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

As the alternative investment industry undergoes continual change amidst a tumultuous market environment, building strategies from cornerstone principles can help firms prosper despite ongoing turbulence.

 

Join our renowned speakers as they analyze the current state of investing and uncover domestic and global investment opportunities. We will unpack the driving forces of the alternative investments market, organizational best practices, and the core elements underpinning successful investment strategies and their macroeconomic impact.

 

In addition, we are pleased to announce that this year’s keynote speaker will be Mr. Peter Kaufman, Chairman and CEO of Glenair, Inc.  Mr. Kaufman is the editor of the widely acclaimed “Poor Charlie’s Alamnack: The Wit and Wisdom of Charles T. Munger”.  Discover how to break the investment code and build a winning culture for your organization.  This is simply an event you can’t afford to miss!

Event Agenda

CHARITY GOLF TOURNAMENT
MAY 30, 2018 10AM TO 4PM
KESWICK HALL & GOLF CLUB

We are pleased to announce this year's charity golf outing at the renowned Full Cry at Keswick Hall & Golf Club, a Pete Dye-designed course. This friendly competition will be held in a shotgun style format and will be followed by a Welcome Reception Dinner at Farmington Country Club. 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 www.homestretchva.org 

KICKOFF COCKTAIL AND WELCOME DINNER RECEPTION
MAY 30, 2018 5PM TO 8PM
FARMINGTON COUNTRY CLUB

Join us for a Kickoff Cocktail Reception following the conclusion of the charity 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.

ALTERNATIVE INVESTMENT CONFERENCE
MAY 31, 2018

07:45 AM           Registration/Breakfast Reception

08:40 AM           Opening Remarks: Ian Asvakovith, Piedmont Fund Services​

08:50 AM           Creating a Culture of High Performance

Tina Lewandowski, Director, Strategic Relationships, Cohen & Company

S. Brian Farmer, Business Section Chair, Hirschler Fleischer

William I. Lee, Chief Operating Officer, VCU Investment Management Company

Sheila M. McGrane, Partner, Assurance Services , Ernst & Young LLP

Tracy M. Townsend, Director of Operations, Mangham Associates

09:50 AM           U.S.-China Trade War: Perspectives on the Global Economy in an Age of Confrontation      

Anthony Nelson, Director of East Asia & Pacific, Albright Stonebridge Group​

Nicholas P. Sargen, PhD, Chief Economist, Fort Washington Investment Advisors

Sheryl Shum, Deputy Chief of Mission, Embassy of the Republic of Singapore

Marc Mealy, Vice President-Policy, US-ASEAN Business Council

 ​​

10:50 AM           Networking Break

11:00 AM           Global Investing Opportunities in the Venture Sector

Nicholas P. Sargen, PhD, Chief Economist, Fort Washington Investment Advisors

Ian W. Ratcliffe, Partner, Sands Capital Ventures

Jerry Z. Peng, Global Strategy Officer, Sands Capital

12:00 PM            Keynote Address: “Unrecognized Simplicities”

Peter D. Kaufman, Chairman & CEO, Glenair, Inc.

02:00 PM            Institutional Investors’ Perspective: Finding Investment Opportunities in the Current Climate

George Craddock, Executive Director, Richard A. Mayo Center for Asset Management

Jonathan Caplis, President, PivotalPath

James Sheffield, Head of Global Equities, Clark Enterprises

03:00 PM            Best Ideas Discussion

James Aldige, Co-Founder, Ivy Road Partners

Greg Alvo, CEO and Founder, OrderGroove

Jeremy Carter, Managing Partner,  Baines Creek Private Equity

04:00 PM            Networking Break

​                         

04:15 PM            LP-Only Roundtable Discussion (By invitation only) 

04:15 PM            Roundtable Discussion

                       

05:15 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

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Peter D. Kaufman
Glenair, Inc.
James Aldige
Clio Asset Management
Greg Alvo
OrderGroove
Jonathan Caplis
PivotalPath
Jeremy Carter
Baines Creek Private Equity
George Craddock
Mayo Center at UVA Darden
S. Brian Farmer
Hirschler Fleischer
William Lee
VCU Investment Management Co.
Tina Lewandowski
Cohen & Company
Sheila M. McGrane
Ernst & Young LLP
John McKinley
Great Falls Ventures
Marc Mealy
US-ASEAN Business Council
Anthony Nelson
Albright Stonebridge Group
Jerry Z. Peng
Sands Capital
Aaron Pollock
SWaN & Legend
Ian W. Ratcliffe
Sands Capital Ventures
Nicholas P. Sargen, PhD
Fort Washington
James Sheffield
Clark Enterprises
Sheryl Shum
Embassy, Republic of Singapore
Michael Siminoff
Solovis
Tracy M. Townsend
Mangham Associates
Daniel G. Viola
Sadis & Goldberg LLP
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Sponsors

HOST

 MAIN EVENT PARTNERS

 KNOWLEDGE PARTNER

CHARITY 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

Omni Hotels - Charlottesville - 4.7 mi (website)

Tel. (434) 971-5500

 

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

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2201  Cooperative Way, Suite 100, Herndon, VA 20171

events@pfsglobal.com

Tel:  703-570-5400

Fax: 703-570-5410

© 2019 Piedmont Fund Services, Inc.