“I attended BHA’s conference last year and allocated to a manager that I met there.  Prior to the event I pre-screened the managers using an online portal, and I subsequently met with 12 straight alternative credit managers that I had preselected. BHA’s conference was one of the most efficient events in the industry and I was able to meet with and diligence top-quality managers.”    

J. Patrick Barry, Chief Investment Officer, Granite Hall Partners


 

Select Hedge Funds Conference

Senior leaders and influencers from top institutions and family offices converged at historic Fenway Park to create new partnerships at BHA’s signature conference. The focused two-day event connected investors with established and emerging fund managers with strong investment teams and compelling strategies. It featured a 1:1 meeting format, networking, special events, and industry panels packed with top experts in their fields – from economic policy makers, think-tanks and research institutes, to your colleagues and peers.



Private Markets Connector

The focused one-day connectivity forum is designed to provide direct access to new partnerships between General Partners and Limited Partners on September 20th. In addition to our signature 1:1 meeting format, the forum includes a moderated panel discussion from industry experts on energy, and a Next-Gen innovation presentation featuring teams from MIT’s 100K Entrepreneurship Competition.



Franklin “Pitch” Johnson
Founder of Asset Management CompanyAward Recipient
Michael Dubin
Managing Director of Silvercrest Asset Management Group LLCInvestor Panel
Gaurav Jain
Co-Founder and Managing Partner of PrecedeIndustry Insights
Brian C. Crumley
Co-Founder of Vortus InvestmentsEnergy Panel
Breanne Eshelman, Esq., CQF, CPFA
PAAMCOInvestor Panel
Murray J. McCabe
Blum Capital PartnersReal Estate Panel
Mark Andrew
Lexington PartnersSecondaries Panel
Steven Yeh
CBRE Global InvestorsReal Estate Panel
Reto Tuffli
Lansdowne PartnersIndustry Insights
Louisa Lund
Harvard Kennedy SchoolEnergy Panel

Agenda


Who Should Attend


Registration granted access to potential new capital and long-term LP relationships.  BHA evaluated each fund based on the strength of the investment team, the investment strategy, past fund performance and track record. Funds were chosen from a wide range of asset classes and strategies. Additionally, a portion of the manager slots were reserved for new launches and pedigreed emerging managers.  100 asset managers hosted qualified hedge fund investors in private luxury box suites overlooking the ball-field and the Onsite Marketplace.

Investors in attendance included CIO’s, Portfolio Managers, and Analysts at pension funds, sovereign wealth funds, family offices, fund of funds, endowments, and foundations.


Sophisticated investors from some of the world’s largest and most prestigious pension funds, sovereign wealth funds, family offices, fund of funds, endowments, and foundations had 1:1 meetings with funds that meet their needs and values. Unlike other conferences that provide a self-service format, BHA offered an investor concierge service to ensure an efficient use of their time. BHA’s knowledgeable staff are always available and open to learn investors’ needs and reach out to attending funds and new funds to create a custom conference experience with prequalified meetings.

 


BHA Select Hedge Funds offers unique event sponsorship and advertising opportunities with prime visibility to an exclusive audience both in pre-event marketing and on-site at Fenway Park. We thank the following companies for their participation:

Executive Sponsors & Sponsors of Batting Practice

Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company’s strength – delivering data, news and analytics through innovative technology, quickly and accurately – is at the core of the Bloomberg Professional service, which provides real time financial information to more than 320,000 subscribers globally.

tora-TAGLINEREMOVED_CMYK-TM_LargeTora Trading System is a cloud-based front-to-back office technology provider for the buy-side.  TORA provides everything you need to run a fund: portfolio, risk, order and execution management systems, and compliance and analytics engines – all built in-house and available individually, or as an integrated, unified platform.

                                                     

 


Service Providers and Media Partners are a welcome addition to the event.  We thank the following companies for having joined the 2016 lineup.

Service Providers

Herbert L. Jamison & Co. LLC’s Alternative Investment Insurance Management Group is staffed by professionals who intimately understand the unique business risks you face in managing your fund. Our ability to clearly communicate and illustrate your risk exposures to the insurance marketplace is a critical factor in our success with delivering the appropriate risk management and insurance solutions you and your investors demand. Insuring Alternative Investment Managers and their Funds, is something we do with great care, and you can rest assured that we will deliver a properly and professionally designed program, through a comprehensive & strategic approach.


U. S. Risk Insurance Group, Inc.
is a specialty lines underwriting manager and wholesale broker headquartered in Dallas Texas. Operating 16 domestic and international branches, it offers a broad range of products and services through its affiliate companies, which include U.S. Risk Underwriters, U.S. Risk Brokers, U.S. Risk Financial Services, Advocate Reinsurance Partners, LLC, Oxford Insurance Brokers, Ltd. (UK), James Hampden International Insurance Brokers Ltd. (UK), Antarah FZE (UAE), and Abraxas Insurance A.G. (Zurich). U.S. Risk was ranked the 6th largest wholesaler by Business Insurance for 2015.

Caceis 3CACEIS in North America provides a comprehensive range of fund administration services to the alternative investment fund industry, and has been an established service provider in the space since 1990.  Our North American clients can also benefit from a broad range of additional services offered by the CACEIS Group globally, such as depositary/custody, transfer agency, fund administration, clearing and capital markets services. Present in 12 countries and covering 85 markets, CACEIS is a leading fund administrator and custodian with a total of $1.6 trillion in assets under administration and $2.5 trillion in assets under custody (figures as of Dec 31, 2015).

