Tue, May 22, 2012
A A A
Welcome Guest
RSS RSS icon
Get FREE trial access to our award winning publications

Opalesque Roundtable Series - Australia 2010

Sign up here for our free Roundtable Scripts - get this unique intelligence by email as Opalesque publishes them:

If Australia isn't on your watch list yet, that may soon prove to be an error.

With 9% of every person’s salary in Australia getting invested into a registered superannuation (pension) fund, the country has created one of the fastest growing asset pools worldwide. With A$1.2 trillion (US$1.1 trillion), the Aussie pension fund industry is now the world's fifth largest and continues to grow dramatically.

Australia has very mature wholesale and retail markets, which both offer unique opportunities for local and global hedge funds. But: you need to be aware of the rules and the set up of those markets. Beyond wholesale and retail, this Roundtable also explains how to access a third rapidly growing asset pool, the so-called mezzanine market which is managed by the local dealer groups.

One of the most stunning aspects of the Australian pension fund industry has been the ascent of the Self-Managed Super Funds, where the individual is managing his pension assets himself as a self-directed investor. At the smaller end, a Self-Managed Super Funds may have only $250,000 in assets, through to many millions at the high end. Within just five years, over one third of all superannuation assets have been moved into the 400,000 self-managed super funds.

The domestic Australian hedge fund industry has traditionally been a strong performer and was also able to protect the downside in the crisis of 2008, where the average Australian hedge fund lost 17.74% against the ASX which fell over 40%. At the same time, depending which database you look at, the global industry fell somewhere between 17% and 21%. In addition, 25% of the 200 plus managers in the Australian Fund Monitors database produced positive returns, and over 90% of them outperformed the ASX200.

Hear from some of the leading Australian hedge funds what opportunities they see for their funds and strategies going forward, how these institutional Superannuation Funds actually select their hedge funds, and what excites seeders who work exclusively with Australian funds.

The 2010 Opalesque Australia Roundtable was sponsored by Australian Fund Monitors Pty Ltd. We also thank Chris Gosselin from Australian Fund Monitors for helping us put the group together, UBS Sydney for providing the beautiful meeting venue, and Custom House Group and Taussig Capital as our 2010 Roundtable Series sponsors.

Roundtable participants:

  • Bruce Tomlinson, Portfolio Manager, Sunsuper Superannuation Fund
  • Adrian Redlich, Chief Investment Officer, Merricks Capital
  • Chris Gosselin, Founder, Australian Fund Monitors
  • Dominic McCormick, Chief Investment Officer, Select Asset Management
  • John Corr, Founder, Fortitude Capital
  • Larry Simon, Co-Founder, Lazorne Group
  • Nelson Lam, Head of Investments, Ascalon Capital Managers
Enjoy the read!

Matthias Knab
Director Opalesque Ltd.

Access the Opalesque Roundtable Series - Australia 2010 | Download here

The Opalesque Roundtable Series offers unparalleled intelligence on the most important global hedge fund jurisdictions and their players. The Roundtable Series is a free publication from Opalesque and is continually updated. Please scroll down to view the full selection of our Roundtables - covering the globe!

