SKILLSLAB
Hacking VC: How private investors can strategically access early-stage VC
ILS Life Settlements: The Institutional Approach (ASIAN Time Zones)
ILS Life Settlements: The Institutional Approach (US Time Zones)
Investor Workshop: Conducting ODD on Crypto and Digital Assets
Due Diligence Lessons from FTX: Opalesque Interactive Risk Briefing with Castle Hall Diligence
Winter is Coming: Billion-dollar hedge fund manager (+75% YTD) with decades of experience can prepare you for the storm
Alternative data: Early peek in US election results and other macroeconomic analytics
Small Managers - BIG ALPHA Episode 10
Live: Bahamas Securities Commission Presents Framework For Digital Assets Business
DIVERSIFICATION MATTERS - Episode 3
Small Managers - BIG ALPHA Episode 9
MANAGER WORKSHOP: Market Entry Into Europe - Made Easy
Manager Discovery Panel: London
Master Class (ME/Asia time zone): The End of Easy Money - What Now?
Master Class (US time zone): The End of Easy Money - What Now?
MASTER CLASS: Growth Stock Investing in the Age of Technology - What Investors Misunderstand about Growth
Master Class: The New Frontiers of Factor Investing
3 Elements most managers MISS in their E-Capintro,Webinar,Video presentations
The Great Migration: How hedge funds and active strategies profit from new instruments on regulated exchanges
MASTER CLASS for Investors: Moving From Zero - Prudent Investment Exposures & Risk Management in Digital Assets
Keeping Your Family Office (and Company) Secure
Investor Workshop: Why & How to Protect Yourself From Apocalyptic Thinking
Investor Workshop: Cracking the Billionaire Investor Mindset with William Green
Small Managers - Big Alpha - Episode 2
Small Managers - Big Alpha
Empowering Generations With The BeeWyzer Method
Stay Rich Series #1: How's Your Financial Education, really?
Corona Fighters REVISITED
Investor Workshop: In Search of PERSISTENT ALPHA with Alexander Ineichen, Panayiotis Lambropoulos, Dave Finstad and Eric Uhlfelder
Investor Workshop: The Seven Keys to Behavioural Investing
Eight Ways Investment Managers Should Be Using Digital Marketing Right Now - Part II
Eight Ways Investment Managers Should Be Using Digital Marketing Right Now - Part I
DIVERSIFICATION MATTERS - Episode 2 - More outperforming strategies
DIVERSIFICATION MATTERS - More outperforming strategies
Fixed Income Alternatives Strategies
Investor Workshop: The Keys to Asymmetric Returns
The Corona Fighters: Episode 4
How Quants Achieve Material Improvements in ESG Investment Performance
COVID-19 Survival Training for Family Businesses
Climate Change and Carbon as a Liquid Asset Class
RETHINKING MANAGER SELECTION: SKILL OR LUCK?
Is there still ALPHA in HEDGE FUNDS?
Thursday, February 9th 11am ET
Marc Malek
Founder and CIO of Conquest Capital Partners
Marc Malek, Founder and CIO of Conquest Capital Partners, is an industry thought-leader with over 30 years of quantitative and discretionary trading experience. Marc's research has been published extensively in academic journals and books including Risk Books and The Journal of Alternative Investments. He is a pioneer of the Alt-Beta strategy, authoring the first paper on the concept in 2002, as well developer of the Bloomberg-published Conquest Risk Aversion Index (2005-19) which statistically proves the significant effect of risk environment on strategy performance. Prior to founding Conquest in 1999, Marc was the Global Head of FX and Derivatives Proprietary trading at UBS. He received a B.S. with Honors in Engineering and Applied Science from Caltech as well as a B.A. in Mathematics from Reed College.
Conquest Capital Partners is an alternative asset manager focused on global systematic macro trading strategies. Its flagship fund, Conquest Quantitative Macro, is an "all-weather� offering designed to capture independent alpha from short-term trading opportunities regardless of the risk environment. It is differentiated from other CTA and quantitative strategies by its approach of combining both bottom-up trading models with a quantitative top-down allocation process.
Per Ivarsson
CIO of RPM Risk & Portfolio Managements
Per Ivarsson, CIO of RPM Risk & Portfolio Management, has been an active investor in the systematic CTA space over 20 years. Special areas of interest are the factors that drive CTA returns and the life-cycle of managers/strategies. Prior to that Per was advising institutions on risk and valuation in the areas of interest rate/credit derivatives and structured products. Per holds a Master of Science Degree in Engineering Physics and a degree Financial Economics.
RPM has been a specialized investor in the systematic CTA space for over 25 years. The focus is to invest in CTA managers during their most promising development stage and actively allocate between different CTA sub-strategies. In addition to the flagship fund, RPM offers custom-made solutions as well as risk and advisory services in related areas.
Robin Lauber
CEO and Co-Founder infinitas Capital (Single-Family Office)
Robin is a serial angel investor and entrepreneur, having co-founded his family office infinitas Capital, the real estate company GreySky Properties Holding AG and Korify Capital, among other entrepreneurial endeavors. He looks back on over 10 years of VC and Real Estate investing as well as incubating, building and scaling numerous ventures. His entrepreneurial journey even includes bringing Dunkin' Donuts to Switzerland where he successfully exited the business in 2020. He graduated from Basel University with a BSc in Business Administration and from Cass Business School with a MSc in Entrepreneurship.
Kilian Graulich
Founding Partner Prediction Capital
Kilian is an angel investor and ConsumerTech expert who previously led interdisciplinary teams and built digital businesses at McKinsey & Company. He also collected significant experience in Investment Banking and Private Equity, working with Tier 1 banks and investors. Additionally, he has a vast experience consulting and supporting early-stage startups as well as mentoring founding students at leading German universities. Aside from managing Prediction Capital, he voluntarily supports the AMES Foundation with raising and structuring a biodiversity impact fund in South Africa. He graduated from WHU – Otto Beisheim School of Management with a BSc in International Business Administration.
