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Home About the Conference Register Agenda Speakers Meet Our Sponsors/Partners Venue/Accommodations Who Should Attend View the Slide Show 2008 \| 2009 Testimonials Thought Leadership Become a Speaker Become a Sponsor Press Releases Press Coverage About Us Contact Us All Events Join our Mailing List Forward to a Colleague Follow us on Twitter From the Producers of The Women's Private Equity Summit		Thursday, November 3, 2011 5:30 PM to 7:30 PM WELCOME NETWORKING COCKTAIL RECEPTION Location: Daniel, 60 East 65th Street, New York City Friday, November 4, 2011 7:15 AM to 3:45 PM SUMMIT SESSIONS AND NETWORKING FUNCTIONS Location: The Pierre, 2 East 61st Street (at 5th Avenue), New York City 4:00 PM to 6:00 PM CLOSING RECEPTION AND NETWORKING ACTIVITY Location: Akris Boutique, 835 Madison Avenue, New York City Featuring the Akris Fall/Winter 2011 Collection A percentage of evening's proceeds will benefit The Breast Cancer Research Foundation Agenda Thursday, November 3, 2011 Thursday evening's gathering takes place at restaurant DANIEL, 60 East 65th Street (between Park and Madison), New York City 5:30 PM – 6:00 PM Registration/Sign-In (Location: Daniel, New York City) 5:30 PM – 7:30 PM Welcome Networking Reception (Location: Daniel, New York City) Hosted by Women's Alternative Investment Summit, Reed Smith LLP and Rothstein Kass Friday, November 4, 2011 Friday's program takes place at The Pierre, 2 East 61st Street (at 5th Avenue), New York City 7:15 – 8:15 AM Registration/Sign-In (Location: The Pierre, New York City) Networking Continental Breakfast 8:15 AM WELCOME Beth Falk, President, Falk Marques Group; Founder & Managing Director, Women's Alternative Investment Summit Alexandra Poe, Partner, Reed Smith, LLP Camille Asaro, Principal, Rothstein Kass 8:25 – 9:10 AM KEYNOTE PANEL DISCUSSION The CIO Perspective: Asset Allocation While Navigating in Choppy Waters The best institutional investor programs used to depend on diversification - but that's no longer the easy answer when danger lurks in almost every country and sector. Sovereign crises and bank rumors - even unfounded - have ripple effects that send markets into a tailspin, and push CIOs on a quest to balance long-term goals with short-term damage control. Top institutional investors will discuss strategies on managing information and their portfolios as financial and political volatility increase worldwide. Moderator: Alicia Cooney, Managing Director, Monument Group Featured Speakers: Jean Grisi, U.S. Chief Investment Officer, Alcatel-Lucent Lila Hunnewell, Chief Investment Officer, Boston University Kim Y. Lew, Co-Chief Investment Officer, Carnegie Corporation of New York Kelly M. Williams, Managing Director and Head, Customized Fund Investment Group, Credit Suisse 9:15 – 9:50 AM KEYNOTE PANEL DISCUSSION The Bridge to Washington: A Regulatory Policy Update The passage of Dodd-Frank financial reforms last year was just the beginning of the conversation about new rules in finance. Investment adviser registration, the Volcker rule, and the powers of the Consumer Financial Protection Bureau are all still getting hammered out. What is the best way to respond? And do investors have a voice to contribute? This session will explore how smart investors should adapt. Moderator: Rawan Abdelrazek, Former Senior Advisor/Chief of Staff, US Treasury Department and Senior Advisor, Office of the Comptroller Featured Speakers: Kathy Dick, Managing Director, Promontory Financial Group Susan Mangiero, PhD, CFA, Senior Pension Risk Strategist, Prudential Retirement Alicia Powell, Partner, Reed Smith Karen Tyler, Securities Commissioner, North Dakota Securities Department; Past-President/ Former Board Member, North American Securities Administrators Association (NASAA) 9:55 – 10:45 AM KEYNOTE PANEL DISCUSSION Industry Outlook and Trends 2012: Capital-Raising and Investment Strategies For a Changed World And a changed world, it