Context Leadership Summit

Las Vegas 2018

May 8 - 11, 2018Aria Resort & Casino, Las Vegas, NV

May 08, 2018

4:00pm - 8:00pm

Registration

5:00pm - 5:10pm

Opening Remarks

Speakers
Mark Salameh
Mark Salameh
Co-Founder & Chief Executive Officer, Context Summits,

Mark Salameh is the Co-Founder and Chief Executive Officer of Context Summits. Mark brings over 20 years of business management experience across the alternative asset management industry with a specific focus on events. In 2016 he co-founded Context Family Network, a global initiative to unite single-family offices and provide an unbiased forum for affluent families and their executives to network with like-minded peers. Over the past two decades, Mark’s primary focus has been on building solution based businesses within the alternative asset management industry that cater to allocators and managers. Prior to launching Context Summits, Mark held several management and senior level positions with financial media and event companies including MARHedge, Institutional Investor and Thomson Financial.  Mark is as a Global Board Director of Help For Children (HFC), A global foundation, historically supported by the alternative asset management industry to prevent and treat child abuse both at home and abroad.

, Co-Founder & Chief Executive Officer, Context Summits
5:10pm - 6:00pm

Allocator Outlook 2018 & Beyond

Hear from leading allocators on how they are approaching alternatives in 2018/2019.  Will the nine-year bull market continue?

Moderator
John Culbertson
John Culbertson
Managing Director, Chief Investment Officer, Context Capital Partners,

An industry veteran of more than 28 years, John’s experience encompasses trading, venture capital, asset allocation and hedge fund portfolio management. John is the Chief Investment Officer at Context Capital Partners. As CIO he is responsible for sourcing new investments and the oversight of the current portfolio. He is also Chairman of the Investment Committee.

Prior to assuming his current position with Context, John ran the investment committee and was Chief Investment Officer for a large family office where he oversaw a portfolio of hedge funds and was responsible for asset allocation decisions. In addition to his family office background, John was a founder of Gamma Investors, a venture capital fund that invested primarily in financial services technology companies. He spent the early years of his career in New York and London as a partner at Cooper Neff and Associates, a quantitative proprietary trading firm. At Cooper Neff he founded the London office and traded derivatives on fixed income, commodities and equities. That firm was sold to BNP Paribas in 1995 where John became an Executive Vice President, a position he held until 2000.

Among his extensive outside activities, John is chairman of the board of directors at Urban Promise, an innovative urban youth organization headquartered in the city of Camden NJ. John received his undergraduate degree in Business and Economics from Rutgers University and earned a Master of Liberal Arts, from the University of Pennsylvania.

, Managing Director, Chief Investment Officer, Context Capital Partners
Speakers
Jeff Assaf
Jeff Assaf
Founder, Senior Managing Director and Chief Investment Officer, ICG,

J. Jeffrey Assaf is a Senior Managing Director as well as the Chief Investment Officer and Investment Committee Chairman of ICG Advisors. In addition to setting the firm’s strategic direction and managing client relationships, Mr. Assaf supervises all portfolio construction and modeling. Prior to founding ICG in 2009, Mr. Assaf was a Senior Managing Director of Bear Stearns and Head of its Investment Consulting Group from 1996 to 2008. From 1988 to 1996, Mr. Assaf was a Senior Vice President at Oppenheimer & Co. where he founded the Oppenheimer Consulting Group. He is a graduate of University of California, Irvine (B.A., Psychology) and University of Southern California (M.B.A., Emphasis in Finance). Mr. Assaf is a Certified Investment Management Analyst (CIMA), a designation awarded by the Investment Management Consultants Association (IMCA) in conjunction with the Wharton School of the University of Pennsylvania. Mr. Assaf serves on the Boards of Directors for several non-profit organizations.

, Founder, Senior Managing Director and Chief Investment Officer, ICG
Lionel Erdely
Lionel Erdely
Head and Chief Investment Officer, Alternative Investment Solutions, Investcorp,

Lionel Erdely is the Head and CIO of Alternative Investment Solutions at Investcorp, overseeing its diverse offerings in Hedge Fund Partnerships, Special Opportunity Portfolios, Alternative Risk Premia and Multi-manager Solutions. Under his leadership, the AIS platform has broadened its institutional investor base globally including large public pension plans, sovereign wealth funds, insurance companies, endowments and foundations and family offices. Mr. Erdely was instrumental in developing a dedicated cross asset research team and early adoption of Alternative Risk Premia as a key competency. Investcorp continues to specialize in Emerging Managers and has invested in more than 80 managers in the first year of their launch and 20 managers on Day 1 as a Strategic Partner. Mr. Erdely serves as a member of Investcorp’s Operating Committee, the Financial and Risk Management Committee, and chairs the Investment Committees for Alternative Investment Solutions.

Prior to joining Investcorp in 2013, Mr. Erdely worked for 11 years at Lyxor Asset Management, where he held the dual position of Chief Investment Officer (2004 – 2013) and Chief Executive Officer of Lyxor Inc. (2009 – 2013). Prior to joining Lyxor, he was a Vice President in the Equity Corporate Finance department at Société Générale, where he worked on several IPOs, capital increases and convertible bond issues. Mr. Erdely holds an M.B.A. degree in Finance from the École Supérieure des Sciences Économiques et Commerciales (ESSEC) in Paris.

Lionel’s commentary has been featured in trade publications, including Hedgeweek, Opalesque, Pensions & Investments and FINalternatives.

, Head and Chief Investment Officer, Alternative Investment Solutions, Investcorp
David Saunders
David Saunders
Founding Managing Director and Co-Founder, K2 Advisors,

David C. Saunders, Founding Managing Director, graduated from the University of Maryland, College Park, in 1981 with a B.S. degree in Business. He has been involved in the investment and trading of financial instruments since 1983. He has worked at Tucker Anthony & R.L. Day as an equity trader; First Boston Corp. as Vice President on the equity block trading desk; WaterStreet Capital, a hedge fund, as Head Trader; Tiger Management, as Head Trader; WorldSec Securities as President and ABN Amro Inc. as a Senior Managing Director. He co-founded K2 Advisors in 1994.

Mr. Saunders is a Trustee of the Board of Directors of the Tiger Foundation; serves on the Board of Directors of The Windham Chapter of the Catskill Mountain Foundation as well as on the Board of Directors of the University System of Maryland Foundation, Inc.

, Founding Managing Director and Co-Founder, K2 Advisors
Ted Seides, CFA
Ted Seides, CFA
Host of Capital Allocators Podcast,

Ted Seides, CFA is the Managing Partner of Hidden Brook Investments, an asset manager that works with a select number of clients seeking to employ the best investment frameworks and practices of investing learned over two decades of experience allocating capital to managers. Hidden Brook is focused on compounding capital for the long-term and marrying investment excellence with business sufficiency.

He is the host of Capital Allocators podcast (capitalallocatorspodcast.com) and serves on the Board of Directors and Advisory Boards of six investment organizations.

In February 2016, Ted authored the book So You Want to Start a Hedge Fund: Lessons for Managers and Allocators (Wiley).

From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Protégé was a leading multibillion dollar alternative investment firm that invested in small and specialized hedge funds on an arms-length and seed basis. Ted built the firm’s investment process and managed the sourcing, research, and due diligence of its portfolios. He worked actively with each of Protégé’s 40 seed investments. In 2010, Larry Kochard and Cathleen Ritterheiser profiled Ted in the book Top Hedge Fund Investors: Stories, Strategies, and Advice.

Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. During his five years at Yale, Ted focused on external public equity managers and internal fixed income portfolio management. Following business school, he spent two years investing directly at private equity firms Stonebridge Partners and J.H. Whitney & Company.

With aspirations to demonstrate the salutary benefits of hedge funds on institutional portfolios to a broad audience, Ted proposed a non-profitable wager with Warren Buffett that pitted the 10-year performance of the S&P 500 against a selection of five hedge fund of funds from 2008-2017.

Ted is a columnist for Institutional Investor and has written a blog for the CFA Institute’s Enterprising Investor, guest publications for the late Peter L. Bernstein’s Economics and Portfolio Strategy, and case studies for Harvard Business School Publishing.

Ted is a Trustee and member of the investment committee at the Wenner-Gren Foundation and is a Decade Rider of Cycle for Survival.

He holds a BA in economics and political science, Cum Laude, from Yale University and an MBA with first year honors from Harvard Business School.

, Host of Capital Allocators Podcast
6:00pm - 8:00pm

Welcome Reception

May 09, 2018

8:00am - 9:00am

Breakfast

9:00am - 5:30pm

All Day Coffee

9:00am - 9:15am

Opening Remarks

Speakers
Ron Biscardi
Ron Biscardi
Chief Executive Officer, Context Capital Partners,

Ron Biscardi is the co-founder and Chief Executive Officer of Context Capital Partners, a leading alternative investment specialist firm focused on delivering superior solutions to family offices and institutions. The Context fund portfolio spans a variety investment strategies and includes hedge funds, liquid alternative mutual funds, private equity, real estate structures and direct lending. Mr. Biscardi is responsible for overall firm management, strategic partnerships and investment activities.

 

Mr. Biscardi, a leading financial entrepreneur, has over 25 years of experience building innovative companies in the financial services marketplace. In addition to Context Capital Partners, Mr. Biscardi is a General Partner of Context Asset Management, a mutual fund platform focused on the liquid alternatives market. He is co-founder and serves as Chairman of the Board of Context Summits, a leading conference provider in the alternative asset industry. In 2016, he co-founded Context Family Network, a global initiative to unite single-family offices and provide an unbiased forum for affluent families and their executives to network with like-minded peers. Mr. Biscardi co-founded Context BH Partners, LP in 2012, an event driven financial services hedge fund specializing in regional and community bank investing. He serves on the investment committees of Context BH Equity Funds I and II, Context Liberty Bell Capital, Context Business Lending and the Titan Loan Investment Fund.

 

He is currently on the board of the Kimmel Center for the Performing Arts in Philadelphia where he chairs the investment committee for the Kimmel Center Endowment and co-chairs the Philadelphia International Festival of the Arts. Mr. Biscardi was a founding member of the Board of Trustees of the Mastery Charter School, a national leader in the turnaround of failing urban schools where he served for over 15 years.

 

Mr. Biscardi graduated with a Bachelor of Science in Electrical Engineering from Drexel University. He currently works and lives in the Philadelphia area.

, Chief Executive Officer, Context Capital Partners
9:15am - 10:00am

The Changing Global Economic Outlook – Will Central Bank Policy Adapt?

With rising interest rates, low unemployment and inflation concerns, will central banking policies adapt to a normalizing global economy?

Moderator
Leslie Picker
Leslie Picker
Reporter, CNBC,

Leslie Picker joined CNBC in February 2017 as a reporter covering hedge funds, private equity and asset management. She is based at CNBC Global Headquarters, and her reporting appears on television and CNBC’s digital platforms.

Picker has interviewed some of the most prominent investors on CNBC, including Citadel’s Ken Griffin, Greenlight Capital’s David Einhorn, Omega Advisors’ Leon Cooperman and Pershing Square’s Bill Ackman.

Previously, Picker was a reporter at The New York Times where she covered deals. Her beat encompassed mergers and acquisitions, initial public offerings, venture capital, private equity, restructuring and shareholder activism. Prior to The New York Times, Picker was a reporter at Bloomberg News where she reported on initial public offerings. There, she also contributed to Bloomberg Businessweek, Bloomberg Television and Bloomberg Radio. Prior to becoming a reporter, Picker was a segment producer for Bloomberg Television. She began her career as a booker at Fox Business Network.

Picker graduated magna cum laude from the University of Illinois, Urbana-Champaign, earning a bachelor’s degree in political science. She also earned a master’s in journalism from Columbia University, graduating with honors, and an MBA from New York University’s Stern School of Business, with a concentration in finance.

Follow Leslie Picker on Twitter @LesliePicker.

, Reporter, CNBC
Speakers
Mohamed El-Erian
Mohamed El-Erian
Chief Economic Advisor, Allianz,

Mohamed A. El-Erian is Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. He chaired President Obama’s Global Development Council from 2007 to 2014, is a columnist for Bloomberg View and a contributing editor at the Financial Times.

Dr. El-Erian first joined PIMCO in 1999 and was a senior member of PIMCO’s portfolio management and investment strategy group. He rejoined the company at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts. Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C.

Dr. El-Erian has published widely on international economic and finance topics. His 2008 book, When Markets Collide, was a New York Times and Wall Street Journal bestseller, won the Financial Times/Goldman Sachs Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for four years in a row. He served from 2014-2017 on the juries for the Financial Times/McKenzie Book of the Year award. His new book The Only Game in Town: Central Banks, Instability and Avoiding the Next Collapse published in 2016, is a New York Times bestseller.

Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics, the IMF’s Committee of Eminent Persons and the New York Fed’ Investor Advisory Committee on Financial Markets. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, New America, and Cambridge in America. Since 2007, he has been chair of Microsoft’s Investment Advisory Board. He holds a master’s degree and doctorate in economics from Oxford University and received his undergraduate degree from Cambridge University. He is an Honorary Fellow of Queens’ College, Cambridge University.

, Chief Economic Advisor, Allianz
Stanley Fischer
Stanley Fischer
Former Vice Chairman, Federal Reserve,

Stanley Fischer became a member of the Board of Governors of the Federal Reserve System on May 28, 2014, and Vice Chairman of the Board of Governors on June 16, 2014. He resigned from the Vice Chairmanship and the Board of Governors for personal reasons on October 16 2017.

