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Opalesque Radio Archive

Opportunistic, Risk-Controlled, Credit Investing
Radio Feature 104: Sona Blessing in conversation with Charlotte Valeur and Jennifer Drake
Tuesday, July 22, 2014
img Charlotte Valeur is Chair of the Brevan Howard Credit Catalysts Ltd. Fund and Jennifer Drake is head of business development at DW Investment Management (DWIM) and a member of its Executive Committee and Risk Committee.

Charlotte is managing director of GFG Ltd, which she founded in 2011. GFG advises on investment fund governance and conducts fund board reviews. She also serves as an independent non-executive director on a number of boards, for both listed and non-listed companies. Charlotte has in excess of 30 years’ experience in the financial markets.

Prior to joining DWIM, Jennifer was a managing director at Goldman Sachs, where she focused on credit, event driven and relative value investments and was a member of the Liquid Markets Investment Committee for its USD120bn Alternative Investments and Manager Selection group.

In this podcast Charlotte Valeur will address questions 1 to 5, that elaborate on amongst others the U.K. listed feeder fund structure, its raison d’etre, the investor benefits etc.
Jennifer Drake will address questions 6 to 11 from the fund’s investment manager perspective and will talk us through the fund’s strategy, risk management and performance potential.


Hedgegate Series VIII: Beyond Risk Parity
Radio Feature 103: Sona Blessing in conversation with Patrick Rudden
Wednesday, June 25, 2014
img At AllianceBernstein, Patrick Rudden, is Portfolio Co-Manager of the Dynamic Diversified Portfolio and International Head of Multi-Asset Solutions. Patrick joined the firm in 2001 as a senior portfolio manager for Value Equities. He has published numerous articles and research papers, including, "What It Means to Be a Value Investor"; "An Integrated Approach to Asset Allocation" (with Seth Masters); and "Taking the Risk Out of Defined Benefit Pension Plans: The Lure of LDI" (with Drew Demakis).

“Commodities are [now increasingly] decorrelated to equities and negatively correlated to bonds.”
Radio Feature 102: Sona Blessing in conversation with David Donora
Wednesday, June 18, 2014
img In this commodities special podcast, David Donora, head of commodities at Threadneedle Investments reviews the potential price path formation across the commodities complex, re-visits portfolio allocations to commodities versus other risk assets, and shares his insights on why commodity markets continue to be well supported into the second quarter of 2014 driven by geopolitical uncertainty, weather-related disturbances and commodity-specific factors …

David has over 30 years of experience in commodity investing-trading, and is co-lead manager of Threadneedle’s Enhanced Commodities Fund and Long Only Commodities Strategy.


What could investors expect from the newly elected Indian Government?
An emphasis on efficiency, economic growth and development.
Radio Feature 101: Sona Blessing in conversation with Sudhir Kapadia
Friday, May 23, 2014
img Sudhir Kapadia is Partner and National Tax Leader at EY India. He has extensive experience in advising large multinational and domestic companies on tax and regulatory issues pertaining to investments in India, abroad and their business operations. Prior to joining EY in 2008, Sudhir was the National Tax Leader at KPMG in India.
With over 25 years of experience in the industry and profession, he shares his views on how the newly elected Bharatiya Janta Party (BJP) is likely to cope, govern and influence the investment landscape …


Solutions for Being Compliant in the Wake of Regulatory Challenges
Radio Feature 100: Sona Blessing in conversation with Wicky Meyer
Friday, May 16, 2014
img Since its inception in 2004 Wicky Meyer has been with Swiss Hedge Capital AG, which manages ‘pari passu’ a Swiss Financial Market Supervisory Authority (FINMA) regulated European Long/Short Equities Fund, a Cayman offshore fund, and two Commission de Surveillance du Secteur Financier (CSSF) regulated UCITS IV funds domiciled in Luxembourg).

He has been a Partner and Chief Operating Officer of the company, and in 2013 was appointed CEO and Managing Partner. Prior to this he has held various positions at Citigroup and Deutsche Bank AG in Zurich, Switzerland.


Navigate the Changing Regulatory, Legal and Tax Landscape
Radio Feature 99: Sona Blessing in conversation with Guenther Dobrauz
Tuesday, May 06, 2014
img Guenther Dobrauz is a Director, Technical and Markets Leader, Regulatory & Compliance Services, at PwC Zurich.
In this podcast, Guenther shares insights on onshore and offshore fund and asset management vehicle structuring, Swiss Financial Market Supervisory Authority (FINMA) licensing of asset managers, banks and securities dealers, registration of funds for public distribution in Switzerland, lifecycle management of investment products, on-shoring of off-shore funds, wrapping alternative investment strategies as UCITS IV, Master-Feeder funds, solutions for asset managers facing new regulations such as AIFMD and the recent revision of the Swiss Collective Investment Schemes Act.