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Hugely informative. Thank you! (ON)
[more feedback]
Straight forward answers, thank you. (JF)
Great panelists & insights - very informative. Thank you all. (RG)
Excellent information, thank you! (SS)
Appreciate the insights and continued focus, thanks everyone! (MS)
Very instructive insights - thank you all. (RB)
Excellent session. Thank you. (ED)
Excellent panel, thank you all so much!! (CH)
How ILS and Life Settlements found their way into SWFs and institutional portfolios
ASIAN Time Zones: Thursday, January 19th: Beijing / HKG / SIN 2pm, Sydney 5pm, Dubai 10am, Riyadh 9am, CET 7am
Life Settlements is an asset class with great promise for producing genuinely non-correlated returns which many investors are not taking advantage of. This may be due to a number of issues including lack of experience, lack of familiarity, or lack of research and analysis they feel they can trust.
To help address these questions, we have assembled an expert panel of experienced professionals who will offer unique insights from their various areas of expertise: as a multi-billion dollar institutional investor, as a Life Settlement asset manager, and in the fields of immunology, drug development, and mortality trends.
Karim Dellal is a former Senior Portfolio Manager at the Abu Dhabi Investment Authority (ADIA), one of the world's largest and most respected Sovereign Wealth Funds. Karim spent 20 years of his career at ADIA. In that time Karim specialised in Alternative and Quantitative strategies; his focus on the last 4.5 years has been in Insurance Linked Securities (ILS) and Life Settlements.
How and why institutions should consider Life Settlements,
The role the asset class can play in institutional portfolios,
How to diversify an ILS portfolio, and
Unique issues that must be addressed when implementing an allocation to this asset class.
Karim has a Master of science Degree from E.N.S.A.E (Aeronautical and Astronautical Engineering) in Toulouse, France and worked as Aerospace Engineer at the NASA Jet Propulsion Laboratory in Pasadena, CA, before moving on to finance in 1993.
Tony Bremness is the Founding Partner and CIO of Laureola Advisors, a boutique Investment Advisory Firm dedicated to managing Life Settlement assets exclusively. Tony has over 35 years' experience in investment management, with over 10 years in Life Settlements. Tony founded Laureola in 2012; the firm has been managing Life Settlement assets since 2013. The Laureola team has grown to 13 professionals with over 200 years of relevant experience..
Tony will discuss:
The asset class and current market conditions
The right structure for Institutions to access Life Settlements
The risks of the asset class and how to manage them
The unique due diligence questions for LS Managers
Tony has a Master of Business Administration degree from McGill University in Canada and has been awarded the CFA designation
Khadija Benlhassan, PhD is a biotechnology executive and entrepreneur with 20 years' experience in preclinical and clinical research and development. Currently Expert for European Community, founding director of Voynich Biosciences Inc, Chief scientific officer of Wellness Group Intl SA and part of scientific advisory board of Laureola Advisors Inc.
Dr Benlhassan worked in the past for ImmunoClin Corporation (IMCL) and for Biopharm Centre of Excellence in Drug Discovery at GlaxoSmithKline R&D, UK. She holds a PhD in Immunology from Paris Descartes University and has extensive R&D experience in drug development for international biotech and pharmaceutical companies.
Khadija will discuss:
Recent CDC Report on mortality trends
What's behind the recent drop in life expectancy in the USA?
"The best summary of the compliance situation I have seen." (AC)
Just wanted to say it was a great webinar. One of the most helpful/interesting ones I listened to in a long time. Thanks for putting this together. (ET)
That was fantastic and very helpful to have all the key points summarized in one place. (BL)
This is the best analysis I have seen on FTX and SBF. (KI)
Tuesday, December 13th 11 am ET
As the catastrophic collapse of the crypto exchange FTX continues to unfold, operational due diligence (ODD) on digital assets has become a key topic. Is it even possible to reach an ODD conclusion on a crypto fund - or is it simply not possible to give investors enough ODD comfort that their assets are secure?
While FTX itself was an exchange, not an asset manager, crypto investors face new uncertainties around ODD. For those investors who have already invested in digital asset funds and strategies, was their initial ODD reliable - or was it fundamentally flawed? For investors considering future investments in crypto, what are best practices for crypto ODD 2.0 in the post FTX world? And for those investors who feel that crypto is simply a front for crime and that a NFT of Madonna is worth precisely nothing - are there operational structures which could make digital assets attractive even to the most crypto cynical allocators?
This Opalesque Skillslab webinar looks at key elements of the crypto ODD process:
A recap of the basics - crypto assets, exchanges and the blockchain
Custody, exchanges and wallets - can investors be comfortable that digital assets actually exist?
What do you need internal to an asset manager: back office resources and systems
Valuation issues - from Bitcoin to the obscure
Compliance and regulation
Business risk of any asset manager: ownership, conflicts, financial stability and succession
Words of advice and war stories: What to avoid post FTX
Amazing clarity of thought! Thank you Roy, and thank you Matthias. (RB)
Wednesday, November 2nd 11 am ET (3pm UK, 4pm CET)
Stocks and bonds no longer provide the diversification they used to. The Fed Put is gone. Central Banks are intent on tightening, until they break something. And investors are in uncharted territory.
Markets have the potential to move in ways that are unprecedented, and unknown risks abound. The pain that has occurred so far may not be over.
Is moderate stagflation the only outcome?
Are stocks actually a buy?
Is downside protection useful in an inflating world?
Is crypto and Bitcoin still a thing?
