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NOVEMBER 1 & 2, 2012 | 10 ON THE PARK | NEW YORK

Absolute Return
SYMPOSIUM 2012

New Yorks premier hedge fund event

The Absolute Return Symposium will examine the outlook for the hedge fund industry and financial markets, and examine specific opportunities, challenges and risks across a range of alternative strategies.
Meet more than 350 leading investors, managers and industry professionals.

KEYNOTE SPEAKERS INCLUDE: DINAKAR SINGH, TPG-Axon Capital

Participants will share their opinions about the wider economic outlook and their favorite individual trades.

KEY TOPICS

Macro managers will address ongoing fears of a further contagion from the sovereign debt problems in the Eurozone. Leading credit managers are set to discuss what some have called a perfect opportunity to invest in beatendown mortgage assets. Top institutional investors and family offices will opine about the most and least desirable hedge fund strategies. The most promising trades, both long and short, presented by a variety of managers during a rapid-fire series of Best Ideas presentations.

See inside for program >

Main sponsors

Associate sponsors

BOOK ONLINE at www.absolutereturnsymposium.com or call +1

212 224 3570

Why attend

Highlights of the Absolute Return Symposium

The Absolute Return Symposium will address the numerous issues facing the hedge fund industry as economic uncertainty continues.
Held in Manhattan every fall since 2004, the Absolute Return Symposium attracts more than 350 of the hedge fund industrys elite managers and investors, providing a forum for sophisticated debate among the most successful in the field. The event provides an outlook for the hedge fund industry and financial markets, while focusing on the opportunities, challenges and risks across a range of investment strategies. Past speakers include such notable investors as Bill Ackman, Cliff Asness, Kyle Bass, Peter Briger, Frank Brosens, Leon Cooperman, Jamie Dinan, David Einhorn, Izzy Englander, Michael Hintze, Marc Lasry, Dan Loeb, Eric Mindich, John Paulson, David Shaw and many others. At this years event, participants will share their opinions about the wider economic outlook, including ongoing fears of a further contagion from the sovereign debt problems in the Eurozone, the debate over whether we will see years of slow economic growth and deflation, or whether global governments vast economic stimulus programs will create destabilizing inflation, and the effects that continued growth in emerging markets will have on financial markets worldwide. There will be plenty of networking opportunities during the two-day conference, including a drinks reception at the end of the first day on Thursday, November 1. I look forward to seeing you in New York. Josh Friedlander Editor, Absolute Return

Keynote speakers confirmed so far include:

Dinakar Singh
TPG-Axon Capital
Dinakar Singh is the founding partner of TPG-Axon Capital, a leading global investment firm. Through offices in New York, London, Hong Kong and Tokyo, TPG-Axon invests across global markets and asset classes. The firm was founded by Dinakar in late 2004, in partnership with Texas Pacific Group. He serves on the Yale University Investment Committee, Trilateral Commission, and the boards of the New York Public Library, Columbia University Medical Center, The Rockefeller University and Cold Spring Harbor Laboratories. Dinakar will be speaking on Day one at 9.45.

Register before August 31 and receive 20% off the standard rates BOOK ONLINE at www.absolutereturnsymposium.com or call +1 212 224 3570
Absolute Return Symposium 2012 | November 1 & 2, 2012 | 10 on the Park | New York

Interested in sponsoring or exhibiting?

Contact: Sumehr Sondhi Tel: +1 212 224 3275 | Email: ssondhi@absolutereturn.net

Discounts

Buy one ticket, get one free

If your firm lists performance data in the HedgeFund Intelligence database, register yourself and bring a colleague for free!

Dont miss
Exclusive cocktail reception
Thursday, November 1 from 17.20
All registered delegates are invited to the Absolute Return Symposium cocktail reception, which will take place after the first day of the conference.

20% Early bird discount

Register before August 31 and receive 20% off the standard rates. Thats a savings of $400 for asset managers, $300 for asset allocators and $770 for all others.

50% Start-up firm discount

If your firm has started within the last two years, receive 50% off the standard rates.

End investors
Register for free! Email events@hedgefundintelligence.com

Pre-Event Networking
Once you have registered, you will be sent a link to the Absolute Return Symposium private networking group on LinkedIn. You will receive regular event updates, be able to see who else is attending and arrange meetings before the event.

