May 18, 2010

 

The alternative investment industry has been fundamentally changed by the events of the last two years. The collapse of the credit markets, highly publicized fraud, and sharply lower returns have required that the industry adapt now to a totally new world. Add to this expected new regulations, new legal structures, and significant demands by investors, and it's clear that raising assets today is more challenging than ever before. Attend and gain insights from our panel of distinguished experts as they highlight the criteria for raising capital in this new world. This symposium is perfectly suited for emerging managers and CTAs as well as up-and-coming hedge funds and funds of funds looking to get to the next level.

Hosted by Morningstar, this Hedge Fund Association Midwest Chapter event includes cocktails and hors d'oeuvres. Registration is complimentary for HFA members, hedge fund managers and investors. This event is not open to service providers that are not HFA members. Due to limited space there is a no-show charge of $75, so if your plans change please cancel at least 48 hours in advance.

 

Not yet an HFA member? Join today at www.thehfa.org or click here to download the membership application.

 

 

Morningstar is pleased to offer hedge fund managers the opportunity to record a video interview to gain visibility with accredited investors via www.morningstar.com. Managers that wish to participate should RSVP to stuart.brogan@morningstar.com and arrive by 3pm.*

 

To download speaker biographies, please click here.

 

MODERATOR

 

Jim Gabriele
Managing Director, Butterfield Fulcrum
Director, HFA Midwest Chapter
 
Jim joined Butterfield Fulcrum in 2009 as Managing Director, and is a member of the Business Development Team as well as the Client Management Team. Jim has a BBS from Loyola University of Chicago, a CPA, and NASD series 7 and 27 registrations. Jim is also a member of the Illinois CPA Society.

 

PANELISTS

 

Brad Cole

President, Cole Partners

Director, Hedge Fund Association

Brad Cole is President of Cole Partners, LLC, which he founded in 1998. Brad was elected to the Board of Directors of the Hedge Fund Association for the 2010/2011 term. He is a frequent speaker on investing and marketing, and is a registered member of FINRA and the NFA. Brad received a BA from the University of Illinois.

 

Brian D. Cornell

Office of the Chairman, Mesirow Advanced Strategies

 

Brian D. Cornell is Senior Managing Director of Mesirow Advanced Strategies, Inc., and joined the firm in 1998. He is responsible for all aspects of fund management and strategic planning. Mr. Cornell holds a B.A. from Clark University and studied international finance at the University of Kentucky, Patterson School.

 

Philip Halpern

CIO, University of Chicago and Caltech Endowments

Philip has been CIO of the endowments of The University of Chicago and Caltech, and for the pension plans at Washington State Investment Board and J.C. Penney Company. He also authored the book, Marketing Institutional Money Management Services: Meeting the Needs of Today’s Plan Sponsors and Corporate Treasurers.

 

Donald S. Weiss

Partner, K&L Gates

 

Donald S. Weiss focuses on serving investment firms, hedge fund managers, commodity pool operators, private equity advisers and institutional investors. He is a member of the Bar of Illinois, and holds a J.D., George Washington University Law School and B.A. from Brown University.

 

Jeremy E. Joseph
Vice President, Grosvenor Capital Management

 

Jeremy E. Joseph is Vice President of Investments for Grosvenor Capital Management. He joined GCM in 2002. Previously he was with Waveland Capital Management from 1999 to 2001. Mr. Joseph holds a B.B.A. in Finance and International Business from George Washington University, graduating magna cum laude in 2002.  

 

 

To learn more or join HFA please visit www.theHFA.org 

 

* Subject to demand and editorial constraints of Morningstar.