Manhattan-New York

Breakfast: Funds of Funds – New Directions/Strategic Planning in a New Landscape

7:45 Registration/Breakfast

8:00-9:00 Current environment for funds of funds

  • Allocation trends
  • Impact of asset outflows/shakeout

Rachel Minard, Cogo Wolf Asset Mgt
Rob Picard, Navigant Consulting

9:00-10:00 Exploring distribution channels
Institutional expectations

  • Size and performance

David Bauer, Casey Quirk
Other speakers to be announced

10:00-11:00 Possible approaches and differentiation

  • Aligning investor and manager incentives
  • Client services – more consultative?
  • Specialization: differentiating by strategy as well as how multi-strategy funds do it
  • Boutique vs mega firm
  • Fee structure/Lock-ups
  • Managed accounts
  • Transparency

Rachel Minard, Cogo Wolf Asset Mgt

Register here