is. Leading investors discuss the 2012 industry outlook for hedge funds, real estate, private equity and venture capital. Will funds increase their capital raise? Which capital sources will dominate? How are investors optimizing their portfolios to realize exits? The session will highlight key operational and investment trends culled from the Rothstein Kass and 85 Broads Women in Alternative Investments Survey and solicit panelists' reactions and predictions for 2012. Moderator: Kelly Easterling, Principal, Rothstein Kass Featured Speakers: Deborah Farrington, Co-Founder & General Partner, StarVest Partners Deborah Harmon, Co-founder & CEO, Artemis Real Estate Partners Raquel Palmer, Partner, KPS Capital Partners Dorothy C. Weaver, CEO, Collins Capital Investments 10:45 – 11:15 AM NETWORKING REFRESHMENT BREAK 11:15 AM – 12:00 PM TRACKED DISCUSSION GROUPS – Concurrent Sessions VIEWPOINTS ON HEDGE FUNDS: Fundraising in a Challenging Environment Attracting more assets to manage means more investing power. Influential institutional investors still maintain their faith in hedge funds, pouring hundreds of millions of dollars into individual funds. But other institutions and wealthy investors have had their faith – and their portfolios – shaken by a volatile market. This panel explores the best ways to highlight a fund's performance and make a strong case to institutional investors. Facilitated by: Elizabeth Hammack, Managing Director, C.M. Capital Corporation Karen Seitz, Founder and Managing Director, Fusion Partners Kathleen Kennedy Townsend, Senior Vice President, Rock Creek Group VIEWPOINTS ON PRIVATE EQUITY: Private Equity Fundraising: Are LPs Picking Up Their Commitment Pace? A trickle of new commitments may mean a slight break in the long dry spell for fundraising. It's still a delicate dance, however: LPs are still looking for more control and GPs are under pressure to keep their active investments healthy while they search for new capital. This session will explore the care and feeding of your LPs. Facilitated by: Anna Dayn, Head of Private Equity, Cardano Michelle McKinnon, Portfolio Manager, Alternative Investments, Honeywell Capital Management Julie H. Ocko, Managing Director, HarbourVest Partners VIEWPOINTS ON VENTURE CAPITAL: VC Fundraising: Will We See Interest in a Greater Number of Firms in 2012? The social media boom has created more interest in venture capital investing than any time since 2000. Will we see a proliferation of venture capital firms as we saw an explosion of Internet companies this year? This panel talks about the challenges and opportunities in greeting new VCs. Facilitated by: Lisa Edgar, Managing Director, TopTier Capital Partners Luanne Good, Portfolio Manager, Florida State Board of Administration (FSBA) Sarah Haas, Co-Founder and Principal, Level Equity VIEWPOINTS ON REAL ESTATE: Fundraising in the Real Estate Sector: What 2012 Holds for the Asset Class The real estate sector looks very promising, but challenges remain. Real estate veterans in this session will examine a number of pressing questions: Are investors putting capital back into real estate? If they are, what is appealing to investors today? Are the incumbent managers trumping new funds or is there room for new entrants? What do investors think about returns: core, value-add, opportunistic? Has the view about the "role of real estate" changed? Post 2008, has the premium for illiquidity increased? What managers are successfully raising funds? This session will explore what LPs want to see and what GPs need to prove in real estate investing. Facilitated by: Joanne Douvas, Managing Principal and Co-Founder, Clerestory Capital Partners, LLC Nancy Lashine, Managing Partner and Founder, Park Madison Partners VIEWPOINTS ON OTHER ALTERNATIVE INVESTMENT STRATEGIES: Dislocation & Special Situations If you've been investing in special situations and distressed opportunities, this is your time in the sun. The art of the