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Opalesque Exclusive: Marquee Capital Entertainment Memorabilia Fund expects 2008 value increase to be close to 2007`s +30%

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  1. Other Voices: Three new strategies in hedge fund investor relations; investors demand a relationship – not a transaction [more]

    The following is an edited transcript of a presentation Thomas Walek, President of a New York-based public relations agency Walek & Associates, gave recently in Hong Kong to a group of hedge fund managers and investor relations executives: Our topic is "Hedge Fund Investor Relations: Ne

  2. Opalesque Exclusive: Chicago small-cap long-bias hedge fund up 34% since November inception [more]

    Chicago-based Taylor Fund, L.P. announced today a 15.35% gain in May. This follows a 21.5% gain for the month of April. The fund’s total (net) gain now is 33.76% since its inception on November 15, 2008. “We are very pleased to have substantially outperformed the broader market

  3. Comment – Hedge funds face triple conundrum [more]

    From Asian Investor / Businessweek.com: … Picture this: Your hedge fund had a pretty good 2008. By slashing net exposure, it ended up roughly flat. Towards the end of the year, those funds that blinked and went long-biased got whacked, but not yours. You hung tough and maintained low net exposure in

  4. Real Estate – European wealthy move back into GBP10m+ properties [more]

    From Wealth-bulletin.com: Prices of London homes worth £10m and more, last month rose for the first time since the recession began, as European buyers urgently seek to buy London property while the local currency is still relatively cheap. For the first time since April 2008, prices rose 1.9% in Jun

  5. Infrastructure Special: We think a globally and sector diversified portfolio of green-field and brown-field assets can achieve a blended return that ranges from 9% to 13% p.a. over a period of 5 to 8 years. [more]

    We think a globally and sector diversified portfolio of green-field and brown-field assets can achieve a blended return that ranges from 9% to 13% p.a. over a period of 5 to 8 years.

The end of the 5%: Hedge funds get institutional inflows straight from equity portfolio

Opalesque Round Table

NEW 2009 Opalesque New York Roundtable with:

  1. Ed Robertiello, Managing Director, head of the fund of hedge funds Americas at Credit Suisse
  2. Tim Schuler, CFA, Senior Vice President & Investment Strategist, Permal Group
  3. Carrie McCabe, CEO and Founder of Lasair Capital
  4. Chris Acito, Founder of Acito Advisory Group, former Managing Director and Global Chief Operation Officer for Investcorp's Hedge Fund Group
  5. John M. Bader, Co-Chairman and Chief Investment Officer of Halcyon Asset Management
  6. Bill Geisler, Portfolio Manager, Malbec Partners
  7. Christopher Pucillo, Chief Investment Officer and Portfolio Manager, Solus Alternative Asset Management
  8. Katherine S. Kim, Senior Analyst, Affirmed Capital
The Round discusses fundamental changes in asset allocation of public and corporate pensions, who have started to allocate to alternatives straight out of their equity portfolio, rather than putting hedge funds into a "5% niche". You will learn details:
  • What macro signals hedge funds are using for their strategic positioning
  • Challenges for emerging managers: What happened to seeding?
  • New insights on risk and reward of different asset classes and hedge fund strategies
  • What are the "rescue mandates" that Credit Suisse and other notable firms are now getting?
  • What are the huge opportunities investors can pursue in the secondary markets for hedge funds?
  • What new hedge fund compensation models are already now being deployed, but why do hedge fund fees not seem to ever go down?
  • What keeps many hedge funds from participating in TALF and PIPP programs?
  • and much more!

A SQUARE Faculty
Expertise on performance optimisation

Faculty David TuckerThe equity investors are poorly positioned in typical film fund investment vehicles which rely heavily on tax rebates, debt financing and cross collateralisation - with inequitable fee structures, overheads and producer salaries.

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Opalesque Exclusive: Chicago small-cap long-bias hedge fund up 34% since November inception
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Fund invests across the entire value chainFaculty

Agriculture

Agriculture - has a history of structural underinvestmentRead More

NYMEX - GOLD (August)- Daily graph

Near Term Trend: Negative Wednesday’s Close: $ 941.30 (+ $13.90) UPDATE: Following the healthy downside correction (from $989.00 to $916.00), we questioned whether a bounce higher was forthcoming- we also stated, “If the slope of the M.A. line starts to turn south, the $950 region may be the near term top for the next couple of months”. Hence, the slope of the M. A. line has been negative for the last eight trading days. It has capped price action for the last week, and more importantly, $950.00 continues to remain the ceiling. However, the market does remain bid.