Breakfast: Funds of Funds – New Directions/Strategic Planning in a New Landscape

7:45 Registration/Breakfast

8:00-9:00 Current environment for funds of funds

• Allocation trends
• Impact of asset outflows/shakeout

Rachel Minard, Cogo Wolf Asset Mgt
Rob Picard, Navigant Consulting

9:00-10:00 Exploring distribution channels
Institutional expectations

• Size and performance

David Bauer, Casey Quirk
Other speakers to be announced

10:00-11:00 Possible approaches and differentiation

• Aligning investor and manager incentives
• Client services – more consultative?
• Specialization: differentiating by strategy as well as how multi-strategy funds do it
• Boutique vs mega firm
• Fee structure/Lock-ups
• Managed accounts
• Transparency

Rachel Minard, Cogo Wolf Asset Mgt

Register here