AGENDA

Sky Bridge

In May 2010, an extensive and diverse assemblage of industry participants converged upon Las Vegas for SALT, a forum representing an unparalleled networking opportunity for conference attendees. In addition, conference participants attended specialized events, such as one-on-one meetings and breakout sessions, custom-designed to fit their specific needs and interests.

Agenda Salt 2009
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Tuesday, May 18
4:00 pm - 8:00 pm
Registration
 
Pre-Conference Welcome Reception
Hosted by McGladrey & Pullen LLP, RSM McGladrey
 
Wednesday, May 19
7:00 am - 5:00 pm

Registration

Sky Bridge
7:00 am - 8:00 am
Breakfast
Sky Bridge
8:00 am - 8:10 am
Welcome & Opening Remarks
Anthony Scaramucci,  Managing Partner, SkyBridge Capital
Sky Bridge
8:10 am - 8:55 am
Brave New World:  the Current State of the Alternative
Investment Industry
Mark B. Fisher,  Founder & Managing Member, MBF Asset Management
Kenneth Heinz President, Hedge Fund Research, Inc.
Greg Kushner,  President, Lido Advisors, Inc.
Donald H. MacNeal,  Partner - Financial Services, Ernst & Young
Ron Suber
,   Senior Partner, Merlin Securities
Moderated by Kevin P. Quirk Partner, Casey, Quirk & Associates
Sky Bridge
9:00 am - 9:30 am

Globalization 2.0

Michael E. Novogratz, Principal & Director, Fortress Investment Group

Sky Bridge
9:35 am - 10:20 am
Washington & Wall Street:  The New Regulatory Regime
Ron Geffner,  Partner, Sadis & Goldberg
Austan Goolsbee,  Staff Director & Chief Economist, President's Economic Recovery Advisory Board and Member, Council of Economic Advisers
Barry L. Ritholtz,  CEO & Director of Equity Research, Fusion IQ and Author, “Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy
Bill Thomas,  Former Chairman - Ways and Means Committee, United States House of Representatives (2001–2006) and Visiting Fellow, American Enterprise Institute for Public Policy Research
Moderated by David Faber,  Anchor and Reporter, CNBC
Sky Bridge
10:20 am - 10:50 am
Networking & Coffee Break
Sky Bridge
10:50 am - 11:15 am

Asset Allocation and Investment Strategies of 2010 and Beyond

David Darst,  Managing Director & Chief Investment Strategist, Morgan Stanley Smith Barney
Sky Bridge
11:20 am - 11:50 am
Portfolio Construction:  The Institutional Investor Mindset
John Chiang,  Controller, State of California
Lawrence Powell,  Deputy Chief Investment Officer, Utah State Retirement Fund
Dawn Marie Sass,  Treasurer, State of Wisconsin
Moderated by Simon Fludgate,  Partner, Aksia LLC
Sky Bridge
12:00 pm - 1:30 pm
Lunch & Guest Speaker: “Catch Me if You Can”
Frank Abagnale,  Subject of the Motion Picture “Catch Me if You Can”
Introduction by Craig Messinger Managing Director, Pershing, a BNY Mellon company
Speaker presented by Pershing, a BNY Mellon company
Sky Bridge
1:40 pm - 2:30 pm
View from the Top:  Perspectives of Hedge Fund Luminaries
James G. Dinan Founder, Chairman & CEO, York Capital Management
Glenn Dubin,  Co-Founder & CEO, Highbridge Capital Management
Kenneth C. Griffin,  Founder & Chief Executive Officer, Citadel
Marc Lasry,  Chairman, CEO & Co-Founder, Avenue Capital Group
Moderated by David Faber,  Anchor & Reporter, CNBC
Sky Bridge
2:30 pm - 3:00 pm
Opportunities in the Credit Markets
Robert Matza,  President, Partner & Executive Committee Member, GoldenTree Asset Management
Joseph Naggar Partner & Head of Structured Products, GoldenTree Asset Management
Steven Tananbaum,  CEO & CIO, GoldenTree Asset Management
Moderated by Stephen L. Nesbitt,  Chief Executive Officer, Cliffwater LLC
Sky Bridge
3:00 pm - 4:00 pm
Unprecedented Times - Unprecedented Opportunities
Michael Milken, Chairman, The Milken Institute
Sky Bridge
4:00 pm - 5:00 pm
Networking Power Hour
Sky Bridge
5:00 pm - 6:00 pm
Keynote Address: "Embracing Our Common Humanity"
President Bill Clinton,  42nd President of the United States and Founder, The Clinton Foundation
Sky Bridge
6:00 pm - 8:00 pm
Break
Sky Bridge
8:00 pm
Red Carpet Night: Dinner & Cocktail Party
Beso, located in Crystals at City Center

