100+ Outstanding Speakers: ICBI The Gaim Global ... - Jade Invest
100+ Outstanding Speakers: ICBI The Gaim Global ... - Jade Invest
100+ Outstanding Speakers: ICBI The Gaim Global ... - Jade Invest
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Book by<br />
25 Jan 08 &<br />
Save Up To £300<br />
● HSBC Securities Services Asia<br />
● Asia Alternative Asset Partners<br />
● Securities Futures Commission<br />
● National University Of Singapore<br />
<strong>Invest</strong>ment Committee<br />
● Prudential Vietnam Fund Management<br />
Company<br />
● Lombard Street Research<br />
● Lockheed Martin <strong>Invest</strong>ment<br />
● Lotus India Asset Management<br />
● Fimat Alternative <strong>Invest</strong>ment Solutions –<br />
Asia<br />
● UBS <strong>Invest</strong>ment Bank<br />
● Drake Management LLC<br />
● Ichigo Asset Management Ltd<br />
● UG <strong>Invest</strong>ment Advisers<br />
● University Of St.Thomas<br />
● Sail Advisors Limited<br />
● Ward Ferry Management<br />
● India Capital Management<br />
● ING <strong>Invest</strong>ment Management<br />
● Jayhawk Capital<br />
● Karma Capital Management<br />
● Cephei Absolute Return Fund<br />
● Artradis Fund Management<br />
● Greenwoods Asset Management<br />
● Axiom Asia Private Capital<br />
● Baring Asset Management<br />
● Frontpoint Management<br />
● Gottex Fund Management<br />
● Hatfield Liptak Advisors<br />
● ABP <strong>Invest</strong>ments Asia Ltd<br />
● Apax Partners Worldwide<br />
● Arcus <strong>Invest</strong>ment Limited<br />
● Lighthouse Partners<br />
● Atlantis <strong>Invest</strong>ment<br />
● LIM Advisors<br />
● Asian<strong>Invest</strong>or<br />
● Indochina Land<br />
● KGR Capital<br />
● Fortis <strong>Invest</strong>ments<br />
● Marco Polo Fund<br />
● Standfast Capital<br />
● Marshal Fund Partners<br />
● Clifford Chance<br />
● Aima HK Chapter<br />
● ADM Capital<br />
● Ajia Partners<br />
● Bank Of Japan<br />
● Ginger Capital<br />
● Compliglobe<br />
● CEL Partners<br />
● CDK Group<br />
● Deacons<br />
● GaveKal<br />
● CalPERS<br />
● SEBI<br />
● ABS<br />
● 3A<br />
<strong>The</strong> Definitive Alternative <strong>Invest</strong>ment Forum For <strong>The</strong> World’s Most Exciting Alternative<br />
<strong>Invest</strong>ment Market – Where <strong>The</strong> Industry’s Most Influential <strong>Invest</strong>ors &<br />
Top Performing Managers Come Together<br />
<strong>100+</strong> <strong>Outstanding</strong> <strong>Speakers</strong>:<br />
Main Conference:<br />
March 31st – April 1st, 2008<br />
Country Focus:<br />
<strong>The</strong> China Alternatives Summit<br />
Wednesday April 2nd, 2008<br />
Post Conference Half Day Workshop:<br />
How To Navigate A Prime<br />
Brokerage Agreement<br />
Wednesday April 2nd<br />
JW Marriott, Hong Kong<br />
<strong>ICBI</strong><br />
gaimAsia<br />
4th Annual<br />
gaimAsia<br />
2008<br />
www.icbi-gaimasia.com<br />
2008<br />
One-Day Summit:<br />
<strong>The</strong> China Alternatives Forum<br />
Wednesday 2nd April, 2008<br />
info@icbi.co.uk<br />
www.icbi-gaimasia.com<br />
● <strong>The</strong> Vintage Wine Fund Ltd<br />
● Guggenheim Advsiors<br />
● Genspring Family Offices<br />
● <strong>The</strong> Manhattan Family Office<br />
● PT HB Capital Indonesia<br />
● Thien Viet Securities<br />
● Treesdale Partners<br />
● Monsoon Capital LLC<br />
● Orchid Asia<br />
● Compliglobe<br />
● Mekong Capital<br />
● RAB Capital<br />
● Vision <strong>Invest</strong>ment<br />
● Wyser-Pratte & Co<br />
● Morgan Stanley<br />
● Polar Capital<br />
● Qinhan Fund<br />
● Aisling Analytics<br />
● Algebra Capital<br />
● Dragonback HK<br />
● Liberty Ermitage<br />
● Ermitage<br />
● Prontpoint<br />
● <strong>Jade</strong> <strong>Invest</strong><br />
● Opalesque<br />
● Gottex<br />
● BIBA<br />
● DTMC<br />
Guy Wyser-Pratte<br />
President<br />
WYSER-PRATTE<br />
& CO<br />
● CalPERS<br />
● National University of Singapore<br />
<strong>Invest</strong>ment Management<br />
<strong>The</strong> <strong>Gaim</strong> <strong>Global</strong> Series<br />
● Pioneer Partners<br />
● Purbeck Advisors<br />
● MJE Advisors<br />
● XL Capital<br />
● BVIM<br />
● EPFR<br />
Christophe Lee<br />
Chairman<br />
AIMA<br />
(HK Chapter)<br />
Peter Ferry<br />
Co-Founder<br />
WARD FERRY<br />
MANAGEMENT<br />
Key<br />
Industry<br />
Insight From<br />
Louis-Vincent<br />
Gave<br />
Chief Executive<br />
Officer<br />
GAVEKAL<br />
Charles Dumas<br />
Director and Head of<br />
<strong>The</strong> World Service<br />
LOMBARD STREET<br />
RESEARCH<br />
George Long<br />
Partner<br />
LIM ADVISORS<br />
John Li<br />
CIO & Founder<br />
QINHAN FUND<br />
Max Burger Calderon<br />
Senior Partner, Chairman Asia<br />
APAX PARTNERS<br />
WORLDWIDE LLP<br />
John Woods<br />
Senior Fund<br />
Manager<br />
RAB CAPITAL<br />
Dr.TC Nair<br />
Whole Time<br />
Member<br />
SECURITIES &<br />
EXCHANGE<br />
BOARD OF<br />
INDIA<br />
Pension Fund/ Endowment & Foundation Views From:<br />
Lead Sponsor<br />
Endorsed by<br />
● ABP <strong>Invest</strong>ments Asia<br />
● Lockheed Martin <strong>Invest</strong>ment<br />
Management<br />
Co-Sponsor<br />
Guest <strong>Speakers</strong><br />
Professor K.C. Chan<br />
Secretary for Financial<br />
Services and the<br />
Treasury<br />
GovHK<br />
Regulator Outlook:<br />
Paul Deegan<br />
Everest<br />
Mountaineer and<br />
Award Winning<br />
Author<br />
End-<strong>Invest</strong>or Only Dinner<br />
Delegate Quickfire Esoteric<br />
Fund Showcases<br />
Breakfast Briefing<br />
Interactive Polling<br />
Session<br />
Keynote Out of the<br />
Box <strong>Speakers</strong> – First<br />
Time Heard in HK<br />
Drs. Jeroen Schreur<br />
President<br />
ABP INVESTMENTS<br />
ASIA LTD<br />
● XL Capital <strong>Invest</strong>ment Partners<br />
● University of St.Thomas<br />
Alexa Lam<br />
Tokiko Shimuzu<br />
Member of the Board Head of Surveillance of<br />
& Executive Director of Major Financial<br />
Intermediaries and Groups, Financial<br />
<strong>Invest</strong>ment Products Systems and Bank<br />
Division<br />
Examination<br />
SECURITIES & FUTURES Department<br />
COMMISSION BANK OF JAPAN<br />
New This Year:<br />
Post Conference Half Day Workshop:<br />
How To Navigate A Prime Brokerage<br />
Agreement<br />
Wednesday 2nd April, 2008<br />
Media Partners<br />
Associate Sponsors<br />
End-<strong>Invest</strong>ors<br />
Attend<br />
For Free<br />
(email<br />
abarman@iirltd.co.uk for<br />
more details)<br />
Cocktail Reception<br />
Sponsor<br />
Paper sourced<br />
from sustainable<br />
forests<br />
Elemental<br />
Chlorine Free<br />
(ECF)
8.20<br />
8.30<br />
8.45<br />
9.15<br />
10.00<br />
11.10<br />
11.50<br />
Day<br />
1<br />
7:30 Registration & Coffee<br />
Monday, March 31st, 2008<br />
MAIN CONFERENCE<br />
Chairman’s Opening Remarks<br />
Keynote Opening Address:<br />
Professor K.C. Chan<br />
Secretary for Financial Services and the Treasury, GovHK<br />
Keynote Address<br />
Where Does Asia Stand In 2008. How Is <strong>The</strong> <strong>Global</strong> & Regional Economy Impacting<br />
HF Strategies And <strong>The</strong>ir Success?<br />
(speaker to be announced)<br />
EXECUTIVE COUNCIL:<br />
Keynote End-<strong>Invest</strong>or Roundtable : What’s Our Outlook For 2008 and Beyond?<br />
Moderator: Louis-Vincent Gave, Chief Executive Officer, GAVEKAL<br />
Panellists: James Loh, Chairman<br />
NATIONAL UNIVERSITY OF SINGAPORE INVESTMENT COMMITTEE<br />
Jeroen Schreur, President, ABP INVESTMENTS ASIA LTD<br />
Michael F. Sullivan, Ph.D. Chief <strong>Invest</strong>ment Officer - Treasury Office Associate Professor:<br />
Finance, College of Business, UNIVERSITY OF ST.THOMAS<br />
Craig Dandurand, <strong>Invest</strong>ment Officer, CalPERS (tbc)<br />
<strong>Invest</strong>ment<br />
Veiw<br />
Chris Li, Chief <strong>Invest</strong>ment Officer, LOCKHEED MARTIN INVESTMENT MANAGEMENT COMPANY (tbc)<br />
Tom Burke, Chief Operating Officer, XL CAPITAL INVESTMENT PARTNERS<br />
Is Asia, Especially China, Finally De-Coupling From <strong>The</strong> US Market?<br />
Charles Dumas<br />
Director and Head of <strong>The</strong> World Service<br />
LOMBARD STREET RESEARCH<br />
10:40 Morning Coffee<br />
MEET THE EXPERTS<br />
Identifying Where Key Asia-Focussed Hedge Fund Strategies Are Going Over <strong>The</strong> Following Year:<br />
Where Does <strong>The</strong> Added Value Lie?<br />
ROADMAP TO THE REGIONS &<br />
COUNTRY ROUNDTABLES<br />
2:10<br />
CHINA FOCUS<br />
HSBC SECURITIES SERVICES<br />
ASIA PACIFIC<br />
QINHAN FUND<br />
MARCO POLO FUND<br />
GINGER CAPITAL<br />
GREENWOODS ASSET<br />
MANAGEMENT<br />
UG INVESTMENT ADVISERS (tbc)<br />
3:00<br />
INDIA FOCUS<br />
MARSHAL FUNDS<br />
MONSOON CAPITAL LLC<br />
KARMA CAPITAL<br />
MANAGEMENT LLC<br />
LOTUS INDIA ASSET<br />
MANAGEMENT<br />
INDIA CAPITAL MANAGEMENT<br />
4:20<br />
VIETNAM FOCUS<br />
INDOCHINA LAND<br />
THIEN VIET SECURITIES<br />
PRUDENTIAL VIETNAM FUND<br />
MANAGEMENT COMPANY<br />
MEKONG CAPITAL<br />
BVIM<br />
Moderator: Christophe Lee, Chairman, AIMA (HK Chapter)<br />
Panellists:<br />
George Long, Partner, LIM ADVISORS<br />
John Woods, Senior Fund Manager, RAB CAPITAL<br />
Peter Ferry, Co-Founder, WARD FERRY MANAGEMENT (tbc)<br />
LI Gang, Founding Partner, CEPHEI ABSOLUTE RETURN FUND<br />
Keynote Guest Speaker:<br />
“Overcoming Disaster:<br />
Drivers of Individual Determination On <strong>The</strong> Roof Of <strong>The</strong> World”<br />
Paul Deegan<br />
Everest Mountaineer and Award Winning Author<br />
12.40 - Lunch<br />
2:10 - Streams Commence<br />
REGULATION,<br />
RISK & OPERATIONS TASKFORCE<br />
2:10<br />
Regulator Roundtable<br />
What Can <strong>The</strong> Asian Markets And<br />
<strong>The</strong> Overseas Markets Learn From<br />
Each Other? A Focus On Regulatory<br />
Initiatives - Product Development,<br />
Risk & <strong>Invest</strong>or Safeguarding<br />
