Liquid Alts Symposium
at Global Alpha Forum

Speakers and Panels

During the Global Alpha Forum, we will be hosting a Symposium dedicated to exploring the unique issues, benefits and opportunities offered by Liquid Alternative products. The use of a Mutual Fund structure to offer a diverse and robust array of investment strategies to a broader audience has forever changed how and who invests in Alternative Investment strategies.

Advisors and Investors

Now, Financial Advisors, RIA’s, Family Offices, and even Institutional Investors, have the opportunity to take advantage of more sophisticated trading strategies while maintaining the ability to liquidate an investment on a daily basis. While Liquid Alts are not appropriate for everyone, they do provide a unique benefit to most well-structured portfolios. At the Liquid Alts Symposium at Global Alpha, we will explore how to best integrate the product into a portfolio.

Fund Managers

Additionally, we will delve into the issues that Fund Managers face when deciding to launch a Liquid Alts product, hearing directly from Managers and Service Providers that have gone through the process. We will explore each phase of the process, from launch to execution and marketing to, exploring fully industry best practices.

Who Attends?

Financial Advisors

RIAs

Institutional Investors

HNW Investors

Funds of Funds

Managers with a Liquid Alts Fund

Managers Considering a Liquid Alts Fund

Day 1, Thursday, 6th October 2016

08:00 AM
07:00 PM
Registration
Check In for Global Alpha Forum
08:50 AM
09:00 AM
General Session
Opening Remarks
10:00 AM
10:50 AM
Liquid Alts Symposium
How To Use Liquid Alts To Balance a Portfolio
10:00 AM
10:50 AM
Liquid Alts Symposium
Liquid Alts vs. ETF's
Featuring Andrew Fisch
10:30 AM
11:15 AM
Featured Keynote
Keynote Presentation by Doug Haynes, President of Point72
Featuring Doug Haynes
12:15 PM
01:15 PM
Meals and Breaks
Buffet Lunch
01:00 PM
01:50 PM
Liquid Alts Symposium
Liquid Alts 101: Forming a Liquid Alts Fund
01:15 PM
02:00 PM
General Session
Family Office Invesment Panel
Featuring Angelo Robles, Pierre duPont
02:00 PM
02:50 PM
Liquid Alts Symposium
Liquid Alts 201: Growing and Marketing a Liquid Alts Fund
05:00 PM
07:00 PM
Cocktail Reception
Cocktails and Networking

Day 2, Friday, 7th October 2016

08:00 AM
03:30 PM
Registration
Check In for Global Alpha Forum and Symposiums
09:00 AM
09:10 AM
General Session
Day 2 Opening Remarks
09:10 AM
10:00 AM
GAF General Session
Private Credit
Featuring Gary Glaser, Gretchen Lam, Patrick Adelsbach, Sean Coleman
Moderated by Kevin Edwards
09:10 AM
09:50 AM
Liquid Alts Symposium
RIA and Financial Advisor Roundtable
10:00 AM
10:50 AM
GAF General Session
Cyber Security: Why Planning is So Important and How to Implement a Practical Strategy
Featuring Andre Hollis, Marc Groz, Justin Shigemi
11:00 AM
11:50 AM
General Session
Price Transparency in the Cannabis Industry
Featuring Brian Liston, Johnathan Rubin, Roy Bingham
Moderated by Matt Karnes
12:00 PM
01:15 PM
Meals and Breaks
Buffet Lunch
02:00 PM
04:00 PM
Cocktail Reception
Closing Cocktails and Networking

Day 3, Thursday, 23rd February 2017

Pricing

Contact us for sponsorship opportunities at sponsorships@GlobalAlphaForum.com or call 203.202.1622

Sponsorships

Silicon Harbor

Address

Silicon Harbor
Building and Land Technology
1 Elmcroft Rd
Stamford, CT 06902

By Air

There are three airports convenient to the Stamford, CT

  • Westchester County Airport (HPN) 18.5 miles.
  • LaGuardia Airport (LGA) 31.9 miles.
  • Kennedy Airport (JFK) 37.9 miles.

By Train

Metro-North

  • Take Metro-North to Stamford Station.
  • Take a taxi to the Silicon Harbor.

Amtrak

  • Take Amtrak to Stamford Station.
  • Take a taxi to the Silicon Harbor.

History

Providing the Alternative Investment Industry with the most relevant speakers and networking since 2007

  • 2007

    Conference Launch

    First annual conference in Greenwich, CT with keynote speaker Nouriel Roubini, who warned about the impending banking crisis. Other notable speakers included Anthony Ryan of the US Treasury Dept. and Roger Ibbotson of Yale University and Zebra Capital.

  • 2008

    Rudy Giuliani & Larry Summers

    Global Alpha Forum hosted its second annual conference in Greenwich, CT with keynote speakers including Larry Summers, former Secretary of the Treasury, and Rudy Giuliani, former Mayor of New York City.

  • 2009

    CT Hedge Fund Day

    Global Alpha Forum’s third conference in Greenwich, CT with keynote speaker John Thain, the former CEO of Merrill Lynch, who spoke about how Wall Street has not yet learned its lessons. Connecticut Governor Jody Rell declared the day “Connecticut Hedge Fund Day”.

  • 2011

    Gov. Malloy Delivers Keynote

    In 2011, Global Alpha Forum conference in Greenwich, CT featured a keynote speech by Dan Malloy, the Governor of Connecticut. Other notable speakers were Michael Darda of MKM Partners and Richard Breeden of Breeden Capital.

  • 2013

    Global Alpha in NYC

    In 2013, the Global Alpha Forum was held for the first time in New York City at the New York Athletic Club. Keynote speakers included Greg Lippman of LibreMax providing his unique perspective on global markets.

  • 2015

    Global Alpha Returns To CT

    Global Alpha Forum returned to Connecticut, hosting its conference in Greenwich. Our best-in-class content included Marc Lasry and Nouriel Roubini and was augmented by one-on-one meetings between Investors and Fund Managers.

Keynote Speaker

Contact us for speaking opportunities at info@GlobalAlphaForum.com or call 203.202.1622

Doug Haynes

Point72 Asset Management

President

Read Bio

Contact Us

Global Alpha Forum


Contact us for more information.

Address
30 Old Kings Hwy South
Darien, CT 06820

Phone
+1 203.202.1622

Email
info@GlobalAlphaForum.com

Web
www.GlobalAlphaForum.com