Alternative data: Early peek into US election results and other macro-economic analytics
I attended the webinar, it was very interesting and relevant. Is it possible to get PDF presentations from all 4 funds? (CIO Multi Family Office)
This webinar was an exquisite experience and a great opportunity to widen my investment opportunities. (TB)
I was there. I really enjoyed it. Thank you. I have already reached out to all four managers. I am putting together a 'Fund of Funds' of Undiscovered Managers. Do you have any other managers presented for you in the not too distant past that I can contact? (JP)
PRESENTERS, YOUR PASSION AND COMMITMENT SHINED THROUGH (MM)
Thank you to all presenters and Matthias. Perfect webinar as always. (VP)
Very interesting! Thank you! (AG)
Thank you indeed! Very informative presentations. (ON)
Wonderful session! (SS)
Excellent webinar (MW)
"Thank you for putting this presentation together and all the work you are doing to provide access to these unique managers and opportunities." (RR)
Wednesday, June 8th 11am ET / 4pm UK time / 5pm CET
Prestige Funds:
Prime Alternative Finance: Renewable Energy / Infrastructure Finance
Prime seeks to generate uncorrelated, absolute returns by investing in a diverse portfolio of senior secured, debt based, renewable energy / waste to energy infrastructure opportunities, many of which receive long term UK government incentives. Prime was launched at the end of 2018, although the wider 'alternative finance' strategy has been operational for more than 13 years and has produced positive returns for investors every year since inception.
R. G. Niederhoffer Capital Management:
A 28-year track record of innovation in short-term trading
R. G. Niederhoffer Capital Management, Inc. (RGNCM) was founded in 1993 by Roy Niederhoffer, who graduated magna cum laude from Harvard with a degree in Computational Neuroscience. The firm is a pioneer in short-term, quantitative futures trading exploiting behavioral biases, and has been recognized for its combination of strong absolute return and consistent protection in difficult periods for most strategies. The manager's 30 years of research into how behavioral biases affect financial markets has identified over 60 situations in which markets are predictable.
Eagle's View Contrarian Macro Fund, Ltd.:
Eagle's View Contrarian Macro strategy seek to capitalize upon the view that asset prices have just begun a multi-year process of re-pricing downward due to global central bank regime change toward a more restrictive liquidity environment. The primary objective is to generate superior returns during periods when markets decline and preserve capital during periods when markets are in 'risk-on' mode.
Helm Investment Partners:
Helm Investment Partners seeks to generate superior absolute returns by investing in securities of the largest and strongest domestic companies listed in out-of-favor countries that are recovering from a temporary political or macroeconomic dislocation. Helm believes these specific situations represent some of the least competitive hunting grounds in which to identify and invest in high quality, industry-leading franchises, at extremely attractive valuations.
Thanks for another great webinar, this was extremely interesting!. Would love to receive a full-length presentation on each strategy. (DL)
Great presentations! (GR)
Well done everyone. Thanks! (AH)
Great presentation and I agree with a lot of your thoughts. (CA)
I enjoyed the panel conversations. xxxx Capital caught my eye. Could you please facilitate an introduction? (JB)
Tuesday, May 3rd 11 am ET
Eschler Asset Management LLP
Eschler Asset Management is an independent investment practice with alignment modelled on the original Buffett Partnership. Eschler invests in resilient businesses in capital constrained markets. The strategy combines market cycle and industry analysis with bottom-up stock picking and holds substantial inflation hedges in the form of natural resource and multi-industry deep value holdings.
Derby Street
Derby Street runs two Cayman funds and separately managed accounts with the objective of compounding clients' capital over the long term by investing in a concentrated portfolio of undervalued high quality businesses in the UK and Europe.
Tollymore Investment Partners
We do not expect superior investment results to come from any IQ advantage, but from the implementation of factors that will allow us to acknowledge ignorance or exercise conviction better than our peers. These factors relate to the consistency of investment horizon, temperament, working environment, incentives, and investment partners' beliefs and actions.
ARR Investment Partners
The ARR Global L/S Equity strategy aims to generate attractive returns over the long run by achieving strong performance during market rallies, but importantly, protecting investor capital or generating positive returns during market selloffs. To achieve both aims, the strategy has an unconstrained mandate and focuses solely on opportunities perceived to have 'asymmetric risk-reward' both on the long and short side.
Agera Capital
Agera Capital runs a long-biased thematic equity strategy with a macro overlay. The strategy's focus is capturing mispriced secular and cyclical trends in global equities. The portfolio typically has up to 30 positions and trades futures to manage risk. The founder's background is managing large mandates in emerging market equities where understanding macro factors, flows and sentiment is critical. By combining value investing fundamentals with top-down macro models allows for superior returns while minimizing drawdowns.
Great webinar! You assembled a terrific panel. Each of the presenters did a wonderful job describing their edge. (TY)
Great session! (NB)
Great job. Thanks for your time all managers... (AH)
Tuesday, January 11th 10:30 am ET | 3:30 pm UK time | 4:30 pm CET
With larger quantities of capital chasing the same Alpha strategies and continuing to erode Alpha, savvy investors are turning to smaller and/or emerging managers as they look for alternative sources of return.
Episode 6 of this ground breaking webinar series presents you another carefully screened panel of investment managers worth taking a look.
In one hour, you'll meet them all, get to know their top quartile strategies, and - since this an interactive session - can ask your questions.
1. Duo Reges: Exploiting Human-Machine Biases in Financial Markets with a Quantamental Behavioral Equity Long / Short Strategy
Founded in 2018, Duo Reges is a division of Alpha Innovations and is comprised of senior professionals from highly respected technology and capital market firms, all with a demonstrated track record managing assets for firms including Point72, OMERS, Morgan Stanley, and Goldman Sachs and leadership data science roles at venerable technology firms such as Microsoft, Intel, and as a Chief Data Scientist at Amazon.
2. LRT Capital Management: "The Vision to See Economic Moats"
LRT Capital aims to beat the S&P 500 by a substantial margin over a full market cycle. Since launch in 2012, the strategy displayed very strong historical results with only one down year, averaging 26.50% net vs. 13.44% for the S&P500 and a historic beta to S&P500 between 0.4-0.6.