Measures<br />
CLIFFORD CHANCE<br />
SEBI<br />
SECURITIES & FUTURES<br />
COMMISSION<br />
BANK OF JAPAN<br />
3:00<br />
START UP FOCUS<br />
<strong>The</strong> Trials & Tribulations Of Starting<br />
A New Business In <strong>The</strong> Region:<br />
Seeding, Capital Raising & Risk<br />
Management<br />
ASIA ALTERNATIVE ASSET<br />
PARTNERS<br />
PURBECK ADVISORS<br />
DRAGONBACK HK<br />
3:50 - Afternoon Tea<br />
4:20<br />
Credit Crunch Circle<br />
Sub-Prime And <strong>The</strong> Issues For<br />
Hedge Funds, Prime Brokers,<br />
Regulators And <strong>Invest</strong>ors<br />
COMPLIGLOBE LTD<br />
4:45<br />
Bankruptcy Focus<br />
DMTC GROUP<br />
5:20 - Day One Cocktail Reception - Sponsored by<br />
8:00 - End-<strong>Invest</strong>or Only Dinner<br />
Economic<br />
Outlook<br />
Strategy<br />
Focus<br />
ALTERNATIVE INVESTMENTS<br />
AND ASSET CLASSES<br />
2:10<br />
Private Equity In Asia – What’s <strong>The</strong><br />
Outlook? Will It Perform Better<br />
Than In US & Europe?<br />
ASIANINVESTOR<br />
APAX PARTNERS WORLDWIDE LLP<br />
ORCHID ASIA GROUP<br />
MANAGEMENT<br />
AXIOM ASIA PRIVATE<br />
CAPITAL PTE LTD<br />
CEL PARTNERS/CHINA EQUITY<br />
LINKS<br />
CLIFFORD CHANCE<br />
3:00<br />
Industry Brainstorm:<br />
What Are <strong>The</strong> Opportunities And<br />
Potential Pitfalls To Shareholder<br />
Activism In Asia?<br />
WYSER-PRATTE & CO<br />
ADM CAPITAL<br />
ICHIGO ASSET<br />
MANAGEMENT LTD<br />
4:20<br />
<strong>Invest</strong>igating Opportunities For<br />
130/30 Funds In Asia -<br />
And Potential Impacts On HFs<br />
(speaker to be announced)<br />
4:45<br />
<strong>Invest</strong>igating Managed Accounts<br />
& Risk Mitigation<br />
(speaker to be announced)<br />
8.30 Welcome Coffee<br />
Tuesday, April 1st, 2008<br />
2 W www.icbi-gaimasia.com • T +44 20 7017 7200 • F +44 20 7017 7807 • E info@icbi.co.uk<br />
P 4<br />
P 4<br />
P 4<br />
P 4<br />
9.00<br />
9.30<br />
11.40<br />
Day<br />
2<br />
MAIN CONFERENCE<br />
7:30am – 8:30am: BREAKFAST BRIEFING<br />
Human Capital: Thought Leadership and Best Practices in <strong>The</strong> Search For Talent<br />
John Breault<br />
Co-Founder and Managing Director<br />
MJE ADVISORS<br />
Chairman’s Opening Remarks<br />
Colin Lunn, Senior Vice President, Business Development, Alternative Fund Services<br />
HSBC SECURITIES SERVICES<br />
China, QDII And Sovereign Funds –<br />
An Essential Update And Implications For <strong>The</strong> <strong>Invest</strong>ment Community<br />
Jennifer Johnson-Calari, Director, SOVEREIGN INVESTMENTS PARTNERSHIPS (tbc)<br />
Asset Allocation Drivers: What Are We Allocators Looking For In <strong>The</strong> Asia Space That’s Different To Ex-Asia?<br />
Moderator: Kirby Daley, Head of Sales & Capital Introductions<br />
FIMAT ALTERNATIVE INVESTMENT SOLUTIONS – ASIA<br />
Panellists:<br />
10.00<br />
Barry Timmins, <strong>Invest</strong>ment Analyst, LIGHTHOUSE PARTNERS<br />
Jean Keller, CEO, 3A<br />
Luis Rodriguez, Chief Risk Officer, THE MANHATTAN FAMILY OFFICE<br />
Eliza Lau, CEO, SAIL ADVISORS LIMITED<br />
Paul Heffner, Partner, AJIA PARTNERS<br />
11.10<br />
10:40 Morning Coffee<br />
Out Of <strong>The</strong> Box Speaker:<br />
“Taking Risk – From Peking to Paris –<br />
Driving A 100 Year Old Bentley Half Way Round <strong>The</strong> World.”<br />
Adam Hartley, STANDFAST CAPITAL<br />
INTERACTIVE POLLING<br />
AND DISCUSSION:<br />
Where the real-time views of the audience are polled and commented on by our high-profile<br />
panel members. This fantastic interactice session ensures the latest trends and<br />
developments are under the spotlight<br />
ROADMAP TO THE REGIONS &<br />
COUNTRY ROUNDTABLES<br />
2:00<br />
JAPAN FOCUS<br />
DRAKE MANAGEMENT LLC,<br />
NEW YORK<br />
ARCUS INVESTMENT LIMITED<br />
POLAR CAPITAL<br />
2:50<br />
MIDDLE EAST, NORTH AFRICA<br />
AND EMERGING ASIA<br />
ALGEBRA CAPITAL<br />
3:15<br />
INDONESIA, PHILIPPINES &<br />
MALAYSIA<br />
PT HB CAPITAL INDONESIA<br />
4:00<br />
AUSTRALIA<br />
HATFIELD LIPTAK ADVISORS<br />
4:30<br />
KOREA<br />
ATLANTIS INVESTMENT<br />
INTERNATIONAL INVESTMENT<br />
ADVISORS tbc<br />
12.40 - Lunch<br />
2:00 - Streams Commence<br />
ESOTERIC FUNDS FOCUS<br />
2:00<br />
A) Wine<br />
THE VINTAGE WINE FUND LTD<br />
2:30<br />
B) Media & Entertainment<br />
RELIANCE ADA GROUP (tbc)<br />
3:00<br />
C) Art<br />
THE ART TRADING FUND<br />
3:40 - Afternoon Tea<br />
4:00<br />
Delegate Quickfire Showcase<br />
Fun, informal and effective.<br />
Cheer on 10 top esoteric/new funds<br />
and see what the friendly<br />
end-investor adjudicators give for<br />
style and content.<br />
5:00 - Day Two Cocktail Reception - Sponsored by<br />
One-Day Summit:<br />
<strong>The</strong> China<br />
Alternatives Forum<br />
Wednesday 2nd April, 2008<br />
FUND OF FUNDS,<br />
MULTIMANAGER & NEW<br />
DISTRIBUTION STRATEGY LABS<br />
2:00<br />
Interactive Debate:<br />
Multistrategies vs.<br />
Fund Of Funds. Who’s <strong>The</strong><br />
Better Bet For <strong>The</strong> <strong>Invest</strong>or?<br />
TREESDALE PARTNERS LLC<br />
ARTRADIS FUND<br />
MANAGEMENT PTE LTD<br />
GENSPRING FAMILY OFFICES<br />
2:50<br />
Where Are <strong>The</strong> New High<br />
Performing Asian Focussed<br />
Managers Coming From? New<br />
Thinking In Manager Selection<br />
In <strong>The</strong> Asian Sector<br />
GUGGENHEIM ADVISORS<br />
ERMITAGE<br />
KGR CAPITAL<br />
VISION INVESTMENT<br />
4:00<br />
<strong>The</strong> Myth Of Scalability?<br />
How Do You Build A Scalable And<br />
Sustainable Asian Business Model<br />
For An Asian Fund Of Funds?<br />
GOTTEX FUND<br />
MANAGEMENT<br />
Workshop:<br />
How To Navigate A Prime<br />
Brokerage Agreement<br />
Wednesday 2nd April, 2008
Day Three: Wednesday April 2nd, 2008<br />
9:00 Registration & Coffee<br />
9:20 Chairman’s Opening Remarks<br />
9:30<br />
<strong>Invest</strong>igating <strong>The</strong> Interaction Of HK and<br />
China's Stock Market And Fund Industry -<br />
And How HFs Can Benefit From Such<br />
Interaction Stephen Po, Senior Director of Intermediaries<br />
& <strong>Invest</strong>ment Products<br />
SECURITIES AND FUTURES COMMISSION<br />
Mr Po is a senior director of the Intermediaries and<br />
<strong>Invest</strong>ment Product Division of Securities and Futures<br />
Commission. He is also a director of <strong>Invest</strong>or<br />
Compensation Company Limited, which is set up for<br />
the purpose of overseeing investor compensation fund. Mr Po has<br />
been administering securities and futures regulation since 1989. He has<br />
primary responsibility for ongoing supervision of financial intermediaries<br />
engaged in securities and futures business in Hong Kong.<br />
10:00<br />
Financial Engineering and Product<br />
Development In China’s Markets – How Will<br />
This Benefit China’s Financial Landscape And<br />
Help <strong>The</strong> <strong>Invest</strong>or?<br />
(speaker to be announced)<br />
10:30 Morning Coffee<br />
11:00<br />
Strategies Focus<br />
Identifying Differentiation And Finding <strong>The</strong><br />
Alpha In <strong>The</strong> China Market. Accessing<br />
Chinese Markets – What Is On <strong>The</strong> Horizon?<br />
And What’s Hot?<br />
Khiem Do<br />
Head of Asian Multi-Asset<br />
BARING ASSET MANAGEMENT (HONG KONG)<br />
Khiem is responsible for the management of a number of specific<br />
Asian portfolios, and all Multi-Asset portfolios for clients located in<br />
Asia. He was appointed to become a member of the Strategic Policy<br />
Group, the company’s global macro research and asset allocation<br />
team in 2006. He has been a co-manager of the Baring China<br />
Absolute Return (long-short hedge fund) since July 2004.<br />
Kent McCarthy, CEO<br />
JAYHAWK CAPITAL<br />
Mr. McCarthy founded Jayhawk Capital Management in 1995.<br />
Previously Kent worked for Goldman Sachs in New York and San<br />
Francisco from 1984 to 1994 in the Private Client Services Division.<br />
Kent also served on the Stone Street <strong>Invest</strong>ment Committee which<br />
oversaw Goldman Sachs’ private equity investments. Kent left<br />
Goldman Sachs in 1994 to found and teach Applied Portfolio<br />
Management at the University of Kansas School of Business prior to<br />
founding Jayhawk. Kent began personally investing in Mainland<br />
China when the markets opened up to foreigners in 1993.<br />
James Soutar, CFA, Executive Director<br />
FRONTPOINT MANAGEMENT (HK)<br />
Matthias Knab<br />
Director<br />
OPALESQUE LIMITED<br />
Day Three: Wednesday April 2nd, 2008<br />
Country Focus:<br />
<strong>The</strong> China Alternatives Summit<br />
11:50<br />
How To Build A China Allocation In A<br />
Diversified Fund Of Funds<br />
John Knox<br />
Director<br />
KGR CAPITAL<br />
Before founding KGR Capital John Knox was involved in derivatives<br />
for most of his career, most recently at JPMorgan, where he was<br />
responsible for their Securitized Derivatives initiative in Hong Kong.<br />
John chairs the <strong>Invest</strong>ment Committee and is registered as a<br />
"Responsible Officer" with the SFC.<br />
Donald Leung<br />
Partner<br />
ABS<br />
Brad Durham<br />
Managing Director<br />
EPFR GLOBAL<br />
Umar Khan<br />
CDK GROUP<br />
12:40<br />
Lunch<br />
2:00<br />
QDII<br />
How Has <strong>The</strong> Market Adapted To Recent<br />
Developments And How Will <strong>The</strong> Latest<br />
Offshore <strong>Invest</strong>ment Deregulation Impact<br />
China’s Offshore <strong>Invest</strong>ment Regulatory<br />
Framework?<br />
• Update on the regulatory landscape of QDII business<br />
• Related issues on the competition, distribution channels,<br />
RMB appreciation, risk control and operational solutions<br />
• Assessing the position of Hong Kong as a QDII<br />
investment platform and opportunities for global fund<br />
managers<br />
Moderator<br />
