IMN Public Funds Summit
March 1, 2010
Huntington Beach, Ca.
Panelist – President of Quality Manger Consultants

Discussed -  “Structured Products and Distressed Investing in
The Current Environment.”

IMN’s Planned Sponsor Conference
September 22-23, 2009- San Diego, CA – Four Seasons
Panelist –  “Solutions After Madoff”

Opal – Chicago – Emerging Managers Conference
May 2009
Panelist

IMN Dana Point Conference
March 16 & 17th 2009
Panelist

Opal La Costa Conference
Feb 2nd 2009
Panelist

Mar Hedge – Bermuda Institutional Investors
November 2008
Panelist

Hedge Fund Institutional Forum

Four Seasons, Chicago, Illinois
October 20-22 2008
Panelist

The 3rd Annual Foundations and Endowments Summit

 Sept 22-23, 2008  Arizona Biltmore Phoenix, AZ

Next Wave In Equities

The nations private and community foundations achieved an average 13.7% gain on their investments last year.  On average, foundations continue to decrease the portion of their assets invested in stocks of American companies. Institutions with the highest returns had larger than average allocations –20% in international equities—while domestic equity allocations fell to 18%. This session will explore the risks and rewards of seeking returns in this top performing traditional asset class.

Moderator:
Marc Rosenberg, President QUALITY MANAGER CONSULTANTS, LLC

HIGH NET WORTH & INSTITUTIONAL INVESTOR SYMPOSIUM ON HIGH PERFORMANCE INVESTING

MARCH 26-28 2007     SPORTING D’HIVER    MONTE-CARLO, MONACO

CLOSING DISCUSSION:  A LOOK AHEAD

From Commodities to Shareholder Activism, Emerging Markets and Infrastructure, our closing session will explore some of the most (and least) obvious opportunities in the year ahead.

.    Making money in the wake of recent rapidly tightening risk spreads
.    Will out–of –favor strategies return to their former glory?
.    In an increasingly long-only environment, is long/short still a viable strategy?
.    What about 130/30 strategies?

Panel Chair
Moderator: Marc Rosenberg, President QUALITY MANAGER CONSULTANTS LLC

Panel Participants
Ian Ellis, President & Portfolio Manager MICROCAPITAL
Katalin Kutasi, Portfolio Manager KELLNER DILEO & CO.
Peter Lupoff, ROBECO

JUNE 2003 E&F IN SAN FRANCISCO, CA AT PAN PACIFIC HOTEL
10:00 BEYOND THE HEADLINES AND HYPE: RETHINKING HEDGE FUNDS AND FUNDS-OF-FUNDS Often considered "the" Alternative Investment, Hedge Funds are rapidly becoming a standard portfolio inclusion. Our panelists are experienced professionals from both sides of the Hedge Fund world who will present a comprehensive analysis of incorporating hedge funds into your portfolio.

• Transparency issues
• Due diligence, reporting, and the importance of diversification
• Valuation issues/Conflicts of Interest
• Capacity issues
• Lock-ups, exit strategies
• Are benchmarks an effective way of measuring true performance?
• Funds-of-Funds:
• Fees, Risks and Suitability

Moderator: Marc Rosenberg, President, QUALITY MANAGER CONSULTANTS
Panelists: Jeffery J. Mora, Managing Director, AETOS CAPITAL, LLC
Thomas Giles, Chief Investment Officer, DEAN INVESTMENT ASSOCIATES
Andrew Walter, Vice President, GOLDMAN SACHS PRINCETON HEDGE FUND STRATEGIES GROUP
Charlie Armendarez, Director, PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY
Stanislas Debreu, Managing Director, SG COWEN

2003 HEDGE FUND INVESTORS' SUMMIT IN ARIZONA
PRE-SUMMIT CHAIRMAN:
Marc Rosenberg, President, QUALITY MANAGER CONSULTANTS LLC
MANAGERS FOR ROUNDTABLES I, II, III:
Richard (RJ) Ennis, FANAM
Kevin Daly, FIVE CORNERS
Michael Katz, GLENROCK GLOBAL
Jon Tiktinsky, HULLS FARM CAPITAL
David Tice, DAVID W. TICE & ASSOCIATES
Ron Rosenberg, ZEUS CAPITAL LLC

