LPs and GPs: Alignment of Interests

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   Wednesday November 4th  |  LPs and GPs: Alignment of Interests

Ever since the financial crisis of 2007-2008, there have been increasing calls by LPs for improved relationships and terms with their hedge fund manager GPs. While these calls have come not only from public pension plans, many of those allocators raised the loudest voices.

Following earlier precedent in the private equity industry, the hedge fund industry has recently seen the creation of the Alignment of Interests Association, a non-profit, investor-driven organization focused on strengthening the alignment between hedge fund industry participants. AOI’s steering committee includes public pension, foundations, endowments, insurance companies and foreign allocators.

In this discussion, we talk to allocators about their vision for AOI and how the LP-GP relationship can strengthen in a win-win construct.

Indian Harbor Yacht Club in Greenwich, CT
710 Steamboat Road
Greenwich, CT 06830
(203) 869-2484

 

 

5:00 - 6:00 - Registration, Cocktails and Networking
6:00 - 7:00 - Main program
7:00 - 8:00 - Cocktails and Networking

 

 

Anne-Marie Fink Chief Investment Officer for the State of Rhode Island

Anne-Marie Fink serves as Chief Investment Officer for the State of Rhode Island, overseeing investment of the $8 billion defined benefit plan of the Employees' Retirement System of Rhode Island, as well as ERSRI's $300 million defined contribution program, the state’s $7 billion college savings 529 plan, and the state's cash management.

Prior to joining Rhode Island in 2012, she was a Managing Director at J.P. Morgan Private Bank where she managed a portfolio of hedge funds for five years. Previously she spent 11 years in J.P. Morgan's Asset Management division as an equity analyst covering a variety of industries from railroads and furniture manufacturers to cable networks and internet media.

She serves on the investment committees of Lifespan and the Wheeler School. Additionally, she is the author of The MoneyMakers: How Extraordinary Managers Win in a World Turned Upside Down (Crown, 2009), a book that shares how shareholders want company leaders to manage their businesses. She earned her B.A. from Yale University and her M.B.A. from Columbia Business School.

 

Craig Meyers Co-Founder of Turtle Creek

Craig Meyers is a Co-Founder of Turtle Creek and serves on the firm’s Investment Committee. Mr. Meyers’ primary responsibilities include asset allocation and the oversight of investment manager due diligence for Hedge Funds and liquid investment managers. Additionally, Mr. Meyers is responsible for many of the firm’s primary research initiatives including: Active Vs. Passive Management, Impact of Investment Manager Tax Efficiency on Returns and Broader Investor Trends In The Hedge Fund Industry.

Prior to founding Turtle Creek, Mr. Meyers was an Executive Director in JPMorgan’s Investment Bank, where he focused on Mergers & Acquisitions and corporate finance, most recently within the Financial Institutions Group. While at JPMorgan, Mr. Meyers was involved with public listings of several Alternative Asset Managers, including Apollo, KKR, Ares and American Capital.

Mr. Meyers graduated from the Wharton School at the University of Pennsylvania, with concentrations in Finance and Entrepreneurial Management. Mr. Meyers is on the Board of Directors of the Alignment of Interests Association (AOI), an independent investor-only forum of hedge fund investors representing over 260 institutions with more than $250 billion of assets. He currently serves on the Advisory Board of Quexco, Inc., a leading global metals recycler, and the Alumni Board of the St. Mark’s School of Texas. Mr. Meyers resides in Greenwich, CT.

 

 

Garry Collins Credit Suisse LLC

Garry is a Director with the Capital Services US distribution team. Garry is responsible for East Coast investors and is the point person for US pension clients. Additionally, Garry interfaces with internal distribution channels throughout Credit Suisse and coordinates regional investor coverage in the US. Previously Garry was a Managing Director at Asset Alliance Corporation.

As a member of the firm’s management team, Garry’s responsibilities included managing the firm’s global marketing effort, strategic planning and relationships, affiliate business development and relations, and product development.

Prior to joining Asset Alliance, Garry worked as a consultant for Cadwalader, Wickersham and Taft in New York beginning in 1995. Garry received a BA in Environmental Studies from the University of Vermont.

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Connecticut Hedge Fund Association, Inc.         PO Box 232, Greenwich CT  06836                                                                                       
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