Taylor Hui<br />
Partner<br />
DEACONS<br />
Taylor has extensive experience in the authorisation of unit trusts<br />
and mutual funds for public sale in Hong Kong (including the first<br />
retail China A-shares fund and the first fund of hedge funds), and the<br />
establishment of investment funds and private equity funds in<br />
offshore jurisdictions. He actively advises global managers on China<br />
joint ventures, QFII and QDII matters, NSSF and Chinese insurance<br />
companies mandates.<br />
Panellists:<br />
Astrid Gehoel-Ceelen<br />
Head of QDII - Managing Director<br />
FORTIS INVESTMENTS<br />
Astrid Gehoel-Ceelen has worked with Fortis <strong>Invest</strong>ments since<br />
1998 and was responsible for developing the business within the<br />
segment of institutional investors in the Netherlands. She moved to<br />
China early this year to head the business development on QDII.<br />
Previously she worked with AEGON, both on the insurance and<br />
asset management side.<br />
Allen Wang<br />
BLACKROCK<br />
(invited)<br />
9:00 Registration & Coffee<br />
9:20 Workshop Commences<br />
• <strong>The</strong> hedge fund-prime brokerage relationship<br />
• <strong>The</strong> strategy, securities and markets for the hedge fund<br />
• RFP process to select a prime broker(s)<br />
• Relationship between investment manager, administrator and prime broker<br />
• <strong>The</strong> US and non-US hedge fund models<br />
• Analysing a prime brokerage agreement<br />
• Relationship to offering memorandum<br />
• Prime brokerage operation<br />
• Key clauses in the PBA<br />
• Other agreements and key clauses (ISDAs and CSAs, GMSLAs)<br />
• How certain events play out under the key clauses<br />
2:45<br />
QFII<br />
Capital Restriction Focus. How Can <strong>The</strong> Terms<br />
Of QFII Be Made More Flexible For <strong>The</strong><br />
Foreign <strong>Invest</strong>or?<br />
• <strong>The</strong> story so far<br />
• Barriers to entry<br />
• What can we expect next?<br />
Moderator: Mark Shipman, Partner, CLIFFORD CHANCE<br />
Mark has extensive experience advising on onshore and offshore<br />
regulated and unregulated funds in the Middle East, the UK and<br />
Asia. Mark has worked with fund managers, sponsors,<br />
trustees/custodians and investors on all types of funds and is<br />
experienced advising banks and asset management companies on<br />
PRC QFII and QDII matters.<br />
Panellists:<br />
Duncan Jepson, Deputy Counsel<br />
ING INVESTMENT MANAGEMENT ASIA<br />
After a position at Citigroup <strong>Global</strong> Asset Management as Regional<br />
Legal Counsel, he moved to ING Asia Pacific in 2004. He is now<br />
Deputy General Counsel at ING Asia Pacific and the counsel<br />
responsible for ING <strong>Invest</strong>ment Management Asia Pacific.<br />
James Wang, Executive Director<br />
UBS INVESTMENT BANK<br />
James Wang is an Executive Director at UBS <strong>Invest</strong>ment Bank and<br />
with the position of Head of Asia Cash Equity Operations. In his<br />
capacity, he is supervising the bank's cash equity operations in all<br />
Asian markets. Before joining UBS, he has worked for Merrill Lynch,<br />
Goldman Sachs and Citibank in Taiwan and Hong Kong. James hold<br />
an MBA degree from City University of New York.<br />
Jessie Leung, Executive Director<br />
MORGAN STANLEY<br />
Jessie joined Morgan Stanley in March 1997. Her current<br />
responsibility is to support the Firm’s business initiatives in China.<br />
She was involved in the acquisition of Morgan Stanley Bank<br />
International (China) Ltd (formerly known as Nantung Bank Ltd) in<br />
2005. Prior to the current role, she was responsible for various<br />
processing functions within Operations.<br />
3:30 Afternoon Tea<br />
3:50<br />
<strong>The</strong> Outlook For China’s Demand For<br />
Commodities<br />
• Why should you invest in commodities?<br />
• Tracking new money flows<br />
• Drivers of return<br />
Kirby Daley<br />
Head of Sales & Capital Introductions<br />
FIMAT ALTERNATIVE INVESTMENT SOLUTIONS –<br />
ASIA<br />
See page 6 for biographical details<br />
Michael Colemen, Managing Director<br />
AISLING ANALYTICS<br />
4:20<br />
IPOs & Private Equity In China<br />
Ludvig Nilsson<br />
Managing Partner<br />
JADE INVEST<br />
4:50<br />
Chairman’s Closing Remarks and Final; Q&A<br />
5:00<br />
Close of China Alternatives Summit<br />
Post Conference Half Day Workshop:<br />
How To Navigate A Prime Brokerage Agreement<br />
Wednesday April 2nd: 9:00am - 1:00pm<br />
12:30 Final Q&A<br />
1:00 Workshop Closes<br />
About Your Workshop Leader<br />
Mark Berman<br />
Founder & Principal<br />
COMPLIGLOBE LTD<br />
Mark advises and conducts training programmes for listed companies, investment managers,<br />
multi-national banks, investment firms, hedge funds and regulators on SEC practice outside<br />
the United States and cross-border regulatory, compliance and AML matters.<br />
W www.icbi-gaimasia.com • T +44 20 7017 7200 • F +44 20 7017 7807 • E info@icbi.co.uk 3
DAY<br />
1<br />
4<br />
Day One: Monday 31st March, 2008<br />
7:30 Registration & Coffee<br />
8:20<br />
Chairman’s Opening Remarks<br />
8:30<br />
Keynote Welcome Address:<br />
Professor K.C. Chan<br />
Secretary for Financial Services and<br />
the Treasury<br />
GovHK<br />
Before assuming the post of Secretary for Financial<br />
Services and the Treasury, Professor Chan was Dean<br />
of Business and Management of the Hong Kong<br />
University of Science and Technology (HKUST). Prior to joining the<br />
HKUST Business School in 1993, Professor Chan had spent nine<br />
years teaching at Ohio State University in the USA. Professor Chan<br />
received his bachelor's degree in economics from Wesleyan<br />
University and both his M.B.A. and Ph.D. in finance from the<br />
University of Chicago. He is specialized in assets pricing, evaluation<br />
of trading strategies and market efficiency and has published<br />
numerous articles on these topics.<br />
8:45<br />
Key Address:<br />
Where Does Asia Stand In 2008. How Is <strong>The</strong><br />
<strong>Global</strong> & Regional Economy Impacting HF<br />
Strategies And <strong>The</strong>ir Success?<br />
9:15<br />
EXECUTIVE COUNCIL:<br />
Keynote End-<strong>Invest</strong>or Roundtable:<br />
What’s Our Outlook For 2008<br />
And Beyond?<br />
• Does the world need a booming US consumer to grow?<br />
• Does the world need easy credit to grow?<br />
• Do financial markets need easy money to make new highs?<br />
• With extreme valuations for traditional equities in Asia, will<br />
alternatives be the next strong market?<br />
• Are PE and hedge fund strategies converging in market<br />
products?<br />
• Is Real Estate in Asia a worthwhile investment given<br />
regulatory concerns? Will Real Estate and PE converge?<br />
• Is there more than one Asia market, by region or country?<br />
Moderator:<br />
Louis-Vincent Gave<br />
Chief Executive Officer<br />
GAVEKAL<br />
Louis-Vincent left Paribas in 1999 to launch GaveKal<br />
Research with Charles and Anatole in London. In 2002,<br />
he left the London office and returned to Hong Kong;<br />
the idea at the time was that Asia was set to become<br />
an ever more important factor in global growth and that, consequently,<br />
GaveKal needed to offer its clients more information, and more ideas,<br />
relating to Asia. Louis-Vincent contributes frequently to the research<br />
and was the main author of our books Our Brave New World and <strong>The</strong><br />
End is Not Nigh. Louis-Vincent manages the overall business from the<br />
main office in Hong Kong.<br />
Panellists:<br />
James Loh<br />
Chairman<br />
NATIONAL UNIVERSITY OF SINGAPORE<br />
INVESTMENT COMMITTEE<br />
James Loh is the founder and Chief Executive Officer<br />
of JL Capital Pte Ltd, an asset management company<br />
based in Singapore. Since 2000, James has been<br />
serving the National University of Singapore (NUS), where his<br />
current roles are member of the Board of Trustee; BOT Executive<br />
Committee; the Entrepreneur Committee, and Chairman of the<br />
<strong>Invest</strong>ment Committee. In these capacities, James helped revamp<br />
the investment process of NUS and formulated investment<br />
strategies and policies which helped to grow its endowment fund to<br />
its current value of SGD3 billion.<br />
Jeroen Schreur<br />
President<br />
ABP INVESTMENTS ASIA LTD<br />
Jeroen is the President of ABP <strong>Invest</strong>ments Asia, Ltd<br />
located in Hong Kong. He is responsible for ABP’s Asian<br />
investments with a primary focus on Real Estate and<br />
Infrastructure investments. He began his career working<br />
at Philips Pension Fund in 1995 as a Quantitative Research Analyst and<br />
built their Tactical Asset Allocation Model. In 1999, he joined ABP<br />
<strong>Invest</strong>ments in the Netherlands as Fund Manager European Equities (€<br />
27bn AUM). <strong>The</strong>n in 2003 relocated to New York to become the<br />
CFO/COO of ABP <strong>Invest</strong>ments US, Inc.<br />
Michael F. Sullivan, Ph.D. Chief <strong>Invest</strong>ment<br />
Officer - Treasury Office Associate Professor:<br />
Finance, College of Business<br />
UNIVERSITY OF ST.THOMAS<br />
Since July 2000, Michael F. Sullivan has been the Chief<br />
<strong>Invest</strong>ment Officer of the University of St. Thomas<br />
(UST) in Minnesota and also an Associate Professor in<br />
Finance of the College of Business at UST. He is responsible for the<br />
investment of almost $425,000,000 in university funds and the<br />
management of $170,000,000 in university debt. He teaches classes<br />
in investment and corporate financial management and multinational<br />
business in the graduate programs of the College of Business.<br />
Day One: Monday 31st March, 2008<br />
gaimAsia MAIN CONFERENCE<br />
<strong>Invest</strong>ment<br />
