The Mid-Atlantic Credit & Hedge Fund Investor Forum is a one-day meeting of family offices, pension funds, endowments, foundations and consultants representing Washington DC, Maryland, Virginia, Delaware and West Virginia. The event provides educational updates on contemporary hedge funds, opportunistic & structured credit investments, asset allocation & portfolio construction strategies for institutional and private clients.
Through a series of interactive panel discussions with industry leaders, more than 100 institutional investors and family offices will explore innovative hedge fund and credit investments, discover new approaches to portfolio construction and asset allocation and engage on the utility of hedge funds in the modern investor’s portfolio.
Monte Tarbox Executive Director, Investments National Electrical Benefit Funds
Michael Dye VP-Investments and Risk Management The Associated: Jewish Community Investment Fund
Anthony O’Toole Chief Investment Officer Truth Initiative
Katherine Molnar Senior Investment Officer Fairfax County Employees' Retirement System
Bruce Ruehl Partner and Global Portfolio Strategist Aksia
Thomas Biddison Principal and Co Founder Cornerstone Advisory
Jean Pierre Lacombe Chief Global Markets & Strategy World Bank (IFC)
Gerald Alain Chen-Young Chief Investment Officer United Negro College Fund
Gino Renne President United Food & Commercial
David Citron Chief Investment Officer WMS Partners
Deva Panambur Managing Director Sarsi
Michael Slud Managing Director Convergent Wealth Advisors
Christopher Trokey Managing Director GenSpring Family Offices
Matthew Andrulot Director of Asset Strategy Kelly Wealth Management
Donald Robinson Co-Chief Investment Officer Palladiem
Jason Small Director FiduciaryVest
James McGrath Director of Research Forbes Family Trust & LGL Partners
Tim Barron Chief Investment Officer Segal Rogercasey
Despite volatility in the markets, investors are capitalizing on the opportunities within credit investing to reap alpha across the credit spectrum.
Hedge Fund Investment Strategies
Creating a dialogue around the opportunities in this volatile market through credit investing, long – short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
Private Wealth & Hedge Funds
As hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation.
Institutional Portfolio Construction
Discussing hedge fund manager selection, addressing over –diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
Macroeconomics & Global Trends
Comparing and contrasting global macro conditions and investment performance.
Next Best Move in Alternatives
As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
Head of the Institutional Investors Group