Hosted by Northern Trust and SkyBridge Capital

 

Thursday, May 20
7:30 am - 5:00 pm

Registration & Information

Sky Bridge
7:30 am - 8:35 am
Breakfast
Sky Bridge
8:35 am - 8:45 am

Opening Remarks

James A. Greenberg,  Founder & Managing Member, Sandton Partners LLC

Sky Bridge
8:45 am - 9:30 am
Establishing Best Practices:  Institutionalizing Hedge Funds
Joseph Holman,  Founder & Managing Partner, Columbus Avenue Consulting
Mitchell E. Nichter,  Partner, Paul, Hastings, Janofsky & Walker
Peter Tarrant,  Managing Director & Head of Business Development, BTIG, LLC
Marc J. Wolf,  Principal, Rothstein Kass & Co.
Moderated by Mike Rosen,  Senior Managing Director & Co-Founder, Concept Capital
Sky Bridge
9:30 am - 10:10 am
Top Hedge Fund Investors:  Stories, Strategies, and Advice
Deepak Gurnani,  Head of Hedge Funds, Investcorp International Inc.
Frank C. Meyer,  Senior Advisor to SkyBridge Capital and Former Chairman & Co-Founder, Glenwood Capital Investments
Louis W. Moelchert, Jr.,  Managing Partner, Private Advisors LLC
Moderated by Cathleen Rittereiser,  Co-Author, “Top Hedge Fund Investors: Stories, Strategies and Advice”
Sky Bridge
10:10 am - 10:40 am
Networking & Coffee Break
Sky Bridge
10:40 am - 11:30 am
Forecasting Recovery: A Macro-Economic View of What Lies Ahead
Paul L. Kasriel,  Senior Vice President & Chief Economist, Northern Trust
Scott Minerd,  Chief Investment Officer, Guggenheim Partners
Nouriel Roubini,  Co-Founder & Chairman, Roubini Global Economics and Professor of Economics, New York University's Stern School of Business
Jeremy Siegel,  Professor of Finance, The Wharton School
Moderated by Maria Bartiromo,  Host of “Closing Bell” & Host/Managing Editor of “Wall Street Journal Report with Maria Bartiromo”, CNBC
Sky Bridge
11:35 am - 12:15 pm

A Private Wealth and High-Net-Worth Money Management
Perspective on Hedge Funds

James Costabile,  Head of Alternative Investments Distribution, Merrill Lynch

Michael McGrath,  Head of Alternative Investment Group, Morgan Stanley Smith Barney

Lawrence J. Restieri, Jr.,  Co-Head of Alternative Capital Markets Group – Investment Management Division, Goldman Sachs & Co.