Veiw<br />
Craig Dandurand, <strong>Invest</strong>ment Officer<br />
CalPERS (tbc)<br />
Mr. Dandurand works for CalPERS - the California Public Employees'<br />
Retirement System - where he operates as an investment officer in the<br />
Risk Managed Absolute Return Strategies (RMARS) Program, which<br />
manages approximately $4 billion in assets. In his role as <strong>Invest</strong>ment<br />
Officer, Mr. Dandurand is responsible for overseeing all aspects of<br />
CalPERS's relationships with international fund-of-hedge-fund<br />
managers. He also assists with analysis and monitoring of the RMARS<br />
Program's existing and potential direct hedge fund investments.<br />
Chris Li, Chief <strong>Invest</strong>ment Officer<br />
LOCKHEED MARTIN INVESTMENT MANAGEMENT<br />
COMPANY (tbc)<br />
Tom Burke, Chief Operating Officer<br />
XL CAPITAL INVESTMENT PARTNERS<br />
10.00<br />
ECONOMIC OUTLOOK:<br />
Is Asia, Especially China, Finally De-Coupling<br />
From <strong>The</strong> US Market?<br />
• If the rising euro slows Europe, what happens to Asian<br />
exports?<br />
• What is happening to Asian domestic demand?<br />
• Are Asian stock markets in fact re-coupling after de-coupling<br />
(downwards) in the 1990s?<br />
Charles Dumas<br />
Director and Head of <strong>The</strong> World Service<br />
LOMBARD STREET RESEARCH<br />
Charles Dumas has extensive experience as a<br />
business economist and financial markets<br />
professional. In the 1980s he was Head of Research<br />
for JP Morgan in London. In the mid-to-late 1970s he<br />
was Director of European Economics for General Motors. Before<br />
that he worked on tax reform for the Conservative Party and the UK<br />
Government. He was a Managing Director in JP Morgan's New York<br />
M&A department from 1988 to 1992 and has worked in its capital<br />
markets group in New York and London. Charles's work covers all<br />
international economies and his particular focus is the US and China.<br />
He has recently published his first book, <strong>The</strong> Bill from the China<br />
Shop, together with Diana Choyleva.<br />
10:40 Morning Coffee<br />
11.10<br />
MEET THE EXPERTS<br />
Identifying Where Key Asia-Focussed Hedge<br />
Fund Strategies Are Going Over <strong>The</strong><br />
Following Year: Where Does <strong>The</strong> Added<br />
Value Lie?<br />
Moderator:<br />
Christophe Lee<br />
Chairman<br />
AIMA (HK Chapter)<br />
Christophe Lee is the Chairman of <strong>The</strong> Alternative <strong>Invest</strong>ment<br />
Strategy<br />
Focus<br />
Management Association Limited (“AIMA”), Hong Kong Chapter. He<br />
is also is the CEO of SHK Fund Management Ltd. ("SHKFM"). SHKFM<br />
is a fully owned subsidiary of SHK Financial Group, a listed company<br />
on the Hong Kong Stock Exchange and a leading integrated financial<br />
services conglomerate. Prior to joining SHKFM in 2000, he was an<br />
Executive Director at Goldman Sachs in Hong Kong.<br />
Panellists:<br />
George Long, Partner<br />
LIM ADVISORS<br />
George Long is the founder of the LIM Group which is<br />
an Asian based investment management firm with<br />
offices in Tokyo, Hong Kong and Beijing. Prior to setting<br />
up LIM in 1995, Mr. Long was the managing director<br />
and chief investment officer of the Asian operations of<br />
what is now Barclays <strong>Global</strong> <strong>Invest</strong>ors (BGI).<br />
John Woods, Senior Fund Manager<br />
RAB CAPITAL<br />
John Woods joined the Company in 2007 to establish<br />
the Asian Fixed Income Opportunity Fund. John has<br />
some twenty years professional experience in credit<br />
risk, with special focus on Asia-Pacific. He will comanage<br />
this strategy with Mohamed Siddeeq.In<br />
1998-2003, John was Asia’s highest ranked credit strategists by<br />
Institutional <strong>Invest</strong>or, Greenwich Surveys, etc. Prior to RAB, he spent<br />
11 years at HSBC as <strong>Global</strong> Head of Credit Research and Strategy;<br />
and Managing Director, Head of Absolute Returns Proprietary<br />
Trading.<br />
Peter Ferry, Co-Founder<br />
WARD FERRY MANAGEMENT (tbc)<br />
Prior to the establishment of Ward Ferry, Mr. Ferry was Fixed<br />
Income <strong>Invest</strong>ment Specialist and Chief Marketing Officer at Lloyd<br />
George Management. Mr. Ferry has over 22 years of investment<br />
banking experience in both, equity research, and sales and trading.<br />
He has spent the last 15 years in Asia. Mr. Ferry was an Executive<br />
Director and Head of Fixed Income Sales for Non-Japan Asia for<br />
Morgan Stanley from 1987 to 1992, and for Credit Suisse First<br />
Boston from 1992 to 1996.<br />
LI Gang, Founding Partner<br />
CEPHEI ABSOLUTE RETURN FUND<br />
Prior to founding Cephei in August 2006, Li was the Managing<br />
Director and Head of Sales & Trading Department of China<br />
International Capital Corporation (“CICC”). He set up CICC’s Sales<br />
and Trading business and built it into a US$170 million revenue<br />
generator by the time he left CICC in 2006.<br />
W www.icbi-gaimasia.com • T +44 20 7017 7200 • F +44 20 7017 7807 • E info@icbi.co.uk<br />
11:50<br />
Keynote Guest Speaker:<br />
“Overcoming Disaster: Drivers of Individual<br />
Determination On <strong>The</strong> Roof Of <strong>The</strong> World”<br />
• <strong>The</strong> one question that's always worth asking<br />
• A trick of the mind to remove the fear of failure<br />
• Why the best way to achieve your ambition is to forget about it<br />
Paul Deegan<br />
Everest Mountaineer and<br />
Award Winning Author<br />
In 1988, at the age of 18, Paul Deegan co-led a<br />
47 strong expedition to deal with three decades<br />
of rubbish that had accumulated at Everest Base<br />
Camp. So began a 15 year quest to reach the<br />
summit of the world's highest mountain. After<br />
climbing to within one day of the summit in<br />
1995, Paul made a second attempt in 1996 and<br />
became embroiled in the now infamous ‘Into Thin Air’ climbing<br />
season which claimed the lives of 11 climbers – the worst disaster<br />
in the mountain's history. He vowed never to return. Eight years<br />
later, Paul decided to face his fears and return to Everest in a final<br />
attempt to fulfil his ambition.<br />
12:40 Lunch<br />
2:10 - Streams Commence<br />
Stream A<br />
ROADMAP TO THE REGIONS & COUNTRY<br />
ROUNDTABLES<br />
2:10<br />
CHINA FOCUS<br />
• De-regulation issues<br />
• Tracking growth in domestic consumption<br />
• What are the prospects for China?<br />
• What are the barriers to entry now?<br />
Moderator: Eric Chow<br />
Senior Vice President, Business Development<br />
Alternative Fund Services<br />
HSBC SECURITIES SERVICES ASIA PACIFIC<br />
With years of experience in asset management and the banking<br />
industry, Eric served his directorship at a number of asset management<br />
houses in Hong Kong. Previously, he was the director of Tanrich Asset<br />
Management Ltd and managing director of Haussmann International<br />
Asia Limited, an asset management arm of the Deutsche Bank Group.<br />
Panellists<br />
John Li, CIO & Founder<br />
QINHAN FUND<br />
John Huaizhong Li is the Founder and CIO of Qinhan Capital<br />
Management LLC, an alternative asset management firm focused<br />
on China. John has over 12 years experience in Chinese and US<br />
securities markets. He has formerly worked at Deutsche Bank New-<br />
York, Southern China Fund Management LTD, and Simon Murray &<br />
Co. (China).<br />
Aaron Boesky, CEO & Founder<br />
MARCO POLO INVESTMENTS<br />
Aaron has ten years experience in Portfolio Management and<br />
Commercial Real Estate in the United States at Rosenberg<br />
<strong>Invest</strong>ments and in China as CEO of Marco Polo <strong>Invest</strong>ments. He<br />
has been dedicated to the Chinese markets since 2001 and as the<br />
founder of Marco Polo <strong>Invest</strong>ments in 2004.<br />
Xu Yanping, CEO, GINGER CAPITAL<br />
YanPing has over 17 years’ experience in a broad range of financial<br />
markets. During this time, she developed extensive connections<br />
with key individuals in organizations and companies across the<br />
region, particularly in Greater China. From 1998 – 2003 she was at<br />
Goldman Sachs as an Executive Director in its <strong>Invest</strong>ment<br />
Management Division. At Goldman she was responsible for<br />
managing more than US$500 million assets for ultra-high net worth<br />
individuals and institutions.<br />
Ted Chen, Director<br />
GREENWOODS ASSET MANAGEMENT<br />
Mr. Chen is a partner of Greenwoods Asset Management, he has<br />
over 17 years’ professional experience in financial market.. In 1994, he<br />
was relocated to Hong Kong expanding the coverage to the regional<br />
markets. Ted has furnished a weekly column for the Asian Wall Street<br />
Journal on the Hang Seng Index for three years during 1994 and 1997.<br />
Richard Fan, Partner<br />
UG INVESTMENT ADVISERS (tbc)<br />
3:00<br />
INDIA FOCUS<br />
• Strategies in play and growth opportunities<br />
• SEBI update<br />
• Where is the talent coming from now?<br />
• Lessons learnt in 2007 – and forecasts for 2008<br />
Murthy Nuni, Managing Director<br />
MARSHAL FUND PARTNERS PTE LTD<br />
In August 2004 he launched the Marshal Asia Opportunities Fund, an<br />
Asian long short equity fund with India focus. Founding Partner of<br />
Springboard Harper Technology Fund, a $70 M Singapore based<br />
Private equity fund supported by Singapore Govt’s TIF Ventures in<br />
year 2000.<br />
Rishi Kohli, Portfolio Manager<br />
MONSOON CAPITAL LLC<br />
Rishi Kohli is a Portfolio Manager at Suyash Advisors, the India<br />
advisors to Monsoon Capital. Rishi’s sell-side experience in the<br />
Indian capital markets goes back to 2001. Prior to Suyash, he was<br />
Head of Equity Derivatives at SSKI Securities, one of the largest<br />
domestic institutional brokerages.
