GLOBAL INSIGHTS FROM WORLD-RENOWNED THOUGHT LEADERS
JOIN INDUSTRY EXPERTS FOR A DISCUSSION ON INVESTMENT OUTLOOKS, TRENDS, RISKS, AND OPPORTUNITIES IN THE ALTERNATIVE INVESTMENT MARKET. NETWORK WITH A SELECT GROUP OF INVESTMENT MANAGERS AND INSTITUTIONAL INVESTORS AT THE HISTORIC FARMINGTON COUNTRY CLUB IN CHARLOTTESVILLE, VIRGINIA.
The Conference
As the alternative investment industry undergoes continual change amidst a tumultuous market environment, building strategies from cornerstone principles can help firms prosper despite ongoing turbulence.
Join our renowned speakers as they analyze the current state of investing and uncover domestic and global investment opportunities. We will unpack the driving forces of the alternative investments market, organizational best practices, and the core elements underpinning successful investment strategies and their macroeconomic impact.
In addition, we are pleased to announce that this year’s keynote speaker will be Mr. Peter Kaufman, Chairman and CEO of Glenair, Inc. Mr. Kaufman is the editor of the widely acclaimed “Poor Charlie’s Alamnack: The Wit and Wisdom of Charles T. Munger”. Discover how to break the investment code and build a winning culture for your organization. This is simply an event you can’t afford to miss!
Event Agenda
CHARITY GOLF TOURNAMENT
MAY 30, 2018 10AM TO 4PM
KESWICK HALL & GOLF CLUB
We are pleased to announce this year's charity golf outing at the renowned Full Cry at Keswick Hall & Golf Club, a Pete Dye-designed course. This friendly competition will be held in a shotgun style format and will be followed by a Welcome Reception Dinner at Farmington Country Club. All registered conference attendees are welcome to attend the reception. A donation of the proceeds will go to benefit Homestretch, a charitable program designed to empower homeless families to attain self-sufficiency and end the cycle of homelessness. For more information, visit www.homestretchva.org
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KICKOFF COCKTAIL AND WELCOME DINNER RECEPTION
MAY 30, 2018 5PM TO 8PM
FARMINGTON COUNTRY CLUB
Join us for a Kickoff Cocktail Reception following the conclusion of the charity golf tournament. Here, attendees will be able to sample the finest Virginia wines in a relaxed, yet spirited, setting. Afterwards, please join us at our Welcome Reception Dinner. All registered conference attendees are welcome to attend the reception.
ALTERNATIVE INVESTMENT CONFERENCE
MAY 31, 2018
07:45 AM Registration/Breakfast Reception
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08:40 AM Opening Remarks: Ian Asvakovith, Piedmont Fund Services​
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08:50 AM Creating a Culture of High Performance
Tina Lewandowski, Director, Strategic Relationships, Cohen & Company
S. Brian Farmer, Business Section Chair, Hirschler Fleischer
William I. Lee, Chief Operating Officer, VCU Investment Management Company
Sheila M. McGrane, Partner, Assurance Services , Ernst & Young LLP
Tracy M. Townsend, Director of Operations, Mangham Associates
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09:50 AM U.S.-China Trade War: Perspectives on the Global Economy in an Age of Confrontation
Anthony Nelson, Director of East Asia & Pacific, Albright Stonebridge Group​
Nicholas P. Sargen, PhD, Chief Economist, Fort Washington Investment Advisors
Sheryl Shum, Deputy Chief of Mission, Embassy of the Republic of Singapore
Marc Mealy, Vice President-Policy, US-ASEAN Business Council
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10:50 AM Networking Break
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11:00 AM Global Investing Opportunities in the Venture Sector
Nicholas P. Sargen, PhD, Chief Economist, Fort Washington Investment Advisors
Ian W. Ratcliffe, Partner, Sands Capital Ventures
Jerry Z. Peng, Global Strategy Officer, Sands Capital
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12:00 PM Keynote Address: “Unrecognized Simplicities”
Peter D. Kaufman, Chairman & CEO, Glenair, Inc.
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02:00 PM Institutional Investors’ Perspective: Finding Investment Opportunities in the Current Climate
George Craddock, Executive Director, Richard A. Mayo Center for Asset Management
Jonathan Caplis, President, PivotalPath
James Sheffield, Head of Global Equities, Clark Enterprises
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03:00 PM Best Ideas Discussion
James Aldige, Co-Founder, Ivy Road Partners
Greg Alvo, CEO and Founder, OrderGroove
Jeremy Carter, Managing Partner, Baines Creek Private Equity
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04:00 PM Networking Break
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04:15 PM LP-Only Roundtable Discussion (By invitation only)
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04:15 PM Roundtable Discussion
05:15 PM Networking Cocktail Reception
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You will be eligible to earn CE/CPE credits at this event. Please see registration page or contact events@pfsglobal.com for details.
Speakers
Sponsors
HOST
MAIN EVENT PARTNERS
KNOWLEDGE PARTNER
CHARITY PARTNER
Getting Here
AIRPORTS
Charlottesville Airport (CHO) - 7.0 mi
Richmond International Airport (RIC) - 76.0 mi
Washington Dulles International Airport (IAD) - 85.0 mi
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Farmington History
The estate of Farmington was patented in 1735, and was first built upon at some period prior to 1780. At the time of the American Revolution, the Commonwealth of Virginia confiscated the property from owner Francis Jerdone, who was a Tory, because of his political principles. Mr. Jerdone was able to regain the estate and then sold it to George Divers in 1785. Legend has it that Mr. Divers, who was in Philadelphia at the time of the sale, rode two horses to death in his dash south to claim the estate.
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It was under Mr. Diver’s ownership that in 1803, Thomas Jefferson drew plans for an addition to the house, an octagonal addition with two rooms. A subsequent owner, General Bernard Peyton, divided the Jefferson Room into two stories and four rooms.
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In the spring of 1927, an idea was conceived by local businessmen to develop a country club and residential community of a quality that would do justice to the historic atmosphere of Albemarle County ... Read More
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