EuroHedge Forum 2005 Programme
Day One - 20 September
8.00: Doors open
9.00: Introduction
9.15: What is the Future for Asset Management? And Where Do Hedge Funds Fit In?
Are hedge funds now part of the mainstream asset management world?
Moderator: Jon Hitchon, Deutsche Bank
Speakers: Nicola Horlick, Bramdean Asset Management; Stewart Newton, Veritas; Manuel Echeverria,
Optimal Investment Services; Mark Kary, Polar Capital
10.00: What Do Institutions Really Want From Hedge Funds?
How should hedge funds fit within in an overall portfolio?
Moderator: Niki Natarajan, InvestHedge
Speakers: James Walsh, Hermes; Gumersindo Oliveros, World Bank; Guy Ingram, Albourne; Alasdair
Macdonald, Watson Wyatt Partners
10.45: Break
11.15: Hedge Funds and Private Equity: Who Is Eating Whose Lunch?
How are the two sides influencing each other?
Moderator: Nick Evans, EuroHedge
Speakers: Dimitri Goulandris, Cycladic; Michael Cohen, Och-Ziff Management Europe; Nadja Pinnavaia,
GSAM; Theo Phanos, Trafalgar Asset Managers
12.00: Corporate Activism: Power & Responsibility
The increasing power of hedge funds, and whether it poses new responsibilities
Moderator: Glen Mifsud, CSFB
Speakers: Colin Kingsnorth, Laxey Investors; Mark Foster-Brown, Altima Partners; Guy Wyser-Pratte,
Wyser-Pratte & Co; Matthew Peacock, Hanover Investors;
12.45: Lunch sponsored by Lehman Brothers
2.00: Keynote speaker
Paul Ruddock, Lansdowne Partners
Introduced by: Neil Wilson, HedgeFund Intelligence
2.45: Do Hedge Funds Have An Image Problem? How Should They Address It?
Moderator: Barry Cohen, HedgeFund Intelligence
Speakers: Florence Lombard, AIMA; Charles Bathurst, Old Mutual Asset Managers; Kate O'Neill,
Henderson Global Investors; Paul Lockstone, Merlin Financial
3.30: Break
STREAM SESSIONS
Stream I
4.00: Can Institutions Trust The Numbers?
As strategies proliferate and increase in complexity, a panel debate how much investors can trust fund valuations
Moderator: Neil Wilson, HedgeFund Intelligence
Speakers: Michael Ezra, Independent Consultant; Andrew Ashworth, Abacus Fund Administration; Eoin
Macmanus, Ernst & Young; Martin Pabari, CQS LLP
Stream II
4.00: Volatility: The New Frontier?
A new wave of funds makes a strong start, so is it the start of something big?
Moderator: Philippe Carrel, Reuters
Speakers: Robert Hanna, Mako Investment Managers; Mark Shooter, Shooter Fund Management; Martin
Estlander, er Capital Management; Mike Wexler, Maple Leaf Capital
5.00: Debate: Style Drift or Evolution?
When is it right - or is it ever right - for managers to stick to their declared strategy, even if it is not working as
market conditions change? A panel debate the issue
Moderator: Nick Evans, EuroHedge
Speakers: Stuart Mitchell, S.W. Mitchell Capital; Nabil Debs, Plutus Capital; David Yarrow, Clareville
Capital; Chris Palmer, Gartmore
5.45: Cocktails sponsored by HSBC
Day Two - 21 September
8.00: Doors open
8.30: Welcome
8.45: Featured speaker
Hector Sants of the Financial Services Authority will continue the debate on hedge funds following the FSA
Discussion Paper of 23 June. He will highlight the perceived risks hedge funds pose and discuss potential
mitigating actions FSA might take
9.15: Long/Short and Long-Only: Two Worlds Collide
More boutiques as well as institutional firms are running both strategy types side by side. A panel discuss
Moderator: Donald Pepper, Merrill Lynch
Speakers: Michele Ragazzi, Newman Ragazzi; George Luckraft, Framlington; Charles Michaels, Sierra
Global; Paul Ross, Arundel Partners
STREAM SESSIONS
Stream I
10.00 Is Energy Still the Biggest Opportunity?
Does the energy and natural resources sector still provide the best opportunities going forward? And if so with
what type of strategy?
Moderator: Neil Wilson, HedgeFund Intelligence
Speakers: Philip Richards, RAB Capital; Peter Andersland, Sector Investments; Henri-Daniel Samama,
Exane; Chris Butler, Martin Currie
Stream II
10.00: Credit Derivatives: Are They Working As Intended?
Recent gyrations have tested the fast-growing credit derivatives market. A panel debate how well the instruments
stood up and new ways forward
Moderator: Nick Evans, EuroHedge
Speakers: Tim Haywood, Julius Baer; Ralph Danielski, Eurex; Marcus Schueler, Deutsche Bank; Tim
Frost, Cairn Capital
10.45: Break
11.15: Transparency: The Institutional Requirements?
What are the challenges for operations, NAV calculation and reporting - given the greater needs of institutional
investors?
Moderator: William Keunen, Citco
Speakers: Luke Ellis, FRM; Gerard Gennotte, QuantMetrics; Mark George, Ruby Capital; Tim Gascoigne,
HSBC Republic Investments
12.00: New Marketing Horizons: How Far Can Distributors Push Hedge Funds?
Beyond the mass affluent, how much further?
Moderator: Niki Natarajan, InvestHedge
Speakers: David Royds, Matrix Group; Richard Burns, Citigroup; John Burridge, Orchid Advisory Ltd; Ian
Morley, Dawnay Day Olympia
12.45: Lunch sponsored by Ernst & Young
2.00: Keynote Speaker
David Mullins, Vega Asset Management
Introduced by: Charlie MacLean, Barclays Capital
2.45: Corporate Finance and Hedge Funds: How Far Can Takeovers and Listings Go?
Moderator: Nick Evans, EuroHedge
Speakers: Florian Homm, Absolute Capital Management; Charles Williams, Hawkpoint Partners; Brett
Bastin, Grail Partners; Colin Barrow, Alpha Strategic
3.30: Break
4.00: Alternatives to Alternatives: Are they Really Still Hedge Funds?
Moderator: Neil Wilson, HedgeFund Intelligence
Speakers: Diego Wauters, Coriolis Capital; Laurent Segalen, CDC IXIS; John Dickerson, Summit Global
Management; Christopher Derricott, Curzon Capital Ltd
4.45: Final comments