PAN PACIFIC 2002, E&F WEST COAST JUNE 24 2002
11:45 THE SEARCH FOR ALPHA: CONSIDERING NEW INVESTMENT STRATEGIES WHILE CONTRASTING THE "ADVANTAGES" OF DIVERSIFYING INTO “MORE FAMILIAR" VS. "LESS FAMILIAR" OPTIONS
When diversifying your portfolio, it is imperative that you thoroughly evaluate and analyze the numerous options available. this is particularly important in light of recent investment conditions.
This session will present an overview of "Conventional" (i.e. more familiar) vs." Unconventional" (i.e. less familiar) Investment Options and will address the numerous practical issues involved.
Moderator:
Leslie Kautz, Principal, ANGELES INVESTMENT ADVISORS
Panelists:
Anne Casscells, Managing Director, AETOS CAPITAL LLC
John Brynjolfsson, Manager, PIMCO Real Return Bond Fund, PIMCO
Marc Rosenberg, Principal, QUALITY MANAGEMENT CONSULTANTS

2002 HIGH-PERFORMANCE INVESTING SYMPOSIUM, MONTE-CARLO, MONACO
11.45 - 12.45 Session B, FINDING VALUE IN A COMPLEX INVESTING ENVIRONMENT

Marc Rosenberg, President QUALITY MANAGER CONSULTANTS LLB (moderator)
Ian Wylie, Managing Director GLG PARTNERS
Nick Wilson, Managing Director LEHMAN BROTHERS
Frank Smith, President STRATEGIC FINANCIAL SOLUTIONS

In the current low return, high volatility investing environment, it has become extremely difficult to identify outstanding hedge funds. In addition, the proliferation of hedge fund incubators has added many more new funds to the existing universe. How can investors increase their odds of selecting good funds? What questions need to be asked to determine if a fund fits your specific risk/reward profile? Are there strategies that make more (or less) sense in light of recent market developments? This session will attempt to arm investors with information that could prove invaluable as they evaluate new and review existing investments.

2002 HEDGE FUND INVESTORS' SUMMIT IN ARIZONA
9:00 HEDGE FUND MANAGERS’ ROUNDTABLE: STRATEGIES FOR MANAGING RISK IN THE CURRENT ENVIRONMENT
Moderator: Marc Rosenberg, President, QUALITY MANAGER CONSULTANTS LLC
Panelists:
Andy Roediger, General Partner, BELVEDERE
David Tice, President, DAVID TICE & ASSOCIATES
Kevin Daly, Manager, FIVE CORNERS
Irene Hoover, Managing Partner, HOOVER INVESTMENT MANAGEMENT
Mark Lapolla, Managing Partner, PETROS CAPITAL LLC

2001 ENDOWMENTS & FOUNDATIONS (E&F) WEST COAST, PAN PACIFIC HOTEL, JUNE 13, 2001
3:45pm - 5:45pm
HEDGE FUND ROUNDTABLE II--RISK-ADVERSE STRATEGIES
Session Leader: Marc Rosenberg, Principal, QUALITY MANAGER CONSULTANTS LLC
Panelists:
* Low-Risk vs. Long/Short Equities
Daniel Wimsatt, BRICOLEUR CAPITAL
* Long-Short Equity
Sean Kiernan, CONTADORA
* Cautious Technology/Healthcare Fund
David Peterson, DESANTIS CAPITAL PARTNERS
* U.S. Long/Short Trading
Fred Ketcher, FK PARTNERS
* Global Systematic Trading
Jon Stein, ROTELLA CAPITAL
* Small Cap Active Management
Warren Lichtenstein, STEEL PARTNERS