Chris Umscheid,  Director, Global Hedge Fund Research & Due Diligence, Deutsche Bank
Moderated by Timothy Bello,  Head of Global Platforms, SkyBridge Capital
Sky Bridge
12:15 pm - 1:45 pm
Buffet Lunch
Sky Bridge
1:45 pm - 4:00 pm
FOCUS SESSIONS
 
Track A - SkyBridge Leadership Forum:  Real-Life Stories from the Worlds of Finance , Media and Sports 
 
Opening Remarks

Anthony Scaramucci,  Managing Partner, SkyBridge Capital

 

From War to Wall Street: Leading in Times of Crisis

Joseph J. Grano, Jr.Chairman & CEO, Centurion Holdings and Former Chairman, UBS Financial Services

Introduction by Richard “Bo” DietlChairman & CEO, Beau Dietl & Associates

 

The 10 Laws of Enduring Success

Maria Bartiromo,  Host of “Closing Bell” and Host/Managing Editor of “Wall Street Journal Report with Maria Bartiromo,” CNBC

Introduction by Grace RamazaniVice President, SkyBridge Capital 

 

Success and Endurance in a Constantly Changing Game

Reggie JacksonSpecial Advisor to the New York Yankees & Director, Specialized Performance Advisory Group (SPAG)

Lon KrugerCoach of the UNLV Runnin' Rebels basketball team & Author, ”The Xs & Os of Success: A Playbook for Leaders in Business & Life”

Bobby ValentineFormer Manager of New York Mets and Chiba Lotte Marines & ESPN Analyst

Moderated by Maria Bartiromo,  Host of “Closing Bell” & Host/Managing Editor of “Wall Street Journal Report with Maria Bartiromo,” CNBC

 

The Xs & Os of Success: A Playbook for Leaders in Business & Life

Lon KrugerCoach of the UNLV Runnin' Rebels basketball team & Author, ”The Xs & Os of Success: A Playbook for Leaders in Business & Life”

 


Track B - Strategy Spotlight
 

A Changing of the Guard:  The Momentum Shift in Global Growth from Developed to Emerging Markets

Fabio Dall'Acqua,  Managing Partner, Constellation

Tom Grossman,  Managing Member, Union Avenue Advisors

Melissa Ko,  CEO & Managing Member, Covepoint Capital Advisors LLC

Walter Stoeppelwerth,  Chief Investment Officer, Triogem Asset Management

Moderated by Peter Mallinson,  Partner, CDK Group LLC 

 

Catalysts & Volatility: Embracing Change to Generate Absolute Returns

David Nazar,  Portfolio Manager, Ironshield Capital Management 

Alec Petro,  Managing Partner, Bay Hill Capital Management

Jonathan D. Urfrig,  CEO & Portfolio Manager, U Capital Group

Moderated by Catherine Beard,  Manager Research, Mercer

 

Resourceful Investing:  The Outlook for Oil & Gas and the Sector's Role in a Diversified Portfolio

Robert Sinnott,  President, CIO & Co-Managing Partner, Kayne Anderson Capital Advisors

 

Investment Opportunities in Russia

Vadim Ivanov,   Director of the Department for International, Foreign Economic and Interregional Relations, Russian Federation


 

Track C - Emerging Manager Workshop

Presented by BTIG, LLC

 

Courting Capital:  Best Practices for Attracting Institutional Investors

Meredith Jones,  Managing Director & Head of Global Marketing, PerTrac Financial Solutions

John David Lowenberg, Jr.,  Managing Director, BTIG

Suzanne Elizabeth Murphy,  Head of Strategic Development, Claren Road Asset Management         

Moderated by Victor Park,  Director, Alternative Asset Investment Management

               

Making the Grade: How to Exceed the expectations of Investors

Ben Durrant,  Director, ICG Advisors

Robert M. McCord,  State Treasurer, Pennsylvania Treasury Department

Sean McGould,  President & CIO, Lighthouse Partners

Mihir Meswani, Chief Portfolio Strategist, Sandalwood Securities

Moderated by Michael Gubenko,  Director of Research, SkyBridge Capital

 

The Impact of Regulatory Reform on Emerging Hedge Funds

Hillel M. Bennett,  Partner, Stroock & Stroock & Lavan LLP

Bradley G. Kulman,  Partner, Stroock & Stroock & Lavan LLP

 

Creating an Effective Pitch Book

Nancy Dennis,  Principal, IQ Financial Marketing

Michael Greenstein,  Principal, IQ Financial Marketing


 

Track D - Family Office & Private Wealth Seminar 

Presented by Lido Consulting, Inc.

