Thu, Nov 23, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Economists, hedge fund managers gather at Altegris Strategic Investment Conference

Friday, May 03, 2013

Bailey McCann, Opalesque New York:

Leaders in economics and alternative investments have gathered in Carlsbad, California for the Altegris Strategic Investment Conference. Now in its tenth year, Altegris, a liquid alternatives firm, in partnership with Mauldin Economics brings together economists, hedge fund managers and investors to discuss the financial landscape. Day one featured remarks from Niall Ferguson, Jeffrey Gundlach, Nouriel Roubini, and Mohamed El-Erian among others.

Speakers varied slightly in their views on the current state of world markets, but they were all unified around the idea that the current generation is selling out their children. Niall Ferguson opened the day, and first advanced this thesis, saying that the contract between the generations has been broken. He also spoke of a broader decline across generations of involvement in interpersonal networks. He explained that these loose networks around professional and personal identifiers have a positive effect on civil society and help people solve issues for themselves. However, now that very few people in the US or Europe belong to such groups, "civil society is in free fall."

The theme came up again during a lively question and answer period with the audience, which saw Jack Rivken, former Executive Vice President, Chief Investment Officer and Head of Private Asset Management of Neuberger Berman, suggest CEOs write annual reports to their children in addition to writing annual reports f......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Outlook - Gundlach's stock market warning comes true[more]

    From Bloomberg.com: Jeffrey Gundlach has been warning something's got to give. Based on the past two days, looks like we have our answer. Stocks fell around the world a second day and high-yield bonds headed for a fourth straight loss, resuming a historic correlation that the hedge fund manager on W

  2. Middle East - Saudi-Iran war would create this domino effect of global disaster, Saudi billionaires said to move funds from region to escape asset freeze[more]

    Saudi-Iran war would create this domino effect of global disaster From CNBC.com: Events appear to be spinning out of control in the Middle East, and the threat a Saudi-Iranian war is looking increasingly credible. Make no mistake, an out and out conflict between the two nations would be

  3. Investing - Six more Warren Buffett buys, including Southwest Airlines, Seth Klarman's Baupost Group bets on beaten-up health care, Roark Capital offers to buy Buffalo Wild Wings: Wall Street Journal[more]

    Six more Warren Buffett buys, including Southwest Airlines From Forbes.com: Our latest recommendation for aggressive investors is Restaurant Brands International . Hedge fund manager Bill Ackman has an incredible 40.1% of his fund at Pershing Square Capital Management invested in Restaur

  4. Investing - Tages Capital steps in to rescue Italy's Banca Carige, Hedge funds place $5.4bn bet on Toshiba's resurrection, Why outside investors are fleeing: John Paulson's 6 worst investments[more]

    Tages Capital steps in to rescue Italy's Banca Carige From TheTimes.co.uk: A little known London hedge fund has played a pivotal role in the first rescue of an Italian bank without state intervention since the country's bad debt crisis started three years ago. Banca Carige, a Genovese le

  5. Tourbillon Capital, a $3.4bn hedge fund that's been sounding the alarm about 'frothy speculation,' is suffering big losses[more]

    From Businessinsider.com: Tourbillon Capital, a $3.4 billion hedge fund firm led by Jason Karp, is suffering. The firm's flagship Global Master fund is down 3.5% for the first 17 days of November, bringing performance for the year to November 17 to a loss of 10.6%, according to a note to investors s