CTAEXPO LLC Presents:
CTA Expo 2016 Chicago
CTA Expo is designed to provide CTA’s and FX Traders the foundation of knowledge they need from both an operational and marketing perspective to raise AUM, and the opportunity to network with Family Offices, Professional Capital Raisers, Individual Investors, Allocators and IRA’s looking to identify trading talent as a source of Alpha.
CTA Expo also offers speakers on how managers can grow their business, gain access to capital sources, and how allocators can more effectively manage their portfolios.
The Agenda and Speakers Include:
CONFERENCE CHAIRMAN
Ian Morley Wentworth Hall Consultancy
Welcoming Remarks
Bucky Isaacson and Frank Pusateri (CTA Expo LLC)
EMERGING MANAGER SELECTION... WHAT INVESTORS LOOK FOR
Different types of investors look for different characteristics in the managers they invest in.
MODERATOR:
Tim Pickering (CEO - Auspice Capital Management)
PANELIST:
Ernest Jaffarian (CEO - Efficient Capital Management, LLC.)
Ole Rollag (Managing Principal - Murano)
Dimitri Sogoloff (CEO - Horton Point, LLC.)
MEDIA… DOES IT WORK? & HOW TO USE IT TO BUILD AUM
Emerging managers often overlook the importance of using the media as an effective marketing tool.
Matthias Knab (FOUNDER - Opalesque Ltd)
Cyber Security and its Effect on Investors, Managers and Global Markets
Paul Caiazzo (CEO - TruShield Security Solutions, Inc)
GROWING YOUR AUM… HOW BROKERS CAN HELP
Before a manager selects a broker they should consider more than commission rates. MODERATOR:
Buck Haworth (CEO - Born Technology)
PANELIST:
Eric Eiers (ADM Investor Services, Inc)
John Hyde (Wells Fargo)
Robert Cihlar (Dorman Trading LLC)
KEYNOTE CONVERSATION
Phupinder Gill and Bucky Isaacson will discuss the state of the Managed Futures Industry, the CME Groups efforts to help that segment of the Alternative Financial Community continue to grow and an overview of where the CME is at and what they expect in the future
PHUPINDER GILL (CEO - CME Group)
Bucky Isaacson (Partner - CTAExpo LLC)
BUILDING YOUR PERSONAL BRAND AND ITS IMPORTANCE IN DIFFERENTIATING YOURSELF IN A COMPETITIVE ENVIRONMENT
In their marketing efforts managers give little consideration to branding and how it can be used to help build AUM in a crowded field.
Teresa Alpert (Crimea River Ltd)
OPERATIONAL CONSIDERATIONS, SERVICE PROVIDERS AND THEIR IMPACT ON THE INVESTMENT DECISION
Before deciding to invest potential clients will look at the Service Providers a manager uses and the manager’s internal operations before committing assets
MODERATOR:
Annette Cazenave (A Cazenave LLC)
PANELIST:
Robert DeMuria (Founder – Compliances Supervisors International Inc)
Brad Janitz (Midland IRA)
Eddie Lund (SVP Business Development – Gemini Fund Services, LLC)
John Hynes (CEO – HedgeFacts International Ltd)
REGULATORY CHALLENGES… 2016 AND BEYOND
As the regulatory environment continues to evolve and become more complex compliance becomes more expensive and a bigger factor when evaluating emerging managers.
MODERATOR:
Norma Richmond (Manager, Audit & Assurance - Arthur Bell CPAs)
PANELISTS:
Daniel G. Viola (Partner – Sadis and Goldberg LLP)
Michael Sefton (Baker & McKenzie, LLP)
Date: Sept 15th, 2016.
Venue: UBS Tower, One North Wacker Drive, Chicago, IL
Time: All day (1/2 day event the day before. See CTA site for more information)
Cocktail reception immediately following event
For more information and registration click here
CTA Expo 2016 Chicago
CTA Expo is designed to provide CTA’s and FX Traders the foundation of knowledge they need from both an operational and marketing perspective to raise AUM, and the opportunity to network with Family Offices, Professional Capital Raisers, Individual Investors, Allocators and IRA’s looking to identify trading talent as a source of Alpha.
CTA Expo also offers speakers on how managers can grow their business, gain access to capital sources, and how allocators can more effectively manage their portfolios.
The Agenda and Speakers Include:
CONFERENCE CHAIRMAN
Ian Morley Wentworth Hall Consultancy
Welcoming Remarks
Bucky Isaacson and Frank Pusateri (CTA Expo LLC)
EMERGING MANAGER SELECTION... WHAT INVESTORS LOOK FOR
Different types of investors look for different characteristics in the managers they invest in.
MODERATOR:
Tim Pickering (CEO - Auspice Capital Management)
PANELIST:
Ernest Jaffarian (CEO - Efficient Capital Management, LLC.)
Ole Rollag (Managing Principal - Murano)
Dimitri Sogoloff (CEO - Horton Point, LLC.)
MEDIA… DOES IT WORK? & HOW TO USE IT TO BUILD AUM
Emerging managers often overlook the importance of using the media as an effective marketing tool.
Matthias Knab (FOUNDER - Opalesque Ltd)
Cyber Security and its Effect on Investors, Managers and Global Markets
Paul Caiazzo (CEO - TruShield Security Solutions, Inc)
GROWING YOUR AUM… HOW BROKERS CAN HELP
Before a manager selects a broker they should consider more than commission rates. MODERATOR:
Buck Haworth (CEO - Born Technology)
PANELIST:
Eric Eiers (ADM Investor Services, Inc)
John Hyde (Wells Fargo)
Robert Cihlar (Dorman Trading LLC)
KEYNOTE CONVERSATION
Phupinder Gill and Bucky Isaacson will discuss the state of the Managed Futures Industry, the CME Groups efforts to help that segment of the Alternative Financial Community continue to grow and an overview of where the CME is at and what they expect in the future
PHUPINDER GILL (CEO - CME Group)
Bucky Isaacson (Partner - CTAExpo LLC)
BUILDING YOUR PERSONAL BRAND AND ITS IMPORTANCE IN DIFFERENTIATING YOURSELF IN A COMPETITIVE ENVIRONMENT
In their marketing efforts managers give little consideration to branding and how it can be used to help build AUM in a crowded field.
Teresa Alpert (Crimea River Ltd)
OPERATIONAL CONSIDERATIONS, SERVICE PROVIDERS AND THEIR IMPACT ON THE INVESTMENT DECISION
Before deciding to invest potential clients will look at the Service Providers a manager uses and the manager’s internal operations before committing assets
MODERATOR:
Annette Cazenave (A Cazenave LLC)
PANELIST:
Robert DeMuria (Founder – Compliances Supervisors International Inc)
Brad Janitz (Midland IRA)
Eddie Lund (SVP Business Development – Gemini Fund Services, LLC)
John Hynes (CEO – HedgeFacts International Ltd)
REGULATORY CHALLENGES… 2016 AND BEYOND
As the regulatory environment continues to evolve and become more complex compliance becomes more expensive and a bigger factor when evaluating emerging managers.
MODERATOR:
Norma Richmond (Manager, Audit & Assurance - Arthur Bell CPAs)
PANELISTS:
Daniel G. Viola (Partner – Sadis and Goldberg LLP)
Michael Sefton (Baker & McKenzie, LLP)
Date: Sept 15th, 2016.
Venue: UBS Tower, One North Wacker Drive, Chicago, IL
Time: All day (1/2 day event the day before. See CTA site for more information)
Cocktail reception immediately following event
For more information and registration click here
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