Hilton West Palm Beach
Hilton West Palm Beach, 600 Okeechobee Blvd, West Palm Beach, FL 33401, USA

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Event Date Wed Jan 19 EST - Fri Jan 21 EST (5 months ago)
Location Hilton West Palm Beach
600 Okeechobee Blvd, West Palm Beach, FL 33401, USA
Region Americas

Join what is expected to be one of the largest gatherings of alternative investment professionals, including managers (hedge funds, private equity funds, real estate funds and long only funds), high quality investors (endowments, foundations, pensions, institutional consulting firms, insurance companies, OCIOs, fund of funds, family offices, and private banks among others) and service providers.

The event will kick-off on Wednesday, January 19, with panel discussions led by institutional investors focused on what alternative investment strategies look the most attractive over the next 24 months. Days 2 and 3 will be dedicated to 1-1 capital introduction meetings between managers, allocators and service providers with optional social activities on Saturday, January 22 (more details coming soon). The in-person agenda will be followed by an additional two weeks of virtual 1-1 meetings. ​

Benefits for all Participants:
• Quality of event. We expect it to be the largest and highest quality in-person and virtual cap intro event in the alternative investment industry. The recent Gaining the Edge 2021 virtual cap intro event was the largest virtual cap intro event in the history of the alternative investment industry with over 1,900 registrations. More importantly, investors viewed the quality of participating managers as very high, based on the significant level of due diligence they performed on managers on the platform. Gaining the Edge believes the average manager had substantially more meetings and investor views than other non-prime broker cap • intro events this year.
• Low overlap of managers and investors with other cap intro events. The historical overlap of registrations has only been approximately 25%. We view our event as complementary to other leading independent cap intro events.
• Flexibility in how to participate. Ability to participate in-person and virtually or virtually only. Virtual only registrations can upgrade to include in-person any time before the event. We will automatically switch to a virtual only event and refund the difference in price for managers and sponsors (complimentary for investors), if there is a CDC Level 3 warning due to a new outbreak of COVID-19.
• Philanthropy - a large percent of profits to be donated to charities that benefit at-risk youth. To date, Gaining the Edge, LLC. and Agecroft Partners have donated over $2.7 million dollars to these organizations. We will also be giving discounts to emerging, woman and minority owned fund managers while also making it easy for investors to identify these managers in the scheduling portal.
• Alternative investment industry leading conference organizer since 2013. The organizers co-owned a conference called Hedgeopolis New York that sold out in 2013, 2014 and 2015. In 2016 they launched Gaining the Edge Hedge Fund Leadership Conferences which have sold out all 6 events with over 2,000 unique alternative investment industry professionals. Most of the attendees of these conferences were large institutional investors. Over the past 18 months, they have hosted 20 webinars, which had over 5,000 unique alternative investment industry participants and 2 highly successful virtual cap intro events since October 2020 (hosting over 1,900 registrants at the most recent event).


2022 Speakers

Chris Walvoord
Partner, Global Head of Alternatives Research and Portfolio Management, Aon

Paul Zummo, CFA
Chief Investment Officer, JP Morgan Alternative Asset Management

Scott Radke
Chief Executive Officer, New Holland Capital

Ram Lee
Partner, President & Chief Investment Officer, Seven Bridges

Juliette Menga, CFA
Director, Chair of the ESG Committee, Aetos Alternatives Management

Justin McEntee
Managing Director, K2 / Franklin Templeton

Betsy Battle
CIO & Founding Partner, Lone Peak Partners

Charles Honey
Managing Director, PA Capital

Frank J. Mihail, CFA, CAIA
Director, New Mexico Public Employees Retirement Association

Brian Payne, CAIA
Investment Officer, Teachers' Retirement System of Illinois

Cian Desmond
Portfolio Manager, Vice President – Alternative Investments, Wilshire Associates

Geeta Kapadia, CFA
Associate Treasurer & Director of Investments, Yale New Haven Hospital

Aneja Saurav
Associate Director, Hedge Funds & Risk Premia, Zurich Alternative Asset Management

Menachem Lubling, CFA
Head of Alternative Investments, Highland Consulting

Cedric Fan, CFA
Senior Director, Head of Hedge Funds, Russell Investments

Jon Sinclair
Managing Director, Tiff Investment Management

Brian Walsh
Principal, Titan Advisors

Patrick Bronger
Expert Portfolio Manager Hedge Funds & Alternative Alpha, APG

Bess Joffe
Head of Responsible Investments, Church Commissioners for England

Marcus Storr
Head of Alternatives, FERI Trust

Frank Rosenberg
Chief Investment Officer, Rosemore, Inc.

Brian Clark, CFA
Investment Director, The Harry & Jeanette Weinberg Foundation

Sponsors & Partners

2022 Sponsors

• BNY Mellon
• Grassi
• Draw Bridge
• Withum
• Jefferies
• Hirschler