2014 Event Calendar

The Connecticut Hedge Fund Association hosts regular invitation only events for its' members. Each event features a speaker or a panel discussion with cocktails and networking. Our events have limited capacity so please register early.

Thursday November 13th - The Future of Institutional Hedge Fund Investing Post-CalPERS        

This Event is SOLD OUT

Please join the CTHFA for a discussion on the future of hedge fund investing with three large institutional investors, Texas ERS, United Technologies and Hartford HealthCare.

As reported, the California Public Employees Retirement System ("CalPERS") made the decision in September to terminate their hedge fund program. Due to its size and the very public nature of this announcement, we have brought together three large investors with diverse perspectives (public pension, private pension and non-profit endowment) to review the value proposition of hedge funds in portfolios and explore the future of hedge fund investing.



Jason Josephiac
Senior Manager, Senior Investment Analyst, United Technologies

Robert Lee III
Portfolio Manager of Hedge Funds for the Employees' Retirement System of Texas


Moderated by:
Kevin Edwards
Senior Investment Director, Hartford HealthCare

Indian Harbor Yacht Club in Greenwich, CT

5:00 - 6:00 - Registration and Networking
6:00 - 7:00 - Main program
7:00 - 8:00 - Cocktails and Networking







Wednesday, September 10th - A Focus on International Investors    

Institutional investors continue to be the primary source of new capital allocations to hedge fund managers. Regardless of manager size, almost all are aware that the bulk of these flows are coming from U.S. public pensions, which are most often advised by one or more consulting firms. In looking beyond the U.S. borders, new regulations have just begun to take effect in Europe, which could adversely impact flows from local allocators or managers’ abilities to access them. And, while Asia continues to hold great promise, the talked-about “great rotation” coming off the 2008 hedge fund experience has yet to happen.

On September 10th, we will therefore look to our northern neighbor, Canada. Canadian institutions have a long-developed history of investing in U.S. hedge fund managers and continue to be active allocators in the space, from public and corporate plans, sovereign wealth funds, endowments, foundations and funds-of-funds.

Dave Finstad, Director, Hedge Fund Management at Ontario Municipal Employees Retirement System - OMERS

Stephen Harvey, Partner and Head of Toronto Office at Saguenay Strathmore Capital - SSC

Moderated by:David BurkeManaging Director MKP Capital

Thursday May 29th - Emerging Managers-Paths to Success    

New and small hedge fund firms often referred to as "emerging managers" face a conundrum. Empirical data suggests that they outperform larger managers and yet industry flow reports show time and again that the lion's share of inflows (especially from institutional managers) go to the largest funds. Join the CTHFA on May 29th as we explore the challenges unique to emerging managers and try to share pathways to success.

David Harmston Partner and Global Head of Albourne’s Client Group

Terry Purcell Principal Investment Officer - Alternative Investments & Private Equity at Connecticut Retirement Plans & Trust Funds

Moderated by Peter Carey, Principal and Head of Marketing and Business Development at Archview Investment Group

Thursday February 27th - The Future of The Hedge Fund Industry in Connecticut

The symposium will discuss the current state of the financial services industry in CT, and explore the questions of whether our fellow "Connecticans" understand the importance and contributions of this industry and if our representatives are doing enough to ensure that CT remains a leading global center or if we are destined to lose market share to cities such as New York, Boston and Miami.

We are very pleased to be joined by two of our most important representatives, State Senators Scott Frantz (Greenwich, New Canaan, Stamford) and Carlo Leone (Stamford, Darien). We look forward to a spirited discussion and a very informative evening.

Honorable L. Scott Frantz, Member, Connecticut State Senate

Honorable Carlo Leone, Member, Connecticut State Senate

Moderated by David Burke, Managing Director MKP Capital


Thursday November 14th - Family Office Insight    

High net worth individuals and families were early adopters of hedge funds and other alternative investment strategies. We have all read about how the hedge fund industry has been rapidly institutionalizing, and the CTHFA has conducted several symposia discussing how institutional investors and their consultants think about and make hedge fund allocation decisions.

Even so, HNW investors remain an important source of capital, with very unique criteria for both performance and infrastructure. Please join us on November 14th as we host our first Family Office symposium, bringing together several investment representatives of large family offices to share with us their insights into this exclusive world.

