Vodia Group 2008 Annual Conference featuring Dr. Nouriel Roubini and Former SEC Commissioner Harvey Pitt
Open to the public - early bird discount expires September 1
September 23, 2008
3 West Club
3 W. 51st St.
New York, NY
For sponsorship and exhibit opportunities contact us at info@vodiagroup.com.
Conference Sponsors:
Media Partners:

Agenda
| 8:15am – 9am |
Breakfast
|
| 9am – 9:30am |
Lessons from recent Vodia Group studies on asset managers, brokers and custodians
- State of the industry presentation featuring data from Vodia Group surveys of institutional investors, asset managers and hedge funds
Josh Galper, Conference Chair
Managing Principal
Vodia Group
|
| 9:30am-10:15am |
Keynote: Federal Reserve Policy and the Bear Stearns Acquisition
- What was behind the Fed’s thinking?
- How has current Fed policy changed?
- Could a Bear Stearns crash happen again and what would the Fed do?
Dr. Nouriel Roubini
Professor of Economics and International Business
Stern School of Business, NYU
Chairman
Roubini Global Economics (RGE) Monitor
|
| 10:15am-11am |
Meeting in the Middle: Long Only, 130/30 and Long/Short Asset Management Strategies
- What trends are pushing traditional asset managers and hedge funds toward each other?
- What does this mean for hedge funds, asset managers, prime brokers and custodians?
Moderator
Mike Long, Partner
Short Alert Research
Panelists
Bill Morgan, Director
UBS Asset Management
David Dooley, Director
NY Life Investment Management (NYLIM)
Paul Fleming, Managing Director
State Street Securities Finance
|
| 11am-11:15am |
Break
|
| 11:15am-12 |
Corporate Governance and Securities Lending
- Proxy voting rules
- Recall policies
- Corporate concerns about securities lending
Moderator
Scott Johnson, Reporter
FundFire
Panelists
Dominick De Robertis, Managing Director
The Altman Group
Roger Glenn, Partner
Edwards, Angell, Palmer & Dodge
Peter Chepucavage, General Counsel
Plexus Consulting Group
Dr. Andrew Clearfield, President
Investment Initiatives
Chairman, International Corporate Governance Network
Securities Lending Committee
|
12 - 12:30pm |
Technology for Prime Brokerage and Securities Finance
- What matters for hedge fund and other borrower clients
- Technology for prime brokerage
Dan Matthies, Global Business Leader
Bloomberg LP
|
| 12:30pm - 1:30 |
Lunch
|
| 1:30pm - 2:15 |
Trading in Emerging and Frontier Markets
- Why hedge funds and long-only managers are investing
- Prospects and risks
Andrew Waterman, CEO
Emerginvest
|
| 2:15pm - 3:00 |
Winners and Losers in Securities Lending Transparency
- Have electronic exchanges made a difference to securities lending markets?
- Do broker-dealers or their clients care about transparency
?
- The impact on beneficial asset holders
Moderator
Alexander Tallett, Research Analyst
Vodia Group
Panelists
Roy Zimmerhansl, Head of Securities Lending
ICAP i-SEC
David Downey, CEO
OneChicago
Tim D'Arcy, Managing Director
SunGard ASTEC
|
| 3:00pm - 3:30 |
Speed Networking
|
| 3:30pm - 4:15 |
Afternoon Keynote: SEC Regulations and the Future of Naked Short Selling
- How has the SEC's focus on naked short selling affected the markets?
- What are the likely short-term and long-term impacts of a market wide ban on short selling?
Harvey Pitt
CEO
Kalorama Partners
Former Chairman
US Securities and Exchange Commission
|
| 4:15pm - 5:00 |
Prime Brokerage After Bear Stearns
- How has Prime Brokerage changed since the Bear Stearns acquisition?
- Growth and prospects for securities lending and prime brokerage
- The credit crisis and costs of financing
Moderator
Josh Friedlander, Research Editor
Absolute Return Magazine
Panelists
Rob Genkinger, Director, Delta One Sales and Trading
Global Markets Financing and Services
Merrill Lynch
Ross Moore, CEO
LaBranche Structured Products
Solomon Teller, Head of Investment Analytics ProShare Advisors
Jeff Kaplan, Partner
Deerfield Partners
|
| 5:00pm - 5:15 |
Conference Wrap-Up
Josh Galper, Conference Chair
Managing Principal
Vodia Group |
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