DAY<br />
1<br />
Nandita Agarwal Parker<br />
Principal<br />
KARMA CAPITAL MANAGEMENT LLC<br />
Nandita Agarwal Parker - Principal, has 15 years of combined<br />
experience in asset management and equities research. Prior to<br />
launching Karma, Ms. Parker was <strong>Invest</strong>ment Manager at Aeneas<br />
Capital LLC, a $250 million International fund and <strong>Invest</strong>ment<br />
Manager – Emerging Markets at SAC Capital Management LP, a<br />
multi-billion dollar <strong>Invest</strong>ment fund complex.<br />
Ajay Bagga<br />
CEO<br />
LOTUS INDIA ASSET MANAGEMENT<br />
Ajay has over 17 years of experience in the financial services<br />
segment, having worked with global giants like Citigroup and<br />
General Electric as well as asset managers like Pioneer ITI and<br />
Kotak Mahindra. In 2005, Ajay was shortlisted by Business India<br />
magazine as one of the “Young Stars of the Future” in India.<br />
Dr Jon Thorn<br />
Portfolio Manager<br />
INDIA CAPITAL MANAGEMENT<br />
Dr. Jon Thorn is the longest serving India-only investment manager,<br />
he has invested in India since 1994.. He is the Portfolio Manager of<br />
the India Capital FundSM, an offshore fund with Institutional and<br />
HNW investors and of its <strong>Invest</strong>ment Advisor, India Capital<br />
ManagementSM. <strong>The</strong> Fund has an 13-year track record of<br />
significant index and peer group out performance.<br />
Rushabh Sheth<br />
ANATARA ASSET MANAGEMENT<br />
3:50 Afternoon Tea<br />
4:20<br />
VIETNAM<br />
FOCUS<br />
• Recent regulatory changes<br />
• Too much capital, not enough opportunities?<br />
• What strategies are best performing?<br />
• Why consider Vietnam?<br />
• <strong>The</strong> immediate vs. the long term outlook<br />
Richmond Mayo-Smith III<br />
Chief Representative<br />
INDOCHINA LAND<br />
Mr. Mayo-Smith is the CEO of Indochina Land, the manager of<br />
Indochina Land Holdings, a $42 million fund focused on making<br />
investments in residential, office and hotel projects in Vietnam.<br />
Indochina Land is a division of Indochina Capital, a leading merchant<br />
bank that has been investing in Vietnam for the past 12 years and<br />
has developed and financed a number of successful real estate<br />
projects valued at over US$500 million.<br />
Spencer White<br />
Board Member<br />
THIEN VIET SECURITIES<br />
Prior to joining the Board of TVS in 2007 Spencer White was a<br />
Managing Director of Merrill Lynch. Having joined the Asia Pacific<br />
Group in 1999 he became the Chief Regional Equity Strategist in<br />
2002. During his tenure he was responsible for producing extensive<br />
reports on frontier markets across the region. His work on Vietnam<br />
in early 2006 marked the beginning of the wave of foreign<br />
institutional interest in the country’s developing capital markets.<br />
Alex Hambly<br />
CEO & CIO<br />
PRUDENTIAL VIETNAM FUND MANAGEMENT<br />
COMPANY<br />
Alex joined Prudential Vietnam in Jan 2003. Prior to that, he spent 4<br />
years with Actis in London and Singapore. Prior to that, spent 4<br />
years with HSBC Private Equity in India.<br />
Chris Freund<br />
Managing Director<br />
MEKONG CAPITAL LTD<br />
Chris is the founder and largest shareholder of Mekong Capital, and<br />
employee owned investment management company established in<br />
2001. Mekong Capital manages two private equity funds, the<br />
Mekong Enterprise Fund, and the Mekong Enterprise Fund II, and<br />
one privatisation fund, the Vietnam Azalea Fund. Prior to forming<br />
Mekong Capital, Chris was a VP and Portfolio Manager with<br />
Templeton Asset Management Ltd.<br />
Dr. Thomas F. Lanyi, CFA<br />
Portfolio Manager/ <strong>Invest</strong>ment Committee Member<br />
BIDV-Vietnam Partners <strong>Invest</strong>ment Management JVC<br />
(BVIM)<br />
5:10 Close of Session<br />
2:10<br />
Stream B<br />
REGULATION, RISK & OPERATIONS<br />
TASKFORCE<br />
Regulator Roundtable<br />
What Can <strong>The</strong> Asian Markets And <strong>The</strong><br />
Overseas Markets Learn From Each Other? A<br />
Focus On Regulatory Initiatives - Product<br />
Development, Risk & <strong>Invest</strong>or Safeguarding<br />
Measures<br />
• Regulation of retail hedge funds: Europe, US and Asia<br />
Day One: Monday 31st March, 2008<br />
gaimAsia MAIN CONFERENCE<br />
• Hedge fund advisers and managers: are Asian regulators in<br />
line with the global approach?<br />
• Regulators' approach to market entry: HK, India, Japan and<br />
China<br />
• Managing and regulating for macro and systemic risk<br />
• Recent joint and other regulatory initiatives<br />
Moderator:<br />
Mark Shipman, Partner<br />
CLIFFORD CHANCE<br />
Mark has extensive experience advising on onshore and offshore<br />
regulated and unregulated funds in the Middle East, the UK and<br />
Asia. Mark has worked with fund managers, sponsors,<br />
trustees/custodians and investors on all types of funds and is<br />
experienced advising banks and asset management companies on<br />
PRC QFII and QDII matters.<br />
Panellists:<br />
Dr.TC Nair, Whole Time Member<br />
SEBI<br />
Dr T C Nair served the Reserve Bank of India in<br />
different capacities for about two and a half decades<br />
from 1978 to 2004. He worked in the Bank’s Internal<br />
Debt Management Department and Department of<br />
External <strong>Invest</strong>ment & Operations in senior positions<br />
before he took voluntary retirement from RBI. He has been with SEBI<br />
since 2006.<br />
Alexa Lam<br />
Member of the Board & Executive Director of<br />
Intermediaries and <strong>Invest</strong>ment Products<br />
Division<br />
SECURITIES & FUTURES COMMISSION<br />
Alexa Lam is a member of the Board of the Hong<br />
Kong Securities and Futures Commission and the<br />
Executive Director of the SFC’s Intermediaries and <strong>Invest</strong>ment<br />
Products Division. Apart from being an ardent advocate for strong<br />
intermediaries that embrace high standards of conduct, integrity and<br />
service, Ms Lam has led numerous initiatives to develop the<br />
regulatory framework to enable new financial products, including<br />
Hedge Funds, to be introduced to retail investors in Hong Kong.<br />
Tokiko Shimuzu<br />
Head of Surveillance of Major Financial<br />
Groups, Financial Systems and Bank<br />
Examination Department<br />
BANK OF JAPAN<br />
Tokiko has been with the Bank of Japan since 1987,<br />
and former positions have been held in the Institute<br />
for Monetary and Economic Studies (1994-1999), and Financial<br />
Markets Departmet (1999-1007).<br />
3:00<br />
START UP FOCUS<br />
<strong>The</strong> Trials & Tribulations Of Starting A New<br />
Business In the Region: Seeding, Capital<br />
Raising & Risk Management<br />
Paul Smith<br />
Chief Executive Officer<br />
ASIA ALTERNATIVE ASSET PARTNERS<br />
Paul is CEO of Asia Alternative Asset Partners Ltd (known for short<br />
as Triple A Partners). This is a Fund Management Platform that<br />
provides equity investment, seeding and global fund distribution for<br />
asset managers who are solely focused on investment into Asia.<br />
Nick Paris<br />
PURBECK ADVISORS<br />
Nick has specialised in launching and raising money for Asian<br />
investment funds since the early 1990’s. Initially he focussed on<br />
long only equity funds but for the last 6 years he has specialised in<br />
hedge funds and hedge funds of funds.<br />
Philip Tye, Partner & Chief Operating Officer<br />
DRAGONBACK HK<br />
Phil is a partner and Chief Operating Officer of Dragonback Capital,<br />
an equity multi-strategy hedge fund manager based in Hong Kong.<br />
Dragonback launched their first fund in March 2007. Phil joined<br />
Dragonback from PMA where he was Chief Financial Officer for<br />
three years and prior to that he was a director with Credit Suisse in<br />
the prime brokerage group in Asia Pacific.<br />
3:50<br />
Afternoon Tea<br />
4:20<br />
Credit Crunch Circle<br />
Sub-Prime And <strong>The</strong> Issues For Hedge Funds,<br />
Prime Brokers, Regulators And <strong>Invest</strong>ors<br />
• Exploring the factors that gave rise to the crisis: easy credit,<br />
financial engineering, collateral, removal of regulatory barriers,<br />
globalisation, exponential growth in securitisation<br />
• Review how phase 1 of the crisis unfolded<br />
• Risks to global financial stability in phase 2 (FY 2007 audited<br />
financials) and beyond<br />
• Fixes and fallout<br />
Mark Berman<br />
Founder & Principal<br />
COMPLIGLOBE LTD<br />
W www.icbi-gaimasia.com • T +44 20 7017 7200 • F +44 20 7017 7807 • E info@icbi.co.uk 5<br />
4:45<br />
BANKRUPTCY FOCUS<br />
William Jones, Director, DMTC GROUP<br />
5:10 Close of Session<br />
2:10<br />
Stream C<br />
ALTERNATIVE INVESTMENTS<br />
AND ASSET CLASSES<br />
Private Equity In Asia – What’s <strong>The</strong> Outlook?<br />
Will It Perform Better Than In US & Europe?<br />
• Asia investment scenario: looking beyond the obvious<br />
• Capital market opportunities<br />
• Private equity: multisector growth<br />
Moderator:<br />
Jame DiBiasio, Editor<br />
ASIANINVESTOR<br />
Jame DiBiasio is editor of Asian<strong>Invest</strong>or, a monthly<br />
magazine based in Hong Kong covering the asset<br />
management industry, and of its affiliated website,<br />
www.asianinvestor.net, which is updated daily.He has been editor<br />
since Asian<strong>Invest</strong>or was founded in 2000. Prior to that he was a<br />
reporter at Institutional <strong>Invest</strong>or Newsletters, first in New York and<br />
then in Hong Kong, where he served as bureau chief.<br />
Panellists:<br />
Max Burger-Calderon<br />
Senior Partner, Chairman Asia<br />
APAX PARTNERS WORLDWIDE LLP<br />
Apax Partners is one of the world’s leading private equity investment<br />
groups dedicated to high performance, entrepreneurial businesses. In<br />
