GLOBAL INSIGHTS FROM WORLD-RENOWNED THOUGHT LEADERS

JOIN INDUSTRY EXPERTS FOR A DISCUSSION ON INVESTMENT OUTLOOKS, TRENDS, RISKS, AND OPPORTUNITIES IN THE ALTERNATIVE INVESTMENT MARKET. NETWORK WITH A SELECT GROUP OF INVESTMENT MANAGERS AND INSTITUTIONAL INVESTORS AT THE HISTORIC FARMINGTON COUNTRY CLUB IN CHARLOTTESVILLE, VIRGINIA.

The Conference

Following the disruptive movements around the world from the Brexit referendum last summer to the unexpected victory of Donald Trump in the 2016 U.S. Presidential election, global investors scrambled to adjust their strategies to deal with the impact of the global economy and investment environment in this new era. In addition to the shift in geopolitical forces, investors are dealing with excess levels of money supply contributed by central banks around the world and growing pressure to maintain a targeted level of risk adjusted returns in an environment of low interest rates. Join our renowned speakers as they analyze the current state of investing and uncover domestic and global investment opportunities. We will be examining the rise in artificial intelligence & machine learning and their implications for the hedge fund industry.  In addition, we are collaborating with the Richard A. Mayo Center for Asset Management at the Darden School of Business to deliver a deeper analysis of the current debate between active vs. passive investing.  Simply put, this is a conference you can't afford to miss!

 

Event Agenda

GOLF CHARITY TOURNAMENT
MAY 23, 2017 10AM TO 6PM

We are pleased to announce this year's charity golf outing at the renowned Farmington Country Club. This friendly competition will be held in a scramble format and will be followed by a Welcome Reception Dinner at the clubhouse. All registered conference attendees are welcome to attend the reception.  A donation of the proceeds will go to benefit Homestretch, a charitable program designed to empower homeless families to attain self-sufficiency and end the cycle of homelessness. For more information, visit homestretchva.org/ 

WINE TASTING SOIREE
MAY 23, 2017 4PM TO 6PM

We are pleased to announce the addition of a wine tasting soiree this year, to take place after the conclusion of the golf tournament. Here, attendees will be able to sample the finest Virginia wines in a relaxed, yet spirited, setting. Afterwards, please join us at our Welcome Reception Dinner. All registered conference attendees are welcome to attend the reception.

WELCOME RECEPTION DINNER
MAY 23, 2017 6PM TO 8PM

Following the golf tournament and wine tasting soiree, we invite you to join us at the Welcome Reception Dinner featuring our guest speaker, Mr. Geoffrey Bradway of Numerai and his presentation titled "Creating A Superhuman Hedge Fund". This is a fascinating insight into how machine learning and artificial intelligence can be applied to the asset management industry. 

ALTERNATIVE INVESTMENT CONFERENCE
MAY 24, 2017

07:45 AM  Registration/Breakfast Reception

08:50 AM  Opening Remarks: Ian Asvakovith, Piedmont Fund Services

09:00 AM  LP-Only Roundtable Discussion (By invitation only) - "What keeps CIOs up at night?"

Moderated by: Josh Smith, Solovis

09:00 AM  Latest Trends in the Alternative Investment Industry

Moderated by: Tina Lewandowski, Arthur Bell

Panelists: Ron S. Geffner, Sadis & Goldberg, LLP, 

Samuel K. Won, Global Risk Management Advisors

Brian Broadway, Aspen Partners

10:00 AM  Fireside Chat: Current State of Private Equity and Real Assets Investing

Keynote Speaker: Mr. David Fann, TorreyCove Capital Partners

Interview by  Ian Asvakovith, Piedmont Fund Services

10:45 AM  Networking Break

11:00 AM  Perspective on Global Trade and Macroeconomic Outlook during the Trump Administration & Brexit      

EraModerated by: Caitlin Webber, Bloomberg

Panelists: Antonio Ortiz-Mena, Albright Stonebridge Group

Valerie Rouxel-Laxton, The European Union

Shige Watanabe, Embassy of Japan

12:00 PM  Luncheon Reception

 

01:00 PM  Human vs. Machine - Could Data Science & Artificial Intelligence Disrupt the Entire Hedge Fund

Moderated by: Michael P. Regan, Bloomberg 

Panelists: Geoffrey Bradway, Numerai

Adrian Keevil, PlusTick Management

Mark O. Lapolla, Sixth Man Research

John Elder, Elder Research

02:00 PM  Keynote Address: The Growth of Passive Investing Worldwide

Keynote Speaker: Professor Pedro Matos, Richard A. Mayo Center for Asset Management