Dr. Fischer headed the internal supervision of the key policy divisions of the Board staff, and also the Financial Stability Committee; he served with the incoming Chair of the Federal Rese rve Board on the administrative budget committee of the Fed; and he chaired the important Communications Subcommittee of the FOMC.

Prior to his appointment to the Board, Dr. Fischer was governor of the Bank of Israel, from 2005 through 2013. He was genera lly credited with having played a key role in minimizing the effects of the Great Financial Crisis on the Israeli economy, and became known as the “responsible adult” of the economic policy team of the Israeli economy. The Bank of Israel reduced the intere st rate rapidly after the failure of Lehmann Brothers, and was the first of the advanced country central banks to raise the interest rate as the economy began to recover from its short (two quarter) period of negative growth in 2009. Israel did not suffer from a financial crisis during the Great Financial Crisis.

During his period in office, Dr. Fischer led a successful effort to pass a new Bank of Israel Law, which modernized the governance structure of the Bank of Israel, in particular by shifting from a one – person decision – maker model for monetary policy to that of a six – member Monetary Policy Committee, which he chaired. In addition, the new law created a seven – member Management Committee, headed by a leading businessman, with only two Bank of Israel em ployees (the Governor and the Deputy Governor) as members, and four other members from the general public.

From February 2002 to April 2005, Dr. Fischer was vice chairman of Citigroup. The lessons he learned during his period of service in the private fin ancial sector were extremely helpful in the maintenance of financial stability in Israel and subsequently in his Fed role as chair of the Financial Stability Committee of the Federal Reserve Board. In addition, he accompanied Citigroup staff on their calls on financial sector and other clients, thereby increasing his practical knowledge of the issues that affect bank lending and its effects on the economy.

Dr. Fischer served as the first deputy managing director of the International Monetary Fund from September 1994 through August 2001. As the number two official in the IMF, he played a critical part in the management of the IMF’s assistance to member countries — among them Russia, Ukraine, Poland, Korea, Thailand, Indonesia, Mexico, Brazil, Jordan, an d many others — during the financial crises of the late 1990s. From January 1988 to August 1990, he was the chief economist of the World Bank, during a period in which the main issue facing the Bank was the Latin American debt crisis.

From 1977 to 1999, Dr. Fischer was professor of economics at the Massachusetts Institute of Technology (MIT). From 1973 to 1977, Dr. Fischer was an associate professor of economics at MIT. During that period he was the thesis adviser of several students who later became impo rtant central bankers and other economic policy makers of both large and small economies. Among them were Ben Bernanke, Christina Romer, Olivier Blanchard, and Greg Mankiw, the Governors of the Reserve Banks of Australia, Chile, Brazil and other emerging m arket economies, and the heads of policy divisions at the Federal Reserve Board.

Before joining the MIT faculty, Dr. Fischer was a postdoctoral fellow and a ssistant professor of economics at the University of Chicago – this period was an excellent comp lement to his Ph.D. education at MIT.

Dr. Fischer has published many articles in professional journals, and is the author and editor of several books. He was born in Lusaka, Zambia, in October 1943. He received his B.Sc. (1965) and M.Sc. (1966) in econo mics from the London School of Economics and his Ph.D. in economics from the Massachusetts Institute of Technology in 1969.

Dr. Fischer is married with three adult children.

, Former Vice Chairman, Federal Reserve
10:00am - 11:00am

$21 Trillion and Counting – Does the Debt Even Matter?

Leading economists debate the impact of the ever growing U.S. debt. Is it sustainable? Does it matter now or in the future?

Moderator
Guy Adami
Guy Adami
Original Member of CNBC's Fast Money,

Guy is an original member of CNBC’s Fast Money. He is currently the Director of Advisor Advocacy at Private Advisor Group in Morristown, New Jersey. Private Advisor Group is comprised of a network of nearly 600 advisors with assets approaching $17B.

Guy has held numerous key leadership roles in the financial services industry. He began his career at Drexel Burnham Lambert in 1986 and was quickly promoted to Vice President and head gold trader at the firm. In 1996, he joined Goldman Sachs as their head gold trader and one of the many proprietary traders within the Fixed Income Currency and Commodity division. In the spring of 2000, Adami joined the U.S. Equities division of Goldman Sachs where he was put in charge of the firm’s Industrial/Basic Material group.

Guy is the Vice Chairman of the NJ Chapter of The Leukemia and Lymphoma Society, who named him their “Man of the Year” in 2015.He also sits on the national board of Invest in Others, and Big Brothers Big Sisters. In August 2012, Guy completed the New York City Ironman.

Follow Guy Adami on Twitter: @GuyAdami

, Original Member of CNBC's Fast Money
Speakers
Olivier Blanchard
Olivier Blanchard
Former Chief Economist, International Monetary Fund,

A citizen of France, Olivier Blanchard has spent most of his professional life in Cambridge, U.S. After obtaining his Ph.D in economics at the Massachusetts Institute of Technology in 1977, he taught at Harvard University, returning to MIT in 1982. He was chair of the economics department from 1998 to 2003. In 2008, he took a leave of absence to be the Economic Counsellor and Director of the Research Department of the International Monetary Fund. Since October 2015, he is the Fred Bergsten Senior Fellow at the Peterson Institute for International Economics, in Washington. He also remains Robert M. Solow Professor of Economics emeritus at MIT.He is a macroeconomist, who has worked on a wide set of issues, from the role of monetary policy, to the nature of speculative bubbles, to the nature of the labor market and the determinants of unemployment, to transition in former communist countries, and to forces behind the recent global crisis. In the process, he has worked with numerous countries and international organizations. He is the author of many books and articles, including two textbooks in macroeconomics, one at the graduate level with Stanley Fischer, one at the undergraduate level. He is a past editor of the Quarterly Journal of Economics, of the NBER Macroeconomics Annual, and founding editor of the AEJ Macroeconomics. He is a fellow and past council member of the Econometric Society, a past vice president of the American Economic Association, and a member of the American Academy of Sciences.

, Former Chief Economist, International Monetary Fund
Stephanie Kelton
Stephanie Kelton
Former Chief Economist, U.S. Senate Budget Committee,

Stephanie Kelton is Professor of Public Policy & Economics at Stony Brook University. She served as the Democrat’s Chief Economist on the U.S. Senate Budget Committee (2015) and as Senior Economic Advisor to Sen. Bernie Sanders’ 2016 presidential campaign. She is Chair of the Board at Economists for Peace & Security and a Founding Fellow at the Sanders Institute.

In 2016, POLITICO recognized her as one of the 50 people across the country who is most influencing the political debate.

Her forthcoming book, The Deficit Myth: Modern Monetary Theory and the Birth of a New Economy, will be published in 2019.

She is a regular commentator on national radio and broadcast television and a columnist at Bloomberg View.

Stephanie consults with policymakers, investment banks and portfolio managers across the globe. Her research expertise is in: Federal Reserve operations, fiscal policy, social security, international finance and employment policy.

, Former Chief Economist, U.S. Senate Budget Committee
Amar Reganti
Amar Reganti
Investment Director, Wellington Management,

Amar Reganti is a fixed income investment director at Wellington ManagementPrior to joining Wellington Management in 2018, Amar worked as a fixed income and asset allocation strategist at Grantham Mayo Van Otterloo. Previously, he served as the deputy director of the Office of Debt Management at the US Treasury Department. He also held roles in fixed income markets as an investment-grade portfolio manager at UBS Global Asset Management, a derivatives solutions strategist at Merrill Lynch, and a credit analyst at UBS Investment Bank.

Amar has an MBA from the University of Chicago Booth School of Business (2006), a master of science in European political economy from the London School of Economics and Political Science (2000), and a bachelor of arts from Vassar College (1999).

, Investment Director, Wellington Management
Brett Ryan
Brett Ryan
Senior Economist, Deutsche Bank,

Brett Ryan is a Senior Economist at Deutsche Bank covering both the US and Canada. Brett is responsible for high-frequency data forecasting and frequently publishes research on US and Canadian macro-economic policy issues. Brett has a Bachelor of Arts degree from the University of Pennsylvania; majoring in politics, philosophy and economics.

, Senior Economist, Deutsche Bank
11:00am - 11:30am

Networking Break

11:30am - 12:30pm

Diversity as a Business Imperative

Is your business built for success?  Hear from experts on diversity within the workplace on how a diversified organization can benefit your portfolio.

Moderator
Mary Childs
Mary Childs
Senior Reporter, Barron's Magazine,

Mary Childs is an award-winning journalist and a senior reporter at Barron’s Magazine. She is working on a book about Pimco, Bill Gross, and the bond market. Previously she wrote for the Financial Times and Bloomberg News. Before that, she spent a year on a Watson Fellowship, traveling to 16 countries painting portraits.

, Senior Reporter, Barron's Magazine
Speakers
Susan Baxter
Susan Baxter
Vice Chairman, Royal Bank of Canada,

As Vice Chairman at RBC, Susan Baxter is responsible for supporting top enterprises and families internationally. She provides guidance, solutions and integration to clients.

 

With over 20 years of experience in the financial services industry, in both Europe and North America, she brings extensive international and institutional expertise along with a deep understanding of the needs of families around the world.

 

Prior to joining RBC, Ms. Baxter was the European Head of the Global Family Office Group at UBS Investment Bank in London; tasked with providing investment banking products and services to institutional family office organizations and the families they support.

 

Ms. Baxter began her career at Lehman Brothers as an investment banker and completed her time at the firm having built and managed the fixed income derivatives origination business globally. During her career, she has also managed a $3 Billion credit fund and ran the private equity arm for a large global family.

 

She graduated Deans Honours list with distinction from the University of Western Ontario with an Honours Bachelor of Medical Sciences degree in Pharmacology and Toxicology.

, Vice Chairman, Royal Bank of Canada
Sallie Krawcheck
Sallie Krawcheck
CEO and Co-Founder, Ellevest,

With a reputation for integrity, creativity, independence of thought, a sense of humor and an unrelenting focus on results, Sallie Krawcheck has built a career that has reached the top levels of success across a range of functions: as a senior corporate executive, as a research analyst and now as an entrepreneur. Recently named number 9 on Fast Company’s list of the “100 Most Creative People 2014,” she has also been referred to as one of the most successful and influential executives in financial services. From turning around and growing troubled wealth management businesses to eliminating Wall Street conflicts of interest and advocating a true client-centered business model, Fortune Magazine called her “The Last Honest Analyst” during her tenure at Sanford Bernstein. She spent years as the guardian of such brands as Smith Barney, Merrill Lynch and US Trust.Krawcheck has often noted that “Investing in women is simply smart business” and is expressing this view through her ownership in the Ellevate companies. The Ellevate network (formerly 85 Broads) is 34,000-strong (and growing) global professional woman’s network, the most expansive and diverse of its kind.Krawcheck’s embrace of social media as a means of including more people in her frank business conversations on women and business, regulatory reform and investor protection has garnered her more than 500,000 followers as a LinkedIn’s INfluencer and more than 22,000 followers on Twitter.A Tar Heel fan through and through, Krawcheck also spends her time advising start-up companies, focusing on education-oriented philanthropy and serving on a variety of boards.

, CEO and Co-Founder, Ellevest
Lori Van Dusen
Lori Van Dusen
CEO and Co-CIO, LVW Advisors,

Lori Van Dusen is the Founder, CEO and Co-CIO of LVW Advisors, a nationally-recognized New York based independent advisor, which provides fully integrated institutional-caliber investment management and advanced financial planning services. LVW offers customized, seamless solutions to a select group of clients, including:

 

  • Ultra affluent individuals and families, including prominent entrepreneurs, executives, athletes, artists and entertainers.
  • Not-for-profit institutions, primarily in healthcare and education

 

In addition of being the Founder and CEO of LVW Advisors, Lori recently launched LVW Flynn, which aligns the award-winning investment management strengths of LVW Advisors with the premier family office and business management capabilities of Flynn Family Office to deliver “A New Standard of Advice” to not-for-profit institutions and wealthy families across the U.S. Ms. Van Dusen has become the voice of reason for unbiased integrated solutions in a fragmented financial services industry and is known for the client-focused strategies she has advocated for more than 25 years.

 

Lori began her career with a natural gravitation to the investment industry in 1987. By 2004 she had achieved the title of Managing Director with Citigroup/Smith Barney Institutional Consulting — a group that she helped to create. Later in a renegade move, she took the role of co-lead of Convergent Wealth Advisors’ Institutional Group, where she served on the Executive and Investment Committees, advising approximately $8 billion in assets for clients.