2001 HEDGE FUND INVESTORS' SUMMIT IN SCOTTSDALE, ARIZONA
11:20 Hedge Fund Investors' Checklist: Reassessing Some Fundamental Assumptions about Service Providers and Their Value-Added in 2001
Moderator:
Bucky Isaacson, President, FUTURE FUNDING CONSULTANTS
Panelists:
Tony Stocks, Director of Fund Services, CITCO
Dermot S. L. Butler, Chairman, CUSTOMHOUSE ADMINISTRATION & CORP. SERVICES LTD.
Diane Mix, President & Principal, HORIZON CASH MANAGEMENT LLC
Chris Zellner, Vice President, LEHMAN BROTHERS, INC.
Marc Rosenberg, President & Founder, QUALITY MANAGER CONSULTANTS

2000 HEDGE FUND INVESTORS' SUMMIT IN SCOTTSDALE, ARIZONA
10:30  BUILDING A PORTFOLIO: TOP-DOWN VS. BOTTOM-UP APPROACHES TO HEDGE FUND SELECTION
More often than with any other component of a portfolio, hedge fund investments tend to be made with a “rifle-shot” approach, rather than a developed strategy. Using an informal “debate,” This session will explore two distinct approaches to constructing a hedge fund portfolio.
Moderator:
Catherine Lynch, Associate Vice President for Treasury Management, GEORGE WASHINGTON UNIVERSITY

The Top-Down Approach: This approach argues that the best way to capitalize on investment opportunities is by selecting markets and strategies that are best positioned to exploit the current market environment, and then selecting individual “best of breed” managers to execute their specific areas of expertise.
Michael Lind, Founding Principal, MERITAGE ADVISORS, LLC
- vs.-
The Bottom-Up Approach: This approach argues that the nature of the hedge fund business lends itself better to selecting individual managers based upon their specific investment abilities, with the expectation that they can perform across all market environments.
Marc Rosenberg, Executive Director, CIBC OPPENHEIMER

1999 HEDGE FUND INVESTORS' SUMMIT, SCOTTSDALE, ARIZONA
10:00 Correlated, Or Not Correlated? Is Market-Neutral a Myth?

What do you mean when you call a strategy "market-neutral"? For a fund to be truly market-neutral, did it have to be unaffected by the disturbances that hit the market in August and September 1998? Managers and investors will seek to uncover why so many people feel misled by the term market-neutral and what can be done to better understand the risks involved in any fund that portends to be market-neutral.

Do managers understand the term to mean something different than investors?
Is there any strategy that is non-correlated in extreme market conditions?
What characteristics should a fund have to call itself "market-neutral"?
Which strategies proved to be the most non-correlated when the storm occurred?
What are the implications? Why market-neutral is not risk-neutral-what are the risks for equity strategies vs. fixed-income strategies?

Session Leader: Paul T. Crowley, Director, Commonfund
Panelists: George Douglas, Vice President & Chief Investment Officer, SSI Investment Management Inc.
Michael McElroy, Senior Vice President, Independence Investment Associates
Jon Lukomnik, Managing Director, CDC Investment Management Corp.
Marc Rosenberg, Executive Director, CIBC Oppenheimer Private Client Group

1998 HEDGE FUND INVESTORS’ SUMMIT
11.30 THE SEARCH FOR RISKLESS RETURNS: MANAGING INVESTOR EXPECTATIONS
Are investor expectations of "market-neutral" investing realistic? 
Do investors have the long-term focus needed to follow a market-neutral approach during bull equity markets? 
Are there alternative "hedged" strategies / managers who can produce higher returns than typical market-neutral approaches? 
Moderator: 
Ralph Isham, Managing Director & Partner, GH VENTURES PARTNERS 
Panellists: 
Marc Rosenberg, Executive Director - Investments, Private Client Division, CIBC OPPENHEIMER CORP. 
Kermit Claytor, Research Analyst, FUND ADVISORS 
Jean Karoubi, President, THE LONGCHAMP GROUP, INC.

1997 BRACING FOR A MARKET DOWNTURN: WILL YOUR HEDGE FUND INVESTMENTS PROTECT YOU?
New York City, January 6-7, 1997 and San Francisco, CA, January 13-14, 1997
Cedd Moses, PORTFOLIO ADVISORY SERVICES
Harold Cohen, PREFFERED INVESTORS LP
Neil Matlins, THE LINCOLN FUND
Marc Rosenberg, VP, SUTRO & CO.