3. Grey Value Management: Unmistakable Alpha
Grey Value focuses on extremely mispriced securities generating long-term returns superior to the S&P 500 historical average, without a corresponding increase in risk.
4. Lavaca Capital: Convex payouts and risk reduction
Lavaca Capital specializes in U.S. listed equity options strategies that create convex payouts and reduce risk. The firm was founded in 2014 and manages $450m for a diverse institutional client base.
This was a very interesting webinar and contrarian. (MP)
Thanks everyone for this great masterclass! (AO)
Thank you very much for this insightful presentations. (TB)
That was a very interesting discussion. (JR)
"I consider the Opalesque webinars relevant and interesting, I enjoy each of them as they enrich my intellectual horizon each time. I actually push the "Join this webinar" button as soon as I get their invitation. My best to Matthias Knab and the Opalesque team." Gregory Chernizer, Ph.D.
These webinars are excellent! (OB)
Great presentations! Thank you! (DL)
Excellent webinar! (CK)
This webinar was excellent, and I look forward to more. (RD)
Thank you very much. That was a useful webinar. (AM)
A really good educational session on Total Return Futures which have seen increasing volumes and market share from players who previously used Total Return Swaps. (MF)
Thursday, October 7th 10:30 am ET
A MASTER CLASS for hedge funds, active investors with Stuart Heath, Nicolas von Kageneck, Natasha Sibley and Antoine Deix
The Eurex Total Return Future (TRF) on the EURO STOXX 50 index is a prime example of the ongoing futurization process - an exchange-listed solution for implicit equity repo trading on the EURO STOXX 50 index. TRFs have gained significant traction and have taken over much of the flow that used to go to Total Return Swaps (TRS).
As part of the Total Return Futures portfolio Equity Total Return Futures (ETRF) and Basket Total Return Futures (BTRF) aim to support equities financing activities which are focused on collateral optimization and the use of equity collateral to raise financing. With this aim they also support the futurized, centrally cleared solution for equity financing.
Hear from industry experts:
Why Repo is emerging as a new asset class
How Total Return Futures deliver margin efficiency & trading opportunities for buy and sell side. The three benefits of Total Return Futures over Total Return Swaps.
When dividends are uncertain: Time to switch to Total Return Futures
How institutional investors such as asset managers, pension funds and insurance companies can benefit from the dislocation in the repo term structure and from locking in financing spreads and repo levels on longer maturities
How margin optimization allows for increased leverage and profits
How to use Equity Total Return Futures and Basket Total Return Futures in a smart way
"One of the best 90 minute investments of my life." (Feedback on Twitter) [more feedback]
I'm on another webinar for Family Offices and I must say the content on YOUR webinar is far and above what I am hearing over there. I am honored to be connected to you and Opalesque. (BM)
Very impressive presentation today! Please put me on your email list for future presentations. (FD)
Thanks for hosting! So much wisdom in William's book and very relevant right now after/during the pandemic. (JA)
Thanks for putting on a wonderful webinar today with William and Guy, it was very informative! Looking forward to the next one and thanks for all you do! (SD)
Thanks for this great webinar! It was really inspiring- well done Guy Spier & William Green - and thanks Matthias Knab for organizing! (JS)
Great to hear what the super rich are doing. (BK)
Thank you so much for such insights (NK)
Guy and Williams Books significantly changed my thinking! (BG)
I already bought all books via Audible - Cant wait to listen to them while jogging :) (JS)
Thank you so much, William, Guy and Matthias! Superb content, concise, packed with gold. Will look into getting your book Richer Wiser Happier. Thank you! (AT)
Thank you so much for this opportunity. It was just what I needed this morning. Stay safe guys! (LP)
This has been such a useful, insightful session....and it's free! Thanks a ton, William, Guy, Matthias for making this such a great investment of my time. (AS)
Thank you all - the Opalesque team and presenting managers. Could you send me all presentations used in the webinar by email? (ET) [more feedback]
I really enjoyed the event. (NS)
Thanks to all the managers - great webinar! (CL)
Thank you. Very informative. (BO)
Excellent event! (GL)
Thank you all - I found this webinar most insightful. (TL) [more feedback]
Congratulations for your ever more relevant webinars and publications that are an invaluable tool to parse the all too crowded hedge fund space! (AM)
Very interesting webinar. Â Well done. (JC)
Thank you all for a great session! (ED)
Thank you again team Matthias and presenters (ET)
Great webinar - thanks everyone! (AO)
Phenomenal webinar. Thank you very much. (AB) [more feedback]
Excellent! Learned quite a bit - the speakers were excellent. I look forward to watching the replay also. (CM)
Really thought provoking, thank you all! (JT)
Thanks for a terrific webinar. (ES)
Thanks, everyone. Good, thought-provoking presentations. (CM)
Thank you all for this interesting webinar! Many important questions came through. (SM)
Thank you very much for this high-quality webinar. (BM)
Thanks and well done! It was very interesting. (JZ)
I really enjoyed the webinar. (AG)
The three speakers were so good because they were easy to follow and understand, with good visualisations, and they were not simply trying to sell their fund. Your next webinar looks as good as this one. (LF)
While 'Behavioural Investing' is the broad catch-all term to describe the psychological forces that influence investors' decisions, research (and true introspection) reveal each time where and how we fail as a result of our own blind spots.
But, being aware of blind spots does not mean we're able to avoid the pitfall next time.
As James Montier writes, the solution lies in designing and adopting an investment process that is at least partially robust to behavioural decision-making errors:
How to identify & neutralize pitfalls & investment blind spots
Can we design investment strategies that exploit behavioral biases?
