TheStreet.com's Anuual Hedge Fund Event 2003 : What's Your Next Move? : The Doral Golf Resort and Spa : May 7-9, 2003




Agenda

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[ DAY 1: Wed, May 7, 2003 ]  [ DAY 2: Thu, May 8, 2003 ]   [ DAY 3: Fri, May 9, 2003 ]


Day 1: Wednesday, May 7, 2003

1:00 p.m. GOLF TOURNAMENT AT THE GREAT WHITE COURSE

The White Course, which is popularly known as the "Great White", is also the home for the Franklin Templeton Funds Shark Shootout. Golfers will find a spectacular golf course, which has been renovated by Three time Doral Ryder Open Champion Greg Norman. This 7,171 yard track has 222 pot bunkers and tightly packed Coquina Sand as its two main design features. However, don't let it fool you, water comes into play on 12 of the 18 holes and the small greens make accuracy with your approach shots a must.
7:30 p.m. WELCOMING RECEPTION & PRE-REGISTRATION

Please join us as we kick off our event with our speakers, attendees, sponsors & exhibitors. The reception will be held at the Doral Spa Pool


Day 2: Thursday, May 8, 2003

6:45 a.m. REGISTRATION & CONTINENTAL BREAKFAST
EXHIBIT SHOWCASE OPEN
7:50 a.m. CHAIRPERSON’S OPENING REMARKS

David Morrow
Editor-In-Chief / TheStreet.com
8:00 a.m. KEYNOTE ADDRESS
"THE CRAMER METHOD" – A CASE STUDY ON CHOOSING EQUITIES

James J. Cramer
Senior Markets Commentator and Co-founder / TheStreet.com
Co-host / Kudlow & Cramer
9:00 a.m. RAISING CAPITAL - HOW TO LEVERAGE PARTNERSHIPS - PANEL

Third Party Marketer
Victor Park
Principal / Alternative Asset Investment Management, LLC

Investor
Tom Gallagher
Former Vice Chairman / Oppenheimer & Co.
9:50 a.m. REFRESHMENT BREAK
EXHIBIT SHOWCASE OPEN
10:30 a.m. INDEPENDENT RESEARCH GROUP (IRG) UNVEILS TOP INVESTMENT IDEAS

Independent Research Group (IRG) , a subsidiary of TheStreet. com is revolutionizing equity research by developing independent research and trading products that focus exclusively on meeting the needs on hedge funds and money managers.

Paul Noglows, IRG's Director of Research will present the company.
Analyst presentations will follow.

Robert Straus
Senior Analyst / Consumer & Retail / IRG

Erik Zamkoff
Senior Analyst / Communications / IRG
11:40 a.m. LUNCHEON SPONSOR PRESENTATION

KBC Financial Products

Richard Winter
Executive Vice President / KBC Financial Products USA, Inc.

Brian Grover
Executive Vice President / KBC Financial Products USA, Inc.
12:00 p.m. LUNCHEON FOR SPEAKERS, ATTENDEES, SPONSORS/EXHIBITORS
2:00 p.m. CONTINUATION OF IRG PRESENTATIONS

Jason Zhang
Senior Analyst / Biotech / IRG
2:50 p.m. REFRESHMENT BREAK
EXHIBIT SHOWCASE OPEN
3:10 p.m. HOW DISTRESSED DEBT PROVIDES OPPORTUNITIES IN TODAY'S MARKETPLACE - PANEL

Strategies for investing in distressed debt
Due diligence and valuation

Nancy Havens-Hasty
Managing Director / Havens Advisors

Joyce Johnson Miller
Managing Partner / JME Opportunity Partners
Former Senior Portfolio Manager / Cerberus Partners

Newton G.Z. Glassman
Managing Partner / The Catalyst Capital Group Inc.
4:00 p.m. LONG/SHORT INVESTMENT IDEAS – PANEL

Hedging strategies and risk management for long/short strategies
Long/short investment ideas

Herb Greenberg - Moderator
Senior Columnist / TheStreet.com

James J. Cramer
Senior Markets Commentator and Co-founder / TheStreet.com
Co-host / Kudlow & Cramer

Doug Kass
Principal / Seabreeze Partners, L.P. and Kass Partners LLC

Seth Tobias
President / Circle T Partners, L.P.
5:00 p.m. NETWORKING RECEPTION
EXHIBIT SHOWCASE OPEN


Day 3: Friday, May 9, 2003

7:30 a.m. CONTINENTAL BREAKFAST
EXHIBIT SHOWCASE OPEN
7:55 a.m. CHAIRPERSON’S OPENING REMARKS

David Morrow
Editor-In-Chief / TheStreet.com
8:00 a.m. TAKING YOUR ASSETS TO THE NEXT LEVEL

What steps to take when you bring your fund from one asset level to another
8:50 a.m. THE PSYCHOLOGY OF THE INVESTOR - PANEL

Glen Beigel - Moderator
CEO / Cogent Investment Research LLC

Christine Barr
Vice President and Director of Portfolio Strategies / Asset Management Advisors, LLC

Steve Henderlite
Co-founder & Managing Member / Innovest Alternative Solutions LLC

Thomas Zucosky
Chief Investment Officer / Discovery Capital Management
9:40 a.m. DEVELOPMENTS IN THE BIOTECHNOLOGY SECTOR – PANEL

What are the recent trends in biotechnology
Investment ideas in the biotechnology sector

Franklin M. Berger, CFA
Independent Research Analyst / J. P. Morgan H & Q

Christopher J. Ianelli, M.D., Ph.D
Co-founder and Managing Director / Boston Medical & Scientific Advisors, LLC

Sally Yanchus
Biotech Specialist / TheStreetTMView
10:30 a.m. REFRESHMENT BREAK
EXHIBIT SHOWCASE OPEN
11:00 a.m. INVESTMENT IDEAS IN THE FIXED INCOME MARKET

Investment ideas in the fixed income marketplace
How to take advantage of trends in the fixed income marketplace

Peter Petas
Chief Strategist / CreditSights, INC.
12:00 p.m. LUNCHEON FOR SPEAKERS, ATTENDEES, SPONSORS/EXHIBITORS
1:30 p.m. PROFITING FROM MACROECONOMIC TRENDS

How has the structure of the alternative investment marketplace changed?
What is the outlook for consumer spending?
What is the political outlook and what impact will it have on the industry?
Who are the key players in the marketplace and what impact are they having?

Lawrence Kudlow
CEO / Kudlow & Co., LLC
Co-host / Kudlow & Cramer
2:30 p.m. REFRESHMENT BREAK
EXHIBIT SHOWCASE OPEN
3:05 p.m. CHAIRPERSON’S CLOSING REMARKS & END OF MAIN SESSIONS

David Morrow
Editor-In-Chief / TheStreet.com
 
  Pre-Conference Workshop
Structuring Your Hedge Fund
Wednesday, May 7, 8:30 a.m. - 11:30 a.m.

This in-depth workshop will show you everything you need to know about starting a hedge fund. You'll learn the steps to take when choosing service providers, raising capital, establishing best practices for your fund and measuring performance. You will leave this workshop with a comprehensive understanding of what it takes to run a successful fund.