3rd Annual Freeman & Co. Financial Services Conference:
Navigating Uncertainty in the Global Financial Markets
Wednesday, June 13, 2012
The New York Athletic Club – New York
180 Central Park South
Agenda
8:00 – 8:45AM Registration and continental breakfast (Sponsored by Rothstein Kass)
8:45 – 9:00AM Welcome and opening remarks (9/F lounge)
James L. Freeman, Founder and CEO, Freeman & Company
9:00 – 9:45AM Special keynote conversation (9/F lounge)
Oswald J. Grübel, former CEO, UBS and Credit Suisse
Interviewer: James L. Freeman, Founder and CEO, Freeman & Company
9:45 – 9:50AM Break
9:50 – 10:50AM Light through the Trees (9/F lounge)
After a period of relative stability, the Securities and Banking Industry has morphed into a rapidly changing environment following the financial crisis. Hear from four panelists who have taken advantage of the changes and created stable platforms for growth.
Fredrick J. Chapey Jr., Co-Founder & Managing Principal, StormHarbour Partners
Andrew O. Ertel, President & CEO, Evolution Markets
Jack McDonald, President & CEO, The Conifer Group
T. Kelley Millet, CEO, Cortview Capital Securities LLC
Moderator: Peter J. Majar, Jr., Managing Director, Freeman & Company
10:50 – 11:10AM Break
11:10 – 12:10PM Asset Allocation in Volatile Times (9/F lounge)
Hear capital allocators’ views on investing in today’s challenging markets and their views on investing in a deleveraging cycle, with ultra-low interest rates and occasional bouts of severe volatility.
Clark Fenton, CEO, Fauchier Partners
Jonathan J. Hirtle, CEO, Hirtle, Callaghan & Co.
Moderator: Eric C. Weber, CFA, Managing Director and COO, Freeman & Company
12:10PM – 1:40PM Networking Luncheon (11/F)
1:40 – 2:40PM New Developments, New Markets (9/F lounge)
The Financial Technology industry has had to evolve to keep pace with the rapidly changing broker dealer and asset management dynamics of the last five years. We have seen new firms advance to usher in new asset classes to the global electronic trading environment, as well as firms that have helped bring down borders to emerging markets.
Justin A. Brownhill, Co-Founder & CEO, The Receivables Exchange
Stephen Ehrlich, CEO, Lightspeed Financial
Ron Kashden, President, TKS Solutions
Vinode Ramgopal, CEO, Marco Polo Capital Markets
Moderator: Peter J. Majar, Jr., Managing Director, Freeman & Company
2:40 – 2:50PM Break
2:50 – 3:50PM Concurrent breakouts (One in 9/F lounge, One in Presidents Room)
The current environment of low interest rates, coupled with dislocations in the traditional banking and wealth management industries, has created unique challenges and opportunities for both originators of yield-oriented assets and general account managers with specialized knowledge in market niches.
Specialty Finance Focus – Private Company Presentations (Presidents Room)
David C. Lee, CEO, Colford Capital
Paul Menzel, President & CEO, Financial Pacific Leasing
Insurance Focus – Private Company Presentations (9/F lounge)
Ram Singh, President & CEO / KJ Singh, Vice President & COO , Maya Assurance Company
Stephen Young, Managing Director, Citi Capital Advisors
3:50 – 4:15PM Break
4:15 – 5:15PM Concurrent breakouts (One in 9/F lounge, One in Presidents Room)
Private Company Presentations – Specialty Finance Focus (Presidents Room)
Pavan Agarwal, Vice President, Sun West Mortgage Company
Noah Breslow, COO, On Deck Capital
Private Company Presentations – Insurance Focus (9/F lounge)
Michael Engelhart, Vice President, Business Development / Frank Zuccarello, Executive Vice President, Exceptional Risk Advisors
Todd Solash, SVP, Product Design & Product Life Cycle Managagement, AXA Equitable
5:15 – 6:15PM Cocktails (9/F)
*Agenda subject to change
More information to follow
By Invitation Only
Please send all inquiries to Marika Bigler at conference@freeman-co.com