How do you know if you have hired a good manager? - Julian Robertson (via Video)
Thank you for taking us around the world on this webinar with your expert speakers from Vancouver, Paris, Geneva and Sydney! (ET) [more feedback]
I was delighted with an impressive agenda, including very productive and insightful panels with the 4 managers. (RA)
I want to thank you for these webinars. I feel honored having been able to attend most of them, and I really learn a lot about advanced financial asset management. (NEF)
Thank you for inviting me to this excellent webinar. (NL)
Great online event (GAA)
Tuesday, Oct. 27th 10 am EST
Opalesque presents a new slate of investment managers who not only were up / protected capital in the turbulent first quarter 2020 but also YTD and in previous years.
Diversifying strategies that actually worked before, during and after the Corona-led meltdown of Q1
Return drivers, opportunity set, outlook
"Impressive webinar!! Interesting, diverse range of managers, fund strategies and concepts. Looking forward to studying the presentations and fund facts, and attend more of your webinars! (MA)" [more feedback]
Thank you for organising the webinar - you had four very high-quality managers there. (JD)
Love this webinar: The qualitative fundamentals in your speakers' presentations were pandemically successful, and they were knocking to the quantitative Financial Markets Investment Strategic Door. Your organizing and moderating skills are beautiful. Thank you! (GC)
Great job as usual! (GA)
Thank you Matthias for organizing very useful webinar. Waiting for next ones. (TV)
Thank you very much for organizing the webinar - it was very helpful indeed. Look forward to the Episode 2 of your webinar series.(AZ)
Tuesday, Sep. 22nd 10 am EST
Opalesque presents a new slate of investment managers who not only were up / protected in the turbulent first quarter 2020 but also YTD and in previous years.
Diversifying strategies that actually worked before, during and after the Corona-led meltdown of Q1:
Volatilty Trading and Volatility Arbitrage
Value Investing in Chinese Growth
Institutional Digital Assets Funds of Funds
Wednesday, Sep. 9th 10 am EST
With negative rates or near 0%, more and more investors are looking for Fixed Income Alternatives where they are still able to harvest a yield based on illiquidity and/or complexity premia, combined with high diversification benefits.
Many of these fixed income replacement strategies have proven to be resilient during volatile times and economic crises and can even fundamentally benefit from the COVID-19 pandemic.
The attraction of liquid and illiquid strategies such as Private Debt, Trade Finance, Consumer Debt, Life Settlements as fixed income replacement
Valuation and liquidity aspects
"A well-chosen topic of discussion and a great set of speakers to hear and learn from." [more feedback]
A great format. Really informative. (KP)
I enjoyed the webinar and found the introduction to the strategies to be diverse and insightful. (SL)
The webinar was very good, including the format, hence my registration for Episde 2. (GM)
Appreciate the wisdom of all the managers, as a result of a lifetime in crazy markets. (ET)
Wonderful presentations, all - thank you for all the great perspectives and insights. (ED)
Many thanks to all participants. Very resourceful and insightful. (OU)
Great presentations and thanks to all of the speakers for such an informative session It was a pleasure attending the webinar today. (SH)
Wonderful presentations. Thank you. (DB)
Thanks for the webinar! Always a pleasure to attend your SKILLSLAB series. (RM)
I learnt about managers I did not know. (TD)
With five investment managers, July 21st 2020
Opalesque presents five investment managers with a succinct presentation how and why their strategies delivered positive returns and/or protected during the Corona led market meltdown, with Q&A session.
What to do in times of crisis and what not to do
Tools that can be used to navigate crisis
The Art of Accepting Crisis Paradoxons
Managing a Crisis Starts With Managing Stress
The 7 P's of Managing a Crisis
Turning Adversity into Opportunity
"The whole Corona Fighters program has been extremely educational for me and a great opportunity to learn more about hedge funds and compare/contrast their approaches. (DW)" [more feedback]
Excellent webinar, thank you. (BF)
Thank you so much for these presentations. (DB)
Thanks for this webinar, which I enjoyed very much! (JM)
With five investment managers, June 23rd 2020
"Thank you all speakers for the great presentation! (AV)" [more feedback]
Very interesting discussion. (AM)
Thank you so much for the wonderful presentation. (AB)
I wanted to drop you a line because the webinar you organised on how to apply ESG factors though quantitative strategies with the Welton Investment team was really great. I have learnt a lot and found them very professional. The way they expressed themselves and the information displayed on the slides was smooth and clear, it was very enjoyable. Thank you for organising it.(DR)
ESG funds provide an important means for investors to align their portfolios with their values. However, the average ESG investor has underperformed the market - sometimes by a meaningful margin - while shouldering the same systemic risks borne by equity investors. Idiosyncratic risk mitigation is simply overpowered by systemic market risk during crises and corrections alike. This is exacerbated by the fact that ESG fund assets are almost entirely concentrated within long only equity funds as opposed to Fixed Income or Balanced funds.
Moreover, equity-only ESG funds may not provide the returns investors require going forward, especially post-COVID-19. For example, on average public pension plans have a 50% allocation to global equities, and a 7.2% investment plan return assumption. Given diminishing forward equity return expectations, it is likely that long-only ESG equity portfolios will not solve this problem alone.
This Opalesque SKILLSLAB webinar will cover:
Brief review of long-term performance of ESG funds: Near-market returns and unmitigated market risk may not represent the apex of achievable ESG performance
How a new quantitative approach to ESG strategy can guard against the key risk of acute economic contraction by mitigating downside risk.
Three ways this quantitative approach can improve an ESG portfolio's risk/return profile:
1. Integration of timely and broad ESG datasets
This allows for the manager to combine big data and ESG metrics to assess the performance and sustainability of companies worldwide
2. Dynamic stock selection and weighting using machine learning techniques
Alternative techniques taking risk exposures into account have the potential to better manage portfolio volatility.
3. Integration of orthogonal strategies to mitigate market risk and enhance performance
The addition of a diversifying trend strategy to the mix has the potential to elevate investor experience away from market risk, and beyond market-only performance.