Media Partners

Albourne Village, a virtual hedge fund community with over 98,000 active residents, is a free and independent website for anyone interested in alternative investments. It incorporates a virtual pub and library to exchange news, views and IP, a job centre, conference centre and School. The Village is also home to a vast number of established industry contacts. Don’t just join the Village, be the Village.

The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. CAIA programs include the CAIA Charter® and the Fundamentals of     Alternative Investments Certificate Program®.

Launched by financial professionals in 2001, Eurekahedge’s proven track record spans over 15 years – setting us apart as the world’s leading independent data provider in hedge fund news, indices and databases. Specialising in hedge fund databases covering North America, Europe, Asia and Latin America, Eurekahedge’s alternative asset funds databases are the most complete and precise with indices updated by an average of 96% by month-end. The tracking of over 220 data points – more than any competitor – makes analysis of managers’ performances easier on our clients which include, but are not limited to, family offices, endowments & trusts, pension funds, funds of hedge funds, sovereign wealth funds, private banks, advisors and service providers to the industry.

Investor’s Business Daily (IBD®) is an authoritative financial news and research organization      recognized for its proprietary investing screens, investment ratings and strong record of  identifying     market leaders as they emerge. Its award winning website, Investors.com, offers premium subscription tools, expert analysis and personalized research features for investors of all levels. Founded in 1984 by famed Wall Street investment expert and entrepreneur William J. O’Neil, Investor’s Business Daily and Investors.com provide performance-driven financial professionals and sophisticated investors with distinctive market analysis and research that cannot be found elsewhere.

Get the Fresh Lowdown on Alternative-Investment Activities. Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at HFAlert.com,or call 201-659-1700.


  • Welcome and Opening Remarks:
    Daniel McDermott, Founder and CEO, BHA

    Investor Insight Panel:
    Daniel McDermott (Moderator), Founder and CEO, BHA
    Michael Dubin, Managing Director, Silvercrest Asset Management
    Breanne Eshelman, Associate Director, PAAMCO
    Mihir Meswani,Senior Portfolio Manager, Deutsche AM

    Frontier and Emerging Markets Panel:
    Keith R. Whitney (Moderator), Director of Sales and Relationship Management, BHA Edward Butchart CFA Chief Investment Officer, Sloane Robinson
    Carl Tohme, Portfolio Manager, Jabre Capital Partners
    Sean Wilson, CFA Managing Partner/CIO, LR Global

    Industry Insight: The Rise of the Machine: Fundamental Investing Using Machine Intelligence
    Reto Tuffli P ortfolio Manager, Lansdowne Partners

    Deriving Alpha Through Non-Traditional Investment Strategies Panel:
    Matthew Kishlansky (Moderator), Head of Business Development, Catenary Alternatives Asset Management
    Don Kendall, CEO and Managing Director, Five Stone Capital LP
    William Tice, Senior Managing Director, Vida Capital Inc
    Lorenzo Volpi, Head of Business Development and Partner, Leadenhall Capital Partners  

    Over Lunch Industry Insight: Measuring Alpha Potential: Why Investors are Dumping their Equity Long/Short Hedge Funds at the Wrong Time.
    Gina Sanchez Founder and CEO of Chantico Global & Financial and Political Analyst on CNBC

    e

Real Estate Panel 
Peter Merrigan (Moderator) CEO and Co-Founder, Taurus
Ben Brady, Senior Vice President, Real Estate,
Harvard Management Company

Peter Finley, Head of Marketing and Capital Raising,
Lowe Enterprises Investors

Murray McCabe, Co-Managing Partner, Montgomery Street Partners
Steven Yeh, Managing Director, Americas Middle Market,
CBRE Global Investors

Industry Insight: How Should I Invest in Emerging Markets?
Ralph Jaeger Managing Director, Siguler Guff 

Energy Panel State:
Louisa Lund (Moderator), Program Director for the Consortium of Energy Policy Research, Harvard Kennedy School
Brian C. Crumley, Co-Founder, Vortus Investment Advisors
Ross M. Posner, Senior Managing Director,
Ridgewood Private Equity Partners

Daniel Rice, Portfolio Manager, GRT Capital Partners

Industry Insight: Who is Bearing the Financial Risk in Health Care?
Kapila Ratnam, Partner, NewSpring Capital

Secondaries Panel
Michael Pugatch (Moderator), Managing Director, HarbourVest Partners
Mark Andrew, Principal, Lexington Partners
Tom Kerr, Managing Director , Secondary Team, Hamilton Lane

MIT Innovation Panel:
Wan Li Zhu (Moderator), Venture Capital Investor, Fairhaven Capital & Founder and Managing Director,  MIT Alumni Angels Boston
Veloxint – High performance metals based on novel nanotechnology platform  presented by  Alan Lund, CEO and Mike Slowik, VP of Business Development
Altaeros – Next generation global, autonomous telecom infrastructure  presented by Ben Glass, CEO
Bluesmart – Connected travel technology and the world’s first smart luggage presented by Ken Li, Head of Marketing

 

The inaugural BHA Principled Investor Award recognizes leaders in the alternative investment industry who have built long-standing successful investment careers through innovation, entrepreneurship, and a distinguished investment process. It was our pleasure to recognize our colleagues from the public markets sector, James S. Chanos the founder and Managing Partner of Kynikos Associates LP and from the private markets sector, Franklin “Pitcher” Johnson the founder  of  Asset  Management  Company at the BHA Awards Luncheon on Tuesday,  Sept. 20.

Mr. Chanos and Mr. Johnson received their awards from BHA CEO and Founder Daniel McDermott, which were followed by very personal keynote speeches where each recalled moments throughout their lives that lead to their success within their respective markets.


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