11.30 – Registration
12.00 – Buffet Lunch and Key Note Speaker: The Honorable James S. Rosebush
TRUE REAGAN: What Made Ronald Reagan Great and Why It Matters. (Plus signing)
James Rosebush is a widely recognized leader in building and managing corporate, family office, and philanthropic organizations as well as serving as a senior advisor to wealthy families on the complex issues of wealth management. He has recently published a widely heralded best-seller, TRUE REAGAN: What Made Ronald Reagan Great and Why It Matters, a rare insight into the fortieth president’s mysterious character as Rosebush discerned it from his years of working for President Reagan
12.40 - Insurance Dedicated Funds – IDF’s – Be prepared: changes are coming in 2017. Unbundling the benefits and accelerated growth for PPLI and PPVA. Helping Managers raise further assets, driving new allocation options for UHNWI.
1.20 - Break
1.30 - Key Note
Anatomy of a Comeback – “5 lessons on how to come back stronger than ever” How a fund launched small, grew to over $250m in AUM, Lost over 90% of their assets and then grew back to approach peak assets with an institutional, diversified investor base and flight path to $500m AUM.
The presentation will include 5 lessons instructive for managers both looking to re-engage the marketplace as well as launch new strategies:
2.20 - Gaining Allocator Engagement – What matters. Hear From Family Offices, Investors and Allocators on how they seek out investments!
Lisa Vioni – CEO and Founder – Hedge Connections
3.00 - Break
3.15 - The Main Event - Hear from top performing managers, who bring a wealth of experience knowledge and views on their best ideas including new fund launches. Be prepared to hear from a unique and compelling panel.
4.45 - Networking and Cocktails in the Ritz-Carlton Get a chance to have one on ones and Q&A with the Managers
5.00 - Hotel Portion Concludes/VIP Cocktail Reception Departs
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