Content Partner: University of Virginia Darden School of Business

02:50 PM  Networking Break

03:10 PM  New Fund Launch & Allocator Announcement

 

03:30 PM  Global Private Equity Investing - Navigating Portfolio Selection During the Rise in Dry Powder and Asset Prices

Moderated by: Mr. David Fann, Torrey Cove Capital Partners

Panelists: Matthew D. Kelty, LNC Partners

Kwame Lewis, ACON Investments

Sever Totia, 3TS Capital Partners

Steve Cowan, 57 Stars

                         

04:30 PM  Institutional Investors Panel: Perspectives and Outlooks from Institutional Investors' Vantage Point 

Moderated by: Edward H. Klees, Hirschler Fleischer

Panelists: Mehmet I. Budak, Bessley Capital, LLC 

Roland Vetter, Spider Management                     

Jesse T. Ellington, Union Bankshares Corp. 

Carolyn Keating, Cambridge Associates

                       

05:30 PM  Networking Cocktail Reception 

You will be eligible to earn CE/CPE credits at this event. Please see registration page or contact events@pfsglobal.com for details.

 

Speakers

Ian Asvakovith
Piedmont Fund Services
Geoffrey Bradway
Numerai
Brian Broadway
Aspen Partners
Mehmet Budak
Bessley Capital, LLC
Steve Cowan
57 Stars
John Elder
Elder Research
Jesse Ellington
Union Bankshares Corp
David Fann
TorreyCove Capital Partners
Ron Geffner
Sadis & Goldberg, LLC
Carolyn Keating
Cambridge Associates
Adrian Keevil
Plustick Management
Matthew Kelty
LNC Partners
Ed Klees
Hirschler Fleischer
Mark Lapolla
Sixth Man Research
Tina Lewandowski
Arthur Bell
Kwame Lewis
Acon Investments
Pedro Matos
University of Virginia
Antonio Ortiz-Mena
Albright Stonebridge Group
Michael Regan
Bloomberg
Valerie Rouxel-Laxton
Delegation of the European Union
Josh Smith
Solovis
Sever Totia
3TS Capital Partners
Roland Vetter
Spider Management
Shige Watanabe
Embassy of Japan
Caitlin Webber
Bloomberg
Sam Won
Global Risk Management Advisors
Show More
 

Sponsors

HOST

 MAIN EVENT PARTNERS

Golf Tournament Sponsor

Wine Tasting Sponsor

Content Partner

 
 

Getting Here

AIRPORTS

Charlottesville Airport (CHO) - 7.0 mi

Richmond International Airport (RIC) - 76.0 mi

Washington Dulles International Airport (IAD) - 85.0 mi

HOTELS

Farmington Country Club - 0.0 mi (website

Tel. (434) 296-5661

Boar's Head Inn - 0.9 mi (website)

Tel. (434) 972-2246

(Room Block Available - please contact events@pfsglobal.com for details)

Inn at Darden - 1.8 mi (website)

Tel. (434) 243-5000

 

Farmington History

The estate of Farmington was patented in 1735, and was first built upon at some period prior to 1780. At the time of the American Revolution, the Commonwealth of Virginia confiscated the property from owner Francis Jerdone, who was a Tory, because of his political principles. Mr. Jerdone was able to regain the estate and then sold it to George Divers in 1785. Legend has it that Mr. Divers, who was in Philadelphia at the time of the sale, rode two horses to death in his dash south to claim the estate.

It was under Mr. Diver’s ownership that in 1803, Thomas Jefferson drew plans for an addition to the house, an octagonal addition with two rooms. A subsequent owner, General Bernard Peyton, divided the Jefferson Room into two stories and four rooms.

In the spring of 1927, an idea was conceived by local businessmen to develop a country club and residential community of a quality that would do justice to the historic atmosphere of Albemarle County ... Read More

FARMINGTON
COUNTRY CLUB

1625 Country Club Circle
Charlottesville, VA 22901

Contact

  • White Facebook Icon
  • White Twitter Icon
  • White LinkedIn Icon

2201  Cooperative Way, Suite 100, Herndon, VA 20171

events@pfsglobal.com

Tel:  703-570-5400

Fax: 703-570-5410

© 2019 Piedmont Fund Services, Inc.