Venue

10 on the Park, New York

Time Warner Center North Tower, 10th Floor 60 Columbus Circle New York, NY 10019 Right in the heart of Midtown Manhattan, 10 on the Park is located on the 10th floor of the Time Warner Center, overlooking New Yorks skyline and Central Park. It is conveniently located above The Shops at Columbus Circle and steps away from the subway. Extensive parking is located within two blocks of the venue. www.10onthepark.com

www.absolutereturnsymposium.com

Program
Day one: Thursday, November 1
8.00 8.45 9.00

Doors open, registration and breakfast Welcome remarks and introductory briefing Macro
Ongoing economic uncertainty continues to create massive risks and potentially large rewards. Our speakers will explore global pitfalls and opportunities related to governmental intervention in markets; sovereign debt and currencies; trends in commodities, corporate debt and equities; and the best risk/reward trades and markets.

9.45 10.05 10.25 11.00

Keynote address: Dinakar Singh, founding partner, TPG-Axon Capital Keynote address: To be confirmed. Coffee break Family offices
How is the continuing divergence of the hedge fund industry into giant firms and everyone else affecting family office investing? Which strategies are considered the most promising for the coming year, what strategy weightings are considered optimal, and which strategies are being avoided? How are family offices using new disclosures and transparency in making decisions?

11.45

Credit

A group of industry experts will discuss profiting from the risks in sovereign debt, the resurgence of mortgage securities, and global deleveraging.

12.30 13.45 14.05

Lunch and networking Keynote address: To be confirmed. Regulatory change in Europe: Whats the impact on global managers?
While hedge funds in the U.S. have been grappling with implementation of domestic rule changes following Dodd-Frank, there has also been a slew of regulatory change in the works in Europe including the Alternative Investment Fund Managers (AIFM) Directive and UCITS IV. As Europe still remains a hugely important market for distribution to investors for many global alternative investment managers, a panel from a group of leading firms discuss what they are needing to do in order to keep up with the new rules.

14.50 15.10

Coffee break You dont know what your hedge funds are doing
The panel will discuss how to demand the right levels of transparency, avoid style drift and track expenses and stop exorbitant expenses from being charged to the fund. Learn how to determine which managers are talented and which have simply been lucky.

Day one: Program

16.05

Institutional investors

Leading investors will discuss the proper balance of direct versus intermediary-based investments to hedge funds, how the emergence of more liquid alternative structures will affect allocations, and which hedge fund strategies look attractive for the coming years. They will discuss how recent short-term reversals in hedge fund performance could affect the long-term trend of institutions increasing their allocations to the industry.

16.50 17.20

Debate: Have hedge funds really performed? Cocktails

The program is provisional and subject to change. Please visit www.absolutereturnsymposium.com for complete details.

Absolute Return Symposium 2012 | November 1 & 2, 2012 | 10 on the Park | New York

Day two: Friday, November 2

8.30 9.00 9.05 9.25

Doors open and breakfast Opening remarks Keynote address: To be confirmed. Commodities: Where are we now in the super cycle?
What is the outlook for energy, metals, softs and agriculturals in an era of conflicting concerns about inflation and deflation amid stalling markets and global deleveraging? What will be the impact of China going forward? And of renewed stimulus on the commodity markets? A panel of leading experts and players debate.

10.10

Managing a hedge fund: View from the top

Day two: Program

What are the challenges of running a business, maintaining strong performance and preserving capital in todays uncertain markets? The COOs of several high-profile hedge fund firms will discuss the challenges and opportunities ahead.

10.55 11.25

Coffee break Best ideas

In this must-attend session, six talented fund managers each make a case for one of the top investments in their portfolios, and share their invaluable investment insights with Symposium attendees.

12.55

Lunch
The conference will close at 14.00

Speakers include
The Absolute Return Symposium will bring together some of the most successful managers and investors in the hedge fund industry to discuss the outlook for the industry. Terri Chernick, CIO, The Koffler Group Putnam Coes, COO, Paulson & Co Howard Cooper, CEO, Cooper Family Office Nicholas DeMonica, CEO, Commonfund Marketable Alternatives Adam Fisher, co-founder, Commonwealth Opportunity Capital David Gold, manager research, Towers Watson Investment Services Richard Howard, managing director global strategist, Hayman Capital Management Brett Jefferson, founder & CIO, Hildene Capital Mgmt. Jeffrey Kaplan, COO, Appaloosa Management Steve Kuhn, partner and head of fixed income trading, Pine River Capital Management Ross Margolies, founder/portfolio manager, Stelliam Investment Mgmt. Michael Neus, chair of the investment adviser committee, MFA, and chief compliance officer, Perry Capital Kenneth Phillips, founder & CEO, HedgeMark Paul Podolsky, senior portfolio strategist, Bridgewater Associates Andrew Rabinowitz, partner & COO, Marathon Asset Mgmt. Dan Schatzman, director, Wolfson Family Office Dinakar Singh, founding partner, TPG-Axon Capital Steve Tananbaum, managing partner & CIO, GoldenTree Asset Mgmt. David Warren, CEO, DW Investment Management and manager, Brevan Howard Credit Catalysts Master Fund Josh Weintraub, head of U.S. mortgage securities & trading, Cerberus Capital Management