Michael Joukowsky, Chairman of the investment committee for the Joukowsky Family Foundation

Darsh Preet Singh, Portfolio Manager Satori Alpha

Moderated by Michael Oliver Weinberg, Adjunct Associate Professor of Economics and Finance at Columbia Business School

Thursday September 12th - Working with Hedge Fund Consultants    

Multiple reports from asset managers show that hedge fund allocations are on the rise. One report from Hedge Fund Research, shows hedge fund assets peaked at $2.52 trillion in Q3 last year. A J.P. Morgan report found that institutions were responsible for 60% of these assets, up from 43% in 2007. Another report from Deutsche Bank showed that 57% of institutional investors surveyed increased the assets they placed in hedge funds in 2012. As institutional investment in hedge fund strategies continues its rapid growth, education regarding this complex asset class is increasingly vital, and the role of the pension consultant as gatekeeper and trusted advisor has never been more important. The CTHFA’s 3Q symposium will discuss the role of the pension consultant and provide our members with valuable insights into the inner working of these organizations and how best to approach them and get your story heard.

David Harmston Partner and Global Head of Albourne’s Client Group

Thomas Forma Senior Vice President- Global Institutional Consulting Group at Merrill Lynch

Razmig Der-Tavitian Senior Associate Wilshire Funds Management

Thursday June 6th - Hedge Fund M&A    

Asset management industry M&A activity is off to a strong start in 2013 continuing a trend from 2012, a year that saw several high profile hedge fund acquisitions and strategic investments. Hedge fund firms may seek strategic partners as they grapple with the problems of creating institutional, multi-generational organizations. They may also seek partnerships with large well established financial firms that can help them to crack into the institutional asset management channel as institutions become the largest allocators to absolute return and alpha generating strategies. Industry experts expect further consolidation as there is a set of potential acquirers that have strong balance sheets and are earning low returns on cash.

Michael Rees - Managing Director and a Senior Principal of Dyal Capital Partners

Mitch Petrick - Managing Director and Head of Global Market Strategies at the Carlyle Group

Moderated by Aaron H. Dorr, Sandler O'Neill + Partners | Investment Banking

Thursday February 28th - Liquid Alternatives    

This symposium will explore the evolution of the hedge fund industry and the advent of alternative investment strategies packaged into more liquid structures including, 40 Act funds, ETFs, Replicators and mutual funds. The symposium will discuss the different product types, their utility to investors and potential pitfalls.

Ihor Szeremeta, CFA - Director of US Retail Alternative Investments at Blackrock.

William Marr - William Marr is the President and Chief Executive Officer of Ramius Trading Strategies

Tom Murray - Managing Director and Investment Strategist at Arden

Moderated by Spencer Boggess CIO, Alternative Investments at Bank of America Merrill Lynch


Thursday, November 15th   |   Raising Capital Through Hedge Fund Platforms

A discussion on Hedge Fund Platforms featuring:

Deann Morgan - head of Alternative Investments Fund Origination for Bank of America - Merrill Lynch Global Wealth & Investment Management.
Miyuki Matsumoto - Managing Director, Alternative Capital Markets Group at Goldman Sachs & Co.
Lionel Erdely - Chief Investment Officer, Alternative Investments - Chief Executive Officer, Lyxor Inc.

Moderated by Ken Akoundi, PhD, Global Head of Sales at Opera Solutions – Global Markets

Wednesday, September 12th  |  Hedge Funds: An Institutional Fund of Funds Perspective  

A discussion with Matthew Strube, Senior Vice President Mesirow Advanced Strategies and Neil Collins, Head of Client Solutions Group, Alternative Investment Solutions at UBS.
Moderated by Kevin Edwards, VP of Finance & CIO The University of Connecticut Foundation, Inc.

Thursday, June 21st  |  CIO's - Hedge Funds in a Pension Portfolio   

A discussion with Carol McFate, CIO at Xerox and David W. Wiederecht, President and CIO - Investment Solutions for GE Asset Management moderated by David Harmston, partner and global head of Albourne’s Client Group.

Thursday, April 26th  |  Currency Wars 2012   

A discussion with James Rickards, author of New York Times & National Bestseller, Currency Wars: The Making of the Next Global Crisis
Hosted by Roy Lennox, one of the Co-founder of Caxton Associates