 

As a recipient of numerous accolades, Lori was most recently ranked in the 2018 Top Ten Women Wealth Advisors in America by Forbes, and No. 4 on the 2018 Best-In-State Wealth Advisors . Lori was also profiled in the 2017 edition of Forbes as one of “America’s Top Wealth Advisors 2017”. Lori is honored for being listed in Barron’s Top 100 Financial Advisors in America — earning herself a ranking on this list twelve times, most recently in 2016. Additionally, LVW Advisors has been ranked among the top institutional consultants in the nation, including being ranked on Barron’s Top 30 Institutional Consultants list since its inception. Lori is regularly listed in the top ten of Barron’s Top 100 Women Financial Advisors. Recently, Lori was named by Forbes as one of the Top 10 Women Wealth Advisors in America on their inaugural 2017 list. Also in 2017, Lori was featured on the J.P. Morgan Asset Management and Dow Jones panel discussion, “Let’s Talk: The Changing Face of Advice”, where she and Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management, discussed the investment and wealth management needs of today and the client of the future. This inaugural production was widely promoted in both Barron’s and The Wall Street Journal. Lori has been named to the Financial Times’ Top 300 Independent Advisors as well as FT‘s list of the top 100 Women Financial Advisors in 2014 — an inaugural edition providing a snapshot of the best in the business across the U.S. In 2010, she was named Institutional Investor’s Nonprofit Consultant of the Year. In addition, because of her astute business acumen and philanthropic endeavors, Lori is a nationally sought out speaker. Routinely, Lori and her team are featured in premier investment publications, the most recent being the Financial Times, Barron’s, LA Times and Forbes.

 

Ms. Van Dusen was one of the founders of the Association of Professional Investment Consultants (APIC) and Citigroup Institutional Consulting. She holds the Certified Investment Management AnalystSM designation, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School.

 

Lori received her undergraduate degree from Ithaca College and a M.Ed. from Harvard University. She is passionate about numerous philanthropic causes, serving on several boards focused on urban education, health and wellness and the fine arts.

 

A native of Rochester, New York, Lori is a long distance runner, an avid yogi, enjoys decorating, and savoring the area’s local music scene. She regularly cooks and hosts big Italian meals for her family and friends.

, CEO and Co-CIO, LVW Advisors
12:30pm - 1:30pm

Networking Lunch

1:30pm - 2:15pm

Leading Launches of 2017 & 2018

Hear about the most intriguing launches of 2017 & 2018.  Each manager will have five minutes to explain why investors are making early bets on them.

Moderator
Mark Salameh
Mark Salameh
Co-Founder & Chief Executive Officer, Context Summits,

Mark Salameh is the Co-Founder and Chief Executive Officer of Context Summits. Mark brings over 20 years of business management experience across the alternative asset management industry with a specific focus on events. In 2016 he co-founded Context Family Network, a global initiative to unite single-family offices and provide an unbiased forum for affluent families and their executives to network with like-minded peers. Over the past two decades, Mark’s primary focus has been on building solution based businesses within the alternative asset management industry that cater to allocators and managers. Prior to launching Context Summits, Mark held several management and senior level positions with financial media and event companies including MARHedge, Institutional Investor and Thomson Financial.  Mark is as a Global Board Director of Help For Children (HFC), A global foundation, historically supported by the alternative asset management industry to prevent and treat child abuse both at home and abroad.

, Co-Founder & Chief Executive Officer, Context Summits
Speakers
Yaron Brook
Yaron Brook
Ph.D., Director of Research, Context BH Capital Management,

Dr. Brook co-founded BH Equity Research, LLC in 1998, and also co-founded Context BH Partners LP in 2012.  Prior to forming BH Equity Research, LLC and Context BH Partners LP, Brook sub-advised to a large hedge fund for 10 years.  He serves as Head of Research of ContextBH.

Dr. Brook is Chairman of the Board of The Ayn Rand Institute, a 501(c) (3) non-profit based in Irvine, CA.  He was a Finance Professor at Santa Clara University from 1993-2000.  He is a best selling author and an internationally sought speaker.

Brook was born and raised in Israel, served as a first sergeant in Israeli military intelligence and earned a BSc in civil engineering from Technion-Israel Institute of Technology in Haifa, Israel. Brook moved to the United States, received his MBA and PhD in finance from the University of Texas at Austin.

, Ph.D., Director of Research, Context BH Capital Management
Fahmi Quadir
Fahmi Quadir
Chief Investment Officer, Safkhet Capital,

Fahmi Quadir is the founder and chief investment officer of Safkhet Capital, a concentrated, short-only fund focused on identifying “best ideas” through investigative research on companies potentially engaged in fraud and exploitative, misleading business practices. While Safkhet is focused on global equities, it invests opportunistically across the capital structure. Investments are made on a relatively short timeframe with substantial effort made to precisely identify the timing of the business’ collapse.

Ms. Quadir was previously responsible for short selling at Krensavage Asset Management where she created a concentrated, aggressive short book of fraudulent healthcare and biotechnology companies and employed forensic due diligence, earning her the nickname “The Assassin.”

In 2012, Ms. Quadir graduated in mathematics and biology from Harvey Mudd College in Claremont, California. Her rigorous STEM background ensures she remains objective and empirical in her approach.

Ms. Quadir was born and raised on Long Island. She lives in Manhattan with her standard poodle, Maera.

, Chief Investment Officer, Safkhet Capital
Zachary Squire
Zachary Squire
Chief Investment Officer and co-founder, Tekmerion Capital Management,

Zachary Squire is the Chief Investment Officer and co-founder of Tekmerion Capital Management, a systematic global macro investment manager based in New York and backed by the family office of Mike Novogratz.  Prior to Tekmerion, Mr. Squire traded Emerging Markets from the London office of HBK, a US-based multistrat.  Before HBK, Mr. Squire spent three years at Bridgewater Associates, where he worked in the Research Department on the “Ray Team” which supported the CIO’s investment strategy research, and in the Trading Department where he headed the firm’s FX trading execution strategy.  Mr. Squire began his career at D.E. Shaw, where he performed a variety of roles including reporting directly to the firm’s CRO, managing the implementation of a new firmwide risk measurement and reporting framework.  Mr. Squire graduated as valedictorian from Princeton University, where he was also recognized with the J. Wells Henderson Prize for best university-wide undergraduate independent research, the Atkins Prize in Classics, Phi Beta Kappa membership, and other academic honors; he studied Classics (Latin and Ancient Greek).

, Chief Investment Officer and co-founder, Tekmerion Capital Management
Steve Zheng
Steve Zheng
CIO and Founder, DeepCurrents Investment Group,

Prior to forming DeepCurrents, Mr. Steve Zheng was a portfolio manager overseeing Relative Value Trading at Verition Fund Management LLC, a multi-strategy hedge fund based in Greenwich, CT, where he employed quantitative and fundamental strategies to exploit market inefficiencies across multiple asset classes, including corporate, sovereign bonds and credit derivatives, convertible bonds, stocks, options, warrants and other derivatives.  Prior to joining Verition in 2009, Mr. Zheng spent six years as a senior trader at a proprietary trading unit at Deutsche Bank AG, managing a US capital structure arbitrage, convertibles and volatility arbitrage portfolio.  Mr. Zheng received his MBA from the Wharton School at the University of Pennsylvania in 2003.  He graduated with Honor and was awarded double bachelor’s degrees in Mechanical Engineering  and International Trade from the Shanghai Jiao Tong University in Shanghai, China.

, CIO and Founder, DeepCurrents Investment Group
2:15pm - 3:00pm

Optimism Bias

Neuroscientist Tali Sharot explains how the “optimism bias” influences people’s thinking and behavior.

Speakers
Tali Sharot
Tali Sharot
a leading expert in human decision-making, optimism and emotion and the author of several books including The Optimism Bias: A Tour of the Irrationally Positive Brain,

Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Sharot combines research in psychology, behavioral economics and neuroscience to reveal the forces that shape our decisions, beliefs and inaccurate expectations of the future and how those can be altered (or sustained). Why do people discount bad news (a tendency that contributed to the 2008 financial downfall, enhances ill-preparedness in the face of disaster and reduced medical screenings)? Why do we have unrealistic expectations of the future (underestimating our chances of divorce and expecting our kids to be uniquely talented)? Why is it so difficult to change a decision after it is made? Sharot, a visiting professor at MIT, is also an associate professor of Cognitive Neuroscience at University College London where she directs the Affective Brain Lab. Her team is dedicated to answering such questions with an aim at identifying ways to encourage behavioral change that enhance well-being. Sharot is the author of The Optimism Bias: A Tour of the Irrationally Positive Brain (Pantheon/ Random House, 2011); The Science of Optimism (TED, e-book, 2012) and The Influential Mind: What the Brain Reveals about Our Power to Change Others (Henry Holt, 2017). She has been featured on CNN, MSNBC, The Science Channel, the Today show, the BBC and many publications around the world. Sharot also co-presented BBC’s Science Club (BBC 2). She wrote TIME magazine’s cover story The Science of Optimism (May, 2011) as well as cover stories for The Observer Review, The Guardian, The Washington Post Health Section and a New York Times Op-Ed (Major Delusions, 2011).

Sharot has given keynote addresses to a diverse collection of private and public companies/groups, including those in the field of insurance, financial management, marketing, gaming, social entrepreneurship, arts, health and safety, mental health and academia. She has also delivered many public talks including at TED 2012.

, a leading expert in human decision-making, optimism and emotion and the author of several books including The Optimism Bias: A Tour of the Irrationally Positive Brain
3:00pm - 3:30pm

Networking Break

3:30pm - 4:30pm

The Future of Hedge Funds

Our esteemed panel debates the future direction of hedge funds and the alternative asset management industry

Moderator
Leslie Picker
Leslie Picker
Reporter, CNBC,

Leslie Picker joined CNBC in February 2017 as a reporter covering hedge funds, private equity and asset management. She is based at CNBC Global Headquarters, and her reporting appears on television and CNBC’s digital platforms.

Picker has interviewed some of the most prominent investors on CNBC, including Citadel’s Ken Griffin, Greenlight Capital’s David Einhorn, Omega Advisors’ Leon Cooperman and Pershing Square’s Bill Ackman.

Previously, Picker was a reporter at The New York Times where she covered deals. Her beat encompassed mergers and acquisitions, initial public offerings, venture capital, private equity, restructuring and shareholder activism. Prior to The New York Times, Picker was a reporter at Bloomberg News where she reported on initial public offerings. There, she also contributed to Bloomberg Businessweek, Bloomberg Television and Bloomberg Radio. Prior to becoming a reporter, Picker was a segment producer for Bloomberg Television. She began her career as a booker at Fox Business Network.

Picker graduated magna cum laude from the University of Illinois, Urbana-Champaign, earning a bachelor’s degree in political science. She also earned a master’s in journalism from Columbia University, graduating with honors, and an MBA from New York University’s Stern School of Business, with a concentration in finance.

Follow Leslie Picker on Twitter @LesliePicker.

, Reporter, CNBC
Speakers
Caroline Cooley
Caroline Cooley
Partner, Chief Investment Officer, Hedge Fund Strategies, Crestline Investors,

Ms. Cooley is Chief Investment Officer of Crestline’s Hedge Fund Strategies business and leads the Oversight Committee for Crestline Summit Equity Alpha fund. She also serves on the firm’s Investment and Executive Committees. Ms. Cooley has over 34 years of experience in the alternative investment industry as a portfolio manager, risk manager and trader. Ms. Cooley has led the Hedge Fund Solutions team at Crestline, overseeing manager selection and portfolio management, since joining the firm in 1998. Before joining Crestline, Ms. Cooley was a derivatives trader and risk manager with Taylor and Company, an investment firm associated with the Bass Family of Fort Worth, TX. Ms. Cooley began her career in the investment industry at Manufacturers Hanover Trust Company (later merged into JP Morgan) in New York and Chicago after receiving her B.A. in Economics from The College of William and Mary in 1983. Ms. Cooley serves on the Advisory Board of Texas Wall Street Women and chairs the Investment Advisory Committee of Texas Employee Retirement System. Ms. Cooley serves on the Board of Directors of Catholic Charities Fort Worth.

, Partner, Chief Investment Officer, Hedge Fund Strategies, Crestline Investors
Robert E. Kiernan III
Robert E. Kiernan III
Principal and Chief Executive Officer, Advanced Portfolio Management,

Before founding APM, Mr. Kiernan spent nearly two decades in the capital markets with Salomon Brothers and Lehman Brothers, during which he was responsible for building, managing, and leading multiple global fixed income and investment banking businesses.

 

At Lehman Brothers (1992-2002), he served as Global Head for several businesses including Financial Engineering, Liability Management, Private Placements, and Technology and eCommerce.  He also spent several years in London where he was Head of European Capital Markets and served on both the Investment Banking and Fixed Income Operating Committees, as well as the Capital Commitments Committee.  At Salomon Brothers (1986-1992), where Mr. Kiernan began his capital markets career, he was responsible for the sovereign and GSE Liability Management business.

 

Prior to joining Salomon Brothers, Mr. Kiernan held several foreign policy positions in the first Reagan administration including appointments at USIA, the National Security Council, and the Department of State.  He was also a member of the US Delegation to the United Nations Human Rights Commission.

 

Mr. Kiernan currently serves in a number of board positions including Co-Chairman of the Board of Directors of Educate Girls Globally, member of the Advisory Board of the Center on Capitalism and Society at Columbia University, and member of the Research Review Board of the CFA Institute Research Foundation.  He is also a member of the Royal Institute of International Affairs (Chatham House), the International Institute for Strategic Studies (IISS), and the Council on Foreign Relations.

 

Mr. Kiernan received an AB magna cum laude and an AM with distinction from the four-year AB/AM program at Boston College, and an MBA from the University of Chicago where he was a First National Bank Scholar.  He also has studied as a graduate student at the Fletcher School of Law and Diplomacy and the University of Cambridge, and has been a Senior Fellow at the Kennedy School of Government at Harvard University where he led a seminar and research project on socially responsible investing (SRI).

