EIGHTH ANNUAL

INVESTMENT SUMMIT

FEBRUARY 23RD 24TH, 2016

THE WALDORF ASTORIA
THE GRAND BALLROOM
301 PARK AVENUE
NEW YORK, NY 10022

Tuesday, February 23rd Grand Ballroom

5:00pm

COCKTAILS JADE AND ASTOR ROOM

6:15pm

DINNER A CONVERSATION WITH PRESIDENT GEORGE W. BUSH

PRESIDENT GEORGE W. BUSH served as the 43rd President of the United States, marking a rapid
rise to the top American political office. As President, he led the country through some of its
most challenging times, including the aftermath of the September 11th attacks. He is credited
for his counterterrorism policies and education-reform legislation, among other things. Prior to
his Presidency, he served as the 46th Governor of Texas. Since leaving the White House, President
Bush has partnered with President Clinton to establish the Clinton Bush Haiti Fund in order to raise
contributions for relief and recovery efforts following the 2010 Haiti earthquake. Additionally, he
founded the George W. Bush Institute, a public policy organization that focuses on economic
growth, education reform, global health, and human freedom. President Bush is the author of
two bestselling books, Decision Points and 41: A Portrait of My Father.

Wednesday, February 24th Grand Ballroom

7:30am 8:30am

REGISTRATION & BREAKFAST

8:30am 9:30am

ELECTION 2016 WITH MARY MATALIN AND JAMES CARVILLE

James Carville and Mary Matalin, one of Americas best-known political couples, provide an
enlightening look at todays key political issues and weigh in on the 2016 race for the White
House. Democratic pundit James Carville and Republican strategist Mary Matalin are key
players on the national political stage, and have individually worked for Presidents Ronald
Reagan, George H.W. Bush, Bill Clinton and last nights keynote speaker George W. Bush. They
are the authors of two national best sellers, All's Fair: Love, War, and Running for President as well
as Love and War: Twenty Years, Three Presidents, Two Daughters and One Louisiana Home.

9:30am 9:45am
9:45am 10:45am

BREAK

THE CASE FOR ACTIVIST INVESTING

Barry Rosenstein
Daniel S. Loeb
Nelson Peltz
Jeffrey Ubben

10:45am 11:45am

JANA Partners, LLC

Third Point, LLC
Trian Fund Management, L.P.
ValueAct Capital

OPPORTUNITIES IN CREDIT
Marc Lasry
Stephen C. Freidheim
Steven A. Tananbaum
Robert S. Koenigsberger
Jonathan Savitz

Avenue Capital Group

Cyrus Capital Partners, L.P.
GoldenTree Asset Management, L.P.
Gramercy Funds Management, LLC
Greywolf Capital Management, L.P.

375 PARK AVENUE 24TH FLOOR NEW YORK, NY 10152 TEL 888.812.5100 EMAIL INFO@ENTRUSTCAPITAL.COM
NEW YORK BOSTON CHICAGO WASHINGTON, D.C. LONDON SINGAPORE

E IGHTH A NNUAL E N T RUST

INVESTMENT SUMMIT
11:45am 12:00pm
12:00pm 1:00pm

BREAK

LUNCH A CONVERSATION WITH ECONOMIST ANGUS DEATON, A 2015

NOBEL PRIZE WINNER
Angus Deaton was awarded the 2015 Nobel Memorial Prize in Economic Sciences for his analysis
of consumption, poverty, and welfare. Mr. Deatons contributions to the study of individual
human behavior has provided deep insight for policy makers addressing economic welfare and
income inequality. His current research is focused on the determinants of health in rich and poor
countries, as well as the measurement of poverty in India and around the world. Mr. Deaton, a
U.K.-born economist, earned his PhD in economics at Cambridge University before becoming the
Dwight D. Eisenhower Professor of Economics and International Affairs at Princeton University. In
addition to his 2015 Nobel Prize for Economics, Mr. Deaton is the recipient of numerous accolades,
including the BBVA Foundation Frontiers of Knowledge Award and the first Frisch Medal. In 2013,
he published a book summarizing his positive outlook on world progress titled The Great Escape:
Health, Wealth, and the Origins of Inequality.

1:00pm 1:15pm

BREAK

1:15pm 2:15pm

THE EVOLUTION OF ACTIVISM

Clifton S. Robbins
Lars Forberg
Keith Meister
William A. Ackman

2:15pm 3:15pm

GLOBAL ISSUES & MARKET INSIGHTS

Thomas L. Kempner, Jr.
J. Kyle Bass
Daniel S. Och
John Paulson
Ari Bergmann
Frank P. Brosens
James G. Dinan

3:15pm 3:30pm

BREAK

3:30pm 4:30pm

BEST IDEAS FOR 2016

Amos Meron
Paul Hudson
Parag Vora
John Khoury
Stephen Golden
Boaz Weinstein
Craig Effron
Johnny de la Hey

4:30pm 5:30pm

Blue Harbour Group, L.P.

Cevian Capital AG
Corvex Management, L.P.
Pershing Square Capital Management, L.P.
Davidson Kempner Capital Management, L.P.
Hayman Capital Management, L.P.
Och-Ziff Capital Management Group, LLC
Paulson & Co., Inc.
Penso Advisors LLC
Taconic Capital Advisors, L.P.
York Capital Management

Empyrean Capital Partners, LP

Glade Brook Capital Partners, LLC
HG Vora Capital Management
Long Pond Capital, L.P.
Riva Ridge Capital Management, L.P.
Saba Capital Management, L.P.
Scoggin, LLC
Toscafund Asset Management, LLP

COCKTAILS JADE ROOM

375 PARK AVENUE 24TH FLOOR NEW YORK, NY 10152 TEL 888.812.5100 EMAIL INFO@ENTRUSTCAPITAL.COM
NEW YORK BOSTON CHICAGO WASHINGTON, D.C. LONDON SINGAPORE