"This webinar was really informative and insightful about how these managers assess and manage risk. I also appreciate that it was smaller managers which is not what most firms focus on." [more feedback]
Was very good. Thought a useful selection of managers. Well done. (JC)
Thank you for hosting this webinar. It was very interesting. (SW)
This webinar was really informative and insightful about how these managers assess and manage risk. I also appreciate that it was smaller managers which is not what most firms focus on. (LH)
I really enjoyed this Corona Fighters webinar. (CW)
With five investment managers, May 19th 2020
With five investment managers, April 20th 2020
"One of the most thorough and well prepared webinars I have ever attended." [more feedback]
One of the most thorough and well prepared webinars I have ever attended. Thank you! (JZ)
Great presentation. This is a game changer. (DS)
I am currently invited to many such sessions, but yours yesterday with Octavian was really outstanding! (MS)
Thanks for uploading the informative webinar. It offers a based overview of the methods and pitfalls that arise from the nature of complex relationships or crises. (KS)
Thank you for this. Very compelling ideas! (K)
Very good presentation! Very thorough and useful! (GR)
Thank you for a very informative presentation (KP)
Thanks for the structured presentation! (EVR)
Huge thank you! (EB)
With Octavian Graf Pilati, April 15th 2020
"This webinar on carbon markets and trading is brilliant!!" [more feedback]
This webinar on carbon markets and trading is brilliant!! (RH)
A first rate presentation! Michael had some great slides and a strong message. (LM)
Very informative, sobering and yet inspiring. (WJ)
The webinar was excellent and well worth my staying up until midnight to watch it live from my time zone!! (IJ)
Thank you for such an insightful presentation. Awesome job. (ET)
Terrific presentation. (WJ)
With Michael Azlen, CEO Carbon Cap Management LLP, April 7th 2020
The Science of Climate Change
The Paris Agreement & the importance of carbon pricing
Cap and Trade as a successful policy tool and how it is spreading globally
Why carbon has outperformed other asset classes since 2012, with a higher Sharpe Ratio and low correlation
The outlook for carbon prices and how to add value with active risk management & multiple alpha strategies
How investing into carbon can generate attractive returns and a direct impact on climate change
RETHINKING MANAGER SELECTION:
SKILL OR LUCK?
"Thank you for such an insightful Webinar with Cedric. I really caught some new light." [more feedback]
Thank you for such an insightful Webinar with Cedric. I really caught some new light. One of the things Cedric highlighted was the importance of "management" understanding the risk strategies being undertaken. I also applause him for highlighting the effects of AUM growth on the fund, that was really insightful. (CD)
I watched the recording immediately after it became available, it provided some good perspective. I will be an eye out for any such engagements again in the future. (RS)
Intriguing webinar - lots to take away. (A)
With Cedric Kohler, Head of Advisory at Geneva-based Fundana, March 2nd 2020
How do you select good managers?
What does "good manager" actually mean?
How do you differentiate skill and luck?
And when is a good time to exit a manager?
Thursday, 18 June 2020, 10:00 AM
For investors only - register now as seats are limited.
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Editor: Matthias Knab
Email knab@opalesque.com
www.opalesque.com
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Matthew Zabloski, Managing Director & CIO, Delbrook Capital Advisors
Matt Zabloski is the founder of Delbrook Capital Advisors, an independent investment manager focused on alternative strategies in the materials sector. The firm manages two equity long/short hedge fund strategies: a Canadian domiciled mutual fund trust that was launched in December, 2013; and a Cayman based Master Feeder that launched in September, 2018.
Zabloski has over 15 years of capital markets experience, 6 years of which were spent as a Portfolio Manager at Fidelity Management and Research Company. At Fidelity, Mr. Zabloski managed over a billion dollars in sector focused capital, consistently ranking among the top performing investment managers. In 2008, Mr. Zabloski co-founded CI Cambridge Advisors, a Boston based investment manager that grew from less than $10 million to nearly a billion dollars in assets under management during its first two years of business. Most recently, Mr. Zabloski was named as a founding board member of the Shareholder Gold Council (SGC). Mr. Zabloski holds an MBA and an Honors BA from the Richard Ivey School of Business at the University of Western Ontario.
Francois Bonnin, CEO, John Locke Investments
François Bonnin is the CEO and Founding Partner of John Locke Investments SA. Prior to creating John Locke Investments, Mr. Bonnin was in charge of Research and Alternative Investments at ING France from September 1998 to June 2001. Between March 1992 and September 1998, Mr. Bonnin was Managing Director and Founding Partner of CAP STARDEX SA, a French AMF regulated asset management company, specialising in alternative systematic strategies. From September 1989 to March 1992, Mr. Bonnin was a director of the convertible bonds trading desk at RAFE SA. Mr. Bonnin graduated from the Institut Superieur de Gestion in 1986.
Cedric Kohler, Head of Advisory, Fundana
Mr. Kohler joined Fundana in 2011 as Head of Advisory. Before this, he worked for Lombard Odier & Cie, as Head of Hedge Fund Advisory and Head of Funds of Hedge Funds. From 2004 to 2007, he was Global Head of Firm-wide Risk at Citadel Investment Group in Chicago. Prior to this, he was a Managing Director at Merrill Lynch in New York as Global Head of Margin & Risk. He started his career with UBS in New York, London and Zurich. He holds a Masters in Economics and Finance from Warwick University and a Bachelors in Economics and Business from HEC. Mr. Kohler is a member of the Swiss Fund and Asset Management Association's Alternative Investment Council.
Brett Craig, Portfolio Manager, Aura Group
Brett Craig is responsible for portfolio management and asset origination for the Aura High Yield SME Fund. Prior to joining Aura, Brett held a number of roles at Macquarie Group, Australia's largest investment bank over an 11 year period including Vice President role within the Debt Markets business where he focused on originating, structuring and distributing debt products primarily in the Australian market.
