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Meeting Notes - October 12, 2004

Hedge Funds
Everything You Wanted To Know But Were Afraid To Ask

Speakers
Diane Daggatt
Senior Vice President, Institutional Sales
McAdams, Wright, Ragen

Jim Simmons,CFA
President and Chief Investment Officer
ICM

Download Diane's slides from this program

Speaker Bios

As an institutional salesperson, Diane's clients include a wide range of hedge funds. Diane will review the different kinds of hedge funds, how they work and discuss proposed SEC regulatory changes that will affect hedge fund disclosure obligations. She will also offer suggestions for IR practitioners on how to best approach and work with hedge funds.

Diane has over 15 years investment experience with sell-side, buy-side and venture capital firms. Prior to McAdams Wright Ragen, she was responsible for Vulcan's investments in new media, e-commerce, traditional consumer and retailing sectors. She also worked as an analyst for Dain Rauscher Wessels, now RBC, and Pacific Crest.

Jim Simmons, President and Chief Investment Officer at ICM, has over 30 years experience in financial services. He founded ICM in 1981 and the firm now manages over $2.3 billion in assets, including a hedge fund.

Jim will discuss ICM's decision to start a hedge fund, the role it plays among the other funds at ICM and what trends he sees ahead as the number of hedge funds grow in size and importance.

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