The uncertainty gripping today's markets will lay the stage
for lively debate at the seventh annual AR Symposium,
to be held Nov. 2-3 in New York City at the New York Athletic
Michael Hintze, founder, chief executive and senior investment
officer of CQS, the $7.5 billion London-based credit,
convertibles, equity and multistrategy investment fund group,
has joined the lineup to offer the international keynote
address on Nov. 2.
Prior to establishing CQS in 1999, Hintze was managing director
in the leveraged funds group at CSFB, having spent 12 years
previously at Goldman Sachs. In addition to guiding CQS
successfully through the recent financial crisis, Hintze has
also been a vocal supporter of the UK's Conservative
Kyle Bass, the founder of Hayman Advisors, will offer a keynote
address on Nov. 3. Bass has been ahead of the curve in global
macroeconomic thinking in recent years, arguing that the
world's largest economies face significant pain. For years,
Bass's calls have contradicted conventional wisdom, first with
the housing crisis, then with European debt and most recently
with Japan's fiscal crisis.
The Symposium will kick off with a state of the industry panel
exploring the big picture outlook for hedge funds, including
relations with investors. Panelists include Mark Yusko of
Morgan Creek Capital Management; Andrew Rabinowitz, the chief
executive officer of Marathon Asset Management; Steve Shapiro,
founder of Intrepid Capital Management, and Michael Lewitt of
Harch Capital Management.
Strategy sessions will focus on such topics as energy,
distressed and event-driven. Looking at the energy markets
post-BP will be Renee Haugerud of Galtere, Bryan Martin of D.E.
Shaw, Josh Fink of Enso Capital, and Tim Flannery of Copia
Capital. Joining the event-driven panel will be Chris Delong of
Taconic Capital Advisors; Michael Weinberger of York Capital
Management, and Scott Ostfeld of JANA Partners. The distressed
panel will feature Jody Lanasa of Serengeti Asset Management;
Jason Mudrick of Mudrick Capital Management; Christopher
Pucillo of Solus Alternative Asset Management, and David Sherr
of One William Street Capital Management.
A separate investor panel will answer the question: Have
managers regained investors' trust? Panelists will include
Alexander Col of Banque Privee Edmond de Rothschild; Brian
Gavin, the chief operating officer of Blackstone Alternative
Asset Management, and Jim Berens of the Pacific Alternative
Asset Management Co.
This year, two panels will explore global macro issues. One
will feature a debate on China, while the other will look
across the pond to explore the future of Europe. Jerry Wang of
Vision Investment Management is on the China panel, while Paolo
Pellegrini of PSQR Capital Management, and William Browder of
Hermitage Capital Management will be among those debating the
future of Europe.
Workshops addressing such issues as regulation, emerging
markets and capital-raising are also in the planning
As in previous years, there will be ample time allocated for
networking during coffee breaks, lunch and cocktails between or
after the various sessions. More details, including a booking
form, schedule of events and more speakers, are being updated
online at: AbsoluteReturnSymposium.com.