late 2005, Max launched the Apax office in Hong Kong as a first step<br />
in building Apax’s presence in Asia, and in November 2006 the office<br />
in Mumbai was launched.<br />
Gabriel Li, Managing Director<br />
ORCHID ASIA GROUP MANAGEMENT<br />
Mr. Gabriel Li is the Managing Director and <strong>Invest</strong>ment Committee<br />
Member of Orchid Asia Group Management, a private equity firm<br />
focused on investing in China and Asia for over the past 10 years.<br />
He led the first round investment in Ctrip International and Eachnet<br />
(sold to EBAY) for Orchid Asia and is also currently the Vice<br />
Chairman of the Board and Director of Ctrip International.<br />
Chihtsung Lam, Managing Director<br />
AXIOM ASIA PRIVATE CAPITAL PTE LTD<br />
Chihtsung Lam is founder and Managing Director of Axiom Asia Private<br />
Capital, an Asia focused private equity fund of funds management firm.<br />
Prior to founding Axiom, Chihtsung Lam was Executive Vice President<br />
at GIC Special <strong>Invest</strong>ments, one of the world’s largest and most<br />
reputable private equity investors. He was a member of its global<br />
<strong>Invest</strong>ment Committee and management committee.<br />
André Loesekrug-Pietri, Managing Partner<br />
CEL PARTNERS/CHINA EQUITY LINKS<br />
André is Managing Partner and participated in the creation of China<br />
Equity Links, the first independent continental Europe private equity<br />
fund for China. He has close to ten years of private equity and M&A<br />
experience and previously set-up and managed Burelle Participations,<br />
private equity arm of Burelle SA and developed Jaccar Capital Fund<br />
(PE fund with more than 50 M$ for Vietnam and China).<br />
Andrew Whan, Partner, CLIFFORD CHANCE<br />
Andrew’s practice specialises in private equity, representing a<br />
number of the leading private equity and alternative investment<br />
funds and other financial and strategic investors in connection with<br />
their activities throughout the region. He has recently advised on<br />
landmark award-winning transactions in China, Hong Kong, Macau,<br />
India, Korea, Malaysia and Taiwan.<br />
3:00<br />
PRIVATE<br />
EQUITY<br />
Industry Brainstorm<br />
What Are <strong>The</strong> Opportunities And<br />
Potential Pitfalls To Shareholder<br />
Activism In Asia?<br />
Guy Wyser-Pratte, President<br />
WYSER-PRATTE & CO<br />
Mr. Wyser-Pratte became a driving force in the<br />
shareholder activist movement in the 1970’s. He<br />
has maintained, throughout his 40 year career, a<br />
singular dedication to the basic tenets of<br />
shareholder rights and the need for managers to<br />
play a more active role in their investments. In the<br />
past 15 years, Mr. Wyser-Pratte has completed over 70 activist<br />
projects in 10 jurisdictions globally.<br />
Robert Appleby, Founder, ADM CAPITAL<br />
Robert Appleby is co-founder and Chief <strong>Invest</strong>ment Officer of ADM<br />
Capital, a USD2bn investment manager with a nine year track record<br />
of investing in distressed assets and special situations in Asia. Before<br />
establishing ADM Capital, Robert spent 13 years at Lehman Brothers,<br />
followed by two years at Credit Agricole Indosuez. His specialisation<br />
is in debt markets of which the last 12 years have been in Asia.<br />
Scott Callon CFA, Partner/CEO<br />
ICHIGO ASSET MANAGEMENT LTD<br />
Previously, Managing Director, Head of Equities, and member of the<br />
Executive Committee of Morgan Stanley Japan; Chairman of the<br />
Foreign Securities Council of the Japan Securities Dealers<br />
Association (JSDA); and CEO of PCA Asset Management of the UK<br />
Prudential Group. Began his career in finance as a derivatives<br />
trader at Bankers Trust.
DAY<br />
1&2<br />
6<br />
3:50<br />
Afternoon Tea<br />
4:20<br />
<strong>Invest</strong>igating Opportunities For 130/30 Funds<br />
In Asia - And Potential Impacts on HFs<br />
(speaker to be announced)<br />
4:45<br />
<strong>Invest</strong>igating Managed Accounts & Risk<br />
Mitigation<br />
(speaker to be announced)<br />
5:20<br />
Day One Cocktail Reception<br />
Day Two: Tuesday April 1st, 2008<br />
gaimAsia MAIN CONFERENCE<br />
Sponsored by<br />
8:00<br />
End-<strong>Invest</strong>or Only Dinner<br />
FREE FOR END INVESTORS -<br />
Pension Plans, Endowments, Foundations, Family Offices,<br />
Treasury, Proprietary <strong>Invest</strong>ment & Private Clients<br />
Please email abarman@iirltd.co.uk for more details<br />
7:30 – 8:30<br />
Day Two: Tuesday April 1st<br />
BREAKFAST NEW<br />
BRIEFING<br />
Learn and network over Breakfast! This year you will have the<br />
unique opportunity to kick-start your 2nd conference day with<br />
and in-depth and interactive session focussing on key aspects of<br />
the Asia Hedge Fund management industry. Places for this<br />
session are limited so book now to avoid disappointment. Email<br />
info@icbi.co.uk for details of how to confirm your place<br />
Human Capital: Thought Leadership and<br />
Best Practices in <strong>The</strong> Search For Talent<br />
• Recruiting<br />
• Compensation<br />
• Retention<br />
John Breault<br />
Co-Founder and Managing Director<br />
MJE Advisors<br />
John is Co-Founder and Managing Director of MJE Advisors, a<br />
consulting and recruiting firm specializing in hedge funds that<br />
completes 100 searches a year. Prior to MJE, John was the Chief<br />
Operating Officer of Heidrick & Struggles' Financial Services Practice.<br />
John spent five years at Commodities Corporation and then three<br />
years with Goldman Sachs after Goldman bought Commodities<br />
Corporation, a hedge fund founded in the 70's, to start their hedge<br />
funds strategies business. John also was with with Dow Jones,<br />
publisher of the Wall Street Journal, and Hewlett-Packard.<br />
8:30<br />
Morning Coffee<br />
9:00<br />
Chairman’s Opening Remarks<br />
Colin Lunn<br />
Senior Vice President, Business<br />
Development, Alternative Fund Service<br />
HSBC SECURITIES SERVICES<br />
Colin Lunn has recently been appointed Head of<br />
Business Development, Asia-Pacific, Fund Services,<br />
which is a part of HSBC Securities Services. He is based in Hong<br />
Kong and has specific responsibility for leading the integration of the<br />
Institutional Fund Services and Alternative Fund Services business<br />
development teams, in line with the recent global business<br />
development re-structure. Colin has 17 years experience in fund<br />
services and over 14 years experience in the Hong Kong market<br />
9:30<br />
China, QDII And Sovereign Funds – An<br />
Essential Update And Implications For <strong>The</strong><br />
<strong>Invest</strong>ment Community<br />
Jennifer Johnson-Calari<br />
Director<br />
SOVEREIGN INVESTMENTS PARTNERSHIPS (tbc)<br />
10:00<br />
Asset Allocation Drivers: What Are We<br />
Allocators Looking For In <strong>The</strong> Asia Space<br />
That’s Different To ex-Asia?<br />
• Is Asia still offering higher returns and diversification?<br />
• Is capacity expanding or is it still a major constraint to large<br />
allocations in the region?<br />
• Are Asian managers maturing in positive way? How have they<br />
handled the market volatility compared to your expectations?<br />
Moderator:<br />
Kirby Daley<br />
Head of Sales & Capital Introductions<br />
FIMAT ALTERNATIVE INVESTMENT<br />
SOLUTIONS – ASIA<br />
As Head of Sales & Capital Introduction for Fimat<br />
Alternative <strong>Invest</strong>ment Solutions – Asia, Kirby Daley services hedge<br />
fund investors and managers all over the Asia-Pacific region,<br />
leveraging the resources of Fimat’s full prime brokerage group. Kirby<br />
is featured prominently in the media for his views on the economy,<br />
markets and politics, with a nearly five-year running, regular Monday<br />
morning weekly spot on CNBC Asia (Asia Squawk Box) and frequent<br />
appearances on CNN, Bloomberg TV and the BBC.<br />
Panellists:<br />
Barry Timmins<br />
<strong>Invest</strong>ment Analyst<br />
LIGHTHOUSE PARTNERS<br />
Barry is an investment analyst at Lighthouse Partners. Barry began<br />
working for Lighthouse Partners in their Chicago office, but in July<br />
2007 Barry opened Lighthouse’s Asia research office in Hong Kong.<br />
Currently, Barry’s primary focus is on manager sourcing and<br />
selection in Asia.<br />
Jean Keller<br />
CEO<br />
3A<br />
Prior to joining 3A in February 2005, Jean Keller spent 11 years<br />
assuming various responsibilities within the Lombard Odier Darier<br />
Hentsch (LODH) group in Geneva, New York and London. From 2002<br />
to 2004, he was Chief Executive Officer of LODH Asset<br />
Management Ltd in London and member of the group’s<br />
Management Committee. He also co-headed LODH’s institutional<br />
asset management division and sat on the Asset Management<br />
Board, which directed - amongst other activities - the group's<br />
alternative investment business.<br />
Paul Heffner<br />
Partner<br />
AJIA PARTNERS<br />
Paul is a Partner of Ajia Partners and Managing Director for the Fund<br />
of Hedge Funds business. Paul is the Portfolio Manager for the Ajia<br />
Partners Asian Opportunity Fund, Ajia Partners Japan Opportunity<br />
Fund and Deutsche Bank dbX-Multi-Strategy Liquid Index. In addition<br />
to Paul’s operating responsibilities, Paul is the Responsible Officer<br />
for Ajia Partners Asset Management (HK) Limited. Paul has over 13<br />
years of investment experience in Hong Kong. Prior to joining Ajia<br />
Partners, Paul was Managing Director for the Novel Group, a major<br />
Hong Kong family office.<br />
Eliza Lau<br />
CEO<br />
SAIL ADVISORS LIMITED<br />
Eliza Lau is the Chief Executive Officer, Chief <strong>Invest</strong>ment Officer,<br />
and a member of the Board of Directors of SAIL Advisors Limited<br />
