25 PM	Chairman's Remarks Anthony Scaramucci Managing Partner, SkyBridge Capital		Grand Ballroom

4:30 PM - 5:00 PM	One-on-One with John Paulson John Paulson President & Portfolio Manager, Paulson & Co. Inc. Anthony Scaramucci (Interviewer) Managing Partner, SkyBridge Capital		Grand Ballroom

5:05 PM - 5:50 PM	A Conversation with Prime Minister Ehud Barak and Secretary Leon Panetta Prime Minister Ehud Barak Prime Minister, Israel 1999-2001 & Most Decorated Soldier in Israel's History Leon Panetta Secretary of Defense (2011-2013), Director, CIA (2009-2011) & Co-Founder, Panetta Institute for Public Policy David Faber (Moderator) Anchor & Reporter, CNBC		Grand Ballroom

5:55 PM - 6:30 PM	A Night at the Movies - An Interview with Al Pacino Al Pacino Actor Scott Wapner (Interviewer) CNBC Reporter & Host of "Fast Money Halftime Report"		Grand Ballroom

8:00 PM - 11:00 PM	Fiesta Latina: A Poolside Party of Food, Drink & Entertainment Sponsored by Citigroup		Bellagio Pool
THURSDAYMay 9, 2013			Location

7:00 AM - 8:00 AM	Breakfast		Monet & Lounge

7:00 AM - 4:30 PM	Registration & Information		Registration Desk 1, 2, 3, 4

8:00 AM - 6:30 PM	One-on-One Meetings Hosted by eVestment		Monet & Monet Patio SALT Café & One-on-One Meeting Room

8:00 AM - 6:30 PM	SALT Day Lounge & Networking		Cypress Pool

8:00 AM - 8:40 AM	Real Issues, Real America: Putting Citizenship over Partisanship Robert Wolf (Moderator) Chief Executive Officer, 32 Advisors & Outside Advisor to President Obama Scott Brown United States Senator, Massachusetts (2010 - 2013) Harold Ford Jr. Former Congressman; Managing Director, Morgan Stanley; Professor, NYU Wagner School of Public Policy Barney Frank U.S. Congressman (1981-2012) & Chairman, House Financial Services Committee (2007-2011) Karl Rove Former Deputy Chief of Staff & Senior Advisor to President George W. Bush, Author - Courage and Consequence,		Grand Ballroom

8:45 AM - 9:25 AM	From Response to Resilience: Confronting Global Fiscal Policy Challenges Bethany McLean (Moderator) Editor, Vanity Fair Horace "Woody" Brock Ph.D President, Strategic Economic Decisions, Inc. Don Brownstein, PH.D. Chief Executive Officer & Chief Investment Officer, Structured Portfolio Management Julia Coronado Chief Economist, North America, BNP Paribas Joel Greenblatt Managing Principal & Co-Chief Investment Officer, Gotham Asset Management Prime Minister George Papandreou Prime Minister of Greece (2009-2011)		Grand Ballroom

9:30 AM - 10:00 AM	Future Imperfect: Institutional Investor Challenges, Insights and Perspectives Michael Peltz (Moderator) Editor, Institutional Investor Magazine David E. Erickson, CFA Chief Investment Officer, Catholic Healthcare Investment Management Company Michael Mazzola Managing Director & Head of Alternative Investments, MetLife John D. Skjervem Chief Investment Officer, Oregon State Treasury (OST) Victor Zhang Managing Director, Wilshire Associates		Grand Ballroom

10:00 AM - 10:30 AM	Networking & Coffee Break		Grand Ballroom

10:30 AM - 11:00 AM	Anatomy of a Trade: A Conversation with Daniel Loeb Daniel Loeb Founder & Chief Executive Officer, Third Point, LLC Anthony Scaramucci Managing Partner, SkyBridge Capital		Grand Ballroom

11:05 AM - 11:45 AM	From Peril to Profit: The Art of Activist and Distressed Investing Martin Dickson (Moderator) US Managing Editor, Financial Times Christopher A. Pucillo Chief Investment Officer & Chief Executive Officer, Solus Alternative Asset Management Peter Schoenfeld Chief Executive Officer & Chief Investment Officer, PSAM Jeffrey Smith Chief Executive Officer & Chief Investment Officer, Starboard Value Stephen J. Toy Managing Director, WL Ross & Co. LLC		Grand Ballroom

11:50 AM - 12:30 PM	Inside Access: Top Investment Picks and Viewpoints for the Year Ahead Gary Kaminsky (Moderator) Vice Chairman, Wealth Management, Morgan Stanley John Bader Chairman & Chief Investment Officer, Halcyon Asset Management John Burbank Chief Investment Officer, Passport Capital Leon G. Cooperman Chairman, Omega Advisors Inc. Jeffrey Kronthal Managing Partner & Co-Chief Investment Officer, KLS Diversified Asset Management LP Oscar S. Schafer Chairman, Rivulet Capital		Grand Ballroom

