11.30 Registration

12.00Buffet 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.


  • Jeff Zipper – U.S. Bank: The Private Client Reserve 


  • Iain Scott, CEO - Caledonian Planning Group
  • David Reynolds – Head of Research – Spearhead Capital
  • Sandy Geyelin – Managing Director - Lombard International
  • Doug Peterson – Managing Director - Prudential

1.20 -  Break

1.30 - Key Note


  • Brian Stutman, Chairman, Castle Hill Capital Partners

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:

  1. Investors are people – understand the strong biases at work
  2. Refresh the look and methods of investor engagement
  3. Actively identify new targets, and be open to new structures
  4. Take the high road – explain, don’t blame
  5. The team that got you there the first time...may not be the one to bring you back

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

Family Offices:

  • Neil Waldman – Founder and Managing Partner – Waldman Capital Management
  • Barry Gurland – President – Madison Family Office & DB Family Office
  • Marc DePaul – Head of Family Office – Alvarez & Marshall
  • David Horowitz – Managing Partner – Quad Group

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.


  • Niko Whittaker – Director - KMPG (Cayman)


  • Steven Grey - CIO and Founder - Grey Value Management
  • Michael J Levas - CIO and Co-Founder – Asclepius Life Sciences Fund L.P
  • Jason Cloth – CIO – Creative Wealth Media
  • Thomas Landstreet – CIO – N3L Capital Partners
  • Mark Fitzpatrick – CEO – Glide Capital

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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