, Principal and Chief Executive Officer, Advanced Portfolio Management
Ross S. Margolies
Ross S. Margolies
Founder and Portfolio Manager, Stelliam Investment Management,

Ross Margolies is the founder and Portfolio Manager of Stelliam Investment Management, a fundamental research focused long-short and long equity investment management firm based in New York.  Prior to founding Stelliam in 2006, he has managed a variety of investment strategies (including long-short equity, long equity, long convertibles, asset allocation, and multi-strategy arbitrage) from 1993-2004 at Salomon Brothers Asset Management (a unit of Citigroup where he was a Group Managing Director) and then its spin-out Saranac Capital Management.  Before joining Salomon Brothers in 1992, he worked for Lehman Brothers as a Senior Vice President and high yield bond analyst.  Mr. Margolies serves on John Hopkins University’s Board of Trustees and the Advisory Board of the University’s Krieger School of Arts and Sciences.  Mr. Margolies received a BA from Johns Hopkins University and an MBA from New York University.

, Founder and Portfolio Manager, Stelliam Investment Management
Michelle McCloskey
Michelle McCloskey
President of Americas, Man Group,

Michelle McCloskey is President of Americas at Man Group and President of Man FRM. She is based in New York and is a member of the Executive Committee of Man Group, a London-listed asset manager which oversees $109.1 billion (as of December 31, 2017) across a range of alternative and long-only strategies in liquid and private markets around the word. In a career spanning more than 30-years, Michelle has run trading and hedging books for energy companies and large investment banks. She joined Man Group’s multi-manager business in 2006 initially to build its expertise in commodities and new alternatives including energy, environmental investing and real estate. At Man FRM, Michelle has subsequently been responsible for manager research, selection and oversight. She has extensive experience in fund of hedge fund portfolio construction, asset allocation and risk management. 

 

Michelle is a Trustee for the Man US Charitable Trust and leads Man Group’s US Drive (diversity and inclusion) network, which is engaged in community outreach with girl’s schools in the New York City area. She is active in the National Organization for Women and was recognized in the 2017 Women of Power and Achievement Awards. Michelle graduated magna cum laude with a B.S. in Chemical Engineering from Texas Tech University.

, President of Americas, Man Group
Stephen Prince
Stephen Prince
Head of Asset Management, Tetragon Financial Group,

Stephen Prince joined in 2015 and is the Head of TFG Asset Management and a member of the Investment Committee and Risk Committee of Tetragon’s investment manager.  He was previously the Deputy Chief Investment Officer and Chair of the Investment Committee of Silver Creek Capital Management, a $7 billion alternative investment firm. Prior to joining Silver Creek in 2007, Mr. Prince helped found and was on the investment team of two long/short equity hedge funds. Mr. Prince began his career at Tiger Management L.L.C. Mr. Prince received an A.B. degree from Princeton University and an M.B.A. degree from Harvard Business School. He is based in New York.

, Head of Asset Management, Tetragon Financial Group
4:30pm - 5:30pm

Bipartisan Discussion on the Future of U.S. Politics

Former Vice President Dick Cheney & Former Secretary of Defense Leon Panetta have a candid discussion on the future of U.S. politics.

Moderator
Maria Bartiromo
Maria Bartiromo
Anchor and Global Markets Editor, FOX Business Network,

Maria Bartiromo joined FOX Business Network (FBN) as Global Markets Editor in January 2014. She is the anchor of Mornings with Maria on FBN (6-9 AM/ET) and anchors Sunday Morning Futures, the most watched Sunday morning program on cable (10 AM/ET) on FOX News Channel (FNC). In April 2017, Bartiromo was also named the new anchor for FBN’s weekly primetime investing program Maria Bartiromo’s Wall Street (Fridays at 8 PM/ET).

In November 2015, Bartiromo, along with FBN’s Neil Cavuto, moderated the network’s inaugural Republican presidential primary debate. According to Nielsen data, the debate delivered 13.5 million total viewers and 3.7 million in the key 25-54 demo, making it the highest-rated program in network history. In January 2016, both Bartiromo and Cavuto reprised their role as debate moderators, delivering 11 million total viewers with 3 million in the key 25-54 demo, making it the second highest-rated program in network history according to Nielsen Media Research.

Bartiromo has covered business and the economy for more than 25 years and was one of the building blocks of business cable network CNBC. During her 20-year tenure as the face of CNBC, she launched the network’s morning program, Squawk Box; anchored The Closing Bell with Maria Bartiromo; and was the anchor and managing editor of the nationally syndicated On the Money with Maria Bartiromo, formerly The Wall Street Journal Report with Maria Bartiromo.

Bartiromo has been a pioneer in her industry. In 1995, she became the first journalist to report live from the floor of the New York Stock Exchange on a daily basis. She joined CNBC in 1993 after five years as a producer, writer and assignment editor with CNN Business News, where she wrote and produced some of CNN’s top business programs.

She has received numerous prestigious awards, including two Emmys and a Gracie Award. Her first Emmy was for her 2008 News and Documentary coverage of the 2007-2008 financial collapse and her “Bailout Talks Collapse” coverage was broadcast on NBC Nightly News. She later won a second Emmy for her 2009 documentary, “Inside the Mind of Google,” which aired globally on CNBC. Bartiromo won a Gracie Award for “Greenspan: Power, Money & the American Dream,” also broadcast globally on CNBC.

In 2009, the Financial Times named her one of the “50 Faces That Shaped the Decade,” and she was the first female journalist to be inducted into the Cable Hall of Fame Class of 2011. In 2016 she was inducted by the Library of American Broadcasting as one of its Giants of Broadcasting & Electronic Arts. Bartiromo is the author of several books, including The Weekend That Changed Wall Street, published by Portfolio / Penguin, and The 10 Laws of Enduring Success, published by Random House; both were released in 2010.

Bartiromo has written weekly columns for Business Week and Milano Finanza magazines; as well as monthly columns for USA Today, and Individual Investor, Ticker and Reader’s Digest magazines. She has been published in the Financial Times, Newsweek, Town and Country, Registered Rep and the New York Post.

Bartiromo is a member of the Board of Trustees of New York University, the Council on Foreign Relations, the Economic Club of New York and the Board of Directors of The National Italian American Foundation (NIAF).

She graduated from New York University, where she studied journalism and economics. She also served as an adjunct professor at NYU Stern School of Business for the fall semesters of 2010 through 2013.

, Anchor and Global Markets Editor, FOX Business Network
Speakers
Dick Cheney
Dick Cheney
Vice President of the United States (2001-2009),

Across four decades of public life, Dick Cheney has served at the highest levels of government during some of the most critical days in modern American history.In the post-Watergate administration of Gerald Ford, the president turned to 34-year-old Dick Cheney to lead the White House staff in the work of restoring the nation’s confidence and waging the president’s 1976 campaign.After leaving the White House, Cheney returned to his home state of Wyoming, where he was elected in 1978 as the state’s sole member of the House of Representatives. Re-elected to office five times, Cheney served in several leadership positions and was chosen by his colleagues as the minority whip, the number two position in the House Republican leadership.Early in Cheney’s sixth term, in 1989, he was nominated by President George Bush to serve as Secretary of Defense, and was confirmed unanimously by the United States Senate. In his four years at the Pentagon, Cheney led American forces to victory in Operation Just Cause in Panama, and Operation Desert Storm in the Persian Gulf. In 1991, he was awarded the Presidential Medal of Freedom.Through most of the 1990s, Cheney worked in the private sector as chief executive officer of the Halliburton Company in Dallas, Texas. In 2000, George W. Bush asked Cheney to become his running mate and in August 2000, Cheney became the Republican vice presidential nominee. President Bush and Vice President Cheney were inaugurated for the first of two terms on January 20, 2001.In the eight eventful years of the Bush presidency, the vice president was best known for his involvement in national security matters following the terrorist attacks of September 11, 2001. Cheney has been recognized by many as the most powerful and consequential vice president in American history, and worked side by side with George W. Bush to keep our homeland safe and protect Americans from terrorist attacks for seven and a half years following 9/11.President Bush and Vice President Cheney left office in January 2009. Shortly thereafter, Vice President Cheney believes President Obama began to dismantle the security policies that had kept the nation safe. Vice President Cheney feels that President Obama’s policy decisions have led to a reversal of the gains America made in the war on terror, in countries like Iraq and Afghanistan, and a weakening of America across the globe.Vice President Cheney was born on January 30, 1941 in Lincoln, Nebraska. He and his wife, Lynne V. Cheney, live in Wyoming and have two daughters and seven grandchildren. Vice President Cheney’s memoir, In My Time, was published in 2011. His latest book, Heart: An American Medical Odyssey, was released in October 2013.

, Vice President of the United States (2001-2009)
Leon Panetta
Leon Panetta
United States Secretary of Defense (2011-2013),

Co-founder of the Panetta Institute for Public Policy, Leon Panetta returned to the Institute on February 27, 2013, after serving as the 23rd Secretary of Defense.

A Monterey native and Santa Clara University School of Law graduate, Mr. Panetta began his long and distinguished public service career in 1964 as a First Lieutenant in the U.S. Army, and upon discharge went to work in Washington as a legislative assistant to U.S. Senate Minority Whip Tom Kuchel of California. In 1969, he was appointed director of the U.S. Office for Civil Rights, where he was responsible for enforcing equal education laws, and later he served as executive assistant to the mayor of New York City. He then returned to Monterey, where he practiced law until his election to the U.S. House of Representatives in 1976.

Serving his Central Coast district in Congress for 16 years, Mr. Panetta was a key participant in agriculture, healthcare, marine and federal budget issues, and from 1989 to 1993, he chaired the House Budget Committee. He authored a wide range of legislation, including the Hunger Prevention Act of 1988, Medicare and Medicaid coverage for hospice care for the terminally ill, and numerous measures to protect the California coast, including creation of the Monterey Bay National Marine Sanctuary.

In 1993, Mr. Panetta left Congress to serve as director of the Office of Management and Budget for the incoming Clinton administration. There, he was instrumental in developing the policies that led to a balanced federal budget and eventual budget surpluses. In 1994, he accepted appointment as the President’s chief of staff, and immediately brought order and focus to White House operations and policy making.

Upon leaving the Clinton administration in 1997, Mr. Panetta joined with his wife Sylvia to establish and co-direct the Panetta Institute for Public Policy, based at California State University, Monterey Bay. Reflecting Mr. Panetta’s own ideals and personal example, the nonpartisan, not-for-profit study center seeks to attract thoughtful men and women to lives of public service and prepare them for the policy challenges of the future. In addition, Mr. Panetta developed programs for the Institute, such as its Leon Panetta Lecture Series, Congressional Internship Program and Leadership Seminar, that help to inform Americans about the critical issues facing our communities, states and nation in the 21st Century. Institute programs also aim to inspire a deeper engagement in the democratic process while simultaneously setting a public example of service and commitment.

Returning to public service in the Obama Administration as director of the CIA, he ran the operation that brought Osama bin Laden to justice, and, as Secretary of Defense, led the effort to develop a new defense strategy, helping bring two wars to an end, and opened up opportunities for everyone to serve in the military. Mr. Panetta chronicles his life in public service in his memoir Worthy Fights, which was published by Penguin Press in the fall of 2014.

Over the years Mr. Panetta has served on numerous boards and commissions. He co-chaired California Forward, the Joint Ocean Commission Initiative and Governor Schwarzenegger’s Council on Base Support and Retention. In 2006, he served on the Iraq Study Group, a bipartisan national commission seeking a new course for the war in Iraq. In 2016, Mr. Panetta launched the CSIS Commission on Countering Violent Extremism, which he co-chairs with former Prime Minister Tony Blair.

Mr. Panetta is the recipient of many awards and honors. His most recent awards include: the California Teachers Association’s “Friends of EducationAward”; the Judicial Council of California’s “Stanley Mosk Defender of Justice Award”; “The Harry S. Truman Good Neighbor Award”; the Sons of Italy Foundation’s “National Education & Leadership Award”; the “Peter Benchley Ocean Awardfor Excellence in Policy”; and the Intelligence and National Security Alliance’s “William Oliver Baker Award”.

, United States Secretary of Defense (2011-2013)
5:30pm - 7:30pm

Cocktail Reception

10:00pm - 2:00am

Evening Lavo Networking Event – Limited Capacity, RSVP Here

May 10, 2018

8:00am - 10:00am

Breakfast

9:00am - 6:00pm

All Day Coffee

9:00am - 12:00pm

Morning Sessions of One-On-One Meetings

10:00am

Morning Break

12:00pm - 2:00pm

Lunch

12:00pm - 6:00pm

Afternoon Sessions of One-On-One Meetings

3:00pm

Afternoon Break

6:00pm - 8:00pm

Cocktail Reception

May 11, 2018

8:00am - 10:00am

Breakfast

9:00am - 2:00pm

All Day Coffee

9:00am - 12:00pm

Morning Sessions of One-On-One Meetings

10:00am

Morning Break

12:00pm - 2:00pm

Lunch

12:00pm - 2:00pm

Afternoon Sessions of One-On-One Meetings

2:00pm - 5:00pm

Closing Reception – Pool Party

4:00pm - 8:00pm

Registration

5:00pm - 5:10pm

Opening Remarks

Speakers
Mark Salameh
Mark Salameh
Co-Founder & Chief Executive Officer, Context Summits,

Mark Salameh is the Co-Founder and Chief Executive Officer of Context Summits. Mark brings over 20 years of business management experience across the alternative asset management industry with a specific focus on events. In 2016 he co-founded Context Family Network, a global initiative to unite single-family offices and provide an unbiased forum for affluent families and their executives to network with like-minded peers. Over the past two decades, Mark’s primary focus has been on building solution based businesses within the alternative asset management industry that cater to allocators and managers. Prior to launching Context Summits, Mark held several management and senior level positions with financial media and event companies including MARHedge, Institutional Investor and Thomson Financial.  Mark is as a Global Board Director of Help For Children (HFC), A global foundation, historically supported by the alternative asset management industry to prevent and treat child abuse both at home and abroad.

