Thu, Mar 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. Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  2. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  3. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  4. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less

  5. Hedge funds await outcome of French elections, feel pinch on lower oil prices & weak dollar[more]

    Komfie Manalo, Opalesque Asia: Hedge funds felt the pinch of lower oil prices and weak U.S. dollar as the Lyxor Hedge Fund Index was marginally down as of the week ending 14 March, Lyxor Asset Management said in its Weekly Briefing. The Lyxor He