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Hedge Fund Association Northeast Chapter 
 when & WHERE

April 26, 2012


bullet4:30pm-5:00pm - Registration
bullet5:00pm-5:30pm - Keynote Speaker
bullet5:30pm-6:45pm - Panel Discussion
bullet6:45pm-7:45pm - Cocktails


Herrick, Feinstein LLP
2 Park Avenue

(Between 32nd and 33rd Streets)
New York, New York 10016

directions to event



 Hedge Fund Association 


Global Executive Director

Lara Block



Northeast Chapter Director

John Peterson

Cogency Software



Global Spokesman

Mitch Ackles

Hedge Fund PR


Herrick, Feinstein LLP

Rothstein Kass




Reuters HedgeWorld


Hedge Connection


Hedge Fund PR












Global HFA


Are you considering launching a new hedge fund? Are you an emerging manager struggling to raise assets? If so, don't miss this informative panel of experienced investors, incubators and marketers who will discuss what is required for success. These experts will offer their perspectives on building an operational and risk management infrastructure, effective marketing and investor relations strategies, dealing with seed and early stage investors, due diligence expectations, and more. You will also hear about the most current legal and regulatory issues affecting fund managers.

Nationally recognized economist David Levy of The Jerome Levy Forecasting Center will deliver the keynote. He has successfully forecasted financial meltdowns that accompanied each of the last three recessions, including the collapse of 2007-2009.

This HFA Northeast Chapter Symposium is complimentary for all HFA members. Investors and managers who are not HFA members can register for $50/per person. A limited number of service providers may register for $100/per person. Space is limited, select a link below and RSVP now.
         HFA Members

         Non Member Investors & Managers

         Non Member Service Providers

                                     EVENT SPEAKERS

Keynote: Economic Forecast

David Levy
David Levy
Chairman, The Jerome Levy Forecasting Center

David Levy is a nationally recognized economist and forecaster. With over three decades of professional forecasting experience, he is a sought-after expert, respected for his accuracy and his unique approach to assessing economic conditions -- the Profits Perspective. Levy is chairman of the independent Jerome Levy Forecasting Center in Mount Kisco, NY, a provider of macroeconomic consulting services. Clients include commercial firms and major hedge funds. Moreover, he coauthors the monthly Levy Forecast - the nation's oldest newsletter devoted exclusively to forecasting and analyzing economic conditions.

A third generation family member to head the firm, Levy is one of few economists to have successfully forecast the financial meltdowns that accompanied each of the last three recessions, including the financial collapse of 2007-2009. And, he is among an even smaller group who successfully profited on investments, notably a closely-held hedge fund, based on those forecasts. Levy has given briefings, consultations, and testimony to members of Congress, administration officials, and Federal Reserve governors. He was appointed by President Bill Clinton in 1997 to the Commission to Study Capital Budgeting.He is frequently quoted in the press and has appeared on numerous television networks, including Bloomberg, CNBC, Fox, Forbes, TheStreet, Reuters and NBC.

Panel: Emerging Manager Perspectives


Eric Konigsberg
Eric Konigsberg

Director, Risk Management, Larch Lane Advisors LLC


Eric Konigsberg is the Director of Risk Management at Larch Lane Advisors LLC, an alternative investments advisor that focuses on fund of hedge fund and hedge fund seeding products. Mr. Konigsberg joined Larch Lane in May 2010. Previously he was a Vice President in the Risk Management & Quantitative Research Group for Ivy Asset Management, where he led the effort to develop quantitative modeling techniques as well as the qualitative risk management due diligence process for Ivy's Fund of Funds business. Mr. Konigsberg has also spent a number of years in technology development at Bond Technologies Inc., a technology consulting firm, from 1998 through 2002. Eric graduated from the University of Pennsylvania, with a BA in economics, in 1997 and then completed his Masters of Business Administration in 2004 at New York University’s Leonard Stern School of Business. 


Seth Wohlberg
Seth H. Wohlberg
Senior Managing Director, Far Hills Group

Seth Wohlberg joined Far Hills Group in 2001 to expand the firm’s North American marketing efforts. Prior to joining Far Hills Group, Seth was Director of Alternative Investment Marketing at ING Group, where he was responsible for marketing the firm’s alternative investment products to the institutional and family office markets. Seth was previously a Senior Vice President at CDC Investment Management Corp., where he marketed the firm’s absolute return strategies to institutional investors in the US, Canada, and Europe Seth received his MBA in Finance from Emory University and his BS from the State University of New York at Albany. Seth is currently the founder and president of the RE Children’s Project, a 501 c(3) not for profit dedicated to finding a cure for a rare neurological disease, rasmussen’s encephalitis.


Sara Malak

Sara Malak
Co-founder and CCO, The Alpha Cooperative

Sara has over 14 years of experience in the hedge fund industry where her focus has been business administration and compliance. Prior to co-founding The Alpha Cooperative earlier this year, Sara was the Chief Compliance Officer of L Plus, a multi-strategy hedge fund. Previously Sara was a founding member and Chief Administrative Officer of D5 Advisors LLC, a hedge fund specializing in high dividend equity securities and was responsible for operations, finance, compliance and investor relations. From 1999 to 2006 Sara worked at Double Alpha Group, a multi-manager statistical arbitrage fund as CCO and oversaw Investor Relations, Marketing, Operations and Finance. Sara began her hedge fund career in 1997 at The Palladin Group. From 2002 to 2005 she was a member of the Board of Managers for Anthem Capital Group, a New York based fund of funds. Sara is a 1993 graduate of Gustavus Adolphus College, graduating cum laude with a BA degree in Sociology / Anthropology.


Bruce Frumerman
Bruce Frumerman
CEO, Frumerman & Nemeth Inc.

Bruce Frumerman is CEO of the communications and sales marketing consultancy Frumerman & Nemeth Inc., which he founded in 1987 pre-Crash. The firm’s work has helped money management firm clients attract over $7 billion in new assets. Mr. Frumerman has over thirty years experience in helping money management firms improve their abilities to out-market competitors. He is a frequent speaker on the topic of marketing money management services at industry conferences for hedge fund managers, institutional and Separately Managed Accounts money managers, investment management consultants and Third-Party Marketers. Also, Mr. Frumerman is frequently published and interviewed in the financial trade press addressing the subject.



Irwin Latner
Irwin Latner
Partner, Herrick, Feinstein LLP

Irwin Latner is a partner at Herrick, Feinstein and is focused on representing hedge fund and private equity fund managers in the establishment of private investment funds and their ongoing operations. Irwin represents domestic and offshore managers who employ varied investment strategies and need assistance with fund set up and structuring, SEC registration and reporting, agreements with investors, developing effective compliance programs, marketing practices, employment and compensation, portfolio investment transactions, derivatives, and compliance with the myriad of federal and state securities and commodities laws applicable to their business. In addition, Irwin represents U.S. and non-U.S. broker dealers, placement agents, CTAs, seeding firms, family offices and other financial service companies and alternative investment firms. Irwin regularly speaks at seminars and is frequently quoted in the press on current hedge fund issues. Irwin graduated magna cum laude from Brooklyn Law School.


The Hedge Fund Association is not responsible for attendee travel costs in the case of an event cancellation.

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