Article Link

Other Opalesque Roundtables in Australia
Tue, 26 Apr 2011
Opalesque Roundtable Series - Australia 2011 More informationDownload
Tue, 25 Mar 2008
Opalesque Roundtable Series - Australia More informationDownload
Opalesque Roundtable Series - A Catalogue of Intelligence on Global Hedge Fund Centers:
Thu, 10 May 2012
Opalesque Roundtable Series - Gulf (Abu Dhabi) More informationDownload
Thu, 03 May 2012
Opalesque Roundtable Series - France 2012 More informationDownload
Wed, 04 Apr 2012
Opalesque Roundtable Series - Brazil 2012 More informationDownload
Thu, 12 Jan 2012
Opalesque Roundtable Series - Geneva 2012 More informationDownload
Wed, 21 Dec 2011
Opalesque Roundtable Series - Pfäffikon More informationDownload
Fri, 09 Dec 2011
Opalesque Roundtable Series - South Africa 2012 More informationDownload
Thu, 24 Nov 2011
Opalesque Roundtable Series - Netherlands More informationDownload
Mon, 14 Nov 2011
Opalesque Roundtable Series - Texas 2011 More informationDownload
Mon, 07 Nov 2011
Opalesque Roundtable Series - Boston 2011 More informationDownload
Mon, 31 Oct 2011
Opalesque Roundtable Series - Cayman 2011 More informationDownload
Mon, 24 Oct 2011
Opalesque Roundtable Series - Connecticut 2011 More informationDownload
Thu, 06 Oct 2011
Opalesque Roundtable Series - New York 2011 More informationDownload
Wed, 10 Aug 2011
Opalesque Roundtable Series - France 2011 More informationDownload
Mon, 01 Aug 2011
Opalesque Roundtable Series - U.K. 2011 More informationDownload
Mon, 25 Jul 2011
Opalesque Roundtable Series - Austria More informationDownload
Wed, 29 Jun 2011
Opalesque Roundtable Series - Frankfurt More informationDownload
Thu, 19 May 2011
Opalesque Roundtable Hong Kong 2011 More informationDownload
Mon, 02 May 2011
Opalesque Roundtable Series - Singapore 2011 More informationDownload
Sun, 10 Apr 2011
Opalesque Roundtable Series - New Zealand 2011 More informationDownload
Sun, 03 Apr 2011
Opalesque Roundtable Series - West Coast 2011 More informationDownload
Fri, 25 Mar 2011
Opalesque Roundtable Series - Colorado More informationDownload
Thu, 20 Jan 2011
Opalesque Roundtable Series - Geneva 2010 More informationDownload
Sun, 19 Dec 2010
Opalesque Roundtable Series - Malta More informationDownload
Tue, 14 Dec 2010
Opalesque Roundtable Series - South Africa 2011 More informationDownload
Fri, 03 Dec 2010
Opalesque Roundtable Series - Connecticut 2010 More informationDownload
Thu, 18 Nov 2010
Opalesque Roundtable Series - New York 2010 More informationDownload
Tue, 09 Nov 2010
Opalesque Roundtable Series - Singapore 2010 More informationDownload
Thu, 04 Nov 2010
Opalesque Roundtable Series - Cayman 2010 More informationDownload
Mon, 25 Oct 2010
Opalesque Roundtable Series - Hong Kong 2010 More informationDownload
Mon, 04 Oct 2010
Opalesque Roundtable Series - Zurich 2010 More informationDownload
Tue, 20 Jul 2010
Opalesque Roundtable Series - U.K. 2010 More informationDownload
Wed, 16 Jun 2010
Opalesque Roundtable Series - Florida More informationDownload
Sun, 06 Jun 2010
Opalesque Roundtable Series - Boston More informationDownload
Mon, 24 May 2010
Opalesque Roundtable Series - West Coast 2010 More informationDownload
Sat, 08 May 2010
Opalesque Roundtable Series - Texas More informationDownload
Wed, 28 Apr 2010
Opalesque Roundtable Series - Brazil 2010 More informationDownload
Mon, 29 Mar 2010
Opalesque Roundtable Series - New Zealand 2010 More informationDownload
Thu, 04 Mar 2010
Opalesque Roundtable Series - Japan 2010 More informationDownload
Sat, 09 Jan 2010
Opalesque Roundtable Series - South Africa 2010 More informationDownload
Tue, 15 Dec 2009
Opalesque Roundtable Series - France More informationDownload
Mon, 30 Nov 2009
Opalesque Roundtable Series - Geneva' 09 More informationDownload
Tue, 17 Nov 2009
Opalesque Managed Futures Roundtable - Chicago More informationDownload
Mon, 09 Nov 2009
Opalesque Roundtable Series - Canada More informationDownload
Mon, 19 Oct 2009
Opalesque Roundtable Series - Connecticut More informationDownload
Mon, 05 Oct 2009
Opalesque 2009 - U.K Roundtable More informationDownload
Fri, 26 Jun 2009
Opalesque Roundtable Series - New York 2009 More informationDownload
Tue, 09 Jun 2009
Opalesque Roundtable Series - Cayman More informationDownload
Fri, 29 May 2009
Opalesque Roundtable Series - Japan 2009 More informationDownload
Thu, 21 May 2009
Opalesque Roundtable Series - U.S. West Coast More informationDownload
Wed, 13 May 2009
Opalesque Roundtable Series - Hong Kong 2009 More informationDownload
Fri, 24 Apr 2009
Opalesque Roundtable Series - Singapore 2009 More informationDownload
Thu, 19 Mar 2009
Opalesque Roundtable Series - Zurich More informationDownload
Fri, 05 Dec 2008
Opalesque Roundtable Series - South Africa More informationDownload
Mon, 17 Nov 2008
Opalesque Roundtable Series - Brazil More informationDownload
Fri, 07 Nov 2008
Opalesque Roundtable Series - Russia More informationDownload
Mon, 20 Oct 2008
Opalesque Roundtable Series - Nordic Region More informationDownload
Wed, 01 Oct 2008
Opalesque Roundtable Series - Geneva More informationDownload
Wed, 02 Jul 2008
Opalesque Roundtable Series - London More informationDownload
Wed, 11 Jun 2008
Opalesque Roundtable Series - New York More informationDownload
Fri, 23 May 2008
Opalesque Roundtable Series - Japan More informationDownload
Tue, 20 May 2008
Opalesque Roundtable Series - Hong Kong - Mandarin (Chinese) language More informationDownload
Wed, 30 Apr 2008
Opalesque Roundtable Series - Hong Kong More informationDownload
Wed, 23 Apr 2008
Opalesque Roundtable Series - Singapore More informationDownload
Mon, 17 Mar 2008
Opalesque Roundtable Series - New Zealand More informationDownload
Banner
Today's Exclusives Today's Other Voices Banner More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Sciens managed account platform adds J E Moody Commodity Relative Value Program[more]

