2015 Hedge Fund Event: Investment Decision-Makers - New York

Date: October 27, 2015

Time: 8:30 a.m. - 11:00 a.m. EST

Contact: Elise Meyer, 513.352.6748 - Elise.Meyer@ThompsonHine.com

We invite you to attend our 11th Hedge Fund seminar. It will provide the ideal platform to network and exchange insight and best practices with others in your industry. Featured guest speaker Col. Jack Jacobs will talk about his experience transitioning from military to civilian life as well as his best practices and recommendations for succeeding in finance. Our respected panelists will discuss a variety of issues facing the industry, and we encourage you to share your own thoughts and experiences during these interactive sessions.

There is no cost to attend but you must register in advance.

Location: Club 101, 101 Park Avenue, New York


(Download/print a PDF of the agenda.)

8:00 a.m.

Registration, Networking & Breakfast

8:15 a.m.

Welcome & Overview

  • Richard S. Heller, Partner, Thompson Hine

8:25 a.m.

Guest Speaker

  • Col. Jack Jacobs, hedge fund founder, decorated veteran, author & NBC News military analyst

8:55 a.m.

Investment Decision-Makers: Where Are We Now & Where Should We Be Heading?

  • Who are today’s portfolio managers?
  • Will changing demographics force change?
  • Are women trending?


  • JoAnn M. Strasser, Partner, Thompson Hine (moderator)
  • Kristina Koutrakos, Managing Partner & Chief Investment Officer, Kyria Capital Management
  • Valerie Malter, Co-Founder & Managing Principal, Matarin Capital Management
  • Karen Morris, President, Morris Associates

9:25 a.m.

Attracting & Retaining Diverse Talent

  • The changing face of tomorrow’s partner
  • Leveraging diversity for business development


  • Karen M. Kozlowski, Partner, Thompson Hine (moderator)
  • Victoria Hart, Portfolio Manager, Pinnacle View Capital Management
  • Valerie Kitay, General Counsel, Savanna
  • Mitch Ackles, Founder & CEO, Hedge Fund PR; Global President, Hedge Fund Association

9:55 a.m.

Networking Break

10:15 a.m.

Capital for Hedge Funds – Beyond Capital Introduction

  • Common terms and characteristics of permanent capital raises, seeding, partial buy outs and co-investing
  • Qualifying hedge funds and interested investors


  • Cassandra W. Borchers, Counsel, Thompson Hine (moderator)
  • Kira Bazile, Director, Wells Fargo Prime Services
  • Scott Daspin, Director, Prime Brokerage Sales, Triad Securities
  • Christine Egan, Director of Marketing & Investment Relations, Maritime Capital

10:45 a.m.

Closing Remarks