Brett is renowned as the first portfolio manager to originate, structure, negotiate and execute an Australian Bank Debt facility for an AltFi lender. Prior to the Debt Markets role Brett ran the financial management of the equity derivatives and loans book for the Metals and Energy Capital business. Brett holds a B.Comm from The University of Wollongong and is also a Chartered Accountant.
Michelle Leung, CEO, Xingtai Capital Management
Michelle Leung is the Founder and Chief Executive Officer of Xingtai Capital Management.
Prior to Xingtai Capital, Michelle served as a Partner at Lunar Capital Management, a private equity fund focused on control-oriented investments in middle market Chinese consumer companies. Prior to Lunar, Michelle served as Chief Operating Officer and Executive Director of TOM Group (2383.HK), an associate of the Hutchison Whampoa Group (0013.HK) where she was responsible for the acquisition and integration of over 30 companies in the media and consumer sectors in Greater China. Michelle also worked in Investment Banking at Goldman Sachs in New York and Hong Kong. Michelle began her career at the United Nations, where she worked in Peacekeeping Operations, serving on missions to South Africa and Cambodia.
Michelle received an MBA from the Harvard Business School, a BSc(Econ) degree from the London School of Economics and an undergraduate diploma from Peking University.
Bastian Bolesta, CAIA, Founding Partner & CEO, Deep Field Capital, Switzerland
Bastian Bolesta is a founding partner, and Chief Executive Officer of Deep Field Capital AG, a Switzerland-based, independent, purely systematic asset manager, developing and trading niche intraday and short-term systematic programs in global futures and equity markets. Deep Field Capital's expertise in developing quantitative short-term programs is built on +20 years of independent, proprietary trading. As CEO and member of the Investment & Research Committee, Bastian drives Deep Field's business development and investment process for its systematic investment strategies on the proprietary trading and asset management side.
Since 2011, Bastian has been managing the team's growth and transformation from a self-funded proprietary trading house to a multi-product institutional asset management business. At the beginning of his career in 1998, Bastian worked with Deutsche Bank AG in Frankfurt, London and New York in various roles, including Junior Relationship Manager for Institutional Clients and as an Analyst in market and credit risk controlling. Bastian holds a Master in International Relations from the University of Cambridge, UK and a Diplom-Betriebswirt in Banking and Finance from Frankfurt School of Finance and Management, Frankfurt Germany. Bastian is a certified Chartered Alternative Investment analyst (CAIA) and holds the series 3 license (NFA/FINRA).
Brent Belote, CEO & Portfolio Manager, Cayler Capital
Brent Belote is the manager of the Cayler Energy Program. Prior to founding Cayler Capital in 2016, he ran the Oil Product Derivative book for North America at JP Morgan from 2012 to 2016. Brent managed a derivative portfolio with over $1B of oil related futures, options, swaps, and complex derivative structures. From 2009 to 2012, he was the Crude Oil Derivatives trader at JP Morgan with a focus on fundamental analysis and systematic trading. He graduated from New York University's Stern School of Business with an MBA specializing in Quantitative Finance and Economics. Brent has a BS in Accounting from the University of Southern California. The Cayler Energy Program utilizes a combination of technical and fundamental analysis combined with the Advisor's 8 years of experience in managing risk and identifying trading opportunities on the JP Morgan oil desk.
Mark O. Witten, CFA, CIO, Portal Asset Management
Mark Witten is Senior Portfolio Manager First Degree Global Asset Management and Executive Director and Portfolio Manager Portal Asset Management. Specializing in equity analysis and hedge fund management, Mark has almost 20 years of experience in various roles within traditional and alternative asset management.
Mark also founded Kaizen Asset Management in 2010 as one of the first single-manager, multi-strategy hedge funds in South Africa. He built the firm from seed capital of US$1m to one with US$250m in assets under management.
Mark is a CFA Charter holder with a Bachelor of Commerce (Honours) cum laude, an MBA and is an accredited Certified Financial Planner (CFP).
TonyBremness, CFA, Laureola Advisors
Tony Bremness is a Partner, Managing Director, and co-portfolio manager at Laureola Advisors Inc. Mr. Bremness is a frequent speaker at Alternative Investment Conferences, with a focus on Life Settlements. He graduated with an MBA (1985 McGill University, Canada) and has been awarded the CFA accreditation (1991).
Mr. Bremness has over 30 years of asset management experience, with portfolios ranging in size from $100,000 to over $10 billion. He helped design, structure, and launch several investment Funds, and has consulted to some of the world's largest institutional investors on Asset Allocation and manager selection.
Pascal Rohner, CFA, Katch Investment Group
Pascal Rohner has more than 16 years of experience in financial market research, portfolio management, and investment advisory. He worked several years as a financial analyst, strategist and investment advisor for Credit Suisse in Zurich, New York and Panama. Before joining Katch Investment Group in April 2019, he was the chief investment officer of Credit Andorra and its Multi Family Office, Private Investment Management in Panama.
Pascal has a master's degree in Management and Economics from the University of Zurich and is a CFA charterholder.
Nabil Marc Abdul-Massih, CEO, INOKS Capital
Nabil has over 20 years of experience managing commodity investments as a trader, collateral manager and portfolio manager. He joined INOKS in 2006 to seed and launch the Ancile Fund. He is CEO and principal of INOKS and a member of the Board.
Edward Mallon, CIO, Pagaya Investments
Edward J. Mallon is the Chief Investment Officer of Pagaya. Before Pagaya, Mr. Mallon was a Managing Director and portfolio manager for the Fundamental Opportunistic Investment team within BlackRock's Global Fixed Income group. Mr. Mallon was responsible for sourcing, evaluating, and executing illiquid investment opportunities and managing those investments during their period of ownership on behalf of BlackRock's funds and accounts under management. Mr. Mallon was a member of the Investment Committee for the Special Credit Opportunities' platform and co-chaired the Special Credit Opportunities Operational Oversight Committee.
