Description: Hedge funds have been buffeted recently by (1) several years of low returns, (2) complaints about high and unjustified fees, and (3) high-profile withdrawals by large and influential institutional investors. Has their time passed, or do hedge funds still serve an important role in institutional and high net worth portfolios?
1. Learn the continuing positive aspects of hedge fund investing
2. Learn the negatives of hedge fund investing
3. Learn how to evaluate the role of hedge funds in any portfolio
Who Should Attend?
· Institutional investors
· Investment consultants
· Hedge fund managers and marketers
· High-net-worth investors and advisors
Managing Director and Partner, The Rock
Alifia Doriwala is a Managing Director and Partner at The Rock Creek Group. She is a member of the firm's Investment Committee and is involved in portfolio management, asset allocation and manager selection across alternative and traditional asset classes. At Rock Creek she manages institutional portfolios and sources and invests in a number of top-tier active managers on behalf of endowments, foundations, and pension funds. Prior to joining Rock Creek, Ms. Doriwala was an Equity Arbitrage Trader at Wolverine Trading, L.P., where she was responsible for analyzing, modeling, and trading equity spreads resulting from corporate transactions. Prior to that she was an Investment Banking Analyst in Merrill Lynch's Financial Sponsor Group, where she assessed the suitability of potential targets for private equity portfolio companies. Ms. Doriwala graduated from Georgetown University magna cum laude with a B.A. in Economics and English and holds an M.B.A. in Finance and Marketing from New York University's Stern School of Business. She is a member of the investment committee at The Langley School.
Head of Product Management, ProShares
Paula Kar is the Head of Product Management at ProShares, one of the largest providers of ETFs. Prior to joining ProShares, she was the Head of iShares Fixed Income and Commodities ETFs at BlackRock. Ms. Kar began her career with Citigroup and also served as a senior manager at McKinsey where she advised global asset management, banking and private equity firms on strategic initiatives. Ms. Kar earned an MBA in Finance, with Honors, from the Wharton School of the University of Pennsylvania. She is a Board Member of Women in ETFs, a global nonprofit organization serving over 2,500 members worldwide.
F. Fuller O’Connor Jr.
Senior Managing Director, Head of Investor Relations, EJF Capital LLC
F. Fuller O’Connor Jr joined EJF in 2009 and is a member of the Executive Committee. He is responsible for directing all communication with existing and prospective investor relationships. Prior to assuming the role of Head of Investor Relations, Mr. O’Connor served as co-portfolio manager of the EJF Income Fund for over six years and currently acts as an advisor to the fund. Prior to joining EJF, Mr. O’Connor was Senior Managing Director and Head of Real Estate Investment Banking at FBR. Prior to FBR, Mr. O'Connor was Managing Director at Cohen & Steers Capital Advisors, as well as Managing Director at Prudential Securities Incorporated in the Real Estate Investment Banking Group. Mr. O'Connor has held senior positions in real estate at Chase Manhattan Bank, Chemical Bank and Trammell Crow Ventures. Mr. O’Connor holds a B.S. in Commerce from the University of Virginia.
Senior Vice President of Research and Industry Information, NAREIT
Brad Case, PhD, CFA, CAIA (Moderator) serves on the Program Committee of the CFA Society Washington DC (and as co-chair of its Alternative Investments Subcommittee) and also as a Chapter Executive of the CAIA Washington Chapter. He is Senior Vice President, Research & Industry Information for the National Association of Real Estate Investment Trusts (NAREIT), and also serves on the Endowment Investment Committee of the Potomac Appalachian Trail Club. He earned degrees from Williams College, the University of California at Berkeley, and Yale University.
**Light refreshments will be provided.