Schedule of Events

Introductory remarks

Key Note Speaker: Bob Boldt, Perella Weinberg, former CIO of UTIMCO.

Panel 1:  International investing (the global economy: path of US dollar, emerging markets)

This panel will focus on how investors:

• Evaluate global markets and securities
• Assess countries from an economic and political perspective
• Evaluate international focused managers; how to identify which manager has an edge and what areas have the best investment opportunities
• View their outlook of the global economy, including the path of US dollar and outlook for emerging markets

Panelists:

• Larry Powell, Managing Director, Teachers Retirement Systems of Texas
• Dominic Moross, President, Cotton Hall Asset Management
• Stephan Maikkula, Director, UBS

Moderated by

Professor John Doggett, Department of Management, McCombs School of Business, University of Texas

Panel 2: Quantitative Investing

This panel will focus on:

• How quantitative managers construct portfolios
• What experience / education has helped the investors develop their proprietary models
• How do the managers (if any) utilize academic research into their portfolio management
• General discussion of what happened to quantitative funds and the markets in August 2007?

• John Huth PhD, Portfolio Manager, Quantlab Capital Management
• David Beisner, Porfolio Manager, Sequoia Holdings
• Ed Durkee, President, Portfolio Overlay Advisors

Moderated by

Dr Sheridan Titman, Department of Finance, McCombs School of Business, University of Texas

This panel will focus on how the investors

• Evaluate energy markets and securities
• View their outlook for energy markets, including their view on the direction of oil prices and geopolitical events

• John Olson, Director of Research, Sanders Morris Harris Inc
• John Myers, Co-Founder and Managing Partner, Treaty Oak Capital Management
• BJ Willingham, Chief Investment Officer, Moncrief Willingham Energy Advisers,LP/HedgENERGY
• Matt Therrell, Portfolio Manager, Draxis Energy Management

Professor Sandy Leeds, Department of Finance, McCombs School of Business, University of Texas

John Bader, Chairman and Chief Investment Officer, Halcyon Asset Management

This panel will focus on the panelists

• Current allocation to hedge funds and what benefits do they add to the overall portfolio?
• Manager selection process: what they look for when evaluating individual managers
• Major trends in alternative investing (i.e. the blurring of private equity and hedge fund strategies)
• The role of fund of funds in the institutional investment community

• Bill Akmentins, Director of Public Investments, Southern Methodist University
• Britt Harris, Chief Investment Officer, Teachers Retirement Systems of Texas
• Scott Wise, Vice President for Investments and Treasurer, Rice University
• Brent Martin, Chief Investment Officer, Austin Capital Management

Dr. Laura Starks, Charles E. and Sarah M. Seay Regents Chair in Finance and Chairman, Department of Finance, McCombs School of Business, University of Texas

This panel will discuss the roles of non investment professionals in the hedge fund industry and give the perspective from leading operations, marketing, and risk management personnel.

Panelists:

• Bryan Bradford, Analyst, Palo Alto Investors
• Lee Partridge, Risk Management, Teachers Retirement Systems of Texas
• Jay Nicholas, Operations, UBS
• Lynda Villarreal, Vice President, MadisonGrey LLC Fund Administration
• Missy Whitney, Marketing, Jana Partners

Holly Goodrich-McMullan, Apollo Management