Global Alpha Forum 2008 PANELS

With soaring oil prices and global warming, energy conservation and environmental impact are becoming some of the largest areas of focus across Society and around the globe. This session brings together leaders in the field to examine trends and sustainability of breakthroughs in these areas, along with focusing on how traders and investors can profit.

   Moderator:
   Bradford S. Gentry, Director of the Center for Business and the Environment at
   the Yale School of Forestry and Environmental Studies

   Panel:
   Paul Ezekiel, Global Head of Carbon Trading for Credit Suisse
   Peter Fusaro, Chairman of Global Change Associates
   Martin Whittaker, Director of Environmental Finance Strategy for Mission Point Capital
   Benjamin Chesir, Senior Vice President, New Product Development, NYMEX

   Moderator:
   Sona Blessing, Editor, A SQUARE; Director, Research, Opalesque

   Panel:
   Kevin Edwards, Assistant Vice President for Treasury Services, University of
   Connecticut
   Simon Griffiths, Director, Diversified Global Asset Management and Portfolio Manager,
   DGAM Absolute Return Fund
   Gregory Koutmos, Gerald M. Levin Professor of Finance and Chair of the Finance
   Department, Charles F. Dolan School of Business, Fairfield University

Government-owned investment pools, known as Sovereign Wealth Funds, are currently larger than the total assets under management by hedge funds or private equity funds and are growing at a much faster pace than either. Investment by these funds in a wide range of key U.S. businesses is raising a host of concerns, ranging from investment protectionism, national security concerns and potential market distortions and volatility. Our panel will debate the benefits and concerns related to these growing investment pools.

   Moderator:
   John A. Brunjes, Partner, Private Investment Funds, Bracewell & Giuliani LLP

   Panel:
   Gani Uzbekov, Deputy Chairman of the Management Board, JCS Fund for
   Sustainable Development Kazyna
   Rania Azmi, Economic Advisor, Soverign Wealth Fund
   David Marchick, Managing Director and Global Head of Regulatory Affairs,
   The Carlyle Group
   Michael Maduell, President, Sovereign Wealth Fund Institute
   Stephen Preston, Former Acting General Counsel of the Department of Defense;
   Former Deputy Assistant Attorney General with the U.S. Department of Justice;
   Partner, WilmerHale
   Stephen Canner, Vice President, Investments & Financial Services, U.S. Council for
   International Business

As the hedge fund industry approaches $2 trillion under management, it continues to attract attention from regulators worldwide. Concerns exist as to the funds’ ability to move markets and as to the lack of transparency related to many funds’ investments. A variety of regulators and advisors will explore the issues, along with possible solutions and likely developments.

   Moderator:
   Francois A. Cooke, Principal, Securities and Investment Management Regulation and
   Compliance, KPMG

   Panel:
   Andrew Baker, Deputy CEO, Alternative Investment Management Association (AIMA)
   Todd Groome, Advisor in the Monetary and Capital Markets Department of the IMF
   Andrew Shrimpton, Member, Regulatory compliance, Kinetic Partners
   Heather Smith, Deputy Head, Investments and Securities Division, Cayman Islands
   Benjamin Allensworth, Senior Legal Counsel, Managed Funds Association (MFA)
   Monetary Authority
   

Some of the leading economists of our day will share their thoughts as to what both the United States and various other world economies are facing in both the near- and longer-terms. With respect to the United States, they will prognosticate on the likely effect the change in the Presidency will have in U.S. economic policies.

   Moderator:
   Pimm Fox, Reporter, Bloomberg News

   Panel:
   Glenn Hubbard, Dean, Columbia University School of Business
   Richard Iley, Senior Economist, BNP Paribas
   Christian Zimmerman, Associate Professor of Economics, University of Connecticut
   Center for Economic Education, University of Connecticut, Connecticut Council on
   Economic Education

Managers from some of the largest university endowments and pension funds will discuss their strategies and concerns when managing their portfolios. Learn how they view their asset allocation responsibilities and the role that alternative investments play in these strategies. Investors can gain tips as to how to manage like the institutions while fund managers develop insights into how to position their funds to be attractive to these managers.

   Moderator:
   Kevin Lynch, Head of Hedge Fund Research Group and Managing Director,
   Rogerscasey

   Panel:
   Laurence B. Siegel, Director of Research, Investment Division, The Ford Foundation
   David Wiederecht, President, Investment Strategies, GE Asset Management
   Mark Yusko, Former CIO, University of N.C. & Founder, CIO of Morgan Creek Capital
   Management
   Rania Azmi, Economic Advisor, Sovereign Wealth Fund