, Co-Founder & Chief Executive Officer, Context Summits
5:10pm - 6:00pm

Allocator Outlook 2018 & Beyond

Hear from leading allocators on how they are approaching alternatives in 2018/2019.  Will the nine-year bull market continue?

Moderator
John Culbertson
John Culbertson
Managing Director, Chief Investment Officer, Context Capital Partners,

An industry veteran of more than 28 years, John’s experience encompasses trading, venture capital, asset allocation and hedge fund portfolio management. John is the Chief Investment Officer at Context Capital Partners. As CIO he is responsible for sourcing new investments and the oversight of the current portfolio. He is also Chairman of the Investment Committee.

Prior to assuming his current position with Context, John ran the investment committee and was Chief Investment Officer for a large family office where he oversaw a portfolio of hedge funds and was responsible for asset allocation decisions. In addition to his family office background, John was a founder of Gamma Investors, a venture capital fund that invested primarily in financial services technology companies. He spent the early years of his career in New York and London as a partner at Cooper Neff and Associates, a quantitative proprietary trading firm. At Cooper Neff he founded the London office and traded derivatives on fixed income, commodities and equities. That firm was sold to BNP Paribas in 1995 where John became an Executive Vice President, a position he held until 2000.

Among his extensive outside activities, John is chairman of the board of directors at Urban Promise, an innovative urban youth organization headquartered in the city of Camden NJ. John received his undergraduate degree in Business and Economics from Rutgers University and earned a Master of Liberal Arts, from the University of Pennsylvania.

, Managing Director, Chief Investment Officer, Context Capital Partners
Speakers
Jeff Assaf
Jeff Assaf
Founder, Senior Managing Director and Chief Investment Officer, ICG,

J. Jeffrey Assaf is a Senior Managing Director as well as the Chief Investment Officer and Investment Committee Chairman of ICG Advisors. In addition to setting the firm’s strategic direction and managing client relationships, Mr. Assaf supervises all portfolio construction and modeling. Prior to founding ICG in 2009, Mr. Assaf was a Senior Managing Director of Bear Stearns and Head of its Investment Consulting Group from 1996 to 2008. From 1988 to 1996, Mr. Assaf was a Senior Vice President at Oppenheimer & Co. where he founded the Oppenheimer Consulting Group. He is a graduate of University of California, Irvine (B.A., Psychology) and University of Southern California (M.B.A., Emphasis in Finance). Mr. Assaf is a Certified Investment Management Analyst (CIMA), a designation awarded by the Investment Management Consultants Association (IMCA) in conjunction with the Wharton School of the University of Pennsylvania. Mr. Assaf serves on the Boards of Directors for several non-profit organizations.

, Founder, Senior Managing Director and Chief Investment Officer, ICG
Lionel Erdely
Lionel Erdely
Head and Chief Investment Officer, Alternative Investment Solutions, Investcorp,

Lionel Erdely is the Head and CIO of Alternative Investment Solutions at Investcorp, overseeing its diverse offerings in Hedge Fund Partnerships, Special Opportunity Portfolios, Alternative Risk Premia and Multi-manager Solutions. Under his leadership, the AIS platform has broadened its institutional investor base globally including large public pension plans, sovereign wealth funds, insurance companies, endowments and foundations and family offices. Mr. Erdely was instrumental in developing a dedicated cross asset research team and early adoption of Alternative Risk Premia as a key competency. Investcorp continues to specialize in Emerging Managers and has invested in more than 80 managers in the first year of their launch and 20 managers on Day 1 as a Strategic Partner. Mr. Erdely serves as a member of Investcorp’s Operating Committee, the Financial and Risk Management Committee, and chairs the Investment Committees for Alternative Investment Solutions.

Prior to joining Investcorp in 2013, Mr. Erdely worked for 11 years at Lyxor Asset Management, where he held the dual position of Chief Investment Officer (2004 – 2013) and Chief Executive Officer of Lyxor Inc. (2009 – 2013). Prior to joining Lyxor, he was a Vice President in the Equity Corporate Finance department at Société Générale, where he worked on several IPOs, capital increases and convertible bond issues. Mr. Erdely holds an M.B.A. degree in Finance from the École Supérieure des Sciences Économiques et Commerciales (ESSEC) in Paris.

Lionel’s commentary has been featured in trade publications, including Hedgeweek, Opalesque, Pensions & Investments and FINalternatives.

, Head and Chief Investment Officer, Alternative Investment Solutions, Investcorp
David Saunders
David Saunders
Founding Managing Director and Co-Founder, K2 Advisors,

David C. Saunders, Founding Managing Director, graduated from the University of Maryland, College Park, in 1981 with a B.S. degree in Business. He has been involved in the investment and trading of financial instruments since 1983. He has worked at Tucker Anthony & R.L. Day as an equity trader; First Boston Corp. as Vice President on the equity block trading desk; WaterStreet Capital, a hedge fund, as Head Trader; Tiger Management, as Head Trader; WorldSec Securities as President and ABN Amro Inc. as a Senior Managing Director. He co-founded K2 Advisors in 1994.

Mr. Saunders is a Trustee of the Board of Directors of the Tiger Foundation; serves on the Board of Directors of The Windham Chapter of the Catskill Mountain Foundation as well as on the Board of Directors of the University System of Maryland Foundation, Inc.

, Founding Managing Director and Co-Founder, K2 Advisors
Ted Seides, CFA
Ted Seides, CFA
Host of Capital Allocators Podcast,

Ted Seides, CFA is the Managing Partner of Hidden Brook Investments, an asset manager that works with a select number of clients seeking to employ the best investment frameworks and practices of investing learned over two decades of experience allocating capital to managers. Hidden Brook is focused on compounding capital for the long-term and marrying investment excellence with business sufficiency.

He is the host of Capital Allocators podcast (capitalallocatorspodcast.com) and serves on the Board of Directors and Advisory Boards of six investment organizations.

In February 2016, Ted authored the book So You Want to Start a Hedge Fund: Lessons for Managers and Allocators (Wiley).

From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Protégé was a leading multibillion dollar alternative investment firm that invested in small and specialized hedge funds on an arms-length and seed basis. Ted built the firm’s investment process and managed the sourcing, research, and due diligence of its portfolios. He worked actively with each of Protégé’s 40 seed investments. In 2010, Larry Kochard and Cathleen Ritterheiser profiled Ted in the book Top Hedge Fund Investors: Stories, Strategies, and Advice.

Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. During his five years at Yale, Ted focused on external public equity managers and internal fixed income portfolio management. Following business school, he spent two years investing directly at private equity firms Stonebridge Partners and J.H. Whitney & Company.

With aspirations to demonstrate the salutary benefits of hedge funds on institutional portfolios to a broad audience, Ted proposed a non-profitable wager with Warren Buffett that pitted the 10-year performance of the S&P 500 against a selection of five hedge fund of funds from 2008-2017.

Ted is a columnist for Institutional Investor and has written a blog for the CFA Institute’s Enterprising Investor, guest publications for the late Peter L. Bernstein’s Economics and Portfolio Strategy, and case studies for Harvard Business School Publishing.

Ted is a Trustee and member of the investment committee at the Wenner-Gren Foundation and is a Decade Rider of Cycle for Survival.

He holds a BA in economics and political science, Cum Laude, from Yale University and an MBA with first year honors from Harvard Business School.

, Host of Capital Allocators Podcast
6:00pm - 8:00pm

Welcome Reception

8:00am - 9:00am

Breakfast

9:00am - 5:30pm

All Day Coffee

9:00am - 9:15am

Opening Remarks

Speakers
Ron Biscardi
Ron Biscardi
Chief Executive Officer, Context Capital Partners,

Ron Biscardi is the co-founder and Chief Executive Officer of Context Capital Partners, a leading alternative investment specialist firm focused on delivering superior solutions to family offices and institutions. The Context fund portfolio spans a variety investment strategies and includes hedge funds, liquid alternative mutual funds, private equity, real estate structures and direct lending. Mr. Biscardi is responsible for overall firm management, strategic partnerships and investment activities.

 

Mr. Biscardi, a leading financial entrepreneur, has over 25 years of experience building innovative companies in the financial services marketplace. In addition to Context Capital Partners, Mr. Biscardi is a General Partner of Context Asset Management, a mutual fund platform focused on the liquid alternatives market. He is co-founder and serves as Chairman of the Board of Context Summits, a leading conference provider in the alternative asset industry. In 2016, he co-founded Context Family Network, a global initiative to unite single-family offices and provide an unbiased forum for affluent families and their executives to network with like-minded peers. Mr. Biscardi co-founded Context BH Partners, LP in 2012, an event driven financial services hedge fund specializing in regional and community bank investing. He serves on the investment committees of Context BH Equity Funds I and II, Context Liberty Bell Capital, Context Business Lending and the Titan Loan Investment Fund.

 

He is currently on the board of the Kimmel Center for the Performing Arts in Philadelphia where he chairs the investment committee for the Kimmel Center Endowment and co-chairs the Philadelphia International Festival of the Arts. Mr. Biscardi was a founding member of the Board of Trustees of the Mastery Charter School, a national leader in the turnaround of failing urban schools where he served for over 15 years.

 

Mr. Biscardi graduated with a Bachelor of Science in Electrical Engineering from Drexel University. He currently works and lives in the Philadelphia area.

, Chief Executive Officer, Context Capital Partners
9:15am - 10:00am

The Changing Global Economic Outlook – Will Central Bank Policy Adapt?

With rising interest rates, low unemployment and inflation concerns, will central banking policies adapt to a normalizing global economy?

Moderator
Leslie Picker
Leslie Picker
Reporter, CNBC,

Leslie Picker joined CNBC in February 2017 as a reporter covering hedge funds, private equity and asset management. She is based at CNBC Global Headquarters, and her reporting appears on television and CNBC’s digital platforms.

Picker has interviewed some of the most prominent investors on CNBC, including Citadel’s Ken Griffin, Greenlight Capital’s David Einhorn, Omega Advisors’ Leon Cooperman and Pershing Square’s Bill Ackman.

Previously, Picker was a reporter at The New York Times where she covered deals. Her beat encompassed mergers and acquisitions, initial public offerings, venture capital, private equity, restructuring and shareholder activism. Prior to The New York Times, Picker was a reporter at Bloomberg News where she reported on initial public offerings. There, she also contributed to Bloomberg Businessweek, Bloomberg Television and Bloomberg Radio. Prior to becoming a reporter, Picker was a segment producer for Bloomberg Television. She began her career as a booker at Fox Business Network.

Picker graduated magna cum laude from the University of Illinois, Urbana-Champaign, earning a bachelor’s degree in political science. She also earned a master’s in journalism from Columbia University, graduating with honors, and an MBA from New York University’s Stern School of Business, with a concentration in finance.

Follow Leslie Picker on Twitter @LesliePicker.

, Reporter, CNBC
Speakers
Mohamed El-Erian
Mohamed El-Erian
Chief Economic Advisor, Allianz,

Mohamed A. El-Erian is Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer. He chaired President Obama’s Global Development Council from 2007 to 2014, is a columnist for Bloomberg View and a contributing editor at the Financial Times.

Dr. El-Erian first joined PIMCO in 1999 and was a senior member of PIMCO’s portfolio management and investment strategy group. He rejoined the company at the end of 2007 after serving for two years as president and CEO of Harvard Management Company, the entity that manages Harvard’s endowment and related accounts. Before coming to PIMCO, Dr. El-Erian was a managing director at Salomon Smith Barney/Citigroup in London and before that, he spent 15 years at the International Monetary Fund in Washington, D.C.

Dr. El-Erian has published widely on international economic and finance topics. His 2008 book, When Markets Collide, was a New York Times and Wall Street Journal bestseller, won the Financial Times/Goldman Sachs Business Book of the Year and was named a book of the year by The Economist and one of the best business books of all time by the Independent (UK). He was named to Foreign Policy’s list of “Top 100 Global Thinkers” for four years in a row. He served from 2014-2017 on the juries for the Financial Times/McKenzie Book of the Year award. His new book The Only Game in Town: Central Banks, Instability and Avoiding the Next Collapse published in 2016, is a New York Times bestseller.

Dr. El-Erian has served on several boards and committees, including the U.S. Treasury Borrowing Advisory Committee, the International Center for Research on Women, the Peterson Institute for International Economics, the IMF’s Committee of Eminent Persons and the New York Fed’ Investor Advisory Committee on Financial Markets. He is currently a board member of the NBER, the Carnegie Endowment for International Peace, New America, and Cambridge in America. Since 2007, he has been chair of Microsoft’s Investment Advisory Board. He holds a master’s degree and doctorate in economics from Oxford University and received his undergraduate degree from Cambridge University. He is an Honorary Fellow of Queens’ College, Cambridge University.

