NYC Hedge Fund Roundtable 2012

What Can You Do When Your Hedge Fund Investment Goes Bad?

New York City, Wednesday, October 10, 2012

8:30 – 10:30 AM
Jumeirah Essex House
160 Central Park South, New York

The Roundtable discussion will address:
• Fiduciary Standards Governing Hedge Funds
• How To Get Out Of A Zombie Hedge Fund
• Clawbacks: The Law Post–Madoff
• Insider Trading And Hedge Funds
• Valuation Issues: Can You Trust Your NAV

The small, select group of institutional investors, attorneys, accountants, advisors and fund manegers participating in this roundtable represent diverse perspectives. Chatham House rules will be followed to encourage free and open dialogue. Attendance is by invitation only. To nominate a participant, email CLE credits are available in most jurisdictions.

Keynote Speaker: Simon Lack

Mr. Lack is author of the highly praised The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to be True, and the founder of SL Advisors LLC., a Registered Investment Advisor, which he founded following 23 years with JP Morgan. Much of Simon Lack’s career with JPMorgan was spent in North American Fixed Income Derivatives and Forward FX trading, a business that he ran successfully through several bank mergers ultimately overseeing 50 professionals and $300 million in annual revenues. Simon Lack sat on JPMorgan’s investment committee allocating over $1 billion to hedge fund managers and founded the JPMorgan Incubator Funds, two private equity vehicles that took economic stakes in emerging hedge fund managers. The Hedge Fund Mirage: The Illusion of Big Money and Why It's Too Good to Be True received widespread praise from mainstream financial press including The Economist, Financial Times and Wall Street Journal. Simon makes regular appearances on cable TV business shows discussing hedge funds and investing, and is a CFA Charterholder.

Moderator: Allan C. Bell

Mr. Bell is Chair of the Trusts and Estates Practice Group at Sills Cummis & Gross P.C. Mr. Bell practices primarily in tax planning for individuals, businesses, nonprofit organizations, estates and trusts. Recognized as an authority in his field, Mr. Bell often serves as a resource to other professionals (accountants, financial planners and other attorneys). He has lectured extensively and published on estate planning and related tax matters.


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