business, however, still remains in pricing. This session explores how to find and price the best distressed assets now. Facilitated by: Raquel Palmer, Partner, KPS Capital Partners Maria Boyazny, CEO, MB Global Partners Andrea Feingold, Founder and Partner, Feingold O'Keeffe Capital VIEWPOINTS ON HUMAN CAPITAL: Financial Capital and Human Capital in Driving Value What's the chance that a CEO keeps his job after a corporate change? No better than a coin flip: about 50-50. Losing that institutional history and experience - not to mention the expenses and trouble of severance agreements and golden parachutes - may account for the vast gap that most companies perceive between strategy and execution. It doesn't have to be that way, though. Making deals work doesn't mean getting new people; it can mean bringing the best out of the executives already in place. This session discusses the art and science of managing talent for better returns. Facilitated by: Joelle Marquis, Partner, Arsenal Capital Kristen Mary, Director, GI Partners 12:05 PM – 12:50 PM TRACKED DISCUSSION GROUPS – Concurrent Sessions VIEWPOINTS ON HEDGE FUNDS: Will Institutional Investors Continue to Warm to Hedge Funds? More than half of American corporate pension plans are invested in hedge funds - and there's no shortage of different strategies to try and no dearth of methods, ranging from direct investments to funds-of-funds. How are institutions blending hedge funds into their overall portfolios? How should institutional investors evaluate their hedge fund investments? What benchmarks should they look for and what rights do they have? This session examines the landscape for hedge-fund investing. Facilitated by: Carrie McCabe, Managing Director and CEO, Lasair Capital Sarah Quinlan, Partner, QAM; Former CIO and Head of Alternatives for the Saad Group VIEWPOINTS ON PRIVATE EQUITY: Global Private Equity and Co-Investment The appeal of investing globally is obvious - but the pitfalls are deep. Cracking the code of overseas investing includes everything from learning new business norms to co-investment with local firms. This session maps the strategies that work. Facilitated by: Kristine Brandt, Director, Invesco Private Capital Haydée Celaya, Co-founder, Avanz Capital Partners Ltd Adiba Anyaoku Ighodaro, Director, Actis Wendy Schwartz, Partner, Reed Smith, LLP Nan Zheng, Senior Vice President, CDIB Capital VIEWPOINTS ON VENTURE CAPITAL: Changing Patterns of VC Investment Venture capital has taken off this year, but the exit environment is challenging unless you're invested in a Facebook or a LinkedIn. VCs are not putting all their eggs in the IPO basket; they're getting more creative, using secondary markets as a way to exit parts of their investments and structuring deals that strengthen their returns. Facilitated by: Deborah Gunny, Partner, Reed Smith Linda Lynch, Founder and Managing Director, Fisher Lynch Capital Kate Mitchell, Managing Director, Scale Venture Partners VIEWPOINTS ON REAL ESTATE: Portfolio Management Managing a portfolio of real estate assets takes more vigilance and preparation than ever. Legacy investments require strong oversight while new investments need strong vetting. While some geographic markets promise outsize returns, others are still struggling. Facilitated by: Michelle Creed, Principal, Landmark Partners Larissa Herczeg, Managing Director, Morgan Creek Liz Madzula, Director, Real Estate, GE Capital VIEWPOINTS ON OTHER ALTERNATIVE INVESTMENT STRATEGIES: Opportunities in Real Assets Security often requires simplicity. Sophisticated investors are increasingly examining physical assets like gold, land, equipment, agriculture and commodities. It's a complex strategy that means crossing borders - as far as Mongolia and East Africa - and getting a strong handle on bubbles, inflation, and international politics. Facilitated by: Gaia Arnaboldi, Co-Head, Global Real Assets, Adveq Lucy Heintz, Director, Energy, Actis Valerie Daoud Henderson, Head