SEM Conference » 2016 Event Schedule

2016 Event Schedule

Please check back regularly for updates to this page, including panel topics and speakers. There is limited capacity for conference events and panel sessions. Registration is subject to a first-come, first-served basis.

  • Thu

    Women's Networking Tea

    1:30 p.m. - 2:30 p.m.Shula's Steak House - Sheraton Lobby
  • LP Only Session

    4:00 p.m. - 5:45 p.m.MCA Café

    Museum of Contemporary Art

    Increased Transparency in an Opaque Market: How Investors Can Benefit

    Presenter: Leopold Peavy, Head of Investor Products, Preqin and Jesse Fahy, Manager of Venture Capital Data, Preqin

  • LP Only Dinner

    6:00 p.m. - 7:15 p.m.MCA 4th Floor

    Museum of Contemporary Art

  • General Reception

    6:30 p.m. - 9:00 p.m.MCA Lobby and Sculpture Garden

    Museum of Contemporary Art

  • Fri

    Breakfast & GCM Grosvenor Conference Kick-Off

    7:30 a.m. – 8:00 a.m.Ballroom
  • Panel I

    8:05 a.m. - 8:50 a.m.Chicago VIII

    We Have More in Common Than You Think: The Case for Investing in Emerging Managers

    Many say that emerging managers represent an attractive investment opportunity, but capital continues to disproportionately flow to their larger peers. Following on our recent unique survey of the emerging managers universe, this session will explore managers' common issues, possible solutions and forward-looking opportunities.

    Moderator: Rachel Minard, Founder and Chief Executive Officer, Minard Capital
    Speakers: Ellen Adams, Managing Principal, Hinoki Capital Management; Paritosh Gupta, Founder and Chief Investment Officer, Adi Capital; Jeff Lignelli, Chief Executive Officer and Portfolio Manager, Incline Global Management; Soo Kim, Managing Partner and Chief Investment Officer, Standard General

  • Break

    8:50 a.m. - 9:00 a.m.
  • Panel II

    9:00 a.m. - 9:45 a.m.Chicago VIII

    Lemon...Aid? Uncovering Alpha Amid a Complex Macro Economic Landscape

    In the U.S., fundamentals and economic data points remain fairly stable. However, investor sentiment has been adversely affected by concerns related to Brexit, slow global growth, deteriorating economic conditions in China, and lower liquidity in the current environment. Amid this market volatility, where are the best opportunities, and what is the overall impact on asset allocation? Panelists will discuss the outlook for global capital markets, including U.S. interest rates, China and emerging markets, energy and commodity prices and other relevant drivers in the current investment environment.

    Moderator: David Richter, Managing Director, GCM Grosvenor
    Speakers: Maria Vassalou, Partner, Perella Weinberg Partners; Nancy Davis, Managing Partner and Chief Investment Officer, Quadratic Capital; Danny Tenengauzer, Director of Research, Tse Capital Management; Chase Muller, Portfolio Manager, One River Asset Management; Troy Dixon, Managing Partner and Chief Investment Officer, Hollis Park

  • Break

    9:45 a.m. - 10:10 a.m.
  • Panel III

    10:10 a.m. - 10:55 a.m.Chicago VIII

    The Regional Wrangle: The Best Regions for Investment Opportunities

    In the current market environment, many regions are grappling with geopolitical and macroeconomic risks. With the potential for uncoordinated central bank policies amid Brexit, increased volatility, commodity price swings and divergent interest rates, what regions are best positioned for attractive investment opportunities? In this interactive session, regional experts will debate the merits of their respective opportunity sets.

    Moderator: Kristin R. Finney-Cooke, Senior Consultant, NEPC
    Speakers: Matt Peltz, Partner, Trian; Masahiko Yamaguchi, Partner, York Capital Management; Paul Casey, CFA, Partner, Palmerston Capital Management; Dai Jixin, Founder and Chief Investment Officer, Xin Tian Fund Management and Trigram Global Macro Fund

  • Break

    10:55 a.m. - 11:15 a.m.
  • Panel IV

    11:15 a.m. - 12:00 p.m.Chicago VIII

    Spend the Energy? How to Capitalize on a Volatile Energy Market

    After a dramatic drop in oil prices, we have seen some stabilization in 2016. Are there opportunities to profit from the energy sector going forward? Industry experts will discuss which part of the capital structure and what asset classes are most attractive today. In addition to oil and natural gas, panelists will address opportunities within the power generation and alternative energy sectors.

    Moderator: Craig Rohr, Portfolio Manager, Magnetar
    Speakers: Rod Saddington, Portfolio Manager, Carlson Capital; Taimur Hassan, Chief Investment Officer, Frere Hall; Thiru Ramakrishnan, Founder, TVR Capital Management; Sharam Honari, Partner, BlackGold Capital Management

  • Break/Transition

    12:00 p.m. - 12:20 p.m.
  • Lunch & Keynote Speaker

    12:20 p.m. - 2:00 p.m.Ballroom