, Chief Economic Advisor, Allianz
Stanley Fischer
Stanley Fischer
Former Vice Chairman, Federal Reserve,

Stanley Fischer became a member of the Board of Governors of the Federal Reserve System on May 28, 2014, and Vice Chairman of the Board of Governors on June 16, 2014. He resigned from the Vice Chairmanship and the Board of Governors for personal reasons on October 16 2017.

Dr. Fischer headed the internal supervision of the key policy divisions of the Board staff, and also the Financial Stability Committee; he served with the incoming Chair of the Federal Rese rve Board on the administrative budget committee of the Fed; and he chaired the important Communications Subcommittee of the FOMC.

Prior to his appointment to the Board, Dr. Fischer was governor of the Bank of Israel, from 2005 through 2013. He was genera lly credited with having played a key role in minimizing the effects of the Great Financial Crisis on the Israeli economy, and became known as the “responsible adult” of the economic policy team of the Israeli economy. The Bank of Israel reduced the intere st rate rapidly after the failure of Lehmann Brothers, and was the first of the advanced country central banks to raise the interest rate as the economy began to recover from its short (two quarter) period of negative growth in 2009. Israel did not suffer from a financial crisis during the Great Financial Crisis.

During his period in office, Dr. Fischer led a successful effort to pass a new Bank of Israel Law, which modernized the governance structure of the Bank of Israel, in particular by shifting from a one – person decision – maker model for monetary policy to that of a six – member Monetary Policy Committee, which he chaired. In addition, the new law created a seven – member Management Committee, headed by a leading businessman, with only two Bank of Israel em ployees (the Governor and the Deputy Governor) as members, and four other members from the general public.

From February 2002 to April 2005, Dr. Fischer was vice chairman of Citigroup. The lessons he learned during his period of service in the private fin ancial sector were extremely helpful in the maintenance of financial stability in Israel and subsequently in his Fed role as chair of the Financial Stability Committee of the Federal Reserve Board. In addition, he accompanied Citigroup staff on their calls on financial sector and other clients, thereby increasing his practical knowledge of the issues that affect bank lending and its effects on the economy.

Dr. Fischer served as the first deputy managing director of the International Monetary Fund from September 1994 through August 2001. As the number two official in the IMF, he played a critical part in the management of the IMF’s assistance to member countries — among them Russia, Ukraine, Poland, Korea, Thailand, Indonesia, Mexico, Brazil, Jordan, an d many others — during the financial crises of the late 1990s. From January 1988 to August 1990, he was the chief economist of the World Bank, during a period in which the main issue facing the Bank was the Latin American debt crisis.

From 1977 to 1999, Dr. Fischer was professor of economics at the Massachusetts Institute of Technology (MIT). From 1973 to 1977, Dr. Fischer was an associate professor of economics at MIT. During that period he was the thesis adviser of several students who later became impo rtant central bankers and other economic policy makers of both large and small economies. Among them were Ben Bernanke, Christina Romer, Olivier Blanchard, and Greg Mankiw, the Governors of the Reserve Banks of Australia, Chile, Brazil and other emerging m arket economies, and the heads of policy divisions at the Federal Reserve Board.

Before joining the MIT faculty, Dr. Fischer was a postdoctoral fellow and a ssistant professor of economics at the University of Chicago – this period was an excellent comp lement to his Ph.D. education at MIT.

Dr. Fischer has published many articles in professional journals, and is the author and editor of several books. He was born in Lusaka, Zambia, in October 1943. He received his B.Sc. (1965) and M.Sc. (1966) in econo mics from the London School of Economics and his Ph.D. in economics from the Massachusetts Institute of Technology in 1969.

Dr. Fischer is married with three adult children.

, Former Vice Chairman, Federal Reserve
10:00am - 11:00am

$21 Trillion and Counting – Does the Debt Even Matter?

Leading economists debate the impact of the ever growing U.S. debt. Is it sustainable? Does it matter now or in the future?

Moderator
Guy Adami
Guy Adami
Original Member of CNBC's Fast Money,

Guy is an original member of CNBC’s Fast Money. He is currently the Director of Advisor Advocacy at Private Advisor Group in Morristown, New Jersey. Private Advisor Group is comprised of a network of nearly 600 advisors with assets approaching $17B.

Guy has held numerous key leadership roles in the financial services industry. He began his career at Drexel Burnham Lambert in 1986 and was quickly promoted to Vice President and head gold trader at the firm. In 1996, he joined Goldman Sachs as their head gold trader and one of the many proprietary traders within the Fixed Income Currency and Commodity division. In the spring of 2000, Adami joined the U.S. Equities division of Goldman Sachs where he was put in charge of the firm’s Industrial/Basic Material group.

Guy is the Vice Chairman of the NJ Chapter of The Leukemia and Lymphoma Society, who named him their “Man of the Year” in 2015.He also sits on the national board of Invest in Others, and Big Brothers Big Sisters. In August 2012, Guy completed the New York City Ironman.

Follow Guy Adami on Twitter: @GuyAdami

, Original Member of CNBC's Fast Money
Speakers
Olivier Blanchard
Olivier Blanchard
Former Chief Economist, International Monetary Fund,

A citizen of France, Olivier Blanchard has spent most of his professional life in Cambridge, U.S. After obtaining his Ph.D in economics at the Massachusetts Institute of Technology in 1977, he taught at Harvard University, returning to MIT in 1982. He was chair of the economics department from 1998 to 2003. In 2008, he took a leave of absence to be the Economic Counsellor and Director of the Research Department of the International Monetary Fund. Since October 2015, he is the Fred Bergsten Senior Fellow at the Peterson Institute for International Economics, in Washington. He also remains Robert M. Solow Professor of Economics emeritus at MIT.He is a macroeconomist, who has worked on a wide set of issues, from the role of monetary policy, to the nature of speculative bubbles, to the nature of the labor market and the determinants of unemployment, to transition in former communist countries, and to forces behind the recent global crisis. In the process, he has worked with numerous countries and international organizations. He is the author of many books and articles, including two textbooks in macroeconomics, one at the graduate level with Stanley Fischer, one at the undergraduate level. He is a past editor of the Quarterly Journal of Economics, of the NBER Macroeconomics Annual, and founding editor of the AEJ Macroeconomics. He is a fellow and past council member of the Econometric Society, a past vice president of the American Economic Association, and a member of the American Academy of Sciences.

, Former Chief Economist, International Monetary Fund
Stephanie Kelton
Stephanie Kelton
Former Chief Economist, U.S. Senate Budget Committee,

Stephanie Kelton is Professor of Public Policy & Economics at Stony Brook University. She served as the Democrat’s Chief Economist on the U.S. Senate Budget Committee (2015) and as Senior Economic Advisor to Sen. Bernie Sanders’ 2016 presidential campaign. She is Chair of the Board at Economists for Peace & Security and a Founding Fellow at the Sanders Institute.

In 2016, POLITICO recognized her as one of the 50 people across the country who is most influencing the political debate.

Her forthcoming book, The Deficit Myth: Modern Monetary Theory and the Birth of a New Economy, will be published in 2019.

She is a regular commentator on national radio and broadcast television and a columnist at Bloomberg View.

Stephanie consults with policymakers, investment banks and portfolio managers across the globe. Her research expertise is in: Federal Reserve operations, fiscal policy, social security, international finance and employment policy.

, Former Chief Economist, U.S. Senate Budget Committee
Amar Reganti
Amar Reganti
Investment Director, Wellington Management,

Amar Reganti is a fixed income investment director at Wellington ManagementPrior to joining Wellington Management in 2018, Amar worked as a fixed income and asset allocation strategist at Grantham Mayo Van Otterloo. Previously, he served as the deputy director of the Office of Debt Management at the US Treasury Department. He also held roles in fixed income markets as an investment-grade portfolio manager at UBS Global Asset Management, a derivatives solutions strategist at Merrill Lynch, and a credit analyst at UBS Investment Bank.

Amar has an MBA from the University of Chicago Booth School of Business (2006), a master of science in European political economy from the London School of Economics and Political Science (2000), and a bachelor of arts from Vassar College (1999).

, Investment Director, Wellington Management
Brett Ryan
Brett Ryan
Senior Economist, Deutsche Bank,

Brett Ryan is a Senior Economist at Deutsche Bank covering both the US and Canada. Brett is responsible for high-frequency data forecasting and frequently publishes research on US and Canadian macro-economic policy issues. Brett has a Bachelor of Arts degree from the University of Pennsylvania; majoring in politics, philosophy and economics.

, Senior Economist, Deutsche Bank
11:00am - 11:30am

Networking Break

11:30am - 12:30pm

Diversity as a Business Imperative

Is your business built for success?  Hear from experts on diversity within the workplace on how a diversified organization can benefit your portfolio.

Moderator
Mary Childs
Mary Childs
Senior Reporter, Barron's Magazine,

Mary Childs is an award-winning journalist and a senior reporter at Barron’s Magazine. She is working on a book about Pimco, Bill Gross, and the bond market. Previously she wrote for the Financial Times and Bloomberg News. Before that, she spent a year on a Watson Fellowship, traveling to 16 countries painting portraits.

, Senior Reporter, Barron's Magazine
Speakers
Susan Baxter
Susan Baxter
Vice Chairman, Royal Bank of Canada,

As Vice Chairman at RBC, Susan Baxter is responsible for supporting top enterprises and families internationally. She provides guidance, solutions and integration to clients.

 

With over 20 years of experience in the financial services industry, in both Europe and North America, she brings extensive international and institutional expertise along with a deep understanding of the needs of families around the world.

 

Prior to joining RBC, Ms. Baxter was the European Head of the Global Family Office Group at UBS Investment Bank in London; tasked with providing investment banking products and services to institutional family office organizations and the families they support.

 

Ms. Baxter began her career at Lehman Brothers as an investment banker and completed her time at the firm having built and managed the fixed income derivatives origination business globally. During her career, she has also managed a $3 Billion credit fund and ran the private equity arm for a large global family.

 

She graduated Deans Honours list with distinction from the University of Western Ontario with an Honours Bachelor of Medical Sciences degree in Pharmacology and Toxicology.

, Vice Chairman, Royal Bank of Canada
Sallie Krawcheck
Sallie Krawcheck
CEO and Co-Founder, Ellevest,

With a reputation for integrity, creativity, independence of thought, a sense of humor and an unrelenting focus on results, Sallie Krawcheck has built a career that has reached the top levels of success across a range of functions: as a senior corporate executive, as a research analyst and now as an entrepreneur. Recently named number 9 on Fast Company’s list of the “100 Most Creative People 2014,” she has also been referred to as one of the most successful and influential executives in financial services. From turning around and growing troubled wealth management businesses to eliminating Wall Street conflicts of interest and advocating a true client-centered business model, Fortune Magazine called her “The Last Honest Analyst” during her tenure at Sanford Bernstein. She spent years as the guardian of such brands as Smith Barney, Merrill Lynch and US Trust.Krawcheck has often noted that “Investing in women is simply smart business” and is expressing this view through her ownership in the Ellevate companies. The Ellevate network (formerly 85 Broads) is 34,000-strong (and growing) global professional woman’s network, the most expansive and diverse of its kind.Krawcheck’s embrace of social media as a means of including more people in her frank business conversations on women and business, regulatory reform and investor protection has garnered her more than 500,000 followers as a LinkedIn’s INfluencer and more than 22,000 followers on Twitter.A Tar Heel fan through and through, Krawcheck also spends her time advising start-up companies, focusing on education-oriented philanthropy and serving on a variety of boards.

, CEO and Co-Founder, Ellevest
Lori Van Dusen
Lori Van Dusen
CEO and Co-CIO, LVW Advisors,

Lori Van Dusen is the Founder, CEO and Co-CIO of LVW Advisors, a nationally-recognized New York based independent advisor, which provides fully integrated institutional-caliber investment management and advanced financial planning services. LVW offers customized, seamless solutions to a select group of clients, including:

 

  • Ultra affluent individuals and families, including prominent entrepreneurs, executives, athletes, artists and entertainers.
  • Not-for-profit institutions, primarily in healthcare and education

 

In addition of being the Founder and CEO of LVW Advisors, Lori recently launched LVW Flynn, which aligns the award-winning investment management strengths of LVW Advisors with the premier family office and business management capabilities of Flynn Family Office to deliver “A New Standard of Advice” to not-for-profit institutions and wealthy families across the U.S. Ms. Van Dusen has become the voice of reason for unbiased integrated solutions in a fragmented financial services industry and is known for the client-focused strategies she has advocated for more than 25 years.

 

Lori began her career with a natural gravitation to the investment industry in 1987. By 2004 she had achieved the title of Managing Director with Citigroup/Smith Barney Institutional Consulting — a group that she helped to create. Later in a renegade move, she took the role of co-lead of Convergent Wealth Advisors’ Institutional Group, where she served on the Executive and Investment Committees, advising approximately $8 billion in assets for clients.