of Europe Environment Group, FourWinds Capital Management Sandra Poe, Partner, Reed Smith LLP Pying-Huan Wang, Managing Director & Head of Infrastructure Investments (Hong Kong), Swiss-Asia Holding Pte. Ltd. VIEWPOINTS ON HUMAN CAPITAL: Mentoring & Coaching The Next Generation Private equity firms can live or die on how well they've passed on institutional knowledge to a new generation. Mentoring mid-level professionals and coaching senior firm members not only improves morale, it often helps returns. This session explores ideas and techniques for fostering great people. Facilitated by: Carla Brooks, Managing Director, Commerce Street Capital Valerie Malter, CFA, Co-Founder and Member of the Executive Team, Matarin Capital Management; Toigo Foundation mentor Adele C. Oliva, Partner, Quaker Partners; Kauffman Fellow, Class 3 12:50 – 2:05PM NETWORKING LUNCHEON - WITH OPTIONAL ROUNDTABLE DISCUSSION GROUPS Topics Fundraising Strategies - Who's Getting Funded and Why? Global Investing: What Are The 'New' Best Opportunities & How Do You Assess Regional Risk? Real Estate Investing: Secondary Markets as Exit Strategy Legal Nuts & Bolts of Secondaries for Venture and Private Equity Investing in Financial Institutions Compliance Responsibilities for Newly Registered Private Equity Investment Advisers Hedge Fund Operational Due Diligence Venture Capital: Lessons from History for Today Spinning Out – Turning Toward Independence Impact Investing: Generating Social and Environmental Value The Power of Mentoring Diverse Boards Delivering Better Results Commercial Real Estate: Drilling Down to Fundamentals Enforcement Risk Hedge Funds: Equities Fundamentals versus Psychology The Pitfalls of Not Addressing ESG in Your Investment Plan Global Crisis' Impact on Commodities Hedge Funds and Distressed Debt Strategies Small and Emerging Manager Programs Investing in Alternative Energy: Worth the Trouble? Health Reform and its Impact on Investing in Healthcare Spotlight on the Social Media Sector Derivatives in the New World Gold and Precious Metals: Investing in the Shadow of Bubble Fears Sovereign Wealth Funds: How Have Their Priorities Changed? Tail Risk: Insulating Your Portfolio Against Market Drops Sovereign Risk: Protecting Yourself When Euro Assets Weaken Fixed-Income Investing: Beyond Treasuries Emerging Markets: Promise in a Global Slowdown 2:15 – 3:00 PM KEYNOTE PANEL DISCUSSION Is Now the Time to Consider Inflation Hedging Strategies? As commodity prices rise, so does inflation in the U.S. and globally. How do investors measure inflation? What types of inflation hedges are there? What are the advantages and disadvantages of each and how can investors access the purest form of such protection? This session will also question whether this is solely a defensive strategy. In addition, the panel will touch on portfolio construction tactics, strategies differentiation as it relates to investment timeframe and how investors think about the split between liquid and illiquid inflation hedges and appropriate liquidity premiums. Moderator: Nicole Arnaboldi, Vice Chairman, Asset Management, Credit Suisse Featured Speakers: Kathleen Browne, Director, Investments, Wellesley College Shelley Goldberg, Director of Global Resources and Commodities Strategy, Roubini Global Economics Meagan Nichols, Managing Director Global Hard Assets Research, Cambridge Associates Claire Woolston, Consultant, Private Markets, NEPC 3:05 – 3:45 PM KEYNOTE INTERVIEW The Role of Alternatives in Pension Funds Through Time Keynoter: Nancy Everett, Managing Director, Head of U.S. Fiduciary Management Solutions, BlackRock Interviewed by: Heidi Moore, New York Bureau Chief, American Public Media's Marketplace 4:00 – 6:00 PM Closing Networking Cocktail Reception and Fashion Event at AKRIS Boutique A percentage of evening's proceeds will benefit the Breast Cancer Research Foundation Click here to learn more about this special networking event Program subject to change