PROGRAMME
Thursday 17 April 2008
09.00 – 09.15 Welcome
09.15 – 10.00 Starting up – Is it still possible to make it on your own?
Each year there are more new hedge funds, but a smaller proportion come from new management
companies. Is it now becoming impossible to start independently and still thrive? Or is it now
unavoidable to seek a bigger partner or ‘seeding’ deal?
Speakers: Ben Guest, Haazel Capital; Casper Lund, Cork Street Capital
Ron Beller
Peloton Partners
10.00 – 10.45 Staying ahead of the game
A panel of major hedge fund CEOs talk about how they view the challenging task of staying ahead
of the competition, where they see the best opportunities and risks and how they see the overall
industry changing
Speakers: Michael Hintze, CQS; Paul Ruddock, Lansdowne Partners;
Ron Beller is the founder and CEO of Peloton
Bernard Oppetit, Centaurus Capital; Jean-Louis Juchault, Systeia Capital Management
Partners, a $2.5 billion investment firm which
began in 2005. Ron previously spent 15 years at
10.45 – 11.15 Break
Goldman Sachs, where he was a partner. In
2002 he worked on the reorganisation of the
11.15 – 12.00 Keynote speaker: Ron Beller, Peloton Partners NYC public school system. In the UK, Ron is the
co-chairman of Ark Education. He lives in London
12.00 – 12.45 Credit – The big new opportunity set?
and is married, with three children.
As the credit crunch bit last summer there was a huge dispersion of returns among credit – and,
although there were big casualties, there were also some funds with massive returns. How has this
changed the opportunity set going forward?
Speakers: Patrick Brennan, NewFinance Capital; Myra Tabor, Cognis Capital Partners;
Matthew Nunn, Deephaven Capital Management; Martin Tonnby, MKM Longboat
12.45 – 14.00 Lunch, sponsored by Isle of Man
14.00 – 14.45 Keynote speaker: Greg Coffey, GLG Partners
14.45 – 15.30 Energy & commodities – Still the hot area?
Recent months have seen a rush of hedge funds focused on the energy, resources and
commodities sectors – with investors eager to gain access to the hot-performing sectors. Is the
cycle still bullish – or is it starting to turn?
Speakers: Pierre Andurand, BlueGold Capital; Graham Birch, BlackRock; Aref Karim,
GLG Partners
Quality Capital Management; Steve Ellis, RAB Capital
15.30 – 16.00 Break
Greg Coffey
16.00 – 16.45 Emerging markets – The new frontiers
Hedge fund investors and managers are increasingly keen on the so-called ‘frontier’ markets in the
Middle East, Africa, Eurasia and elsewhere. What are the best ways to play these markets? And
what are the opportunities and the potential risks? Greg Coffey graduated from Macquarie
Speakers: Russell Clark, Horseman Capital Management; Stefan Bottcher, Charlemagne Capital;
University with a degree in Actuarial Studies, and
George Case, Kudu Emerging Markets; Marcia Tarter Favale, Advent Capital
has pursued a career in proprietary trading since
1994. At Bankers Trust/Deutsche Bank he ran
16.45 – 17.30 The short side – The key to success in 2008? the emerging markets equity derivative business
After several years when hedge funds generally struggled to make money on the short side, having for five years. Since then he has acted as
a strong short book seemed to be the key to success for many long/short equity managers in partner at a Soros-funded macro manager, and
2007. Will this continue in 2008? headed the global equity proprietary trading
Speakers: Giovanni Govi, Theorema Asset Management; Simon Connell, Euronova; Vincent
operation at Bank Austria. Greg joined GLG in
Bourgeois, HSBC Halbis; John Cenedella, Forbes Investment Management
2003, where he is a senior partner and member
of the investment management committee. Greg
Programme is subject to change. Please see website www.hedgefundintelligence.com for updates
is responsible for the global macro and emerging
markets business lines, currently running over
$7 billion of capital.
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