 

As a recipient of numerous accolades, Lori was most recently ranked in the 2018 Top Ten Women Wealth Advisors in America by Forbes, and No. 4 on the 2018 Best-In-State Wealth Advisors . Lori was also profiled in the 2017 edition of Forbes as one of “America’s Top Wealth Advisors 2017”. Lori is honored for being listed in Barron’s Top 100 Financial Advisors in America — earning herself a ranking on this list twelve times, most recently in 2016. Additionally, LVW Advisors has been ranked among the top institutional consultants in the nation, including being ranked on Barron’s Top 30 Institutional Consultants list since its inception. Lori is regularly listed in the top ten of Barron’s Top 100 Women Financial Advisors. Recently, Lori was named by Forbes as one of the Top 10 Women Wealth Advisors in America on their inaugural 2017 list. Also in 2017, Lori was featured on the J.P. Morgan Asset Management and Dow Jones panel discussion, “Let’s Talk: The Changing Face of Advice”, where she and Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management, discussed the investment and wealth management needs of today and the client of the future. This inaugural production was widely promoted in both Barron’s and The Wall Street Journal. Lori has been named to the Financial Times’ Top 300 Independent Advisors as well as FT‘s list of the top 100 Women Financial Advisors in 2014 — an inaugural edition providing a snapshot of the best in the business across the U.S. In 2010, she was named Institutional Investor’s Nonprofit Consultant of the Year. In addition, because of her astute business acumen and philanthropic endeavors, Lori is a nationally sought out speaker. Routinely, Lori and her team are featured in premier investment publications, the most recent being the Financial Times, Barron’s, LA Times and Forbes.

 

Ms. Van Dusen was one of the founders of the Association of Professional Investment Consultants (APIC) and Citigroup Institutional Consulting. She holds the Certified Investment Management AnalystSM designation, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School.

 

Lori received her undergraduate degree from Ithaca College and a M.Ed. from Harvard University. She is passionate about numerous philanthropic causes, serving on several boards focused on urban education, health and wellness and the fine arts.

 

A native of Rochester, New York, Lori is a long distance runner, an avid yogi, enjoys decorating, and savoring the area’s local music scene. She regularly cooks and hosts big Italian meals for her family and friends.

, CEO and Co-CIO, LVW Advisors
12:30pm - 1:30pm

Networking Lunch

1:30pm - 2:15pm

Leading Launches of 2017 & 2018

Hear about the most intriguing launches of 2017 & 2018.  Each manager will have five minutes to explain why investors are making early bets on them.

Moderator
Mark Salameh
Mark Salameh
Co-Founder & Chief Executive Officer, Context Summits,

Mark Salameh is the Co-Founder and Chief Executive Officer of Context Summits. Mark brings over 20 years of business management experience across the alternative asset management industry with a specific focus on events. In 2016 he co-founded Context Family Network, a global initiative to unite single-family offices and provide an unbiased forum for affluent families and their executives to network with like-minded peers. Over the past two decades, Mark’s primary focus has been on building solution based businesses within the alternative asset management industry that cater to allocators and managers. Prior to launching Context Summits, Mark held several management and senior level positions with financial media and event companies including MARHedge, Institutional Investor and Thomson Financial.  Mark is as a Global Board Director of Help For Children (HFC), A global foundation, historically supported by the alternative asset management industry to prevent and treat child abuse both at home and abroad.

, Co-Founder & Chief Executive Officer, Context Summits
Speakers
Yaron Brook
Yaron Brook
Ph.D., Director of Research, Context BH Capital Management,

Dr. Brook co-founded BH Equity Research, LLC in 1998, and also co-founded Context BH Partners LP in 2012.  Prior to forming BH Equity Research, LLC and Context BH Partners LP, Brook sub-advised to a large hedge fund for 10 years.  He serves as Head of Research of ContextBH.

Dr. Brook is Chairman of the Board of The Ayn Rand Institute, a 501(c) (3) non-profit based in Irvine, CA.  He was a Finance Professor at Santa Clara University from 1993-2000.  He is a best selling author and an internationally sought speaker.

Brook was born and raised in Israel, served as a first sergeant in Israeli military intelligence and earned a BSc in civil engineering from Technion-Israel Institute of Technology in Haifa, Israel. Brook moved to the United States, received his MBA and PhD in finance from the University of Texas at Austin.

, Ph.D., Director of Research, Context BH Capital Management
Fahmi Quadir
Fahmi Quadir
Chief Investment Officer, Safkhet Capital,

Fahmi Quadir is the founder and chief investment officer of Safkhet Capital, a concentrated, short-only fund focused on identifying “best ideas” through investigative research on companies potentially engaged in fraud and exploitative, misleading business practices. While Safkhet is focused on global equities, it invests opportunistically across the capital structure. Investments are made on a relatively short timeframe with substantial effort made to precisely identify the timing of the business’ collapse.

Ms. Quadir was previously responsible for short selling at Krensavage Asset Management where she created a concentrated, aggressive short book of fraudulent healthcare and biotechnology companies and employed forensic due diligence, earning her the nickname “The Assassin.”

In 2012, Ms. Quadir graduated in mathematics and biology from Harvey Mudd College in Claremont, California. Her rigorous STEM background ensures she remains objective and empirical in her approach.

Ms. Quadir was born and raised on Long Island. She lives in Manhattan with her standard poodle, Maera.

, Chief Investment Officer, Safkhet Capital
Zachary Squire
Zachary Squire
Chief Investment Officer and co-founder, Tekmerion Capital Management,

Zachary Squire is the Chief Investment Officer and co-founder of Tekmerion Capital Management, a systematic global macro investment manager based in New York and backed by the family office of Mike Novogratz.  Prior to Tekmerion, Mr. Squire traded Emerging Markets from the London office of HBK, a US-based multistrat.  Before HBK, Mr. Squire spent three years at Bridgewater Associates, where he worked in the Research Department on the “Ray Team” which supported the CIO’s investment strategy research, and in the Trading Department where he headed the firm’s FX trading execution strategy.  Mr. Squire began his career at D.E. Shaw, where he performed a variety of roles including reporting directly to the firm’s CRO, managing the implementation of a new firmwide risk measurement and reporting framework.  Mr. Squire graduated as valedictorian from Princeton University, where he was also recognized with the J. Wells Henderson Prize for best university-wide undergraduate independent research, the Atkins Prize in Classics, Phi Beta Kappa membership, and other academic honors; he studied Classics (Latin and Ancient Greek).

, Chief Investment Officer and co-founder, Tekmerion Capital Management
Steve Zheng
Steve Zheng
CIO and Founder, DeepCurrents Investment Group,

Prior to forming DeepCurrents, Mr. Steve Zheng was a portfolio manager overseeing Relative Value Trading at Verition Fund Management LLC, a multi-strategy hedge fund based in Greenwich, CT, where he employed quantitative and fundamental strategies to exploit market inefficiencies across multiple asset classes, including corporate, sovereign bonds and credit derivatives, convertible bonds, stocks, options, warrants and other derivatives.  Prior to joining Verition in 2009, Mr. Zheng spent six years as a senior trader at a proprietary trading unit at Deutsche Bank AG, managing a US capital structure arbitrage, convertibles and volatility arbitrage portfolio.  Mr. Zheng received his MBA from the Wharton School at the University of Pennsylvania in 2003.  He graduated with Honor and was awarded double bachelor’s degrees in Mechanical Engineering  and International Trade from the Shanghai Jiao Tong University in Shanghai, China.

, CIO and Founder, DeepCurrents Investment Group
2:15pm - 3:00pm

Optimism Bias

Neuroscientist Tali Sharot explains how the “optimism bias” influences people’s thinking and behavior.

Speakers
Tali Sharot
Tali Sharot
a leading expert in human decision-making, optimism and emotion and the author of several books including The Optimism Bias: A Tour of the Irrationally Positive Brain,

Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Sharot combines research in psychology, behavioral economics and neuroscience to reveal the forces that shape our decisions, beliefs and inaccurate expectations of the future and how those can be altered (or sustained). Why do people discount bad news (a tendency that contributed to the 2008 financial downfall, enhances ill-preparedness in the face of disaster and reduced medical screenings)? Why do we have unrealistic expectations of the future (underestimating our chances of divorce and expecting our kids to be uniquely talented)? Why is it so difficult to change a decision after it is made? Sharot, a visiting professor at MIT, is also an associate professor of Cognitive Neuroscience at University College London where she directs the Affective Brain Lab. Her team is dedicated to answering such questions with an aim at identifying ways to encourage behavioral change that enhance well-being. Sharot is the author of The Optimism Bias: A Tour of the Irrationally Positive Brain (Pantheon/ Random House, 2011); The Science of Optimism (TED, e-book, 2012) and The Influential Mind: What the Brain Reveals about Our Power to Change Others (Henry Holt, 2017). She has been featured on CNN, MSNBC, The Science Channel, the Today show, the BBC and many publications around the world. Sharot also co-presented BBC’s Science Club (BBC 2). She wrote TIME magazine’s cover story The Science of Optimism (May, 2011) as well as cover stories for The Observer Review, The Guardian, The Washington Post Health Section and a New York Times Op-Ed (Major Delusions, 2011).

Sharot has given keynote addresses to a diverse collection of private and public companies/groups, including those in the field of insurance, financial management, marketing, gaming, social entrepreneurship, arts, health and safety, mental health and academia. She has also delivered many public talks including at TED 2012.

, a leading expert in human decision-making, optimism and emotion and the author of several books including The Optimism Bias: A Tour of the Irrationally Positive Brain
3:00pm - 3:30pm

Networking Break

3:30pm - 4:30pm

The Future of Hedge Funds

Our esteemed panel debates the future direction of hedge funds and the alternative asset management industry

Moderator
Leslie Picker
Leslie Picker
Reporter, CNBC,

Leslie Picker joined CNBC in February 2017 as a reporter covering hedge funds, private equity and asset management. She is based at CNBC Global Headquarters, and her reporting appears on television and CNBC’s digital platforms.

Picker has interviewed some of the most prominent investors on CNBC, including Citadel’s Ken Griffin, Greenlight Capital’s David Einhorn, Omega Advisors’ Leon Cooperman and Pershing Square’s Bill Ackman.

Previously, Picker was a reporter at The New York Times where she covered deals. Her beat encompassed mergers and acquisitions, initial public offerings, venture capital, private equity, restructuring and shareholder activism. Prior to The New York Times, Picker was a reporter at Bloomberg News where she reported on initial public offerings. There, she also contributed to Bloomberg Businessweek, Bloomberg Television and Bloomberg Radio. Prior to becoming a reporter, Picker was a segment producer for Bloomberg Television. She began her career as a booker at Fox Business Network.

Picker graduated magna cum laude from the University of Illinois, Urbana-Champaign, earning a bachelor’s degree in political science. She also earned a master’s in journalism from Columbia University, graduating with honors, and an MBA from New York University’s Stern School of Business, with a concentration in finance.

Follow Leslie Picker on Twitter @LesliePicker.

, Reporter, CNBC
Speakers
Caroline Cooley
Caroline Cooley
Partner, Chief Investment Officer, Hedge Fund Strategies, Crestline Investors,

Ms. Cooley is Chief Investment Officer of Crestline’s Hedge Fund Strategies business and leads the Oversight Committee for Crestline Summit Equity Alpha fund. She also serves on the firm’s Investment and Executive Committees. Ms. Cooley has over 34 years of experience in the alternative investment industry as a portfolio manager, risk manager and trader. Ms. Cooley has led the Hedge Fund Solutions team at Crestline, overseeing manager selection and portfolio management, since joining the firm in 1998. Before joining Crestline, Ms. Cooley was a derivatives trader and risk manager with Taylor and Company, an investment firm associated with the Bass Family of Fort Worth, TX. Ms. Cooley began her career in the investment industry at Manufacturers Hanover Trust Company (later merged into JP Morgan) in New York and Chicago after receiving her B.A. in Economics from The College of William and Mary in 1983. Ms. Cooley serves on the Advisory Board of Texas Wall Street Women and chairs the Investment Advisory Committee of Texas Employee Retirement System. Ms. Cooley serves on the Board of Directors of Catholic Charities Fort Worth.

, Partner, Chief Investment Officer, Hedge Fund Strategies, Crestline Investors
Robert E. Kiernan III
Robert E. Kiernan III
Principal and Chief Executive Officer, Advanced Portfolio Management,

Before founding APM, Mr. Kiernan spent nearly two decades in the capital markets with Salomon Brothers and Lehman Brothers, during which he was responsible for building, managing, and leading multiple global fixed income and investment banking businesses.

 

At Lehman Brothers (1992-2002), he served as Global Head for several businesses including Financial Engineering, Liability Management, Private Placements, and Technology and eCommerce.  He also spent several years in London where he was Head of European Capital Markets and served on both the Investment Banking and Fixed Income Operating Committees, as well as the Capital Commitments Committee.  At Salomon Brothers (1986-1992), where Mr. Kiernan began his capital markets career, he was responsible for the sovereign and GSE Liability Management business.

 

Prior to joining Salomon Brothers, Mr. Kiernan held several foreign policy positions in the first Reagan administration including appointments at USIA, the National Security Council, and the Department of State.  He was also a member of the US Delegation to the United Nations Human Rights Commission.

 

Mr. Kiernan currently serves in a number of board positions including Co-Chairman of the Board of Directors of Educate Girls Globally, member of the Advisory Board of the Center on Capitalism and Society at Columbia University, and member of the Research Review Board of the CFA Institute Research Foundation.  He is also a member of the Royal Institute of International Affairs (Chatham House), the International Institute for Strategic Studies (IISS), and the Council on Foreign Relations.