Mr. Mallon also served as Chief Operating Officer of the Special Opportunities Group, the firm's opportunistic investment platform within BlackRock Alternative Investors (BAI). He was a member of BAI's Operating Committee. Before that, Mr. Mallon was a member of BlackRock's U.S. Retail Group during its developmental stage, where he was responsible for the oversight, expansion, structuring, and execution of various 1940 Act open-end and closed-end funds and separately managed accounts. Before joining BlackRock in 1997, he spent one year at Oppenheimer. Mr. Mallon began his career in Boston, where he spent one year at each Pioneer Mutual Funds and Boston Capital. Mr. Mallon earned a BA degree from Lake Forest College.
John McClure, CEO, ProfitScore Capital Management
John McClure is the founder of ProfitScore Capital Management, Inc. As President & CIO, Mr. McClure's responsibilities entail leading the firm's overall direction and focusing the firm's research and development efforts. Mr. McClure has been involved in quantitative-based research for over 25 years. Mr. McClure formed ProfitScore in 1998. ProfitScore's focus has been developing and implementing quantitative-based investment strategies. Mr. McClure was an Independent Trustee for Northern Lights ETF Trust and President & Chairman of the National Association of Active Investment Managers. Mr. McClure holds a Bachelor's Degree from Tennessee Technological University and a Master's in Business Administration from the University of Tennessee Chattanooga.
Ursula Nitschke, CFA, INOKS Capital
Ursula Nitschke has over 15 years of experience advising and distribution of alternative investments to investors globally. Before joining INOKS, she built up the Hedge Fund Advisory solution at UBS Wealth Management. As Global Head of Marketing and Investor Relations she oversees the investor relations function at INOKS. Ursula holds a degree from Dublin City University and ESB Business School. She is a CFA charterholder and published a book on Alternative Investments.
Nancy Davis, PM, IVOL ETF
Nancy Davis is the founder and managing partner of Quadratic Capital Management. Ms. Davis is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSE Ticker: IVOL).
Ms. Davis founded Quadratic Capital in 2013. She began her career at Goldman Sachs where she spent nearly ten years, the last seven with the proprietary trading group where she rose to become the Head of Credit, Derivatives and OTC Trading. Prior to starting Quadratic, she served as a portfolio manager at Highbridge Capital Management where she managed $500 million of capital in a derivatives only portfolio. She later served in a senior executive role at AllianceBernstein.
She has been the recipient of numerous industry recognitions. She was named by Barron's as one of the "100 Most Influential Women in U.S. Finance." Institutional Investor called her a "Rising Star of Hedge Funds." The Hedge Fund Journal tapped her as one of "Tomorrow's Titans."
William O. Perkins III, CIO and Managing Partner, Skylar Capital Management
William O. ("Bill") Perkins III is the founder and managing partner of Skylar Capital Management L.P. and also serves as the Chief Investment Officer for the energy focused firm. Mr. Perkins has over 25 years of experience trading natural gas, power and other energy products. Prior to starting Skylar, Bill was a Sr. Portfolio Manager at highly successful Centaurus Energy, where he generated over $1 billion in trading gains over a 10 year period. He has also held senior trading roles at El Paso Energy, Statoil, and AIG.
Based in the U.S. Virgin Islands, with branch offices in Houston, Skylar Capital Management L.P. is the trading manager for energy fund Skylar Capital Energy Global Master Fund L.P. Skylar employs a fundamental, discretionary and analytical approach to trading liquid energy markets with a focus on North American and European natural gas. Since inception in Fall 2012, Skylar has generated over 350% cumulative returns for investors. Bill is also the Founder and CEO of Skylar Energy Resources, a firm focused on long term structured wholesale energy transactions with a heavy emphasis on renewables and energy storage.
Mr. Perkins holds a Bachelor of Science degree in Electrical Engineering from the University of Iowa where he was also was a member of the Hawkeyes football team.
Kapil Rastogi, CFA, President, PlusPlus Capital Management
Kapil Rastogi, CFA, is the Managing Partner and Co-Founder of PlusPlus Capital Management Inc., and has over 16 years of experience designing trading strategies in the CTA industry. The co-founders have worked together for over eleven years at leading CTAs, including R.G. Niederhoffer Capital Management and ISAM.
The PlusPlus Global Alpha strategy seeks to deliver strong risk-adjusted returns that are uncorrelated to both the CTA universe and traditional asset classes. The strategy is up 9.6% year to date through June 30. During the Corona virus led market meltdown it was up 0.5% in February and 6.8% in March. The strategy was also positive in 2019 (0.8%) and also in 2018 (11.8%) where it was one of few CTA strategies (<1.9%) that produced significant profits in the equity meltdown of 4Q. That year, PlusPlus Capital was also the winner of the BarclayHedge award for outstanding performance.
Marc Pentopoulos, CFA, Managing Partner, Vista Point Capital
Marc Pentopoulos, CFA, has more than 20 years of experience managing biotechnology and medical technology investments as well as experience in healthcare consulting and investment banking. Marc has extensive experience evaluating biotech and medical technology companies in the US and Europe, with a significant contact base in the San Francisco Bay Area, Boston, New Jersey/Philadelphia and Europe. He has a significant doctor and scientist network as well as strong industry contacts. Marc is a CFA holder and has an MBA from the Wharton School and bachelors degrees from University of California, Berkeley in Molecular Biology and Economics.
Nicholas Bovell, CIO, Carchardon Capital London
Nicholas Bovell is Chief Investment Officer of Carcharodon Capital London Ltd and has over a decade's experience trading financial markets. He has been successfully managing investor capital since 2015, and over this time has developed into a meticulous risk manager with an unparalleled understanding of how macroeconomic data, geopolitical themes and idiosyncratic risk factors affect market sentiment and asset prices.
Nick holds a Bachelor of Commerce degree from the University of Western Australia with majors in Investment Finance and Corporate Finance.
Nick is authorised and regulated by UK Financial Conduct Authority as an Approved Person with reference number NXB80312.