12:35 PM - 1:55 PM	Lunch & Guest Speaker - The Next 20 Years: How Science Will Revolutionize Business and Our Way of Life Sponsored by HazelTree Dr. Michio Kaku Best-Selling Author & Professor of Theoretical Physics		Tower Ballroom

2:00 PM - 4:00 PM	Focus Sessions Sponsored by: PricewaterhouseCoopers (PwC) SPDR® Gold Shares

2:00 PM - 4:00 PM	Track A -Hedge Fund Strategy Spotlight Hosted by: SPDR® Gold Shares		Da Vinci 2

	2:00 PM - 2:05 PM	Opening Remarks Tim Coyne Global Head of SPDR ETF Capital Markets, State Street Global Advisors
	2:05 PM - 2:45 PM	From Ruin to Recovery: Investment Opportunities for the Year Ahead Robert Duggan (Moderator) Portfolio Manager, SkyBridge Capital Brad Berning Portfolio Manager−Financials, Pine River Capital Management Emanuel J. Friedman Chief Executive Officer, EJF Capital LLC ("EJF") Garth Friesen Principal & Co-Chief Investment Officer, III & AVM Brandon Yarckin Universa Investments LP
	2:50 PM - 3:20 PM	Exploiting Market Inefficiencies: Muni Bond Hedge Fund Strategies Daniel Barile (Moderator) Investment Analyst & Vice President, SkyBridge Capital Craig Henick Head of Municipal Investment Strategies, Napier Park Global Capital Craig Ruch Senior Portfolio Manager, MatlinPatterson Mark Schierman Portfolio Manager, Piper Jaffray Investment Management, LLC
	3:25 PM - 4:00 PM	Emerging Manager Advantages: The Benefits & Pitfalls of Early Stage Investing Omeed Malik (Moderator) Head of Emerging Manager Program, Bank of America Merrill Lynch Stuart Bohart Senior Managing Director, Fortress Investment Group LLC Kevin Hite Managing Director & Portfolio Manager, Protégé Partners Brian Shapiro Chief Executive Officer, SPAG Funds Jeffrey Silverman Partner, Perella Weinberg Partners

2:00 PM - 4:00 PM	Track B - Hedge Fund Roundtable Hosted by PricewaterhouseCoopers (PwC)		Da Vinci 3

	2:00 PM - 2:05 PM	Opening Remarks Mike Greenstein Global & US Alternative Investments Assurance Leader, PricewaterhouseCoopers (PwC) - Asset Management
	2:05 PM - 2:45 PM	Out of the Gate: Unlocking the Key to Institutional Credibility Tim Mueller (Moderator) Advisory Partner, PricewaterhouseCoopers (PwC) Andrew Dougherty Managing Director & Head of Alternative & Institutional Solutions, BNP Paribas Keith R. Larson Chairman, Oregon Investment Council & Vice President, Intel Capital Aeisha Mastagni Investment Officer - Corporate Governance, California State Teachers' Retirement System (CalSTRS) Aaron Steinberg Director, Pershing Prime Services, a Service of Pershing LLC, a BNY Mellon Company
	2:50 PM - 3:20 PM	JOBS Act: What Does it Mean for Your Firm Beverly Goodman (Moderator) Assistant Managing Editor, Barron's Matthew Newell Associate General Counsel, Managed Funds Association Victor Park Principal & Founder, Alternative Assets Marc D. Powers Partner, BakerHostetler Jennifer Prosek Managing Partner, Prosek Partners
	3:25 PM - 4:00 PM	Mass Appeal: Investment Vehicles & Structures that Appeal to Managers and Investors Alike Max von Bismarck (Moderator) Partner & Chief Executive Officer - Europe, SkyBridge Capital Ernest N. Dawal, Jr. Chief Investment Officer: SunTrust Banks & GenSpring Family Offices Chris Meek Vice President, State Street Global Advisors Christopher Toomey Senior Vice President, Morgan Stanley Private Wealth Management Joseph Taussig Chief Executive Officer, Mutli-Strat Holdings

2:00 PM - 4:00 PM	Track C - Real Genius - How Science Impacts our Future		Raphael 2

	2:00 PM - 2:05 PM	Opening Remarks Anthony Scaramucci Managing Partner, SkyBridge Capital
	2:05 PM - 2:25 PM	Space Adventures: The Next Frontier Eric Anderson Chief Executive Officer, Intentional Software Company & Chairman, Planetary Resources Inc.
	2:30 PM - 2:50 PM	Nature's Fortune: How Business and Society Thrive by Investing in Nature Mark Tercek President & Chief Executive Officer, The Nature Conservancy
	2:55 PM - 3:25 PM	Science Revolution: A Continued Discussion with Michio Kaku Michio Kaku Professor of Theoretical Physics & Author of New York Times Bestseller "Physics of the Future"
	3:30 PM - 4:00 PM	The End of Illness Dr. David Agus Professor of Medicine & Engineering,The University of Southern California & New York Times #1 Best Selling Author

