January 2011
18th Annual Canadian Conference
AIMSE
Date: 1.26.11
Location: Hyatt Regency Toronto, ON
February 2011
Mastering the RFP Process
IIRUSA
Date: 2.15.11
Location: Concierge Conference Centers, New York, NY
A.S.A.P. Speaker
March 2011
Investment Consultants Forum
Opal
Date: 3.07.11
Location: Princeton Club, New York, NY
April 2011
IMI Consultant Congress
27th Annual Consultants Congress
Date: 4.7.11 - 4.8.11
Location: San Francisco, CA
Attendee
Callan College An Introduction to Investments
Callan
Date: 4.12.11 - 4.13.11
Location: San Francisco, CA
Investment Consultants Forum
Opal
Date: 4.1.11
Location: London, UK
May 2011
AIMSE 34th Annual Marketing & Sales Conference
AIMSE
Date: 5.1.11 - 5.3.11
Location: Arizona Biltmore Resort & Spa Phoenix
Sponsor
PAICR RFP Conference
PAICR
Date: 5.16.11
Location: Harvard Club NY, NY
Attendee
PMAR (GIPS Conference)
The Spaulding Group
Date: 5.18.11-5.19.11
Location: Philadelphia Sheraton City Center, Philadelphia
Attendee
Opal Emerging Managers
Opal
Date: 5.15.11 - 5.17.11
Location: Chicago, IL
New York Roundtable Forum
Roundtable Forum
Date: 5.24.11
Location: Pierre Hotel, NY
9th Annual Hedge Funds Care Chicago Open Your Heart to the Children Benefit
HedgeFund Cares
Date: 5.19.11
Location: JW Marriott, Chicago, IL
June 2011
2011 Morningstar Conference
Morningstar
Date: 6.8.11 - 6.10.11
Location: McCormick Place, Chicago
Attendee
Callan College Advanced Investment Topics
Callan
Date: 7.12.11 - 7.13.11
Location: Chicago, IL
Institutional Investor Hedge Fund Symposium
Institutional Investor
Date: 6.21.11-6.22.11
Location: Union League Club, New York, NY
Hedge Fund Industry Awards
Institutional Investor
Date: 6.20.11
Location: Cipriani Wall Street, New York, NY
July 2011
IMI Alternative Investment Consultants Summit
IMI
Date: 7.21.11
Location: Hyatt Regency, Greenwhich, CT
August 2011
PAICR Annual Conference
PAICR
Date: 8.22.11 - 8.23.11
Location: Marriot Downtown, New York, NY
A.S.A.P. Speaker
September 2011
Cocktails on the Sound
HedgeFund Cares
Date: 9.23.11
Location: Stamford, CT
FINforums Annual Hedge Fund Summit
Fin Alternatives
Date: 9.14.11
Location: Princeton Club, New York, NY
Institutional Investor Alpha Hedge
Institutional Investor Alpha Hedge
Date: 9.25.11 - 9.27.11
Location: The Ritz Carlton, San Francisco, CA
October 2011
Client Servicing for Institutional Asset Managers andMastering RFPs & Consultant
Databases
Financial Research Associates
Date: 10.3.11-10.4.11
Location: The Princeton Club, New York, NY
A.S.A.P. Speaker
AIMSE and P&I 5th Annual Hedge Fund Conference
AIMSE
Date: 10.5.11
Location: The Princeton Club, New York, NY
Attendee
AIMSE 2011 Fall Conference
AIMSE
Date: 10.6.11
Location: The Princeton Club, New York, NY
Attendee
Alpha Institutes CIO Summit 2011
Alpha Institutes
Date: 10.26.11-10.27.11
Location: Setai Hotel, New York, NY
GIPS Standards Annual Conference
CFA Institute
Date: 10.27.11-10.28.11
Location: Hyatt Regency McCormick Place, Chicago, IL
Callan College An Introduction to Investments
Callan
Date: 10.18.11 - 10.19.11
Location: San Francisco, CA
November 2011