    From Investmenteurope.net: Sciens Fund of Funds Management Holdings, part of the Sciens Capital Management Group and provider of single- and multi-strategy funds of hedge funds and managed account services, has added J E Moody's Commodity Relative Value Program to its managed account platform.

  2. Opalesque Exclusive: Filtering risk premia to achieve diversification is the focus of consultants in the hedge fund space[more]

    By Beverly Chandler, Opalesque London: Towers Watson’s recent two papers on the state of the hedge fund industry were reported on in Opalesque. Damien Loveday,

  3. Opalesque Exclusive: Direct investment, managed accounts gain traction with family offices[more]

    Bailey McCann, Opalesque New York: Family offices are key sources of capital allocations for hedge funds. Peter Fletcher of the Parly Family Office has been investing in hedge funds for several years. Fletcher, now based in Switzerland was

  4. Opalesque Exclusive: Regulatory environment pushes more hedge funds to the cloud[more]

    Bailey McCann, Opalesque New York: The growing regulatory environment is pushing more hedge funds to the cloud according to the Abacus Group. Chris Grandi, managing director of the US-based cloud provider, explains that as the reporting and transparency burdens grow for funds many are moving i

  5. Litigation investing: The Sovereign Medicare Recovery Trust (SMRT) is a one-off specialty litigation case that is a secured loan to a plaintiff, major non-profit organisation. The Trust is paying investors a 9% return on capital (ie even if the case is lost, investors get capital returned plus 9%) in the best case (ie if the settlement were to exceed USD1 bn from a claim of approximate USD100 bn) it would offer a six to one plus the return of capital and 9%. It is low risk, as the plaintiff is escrowing funds to assure loan repayment...[more]

    The Sovereign Medicare Recovery Trust (SMRT) is a one-off specialty litigation case that is a secured loan to a plaintiff, major non-profit organisation. The Trust is paying investors a 9% return on capital (ie even if the case is lost, investors get capital returned plus 9%) in the best case (ie if the settlement were to exceed USD1 bn from a claim of approximate USD100 bn) it would offer a six to one plus the return of capital and 9%. It is low risk, as the plaintiff is escrowing funds to assure loan repayment...