2:00 PM - 4:00 PM	Track D - Special Presentations		Raphael 3

	2:00 PM - 2:05 PM	Opening Remarks
	2:05 PM - 2:25 PM	The Future of the Republican Party Reince Priebus Chairman, Republican National Committee
	2:30 PM - 2:50 PM	Fear Factor: How to Protect from Cyber Security Threats Don Borelli Chief Operating Officer, The Soufan Group
	2:55 PM - 3:35 PM	The US Role in Asia: The Impact on Jobs, the Economy & National Security Gary Kaminsky (Moderator) Vice Chairman, Wealth Management, Morgan Stanley Dr. Lanhee Chen Former Policy Director, Mitt Romney Presidential Campaign, 2012 and Romney's Chief Policy Adviser Bert Dohmen Founder & President, Dohmen Capital Research Randolph Post "R.P." Eddy Founding Partner & Chief Executive Officer, Ergo Keyu Jin Ph.D. Professor of Economics, London School of Economics
	3:40 PM - 4:00 PM	Son of a Gambling Man: My Journey from a Casino Family to The Governor's Mansion Bob Miller Governor, State of Nevada (1989 - 1999)

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

4:30 PM - 4:40 PM	Chairman's Address Anthony Scaramucci Managing Partner, SkyBridge Capital		Grand Ballroom

4:45 PM - 5:30 PM	Economy, Domestic Real Estate & Emerging Markets: A Conversation with Sam Zell - Hosted by The Midway Group Sam Zell Chairman, Equity Group Investments Erik Schatzker (Interviewer) Anchor and Editor-at-Large, Bloomberg Television		Grand Ballroom

5:35 PM - 5:45 PM	Equality's Untold Story: Why Business is Driving Gay Civil Rights Forward Chad Griffin President, Human Rights Campaign (HRC)		Grand Ballroom

5:50 PM - 6:30 PM	Keynote Address Nicolas Sarkozy President of the French Republic (2007 - 2012) Scott Wapner (Interviewer) CNBC Reporter & Host of "Fast Money Halftime Report"		Grand Ballroom

8:30 PM - 11:00 AM	Starry Night: A Night of Cocktails & Entertainment Featuring Grammy Award-Winning Band TRAIN Sponsored by Cessna		Bellagio Ballroom
FRIDAYMay 10, 2013			Location

7:30 AM - 8:30 AM	Breakfast		Monet & Lounge

8:00 AM - 12:00 PM	Registration & Information		Registration Desk 1, 2, 3, 4

8:00 AM - 12:00 PM	One-on-One Meetings Hosted by eVestment		Monet & Monet Patio SALT Café & One-on-One Meeting Room

8:00 AM - 12:00 PM	SALT Day Lounge & Networking		Cypress Pool

8:00 AM - 8:30 AM	Call of Duty: Military Challenges at Home and Abroad Georgette Mosbacher (Moderator) Chief Executive Officer & President, Borghese Inc. Richard A. Cody General, USA (R), & 31st Vice Chief of Staff, United States Army General Jack Keane General, US Army, Retired & Chairman, Institute for the Study of War (ISW)		Grand Ballroom

8:35 AM - 9:10 AM	The X Factor: Uncovering Investment Talent Marc A. Bender Global Head & Chief Investment Officer - Cantor Acceleration & Seeding, Cantor Fitzgerald Robert T. Discolo, CFA Managing Director, PineBridge Investments Mark A. Jurish Chief Executive Officer & Chief Investment Officer, Larch Lane Brett I. Rubinson Partner & Senior Investment Officer, Veritable, LP		Grand Ballroom

9:15 AM - 9:45 AM	The Inside Stuff: The Perils of an Information Advantage Melvin A. Brosterman (Moderator) Partner, Stroock & Stroock & Lavan LLP John T. Hague Financial Services Industry Leader, McGladrey LLP Ingrid Pierce Global Managing Partner, Walkers Andrew Weissmann General Counsel, Federal Bureau of Investigation		Grand Ballroom

9:45 AM - 10:15 AM	Networking & Coffee Break

10:15 AM - 10:55 AM	Investment Showcase: Best Ideas For the Year Ahead Cory Johnson (Moderator) Anchor & Editor-at-Large, Bloomberg Television Carson Block Founding Partner, Muddy Waters Research LLC Michael A. Karsch Founder & Portfolio Manager, Karsch Capital Management Kris Jenner Senior Partner, Rock Springs Capital Andrew N. Jent President, Hayman Capital Management Theo Phanos Chief Executive Officer, Capeview Capital		Grand Ballroom

11:00 AM - 11:30 PM	The Director's Cut: An Interview with Oliver Stone Oliver Stone Writer & Director William D. Cohan Contributing Editor, Vanity Fair		Grand Ballroom

1:00 PM - 4:00 PM	SALT Poolside After-Party		Bellagio Pool & Cabanas - Cypress

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