and other SAIL related entities. Ms. Lau has over 20 years’<br />
experience in the financial industry, which includes managing funds<br />
of hedge funds, private family portfolios, global macro hedge funds,<br />
global balanced portfolios and Pan Asia equity funds. Prior to joining<br />
SAIL in 2003, Ms. Lau spent 13 years with Salomon Brothers, based<br />
in New York and Hong Kong.<br />
Luis Rodriguez<br />
Chief Risk Officer<br />
THE MANHATTAN FAMILY OFFICE<br />
Luis works as a risk manager for the Manhattan Family Office(MFO).<br />
<strong>The</strong> MFO is an advisor to a single family who holds a portfolio of<br />
investment funds now totaling over $2.5 billion in both the US and<br />
Europe. <strong>The</strong> MFO advises the US portfolio, approximately $1.5<br />
billion. <strong>The</strong> Risk Management platform developed by Luis, manages<br />
the risk for 30 long only mandates, 30 single strategy hedge funds<br />
and 2 multi-strategy hedge fund platforms.<br />
10:40<br />
Morning Coffee<br />
W www.icbi-gaimasia.com • T +44 20 7017 7200 • F +44 20 7017 7807 • E info@icbi.co.uk<br />
11:10<br />
Out Of <strong>The</strong> Box Speaker:<br />
“Taking Risk – From Peking to Paris – Driving<br />
A 100 Year Old Bentley Half Way Round <strong>The</strong><br />
World.”<br />
Adam Hartley<br />
STANDFAST CAPITAL<br />
Having visited over 50 countries in 25 years of travel, Mr. Hartley is<br />
an accomplished author and has written “From Peking to Paris” –<br />
an account of his 1997 journey across the Himalayas in a vintage<br />
Bentley. In August 2000 he joined UBP as an investment analyst and<br />
was promoted to portfolio manager and a member of management.<br />
He set up Stand Fast Capital in January 2005, with the objective of<br />
providing superior investment returns to institutional investors with<br />
the highest level of service at the lowest cost.<br />
11:40<br />
INTERACTIVE POLLING<br />
AND DISCUSSION:<br />
Where the real-time views of the audience are<br />
polled and commented on by our high-profile panel<br />
members. This fantastic interactive session ensures<br />
the latest trends and developments are under the<br />
spotlight.<br />
12:30<br />
Lunch<br />
2:00 - Streams Commence<br />
Stream A<br />
ROADMAP TO THE REGIONS & COUNTRY<br />
ROUNDTABLES<br />
2:00<br />
Japan<br />
• When will the sun rise again?<br />
• Tracking domestic and international investors<br />
• Where is the money being made? Is it being made?<br />
• Cyclical overviews<br />
Dr. Richard A Horodeck<br />
Managing Director<br />
DRAKE MANAGEMENT LLC, NEW YORK<br />
As a Managing Director in Drake's Client<br />
Management Group, Richard heads the team that<br />
manages relations with and develops products for<br />
investors across Asia. He also serves as President of<br />
Drake Management (Asia) Ltd., the firm's Asian regional<br />
headquarters in Tokyo. Richard joined Drake following a career as an<br />
attorney and consultant whose clients included many of Japan and<br />
Asia's leading financial institutions.<br />
Robert Macrae<br />
ARCUS INVESTMENT LIMITED<br />
Robert Macrae, CFA, is the managing director of Arcus <strong>Invest</strong>ment.<br />
He has spent 15 years applying engineering concepts such as<br />
robustness, reliability and problem-solving to value investment.<br />
Celia Farnon<br />
POLAR CAPITAL<br />
Celia has over 20 years experience in Japanese equities as an<br />
analyst and broker. Prior to joining Polar Capital, where she<br />
manages the long/short portfolio, she was a director of Nikko<br />
Citigroup in Tokyo. She spent a decade at Nomura, having started<br />
her career as a Japanese pharmaceutical analyst at Vickers da Costa<br />
in 1984.<br />
“Once again <strong>Gaim</strong>Asia was one of the conference highlights<br />
of the year. <strong>The</strong>re was an excellent array of speakers and the range<br />
of topics covered was diverse and relevant, as befits the Asian space”<br />
Ed Rogers, CEO - Rogers <strong>Invest</strong>ment Advisors (Attendee at <strong>Gaim</strong>Asia 2007)
DAY<br />
2<br />
2:50<br />
Middle East, North Africa<br />
& Emerging Asia<br />
Ziad Makkawi<br />
Founding Shareholder and Chief Executive Officer<br />
ALGEBRA CAPITAL<br />
Ziad Makkawi is a pioneer and leader in the development of regional<br />
investment banking and asset management with 20 years<br />
experience. He has executed a large number of investment banking<br />
transactions and launched some of the region’s most innovative and<br />
successful investment funds. He has, and continues to serve on the<br />
board of many financial services companies as well as funds that<br />
are involved in both the conventional and Shari’a space.<br />
3.15<br />
Indonesia, Philippines<br />
& Malaysia<br />
James Bryson<br />
Director<br />
PT HB CAPITAL INDONESIA<br />
James has worked in the Asian equities business, since leaving the<br />
British Army in 1995. After various roles in Asia, James returned to<br />
Indonesia in 2004 to start and run the equities business for PT<br />
CIMB Niaga Securities until 2005. He and partner Roland Haas,<br />
launched Komodo Fund, the first Greater Indonesia Absolute Return<br />
Fund, in November 2006.<br />
3:40<br />
Afternoon Tea<br />
4:00<br />
Australia<br />
Damien Hatfield<br />
Managing Director<br />
HATFIELD LIPTAK ADVISORS<br />
Damien is a founding partner of Hatfield Liptak Advisors, a specialist<br />
Australian hedge fund advisory and marketing company. Previously,<br />
Damien was Executive Director of Pengana Hedge Funds an ASX<br />
Listed Company. Pengana incubated and seeded six Australian<br />
based hedge funds including the Pengana Absolute Return Real<br />
Estate Fund and Wallace Australia Opportunities Fund.<br />
4:30<br />
KH Song<br />
ATLANTIS INVESTMENT<br />
Korea<br />
Henry Seggerman<br />
INTERNATIONAL INVESTMENT ADVISORS (tbc)<br />
5:00<br />
Close<br />
2:00<br />
Stream B<br />
ESOTERIC FUNDS FOCUS<br />
A) Wine<br />
Paolo Cristofolini<br />
Director<br />
THE VINTAGE WINE FUND LTD<br />
Paolo is a senior private investor with extensive experience in the<br />
field of alternative asset management, emerging markets and<br />
commodities. He is currently associated with OWC Asset<br />
Management Ltd, a specialist manager running a highly successful<br />
fund investing in fine wines, <strong>The</strong> VINTAGE WINE FUND Limited.<br />
2:30<br />
B) Media & Entertainment<br />
Sailesh Raj Bhan<br />
RELIANCE ADA GROUP (tbc)<br />
3:00<br />
Justin Williams<br />
THE ART TRADING FUND<br />
3:40<br />
Afternoon Tea<br />
C) Art<br />
Day Two: Tuesday April 1st, 2008<br />
gaimAsia MAIN CONFERENCE<br />
4:00<br />
Delegate Quickfire<br />
Showcase<br />
Fun, informal and effective. Cheer on 10 top<br />
esoteric/new funds and see what the friendly endinvestor<br />
adjudicators give for style and content. As a<br />
registered paying delegate you may apply to enter<br />
this showcase and present your fund.<br />
Each fund will have 3 mins to pitch their fund<br />
followed by a quick switchover and the next<br />
presentation begins. Who will win? Come and see…<br />
(N.B <strong>The</strong> Winner of this Competition will receive a<br />
FREE Place to attend GAIM MONACO in June 2008:<br />
a prize worth 4000USD!)<br />
For more details on how to register<br />
Please contact Andrew Barman: E-mail<br />
abarman@iirltd.co.uk<br />
2:00<br />
Stream C<br />
FUND OF FUNDS, MULTIMANAGER &<br />
NEW DISTRIBUTION STRATEGY LABS<br />
Multistrategies vs. Fund of Funds. Who’s <strong>The</strong><br />
Better Bet For <strong>The</strong> <strong>Invest</strong>or?<br />
Dennis Rhee<br />
Co-Founder & Managing Partner<br />
TREESDALE PARTNERS LLC<br />
Interactive<br />
Debate<br />
Dennis Rhee has over 17 years of Wall Street experience in various<br />
capacities.Mr. Rhee is co-founder and a managing partner of<br />
Treesdale Partners, where he sits on the investment executive<br />
committee of the Treesdale Funds. Treesdale manages sector fund<br />
of hedge funds focusing on relative value fixed income funds.<br />
Julian Ings-Chambers<br />
Business Manager<br />
ARTRADIS FUND MANAGEMENT PTE LTD<br />
Prior to joining Artradis as Business Manage, Julian was a Director<br />
of HSBC <strong>Global</strong> Markets in Singapore and before that ran Deutsche<br />
Bank's equity operations in Singapore and Malaysia. With 10 years<br />
experience as an Asian fund manager in both UK and Singapore in<br />
addition, he has wide experience of Asian equity markets and<br />
investment process.<br />
Phillip Edwards<br />
Senior Portfolio Strategist<br />
GENSPRING FAMILY OFFICES<br />
Phillip leads GenSpring Family Office’s hedge fund due diligence,<br />
manager selection, and portfolio construction process. Phillip is also<br />
responsible for managing GenSpring’s proprietary hedge fund LP’s<br />
in addition to being a voting member of GenSpring’s Manager<br />
Selection Committee.<br />
2:50<br />
Where Are <strong>The</strong> New High Performing Asian<br />
Focussed Managers Coming From? New<br />
Thinking In Manager Selection In <strong>The</strong> Asian<br />
Sector<br />
• Sourcing hedge fund talent from the Asian region<br />
• <strong>The</strong> changing investment landscape in Asia and the impact on<br />
new and emerging hedge managers<br />
• <strong>The</strong> impact of Asia’s regulatory environments on the sourcing<br />
and development of new managers<br />
Pierre-Olivier Masmejean<br />
MD - Europe<br />
GUGGENHEIM ADVISORS<br />
Based in London, Pierre-Olivier is primarily responsible for<br />
identifying European based hedge fund managers for Guggenheim<br />
Advisors' fund of hedge funds platform. Until recently, he was<br />
Managing Director of Edmond de Rothschild Multi Management<br />
based in Paris, which was established in 2002 and currently<br />