More speakers will be confirmed over the coming weeks. Visit www.absolutereturnsymposium.com for more details.

www.absolutereturnsymposium.com

Attendees
More than 350 delegates from industryleading firms attend the Absolute Return Symposium. The breakdown of attendees last year was as follows:
Other 1% Hedge funds 33% Service providers 20% Funds of funds and investors 46%

Below is a selection of the companies that attended last year:

INVESTORS Academy Asset Mgmt Acceleration Capital Group ADP Alban Row Investments Alphasource Capital Securities APG Asset Mgmt Bernstein Global Wealth Mgmt Bessemer Trust Blue Heron Capital Boothbay Family Office Chemetals Inc CHIMCO Circle Wealth Mgmt Commonfund Convergent Wealth Advisors DuFresne Family Office Edgewood Mgmt EJA Foundation Fidelity Family Office Gemini Family Office General Atlantic Glenwood Capital Gordon Family Office Harvard University Helvetica Wealth Management Partners Heyman Family Office Houston Firefighters Retirement Fund Indianapolis Museum of Art Krusen Capital Management Levitt Family Office Market Street Trust Company MetLife Nawbatt Family Office New York City Retirement Systems New York University Newport Wealth Mgmt Northwestern Mutual NYC Patrolmens Benevolent Association PGGM Investments Principia College Private Investor Rockefeller Capital Partners SC Capital Advisors Shoreview Management Tenth Avenue Holdings The College of William & Mary Foundation The Fruchthandler Foundation The Gemma Foundation The Goldman Family Foundation The Jordan Family Office The University of Connecticut Foundation The Whitman Foundation Tiedemann Trust Company Topwater Investment Management Turtle Creek Investment Advisors UBS Wealth Management UJA-Federation of New York UN Joint Staff Pension Fund UNC Management Company UNConsulting Washu Endowment Yale University Yeshiva University FUNDS OF FUNDS AC Investment Mgmt Advanced Portfolio Mgmt Amundi Alternative Investments Asset Alliance Corp Federal Street Partners FRM Goldman Sachs Asset Mgmt Investcorp Lazard Asset Mgmtt Lombard Odier Asset Mgmt Lyxor Asset Mgmt Man GLG MAP Alternative Asset Mgmt Meridian Capital Partners Morgan Creek Capital Morgan Stanley AIP PineBridge Investments Prelude Capital Quest Trading Managers Ramius Alternative Solutions Sandalwood Securities Schroders NewFinance Capital Silver Creek Capital Mgmt Sire MgmtCorp. Telluride Asset Mgmt Terrapin Asset Mgmt van Biema Value Partners Zurich Alternative Asset Mgmt HEDGE FUNDS 2100 Xenon 5:15 Capital Abraham Trading Arrowhawk Atlantic Investment Mgmt Atyant Capital Basso Capital Basswood Capital BHR Capital BlueMountain Capital Boston Provident Brown Bear Capital BTG Pactual Canyon Capital Advisors Chichester Capital Citadel Asset Mgmt Clemens Square Covepoint Capital Advisors CQS Daiwa Asset Mgmt Geosphere Capital Glazer Capital Goldentree Asset Mgmt Gotham Asset Mgmt Greenheart Capital Partners Hayman Capital Hermitage Capital Holding Capital Group Ivory Capital Partners James Caird Asset Mgmt Levin Capital Strategies Litespeed Mgmt Longbow Capital Partners Lucidus Capital Man GLG Marathon Asset Mgmt Martin Currie Investment Mgmt Millennium Mgmt Niederhoffer Capital NuWave Investment Omega Asset Mgmt Pine River Capital Prosiris Capital Rho Asset Mgmt Sagil Capital The D.E. Shaw Group The Rohatyn Group

For a full list of attendees visit: www.absolutereturnsymposium.com

Absolute Return Symposium 2012 | November 1 & 2, 2012 | 10 on the Park | New York

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