APRIL 21, 2010

The Waldorf-Astoria
301 Park Avenue
New York, New York

1:00p – 5:15p
Reception to follow

THE PROGRAM The SEO Alternative Investment Conference provides attendees with the chance to learn more about career paths and industry trends within the alternative investment arena, with plenty of time to network with professionals in the field. For leading firms and professionals within the alternative sector, participation as sponsors and speakers is an ideal chance to share insights and dialogue with aspiring and experienced minority finance professionals.



SEO 1st Annual Alternative Investment Conference - Event Agenda
WEDNESDAY, April 21, 2010
12:00 PM – 4:00 PM REGISTRATION
1:00 PM – 1:15 PM WELCOME
William Goodloe, SEO President
1:15 PM – 2:00 PM GLOBAL ALTERNATIVE INVESTMENT MANAGERS
Professionals from the nation’s most respected firms will offer insights into the opportunities within their sector. Managing mega funds requires a team adept at identifying and analyzing opportunities, and then leveraging those investments for maximum return. Insights about working with limited partners, raising funds and deploying capital will provide an in-depth look at opportunities within this key area of the alternative finance world.

Moderator:
Ed Tam, Managing Director, Highbridge Mezzanine

Speakers:
  • Deryck Maughan, Kohlberg Kravis Roberts & Co.
  • Rick Schifter, Partner - TPG
  • Anthony Edson, Senior Managing Director - Stone Tower Capital
    • 2:00 PM – 2:15 PM NETWORKING BREAK
    2:15 PM – 3:00 PM DIVERSIFIED FINANCIAL INSTITUTIONS
    “Bulge bracket” Wall Street firms have a rich array of business and career possibilities within the alternative investment arena. Serving top corporations, states, municipalities and more as clients, professionals have a wide array of career paths within top global organizations to explore—all of which fit directly within the zone of alternative investing. For many, careers with established global firms offer the best of both worlds—big brand presence with the fast paced world of alternative investing. Here’s your chance to learn more.

    Moderator:
    Carla A. Harris, Managing Director of the Strategic Client Group and the head of the Emerging Managers Platform, Morgan Stanley
    • Speakers:
    • Nicole Arnaboldi, Chairman - DLJ Merchant Banking
    • Mary Harman, BAML Capital Access Funds
    • Devesh Shah, Managing Director, Goldman Sachs
    CONCURRENT SESSIONS
    3:15 PM – 4:00 PM EMERGING AND MID-CAP FIRMS
    Learn what it’s like to be on the frontline of investing. Top investment professionals from the nation’s emerging and mid-cap firms will offer insights into their “day-to-day” in identifying investment opportunities, managing portfolio companies, and working with limited partners on reporting returns. It’s an entrepreneurial sector within alternatives that offers tremendous possibilities.

    PRIVATE EQUITY/VENTURE CAPITAL
    Moderator:
    Tracy Harris, Managing Director, Parish Capital Advisors, LLP
    • Speakers:
    • Tarrus L. Richardson, Managing Director - ICV Capital Partners
    • Frank A. Baker, Managing Director, SAC Capital Advisors, L.P.
    • Marcos A. Rodriguez, Managing Director & Founder - Palladium Equity Partners, LLC
    • Roszell Mack, III, Partner - Ascend Venture Group
    3:15 PM – 4:00 PM EMERGING AND MID-CAP FIRMS - REAL ESTATE/HEDGE FUND

    Moderator:
    Himayani Puri, Partner - Realm Partners, LLC
    • Speakers:
    • Dipak Patel, Sigma Capital
    • Paul Edwards, Principal - Capri Capital Partners
    • Leslie Hale, CFO and Sr. VP – RLJ Development, LLC
    • James H. Simmons III - AREA Property Partners
    CONCURRENT SESSIONS
    4:15 PM – 5:15 PM INSTITUTIONAL INVESTOR PANEL
    Reset: 2010 Investment Strategies & How Alternatives Factor in the Mix
    Leading investors dedicated to investing on behalf of their institutions and members—and responsible for billions in new investments in the coming year—will share candid insights into what’s ahead in 2010 and how alternative investments are driving key opportunities, and returns.
    PRIVATE EQUITY/VENTURE CAPITAL STRATEGY
    Moderator:
    Joanne Yoo, Partner, Watermark
    • Speakers:
    • Jason Price, Senior Vice President - CIGNA Investments (tentative)
    • Kim Y. Lew, Director of Investments, Carnegie Corporation of New York
    • Dhvani Shah, CFA. - Managing Director of Private Equity at New York State Teachers’
    • REAL ESTATE/HEDGE FUND STRATEGY
    • Moderator:
      Verdun Perry, Managing Director, Alternative Investments - CS Strategic Partners

      • Speakers:
    • Yvonne Nelson, Executive Director for Real Estate and Economically Targeted Investments – NYC Retirement Funds
    • Jerry Bias, Partner & Head of Trading – Cyrus Capital Partners/Trustee, UVIMCO
    • David E. Ourlicht, Commissioner – New York State Insurance Fund
    5:30 PM – 6:30 PM RECEPTION