manages circa €2 billion on behalf of a wide range of institutional<br />
investors.<br />
Michael Howard<br />
Vice President - Hedge Fund Research<br />
ERMITAGE<br />
Michael joined Ermitage in 2002. His research mandate focuses on<br />
long/short equity strategies and he is head of Ermitage's long/short<br />
equity team. Michael joined from one of the largest and most<br />
respected multi-manager institutions in the UK, Skandia Life, where<br />
he was a Senior Analyst.<br />
Mark White<br />
Director<br />
KGR CAPITAL<br />
Mark White has 29 years’ experience in the investment<br />
management business, 14 of which were spent in Asia. From<br />
January 2001 until February 2005, he was CEO of JPMorgan<br />
Fleming Asset Management (UK) Ltd and was responsible for its<br />
institutional businesses internationally. Funds under management in<br />
his area amounted to approximately US$100 billion invested in all<br />
asset classes including funds of hedge funds. He was previously<br />
CEO of Jardine Fleming Asset Management in Hong Kong and CEO<br />
of Chase Fleming Asset Management (UK) Ltd in London.<br />
Daniel Wang<br />
Portfolio Manager<br />
VISION INVESTMENT<br />
Daniel is a Portfolio Manager at Vision <strong>Invest</strong>ment Management. He<br />
specializes in the investment research and on-site due diligence<br />
analysis of hedge fund managers primarily investing in Asia. Daniel<br />
is involved in the portfolio construction process and asset allocation<br />
decision.Prior to joining Vision, Daniel was a management<br />
consultant with McKinsey & Company in Hong Kong.<br />
3:40<br />
Afternoon Tea<br />
4:00<br />
<strong>The</strong> Myth Of Scalability? How Do You Build A<br />
Scalable And Sustainable Asian Business<br />
Model For An Asian Fund of Funds?<br />
• How can investors find funds able to manage growth?<br />
• How to grow your infrastructure to keep up with business<br />
opportunities: and mitigate risk at the same time<br />
• What are the unique characteristics of Asia’s cycles?<br />
Peter Bennett<br />
Chairman of <strong>The</strong> Research and Asset Allocation<br />
Committees<br />
GOTTEX FUND MANAGEMENT<br />
5:00<br />
Day Two Cocktail Reception<br />
Sponsored by<br />
New This Year:<br />
Breakfast Briefing:<br />
Learn and network over Breakfast! This year you will have the<br />
unique opportunity to kick-start your 2nd conference day with<br />
and in-depth and interactive session focussing on the seach for<br />
Human Capital. Places for this session are limited so book now<br />
to avoid disappointment. Email info@icbi.co.uk for details of how<br />
to confirm your place<br />
Interactive Electronic Polling & Discussion<br />
Where the real-time views of the audience are polled and<br />
commented on by our high-profile panel members. This fantastic<br />
interactive session ensures the latest trends and developments<br />
in the Asian HF space are under the spotlight<br />
End <strong>Invest</strong>or Only Dinner:<br />
FREE FOR END INVESTORS!<br />
Only open to Pension Plans, Endowments, Foundations, Family<br />
Offices, Treasury, Proprietary <strong>Invest</strong>ment & Private Clients<br />
Please email abarman@iirltd.co.uk for more details<br />
Delegate Quickfire Esoteric Fund Showcases<br />
Don't forget: as a registered paying delegate you may apply to<br />
enter this showcase and present your fund. <strong>The</strong> earlier your<br />
register, the higher your chances of being accepted to pitch your<br />
fund<br />
Keynote Guest & Out-of-the Box <strong>Speakers</strong>:<br />
Professor KC Chan, Secretary for Financial Services & the<br />
Treasury, GovHK<br />
Paul Deegan, Everest Mountaineer & Award Winning Author<br />
Adam Hartley, Adventurer & Fund Manager<br />
To Promote Your Company At This<br />
Prestigious Event<br />
Please Call Brenda Cunningham<br />
+44 20 7017 7219<br />
Or Email bcunningham@icbi.co.uk<br />
W www.icbi-gaimasia.com • T +44 20 7017 7200 • F +44 20 7017 7807 • E info@icbi.co.uk 7
REGISTRATION FORM<br />
Register Now – Five Easy Ways!<br />
1. Fax this form on +44 20 7017 7807 2. Post this form to: gaimAsia 2008 Conference Administrator,<br />
<strong>ICBI</strong>, 8th Floor, 29 Bressenden Place London SW1E 5DR, UK 3. Telephone us on +44 20 7017 7200<br />
4. Email: info@icbi.co.uk 5. Via the website: www.icbi-gaimasia.com<br />
Always quote your VIP CODE when registering.<br />
Please do not cover VIP code<br />
Conference Code: KN2170<br />
DATES<br />
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• Main Conference<br />
31st March - 1st April 2008<br />
• Country Focus: <strong>The</strong> China<br />
Alternatives Summit<br />
2nd April 2008<br />
• How To Navigate A Prime<br />
Brokerage Agreement<br />
Workshop<br />
2nd April 2008<br />
www.icbi-gaimasia.com<br />
gaimAsia 2008<br />
YOUR COMPANY DETAILS<br />
Company Name: Nature of Company’s business:<br />
Address:<br />
Postcode:<br />
“I thought that <strong>Gaim</strong>Asia was well organised and<br />
attended. I enjoyed many of the presentations and it was<br />
a great opportunity for us to make new contacts in this<br />
part of the world. Had a lot of fun and met some<br />
interesting people. Can't ask for too much more."<br />
Klaus Rehaag, GARDNER FINANCE<br />
VENUE DETAILS<br />
JW Marriott<br />
Pacific Place, 88 Queensway<br />
Hong Kong, China<br />
Tel: + 852 2810 8366<br />
Fax: + 852 2845 0737<br />
Download hotel booking form at<br />
www.icbi-gaimasia.com<br />
2nd Delegate:<br />
Name<br />
Job title Department<br />
Direct Tel Mobile Tel<br />
Email Address Direct Fax<br />
I would like to receive information on future events & services via email. By giving you my email<br />
address I am giving ONLY IIR companies the permission to contact me by email.<br />
Yes! I would like to receive info on future events & services via fax<br />
Signature<br />
3rd Delegate:<br />
Name<br />
Job title Department<br />
Direct Tel Mobile Tel<br />
Email Address Direct Fax<br />
I would like to receive information on future events & services via email. By giving you my email<br />
address I am giving ONLY IIR companies the permission to contact me by email.<br />
Yes! I would like to receive info on future events & services via fax<br />
Signature<br />
Booked Before<br />
25th Jan 08 SAVE Booked Before<br />
22nd Feb 08 SAVE Booked After<br />
22nd Feb 08<br />
Tick PLEASE SELECT YOUR PACKAGE Dates<br />
3 Day Package: Main Conference +<br />
Country Focus:<strong>The</strong> China Alternatives<br />
Summit<br />
31 Mar-2 Apr 08 £2,198 £300 £2,298 £200 £2,398<br />
3 Day Package: Main Conference +<br />
How To Navigate A Prime Brokerage<br />
Agreement Workshop<br />
31 Mar-2 Apr 08 £1,898 £300 £1,998 £200 £2,098<br />
2 Day Package: Main Conference Only 31 Mar-1 Apr 08 £1,399 £1,499 £1,599<br />
1 Day Package: Summit Only 2 April 08 £899 £899 £899<br />
Half Day Package: Workshop Only 2 April 08 £599 £599 £599<br />
All discounts are subject to approval. Discounts cannot be combined. <strong>The</strong> discounts apply to<br />
* Savings include Multiple Booking and Early Booking discounts<br />
the price at the date of registration. Discounts can only be claimed at the time of registration.<br />
* Please note the conference fee does not include travel or hotel accommodation costs<br />
PAYMENT DETAILS<br />
Please use this form as our request for payment. Fax and phone bookings should be made with a credit card number,<br />
or followed up by a posted registration form. Places are only guaranteed by full payment, which must be received<br />
before the conference.<br />
Please debit my Mastercard Visa Eurocard American Express<br />
Card Number<br />
CVV Number<br />
I will pay by:<br />
Cheque/bankers draft made payable to <strong>ICBI</strong> for £...............................................<br />
Invoice to be sent to my company<br />
Expiry Date / with the sum of £<br />
3 digit security code on the<br />
reverse of card, 4 digits for<br />
AMEX card<br />
Bank transfer - full details of bank transfer options will be given with your invoice on registration.<br />
Signature<br />
CANCELLATION POLICY<br />
CANCELLATION POLICY: Should you be unable to attend, a substitute delegate is always welcome at no extra charge.<br />
Alternatively, we will make a prompt refund less a service charge of 10% of the fee for cancellations received in writing<br />
(letter or facsimile) no later than 11th February 2008. Where notice is given between this date and 25th February 2008,<br />
refunds will be 50% of the fee, thereafter we regret that no refunds can be made.<br />
Additional Requirements. Please notify <strong>ICBI</strong> at least one month before the conference date if you have any<br />
additional requirements e.g. wheelchair access, large print etc.<br />
£200<br />
£100<br />
PERSONAL DATA<br />
SAVE<br />
£100<br />
£100<br />
<strong>The</strong> personal information shown on this form, and/or provided by you, will be held on a database and may be shared with other<br />
companies in the Informa Group in the UK and internationally. If you do not wish your details to be available to other companies in the<br />
Informa Group please contact the Database Manager at the above address, Tel +44 (0)20 7017 7077, Fax +44 (0)20 7017 7828 or<br />
email: integrity@iirltd.co.uk.<br />
Occasionally your details may be obtained from, or made available to, external companies who wish to communicate with you offers<br />
related to your business activities. If you do not wish to receive these offers, please tick the box<br />
Incorrect Mailing: If you are receiving multiple mailings or you would like us to change any details or remove your name from our<br />
database, please contact the Database Manager at the above address, Tel +44 (0)20 7017 7077, Fax +44 (0)20 7017 7828 or email:<br />
integrity@iirltd.co.uk - quoting the reference number printed on the mailing label.