 

Mr. Kiernan received an AB magna cum laude and an AM with distinction from the four-year AB/AM program at Boston College, and an MBA from the University of Chicago where he was a First National Bank Scholar.  He also has studied as a graduate student at the Fletcher School of Law and Diplomacy and the University of Cambridge, and has been a Senior Fellow at the Kennedy School of Government at Harvard University where he led a seminar and research project on socially responsible investing (SRI).

, Principal and Chief Executive Officer, Advanced Portfolio Management
Ross S. Margolies
Ross S. Margolies
Founder and Portfolio Manager, Stelliam Investment Management,

Ross Margolies is the founder and Portfolio Manager of Stelliam Investment Management, a fundamental research focused long-short and long equity investment management firm based in New York.  Prior to founding Stelliam in 2006, he has managed a variety of investment strategies (including long-short equity, long equity, long convertibles, asset allocation, and multi-strategy arbitrage) from 1993-2004 at Salomon Brothers Asset Management (a unit of Citigroup where he was a Group Managing Director) and then its spin-out Saranac Capital Management.  Before joining Salomon Brothers in 1992, he worked for Lehman Brothers as a Senior Vice President and high yield bond analyst.  Mr. Margolies serves on John Hopkins University’s Board of Trustees and the Advisory Board of the University’s Krieger School of Arts and Sciences.  Mr. Margolies received a BA from Johns Hopkins University and an MBA from New York University.

, Founder and Portfolio Manager, Stelliam Investment Management
Michelle McCloskey
Michelle McCloskey
President of Americas, Man Group,

Michelle McCloskey is President of Americas at Man Group and President of Man FRM. She is based in New York and is a member of the Executive Committee of Man Group, a London-listed asset manager which oversees $109.1 billion (as of December 31, 2017) across a range of alternative and long-only strategies in liquid and private markets around the word. In a career spanning more than 30-years, Michelle has run trading and hedging books for energy companies and large investment banks. She joined Man Group’s multi-manager business in 2006 initially to build its expertise in commodities and new alternatives including energy, environmental investing and real estate. At Man FRM, Michelle has subsequently been responsible for manager research, selection and oversight. She has extensive experience in fund of hedge fund portfolio construction, asset allocation and risk management. 

 

Michelle is a Trustee for the Man US Charitable Trust and leads Man Group’s US Drive (diversity and inclusion) network, which is engaged in community outreach with girl’s schools in the New York City area. She is active in the National Organization for Women and was recognized in the 2017 Women of Power and Achievement Awards. Michelle graduated magna cum laude with a B.S. in Chemical Engineering from Texas Tech University.

, President of Americas, Man Group
Stephen Prince
Stephen Prince
Head of Asset Management, Tetragon Financial Group,

Stephen Prince joined in 2015 and is the Head of TFG Asset Management and a member of the Investment Committee and Risk Committee of Tetragon’s investment manager.  He was previously the Deputy Chief Investment Officer and Chair of the Investment Committee of Silver Creek Capital Management, a $7 billion alternative investment firm. Prior to joining Silver Creek in 2007, Mr. Prince helped found and was on the investment team of two long/short equity hedge funds. Mr. Prince began his career at Tiger Management L.L.C. Mr. Prince received an A.B. degree from Princeton University and an M.B.A. degree from Harvard Business School. He is based in New York.

, Head of Asset Management, Tetragon Financial Group
4:30pm - 5:30pm

Bipartisan Discussion on the Future of U.S. Politics

Former Vice President Dick Cheney & Former Secretary of Defense Leon Panetta have a candid discussion on the future of U.S. politics.

Moderator
Maria Bartiromo
Maria Bartiromo
Anchor and Global Markets Editor, FOX Business Network,

Maria Bartiromo joined FOX Business Network (FBN) as Global Markets Editor in January 2014. She is the anchor of Mornings with Maria on FBN (6-9 AM/ET) and anchors Sunday Morning Futures, the most watched Sunday morning program on cable (10 AM/ET) on FOX News Channel (FNC). In April 2017, Bartiromo was also named the new anchor for FBN’s weekly primetime investing program Maria Bartiromo’s Wall Street (Fridays at 8 PM/ET).

In November 2015, Bartiromo, along with FBN’s Neil Cavuto, moderated the network’s inaugural Republican presidential primary debate. According to Nielsen data, the debate delivered 13.5 million total viewers and 3.7 million in the key 25-54 demo, making it the highest-rated program in network history. In January 2016, both Bartiromo and Cavuto reprised their role as debate moderators, delivering 11 million total viewers with 3 million in the key 25-54 demo, making it the second highest-rated program in network history according to Nielsen Media Research.

Bartiromo has covered business and the economy for more than 25 years and was one of the building blocks of business cable network CNBC. During her 20-year tenure as the face of CNBC, she launched the network’s morning program, Squawk Box; anchored The Closing Bell with Maria Bartiromo; and was the anchor and managing editor of the nationally syndicated On the Money with Maria Bartiromo, formerly The Wall Street Journal Report with Maria Bartiromo.

Bartiromo has been a pioneer in her industry. In 1995, she became the first journalist to report live from the floor of the New York Stock Exchange on a daily basis. She joined CNBC in 1993 after five years as a producer, writer and assignment editor with CNN Business News, where she wrote and produced some of CNN’s top business programs.

She has received numerous prestigious awards, including two Emmys and a Gracie Award. Her first Emmy was for her 2008 News and Documentary coverage of the 2007-2008 financial collapse and her “Bailout Talks Collapse” coverage was broadcast on NBC Nightly News. She later won a second Emmy for her 2009 documentary, “Inside the Mind of Google,” which aired globally on CNBC. Bartiromo won a Gracie Award for “Greenspan: Power, Money & the American Dream,” also broadcast globally on CNBC.

In 2009, the Financial Times named her one of the “50 Faces That Shaped the Decade,” and she was the first female journalist to be inducted into the Cable Hall of Fame Class of 2011. In 2016 she was inducted by the Library of American Broadcasting as one of its Giants of Broadcasting & Electronic Arts. Bartiromo is the author of several books, including The Weekend That Changed Wall Street, published by Portfolio / Penguin, and The 10 Laws of Enduring Success, published by Random House; both were released in 2010.

Bartiromo has written weekly columns for Business Week and Milano Finanza magazines; as well as monthly columns for USA Today, and Individual Investor, Ticker and Reader’s Digest magazines. She has been published in the Financial Times, Newsweek, Town and Country, Registered Rep and the New York Post.

Bartiromo is a member of the Board of Trustees of New York University, the Council on Foreign Relations, the Economic Club of New York and the Board of Directors of The National Italian American Foundation (NIAF).

She graduated from New York University, where she studied journalism and economics. She also served as an adjunct professor at NYU Stern School of Business for the fall semesters of 2010 through 2013.

, Anchor and Global Markets Editor, FOX Business Network
Speakers
Dick Cheney
Dick Cheney
Vice President of the United States (2001-2009),

Across four decades of public life, Dick Cheney has served at the highest levels of government during some of the most critical days in modern American history.In the post-Watergate administration of Gerald Ford, the president turned to 34-year-old Dick Cheney to lead the White House staff in the work of restoring the nation’s confidence and waging the president’s 1976 campaign.After leaving the White House, Cheney returned to his home state of Wyoming, where he was elected in 1978 as the state’s sole member of the House of Representatives. Re-elected to office five times, Cheney served in several leadership positions and was chosen by his colleagues as the minority whip, the number two position in the House Republican leadership.Early in Cheney’s sixth term, in 1989, he was nominated by President George Bush to serve as Secretary of Defense, and was confirmed unanimously by the United States Senate. In his four years at the Pentagon, Cheney led American forces to victory in Operation Just Cause in Panama, and Operation Desert Storm in the Persian Gulf. In 1991, he was awarded the Presidential Medal of Freedom.Through most of the 1990s, Cheney worked in the private sector as chief executive officer of the Halliburton Company in Dallas, Texas. In 2000, George W. Bush asked Cheney to become his running mate and in August 2000, Cheney became the Republican vice presidential nominee. President Bush and Vice President Cheney were inaugurated for the first of two terms on January 20, 2001.In the eight eventful years of the Bush presidency, the vice president was best known for his involvement in national security matters following the terrorist attacks of September 11, 2001. Cheney has been recognized by many as the most powerful and consequential vice president in American history, and worked side by side with George W. Bush to keep our homeland safe and protect Americans from terrorist attacks for seven and a half years following 9/11.President Bush and Vice President Cheney left office in January 2009. Shortly thereafter, Vice President Cheney believes President Obama began to dismantle the security policies that had kept the nation safe. Vice President Cheney feels that President Obama’s policy decisions have led to a reversal of the gains America made in the war on terror, in countries like Iraq and Afghanistan, and a weakening of America across the globe.Vice President Cheney was born on January 30, 1941 in Lincoln, Nebraska. He and his wife, Lynne V. Cheney, live in Wyoming and have two daughters and seven grandchildren. Vice President Cheney’s memoir, In My Time, was published in 2011. His latest book, Heart: An American Medical Odyssey, was released in October 2013.

, Vice President of the United States (2001-2009)
Leon Panetta
Leon Panetta
United States Secretary of Defense (2011-2013),

Co-founder of the Panetta Institute for Public Policy, Leon Panetta returned to the Institute on February 27, 2013, after serving as the 23rd Secretary of Defense.

A Monterey native and Santa Clara University School of Law graduate, Mr. Panetta began his long and distinguished public service career in 1964 as a First Lieutenant in the U.S. Army, and upon discharge went to work in Washington as a legislative assistant to U.S. Senate Minority Whip Tom Kuchel of California. In 1969, he was appointed director of the U.S. Office for Civil Rights, where he was responsible for enforcing equal education laws, and later he served as executive assistant to the mayor of New York City. He then returned to Monterey, where he practiced law until his election to the U.S. House of Representatives in 1976.

Serving his Central Coast district in Congress for 16 years, Mr. Panetta was a key participant in agriculture, healthcare, marine and federal budget issues, and from 1989 to 1993, he chaired the House Budget Committee. He authored a wide range of legislation, including the Hunger Prevention Act of 1988, Medicare and Medicaid coverage for hospice care for the terminally ill, and numerous measures to protect the California coast, including creation of the Monterey Bay National Marine Sanctuary.

In 1993, Mr. Panetta left Congress to serve as director of the Office of Management and Budget for the incoming Clinton administration. There, he was instrumental in developing the policies that led to a balanced federal budget and eventual budget surpluses. In 1994, he accepted appointment as the President’s chief of staff, and immediately brought order and focus to White House operations and policy making.

Upon leaving the Clinton administration in 1997, Mr. Panetta joined with his wife Sylvia to establish and co-direct the Panetta Institute for Public Policy, based at California State University, Monterey Bay. Reflecting Mr. Panetta’s own ideals and personal example, the nonpartisan, not-for-profit study center seeks to attract thoughtful men and women to lives of public service and prepare them for the policy challenges of the future. In addition, Mr. Panetta developed programs for the Institute, such as its Leon Panetta Lecture Series, Congressional Internship Program and Leadership Seminar, that help to inform Americans about the critical issues facing our communities, states and nation in the 21st Century. Institute programs also aim to inspire a deeper engagement in the democratic process while simultaneously setting a public example of service and commitment.

Returning to public service in the Obama Administration as director of the CIA, he ran the operation that brought Osama bin Laden to justice, and, as Secretary of Defense, led the effort to develop a new defense strategy, helping bring two wars to an end, and opened up opportunities for everyone to serve in the military. Mr. Panetta chronicles his life in public service in his memoir Worthy Fights, which was published by Penguin Press in the fall of 2014.

Over the years Mr. Panetta has served on numerous boards and commissions. He co-chaired California Forward, the Joint Ocean Commission Initiative and Governor Schwarzenegger’s Council on Base Support and Retention. In 2006, he served on the Iraq Study Group, a bipartisan national commission seeking a new course for the war in Iraq. In 2016, Mr. Panetta launched the CSIS Commission on Countering Violent Extremism, which he co-chairs with former Prime Minister Tony Blair.

Mr. Panetta is the recipient of many awards and honors. His most recent awards include: the California Teachers Association’s “Friends of EducationAward”; the Judicial Council of California’s “Stanley Mosk Defender of Justice Award”; “The Harry S. Truman Good Neighbor Award”; the Sons of Italy Foundation’s “National Education & Leadership Award”; the “Peter Benchley Ocean Awardfor Excellence in Policy”; and the Intelligence and National Security Alliance’s “William Oliver Baker Award”.

, United States Secretary of Defense (2011-2013)
5:30pm - 7:30pm

Cocktail Reception

10:00pm - 2:00am

Evening Lavo Networking Event – Limited Capacity, RSVP Here

8:00am - 10:00am

Breakfast

9:00am - 6:00pm

All Day Coffee

9:00am - 12:00pm

Morning Sessions of One-On-One Meetings

10:00am

Morning Break

12:00pm - 2:00pm

Lunch

12:00pm - 6:00pm

Afternoon Sessions of One-On-One Meetings

3:00pm

Afternoon Break

6:00pm - 8:00pm

Cocktail Reception

8:00am - 10:00am

Breakfast

9:00am - 2:00pm

All Day Coffee

9:00am - 12:00pm

Morning Sessions of One-On-One Meetings

10:00am

Morning Break

12:00pm - 2:00pm

Lunch

12:00pm - 2:00pm

Afternoon Sessions of One-On-One Meetings

2:00pm - 5:00pm

Closing Reception – Pool Party

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