The 3rd Annual FundForum USA
FundForum USA 2011
Date: 11.7.11 - 11.9.11
Location: Westin Boston Waterfront, Boston, MA
2011 Investment Management Summit
FundFire/Ignites
Date: 11.9.11
Location: New York Stock Exchange, New York, NY
28th Fall Annual Consultants Congress
Investment Management Institute
Date: 11.8.11 - 11.9.11
Location: Hyatt Regency Greenwich, Greenwich, CT
December 2011
January 2012
IMI Investment Management Institute
Nuclear Decommissioning Trust
Date: 1.8.12 - 1.10.12
Location: Miami Beach, FL
AIMSE
19th Annual Canadian Conference
Date: 1.25
Location: Hyatt Regency Toronto, Toronto, ON
IIRUSA
GAIM USA
Date: 1.22 - 1.25
Location: Boca Raton Resort & Club, Boca Raton, FL
February 2012
March 2012
IMI Investment Management Institute
Consultants Retreat
Date: 3.4.12 - 3.6.12
Location: Las Vegas, NV
Opal
Investment Consultants Forum
Date: 3.2
Location: The Crowne Plaza Times Square, New York, NY
April 2012
Financial Research Associates
The 4th Annual Mastering Due Diligence for Alternative Investments
Date: 4.3 - 4.4
Location: The Princeton Club, New York City, NY
IMI Investment Management Institute
29th Fall Annual Consultants Congress
Date: 4.4 - 4.5
Location: Sheraton Fisherman’s Wharf Hotel, San Francisco, CA
IMI Investment Management Institute
Wealthy Families/Family Office Forum
Date: 4.13.12
Location: Phoenix, AZ
IMI Investment Management Institute
Endowments & Foundations
Date: 4.15.12 - 4.17.12
Location: Longboat Key, FL
AIMSE
35th Annual Marketing & Sales
Date: 4.22 - 4.24
Location: Turnberry Isle Miami, Aventura, FL
May 2012
IMI Investment Management Institute
Endowments & Foundations
Date: 5.1.12
Location: Chicago, IL
SkyBridge Capital
Salt Conference 2012
Date: 5.8 - 5.12
Location: Bellagio, Las Vegas, NV
Attendee
FRA, LLC
The Retail Alternative Investments Summit
Date: 5.17 - 5.18
Location: The Princeton Club, New York, NY
PAICR
2012 RFP Conference
Date: 5.21
Location: The Princeton Club, New York, NY
June 2012
IMI Investment Management Institute
Wealthy Families/Family Office Forum
Date: 6.13.12
Location: Greenwich, CT
Morningstar
Morningstar Investment Conference
Date: 6.20 - 6.22
Location: McCormick Place, Chicago, IL
July 2012
IMI Investment Management Institute
Global Markets Forum
Date: 7.8.12 - 7.10.12
Location: Quebec City, CAN
IMI Investment Management Institute
Endowments & Foundations
Date: 7.22.12 - 7.25.12
Location: Manchester, VT
August 2012
September 2012
PAICR
2012 Annual Conference
Date: 9.10 - 9.11
Location: Crowne Plaza Times Square, New York, NY
FINforums
2012 Annual Hedge Fund Summit
Date: 9.20
Location: Sentry Center, New York, NY
IMI Investment Management Institute
Consultants Retreat
Date: 9.24.12 - 9.26.12
Location: Newport, RI
October 2012
November 2012
IMI Investment Management Institute
Endowments & Foundations
Date: 11.15.12
Location: Greenwich, CT
December 2012
IMI Investment Management Institute
Wealthy Families/Family Office Forum
Date: 12.5.12
Location: Greenwich, CT
Opal Group
Alternative Investing Summit
Date: 12.4 - 12.6
Location: The Ritz-Carlton, Laguna Niguel, Dana Point CA