 

Click Here for Detailed Session Agenda

 

Understanding and Combating Cyber-Crime (Protect Your Wealth and Identity)

William French,  Vice President, Fidelity Investments Risk Management Group

John Reed Stark,  Managing Director, Stroz Friedberg

Moderated by Greg Kushner,  Founder & President, Lido Advisors, Inc. 


Review of Family Office Investments: What Strategies are Investors Employing Now?

Brandon Adrian,  Chief Portfolio Manager & Managing Director, Lido Advisors, Inc.  

Jason Ozur,  Managing Director & COO, Lido Advisors, Inc.

Moderated by Greg Kushner,  Founder & President, Lido Advisors, Inc. 


Talking It Up: An Exchange of Ideas, Information and Viewpoints on Crucial Issues Facing Family Offices

Greg Kushner Founder & President, Lido Advisors, Inc.

Timothy Lappen,  Founder & Chairman, Family Office Group

Richard Norton,  Director, Calvin Klein Family Office


Sky Bridge
4:00 pm - 4:30 pm
Networking & Coffee Break
Sky Bridge
4:30 pm - 5:00 pm
Chairman`s Address: "How to Find Your Fortune Without Losing Your Soul"
Anthony Scaramucci,  Managing Partner, SkyBridge Capital
Introduction by Gary Kaminsky,  Contributing Editor, CNBC
Sky Bridge
5:00 pm - 6:00 pm
Keynote Address:  "No Apology: the Case for American Greatness"
Governor Mitt Romney,  Former Governor of Massachusetts
Sky Bridge
6:00 pm - 7:00 pm
Break
Sky Bridge
7:00 pm - 11:00 pm
Viva Las Vegas! Poolside BBQ & Cocktails
Bellagio Pool
 
Friday, May 21
7:30 am - 8:40 am
Breakfast
Sky Bridge
8:40 am - 8:45 am

Opening Remarks

Anthony Scaramucci Managing Partner, SkyBridge Capital
Sky Bridge
8:45 am - 9:30 am
Managing Growth:  Meeting Investor Demands & Expectations
Peter Cherecwich,  Chief Operating Officer – Corporate & Institutional Services (C&IS) & Head of Global Fund Services (GFS) – North America, Northern Trust
Andrew Dougherty,  Chief Operating Officer, BNP Paribas Financial Services
Orin Kramer,  Chairman, New Jersey State Investment Council
Barbara Lewnowski,  Chief Executive Officer, CACEIS (USA) Inc.
Robert M. McCord,  State Treasurer,  Pennsylvania Treasury Department 
Moderated by Cary J. Stier,  Vice Chairman, Deloitte LLP
Sky Bridge
9:35 am - 10:15 am
Real Estate Investment Strategies: Navigating the Cycle
Russ Bernard, Managing Principal, Westport Capital Partners
John D. Lyons, President & CEO, Savills LLC
Michael Nash, Senior Managing Director, The Blackstone Group
Moderated by Ben Adams, Portfolio Manager, The Townsend Group
Sky Bridge
10:15 am - 10:45 am
Networking & Coffee Break
Sky Bridge
10:45 am - 11:30 am

Keynote Address:  "Global Security: A Threat Analysis"

General Peter Pace,  United States Marine Corps (Ret.) and Sixteenth Chairman of the Joint Chiefs of Staff (2005-2007)
Sky Bridge
11:30 am - 12:00 pm
The Inside Story of The Greatest Trade Ever:  The Untold Story About the Most Famous -- and Infamous -- Trade in Financial History
Greg Zuckerman,  Special Writer, The Wall Street Journal and Author, The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History
Sky Bridge
12:00 pm
Conference Concludes