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Agenda

 

Day One: Tuesday, March 23

The Champions Club at Great American Ball Park

3:00–4:00 p.m. Forum Check-In
4:00–5:00 p.m. Jeremy Siegel, Ph.D., presents on the State of the Market
5:00–5:45 p.m. Phil Castellini, Reds COO, presents on the Business of Baseball
5:45–6:00 p.m. Rick Walls discusses the Reds Hall of Fame & Museum
6:00–8:00 p.m. Cocktails & Hors d'oeuvres / Reds Hall of Fame & Museum Tours
   

 

        
Day Two: Wednesday, March 24

The Westin of Cincinnati
7:00–9:15 a.m. Forum Check-In & Continental Breakfast
8:00–9:00 a.m. Session 1:  FEG/Managed Portfolios -- Investing in the Current Environment   
  Session 2:  Merits of a Long/Short Equity Approach   
  Session 3:  Portfolio Construction
9:00–9:15 a.m. Break
9:15–9:30 a.m. Forum Welcome & Opening Remarks
9:30–10:30 a.m. Cliff Asness, Ph.D., presents "Thoughts on Running Money for the Long Term"
10:30–11:30 a.m. Ted Seides, CFA, discusses "Why Bet on Hedge Funds?"
11:30–11:45 p.m. Break
11:45–12:45 p.m. Lunch Session 1:  FEG/Managed Portfolios -- Investing in the Current Environment    
Lunch Session 2:  Merits of a Long/Short Equity Approach
Lunch Session 3:  Inflation Protection Strategies
12:45–1:00 p.m. Break
1:00–2:00 p.m. Mohamed El-Erian, Ph.D., presents on his book, When Markets Collide, and discuses Current Affairs
2:00–2:30 p.m. Fund Evaluation Group's Christopher M. Meyer, CFA, presents the "Evolution of Consulting and Institutional Portfolio Management"
2:30–3:30 p.m. Dan Fuss, CFA, presents "2010 Global Credit Outlook"
3:30–3:45 p.m. Closing Remarks
3:45–5:00 p.m. Cocktails & Hors d'oeuvres

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Breakout Session Descriptors

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Inflation Protection Strategies

Will McIntosh, Ph.D. / Susan Fasig, CFA / Christian Busken

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From liquid to illiquid and from real estate to commodities, this panel will discuss the full spectrum of opportunities available to investors to hedge inflation risk.

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FEG/Managed Portfolios -- Investing in the Current Environment

David Stein

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How does FEG structure its discretionary portfolios? David Stein, Chief Portfolio Strategist, will discuss philosophy and current positioning in FEG/Managed Portfolios.

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Merits of a Long/Short Equity Approach

Alan Lenahan, CFA, CAIA / Bill Cline, Clovis Capital Management / Peter Mulderry, Highfields Capital Management

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After a dramatic decline and equally astounding rebound, this panel will discuss the merits of replacing a portion of long-only equity exposure with long/short equity to improve risk adjusted returns.

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Portfolio Construction

Nolan Bean, CFA, CAIA / Christopher M. Meyer, CFA / Nathan Fischer, formerly of the Lumina Foundation / Greg Hahn, Board Member of Indiana State Teachers' Retirement Fund

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Nathan Fischer, Greg Hahn, Chris Meyer and Nolan Bean will discuss enhanced portfolio construction techniques and issues facing institutional clients’ governance structures.

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While visiting Cincinnati, we invite you to meet with our investment professionals and visit our offices at Fund Evaluation Group's downtown headquarters. To arrange a time, please contact communications@feg.com.

Dress for all events is business professional.