"China Likes to Experiment."
Radio Feature 98: Sona Blessing in conversation with Stuart Leckie
Friday, April 25, 2014
img Stuart Leckie is Chairman of Stirling Finance. He is based in Hong Kong and advises on investments and pensions in Hong Kong and Mainland China. He is the author of books titled "Pension Funds in China" and "Investment Funds in China". He has also served as the Chairman of Towers Watson (formerly Watson Wyatt) in Asia-Pacific and as Chairman of Fidelity Investments, Asia-Pacific. Amongst others he has advised the Chinese Government on pensions reform and advised the Hong Kong Government on the establishment of the Mandatory Provident Fund.

Emerging Market & Japanese Equities, Cyclical Sectors Still Favoured ...
Radio Feature 97: Sona Blessing in conversation with Tilmann Galler
Wednesday, April 16, 2014
img Tilmann Galler, Executive Director, is a client portfolio manager and global market strategist at J.P. Morgan Asset Management in Frankfurt and responsible for equity and multi asset portfolios.
In this podcast he share his thoughts on asset allocation, possible headwinds and optimising risk-reward premiums ...

Hedgegate Series VII: Early Stage Investing: A Value Add of Experienced FoHFs
Radio Feature 96: Sona Blessing in conversation with Alain De Coster
Thursday, April 10, 2014
img Alain De Coster is a principal and managing member of ABS, a Fund of Hedge Funds specialised in equity long/short strategies globally. The firm focuses on early investments with small to mid-size investment managers and has extensive experience investing in emerging market countries. Before co-founding ABS in 2002, he was Managing Director and head of Credit Suisse Asset Management’s (CSAM) Alternative Investments Group.

Investing in Farmland
Radio Feature 95: Sona Blessing in conversation with Stuart Donald
Thursday, April 03, 2014
img Insights from Stuart Donald, head of agriculture, GMO Renewable Resources, LLC, (GMORR). GMORR is the forest and farmland investment arm of Grantham, Mayo, Van Otterloo & Co. LLC, (GMO), which has USD116 billion in assets under management as of 31.12. 2013.

"Equity Valuations are not Over Stretched"
Radio Feature 94: Sona Blessing in conversation with William Davies
Friday, March 14, 2014
img William Davies is Head of Global Equity at Threadneedle Investments. Drawing on his 27 years of experience, in this podcast, he shares his global equity market outlook, where he sees attractive growth opportunities, challenges and the road blocks. William will also talk us through favoured themes, stock picks and strategies that could capture positive performance in 2014.

Investing in Brazil: Attractive Asset Valuations
Radio Feature 93: Sona Blessing in conversation with Marcelo Aranha
Wednesday, March 12, 2014
img At Quest, also managers of the Nordea Brazilian Equity Fund, Marcelo Aranha is a senior equity analyst and co-portfolio manager of its Equity Funds.
He is responsible for developing equity strategies focused on natural resources, real estate, and infrastructure. Prior to this he has been a portfolio manager at Schroders and was responsible for long/short equity strategies, focused on commodities, infrastructure and small cap names.
In this podcast he makes the case for investing in Brazil the world’s second-biggest emerging market.

BNY Mellon`s 2014 Market Overview and Sector Picks - Property, Healthcare, R&D
Radio Feature 92: Sona Blessing in conversation with Nicolas Kopitsis
Monday, February 10, 2014
img

Nicolas Kopitsis is Managing Director, Head of Intermediary Sales Switzerland and Austria and Co-Head of Global Financial Institutions, BNY Mellon Investment Management's representative office in Zurich, Switzerland.

In this Opalesque Podcast Nicolas also elaborates on the relevance of absolute return funds ...


Bitcoin: Crypto Currency, E-Barter or Simply Sophisticated Software?
Radio Feature 91: Sona Blessing in conversation with Izabella Kaminska
Wednesday, January 29, 2014 - CFA Switzerland Forecast Dinner Event, Zurich
img In this podcast Izabella Kaminska, an avid Bitcoin blogger, questions whether virtual currencies such as Bitcoin could be the future of money?
She also addresses the emergence of such a phenomenon, the purpose it serves, its true potential ...
She arrives at the conclusion, "for now, unfortunately, Bitcoin confuses value with collaborative efficiency. And it is here that its greatest weakness lies."

2014: Identifying Favourable Investment Opportunities in Equities and Bonds
Radio Feature 90: Sona Blessing in conversation with Christina Boeck and Chris Iggo
Thursday, January 16, 2014
img At AXA Investment Managers, Christina Boeck is CIO (Switzerland), Head Solution Strategists Central Europe, and Chris Iggo is CIO, AXA Fixed Income.
In this podcast they share their global market outlook for 2014 and some of their asset allocation picks including a preference for European equities over their U.S. counterparts; small caps; opportunistic emerging market bond investments in for e.g. Nigeria and Eastern Europe, and why an allocation to sovereign bonds such as the Bund could strategically serve as an investment hedge ...

Hedgegate Series VI: Active Risk Based Allocation
Radio Feature 89: Sona Blessing in conversation with Cédric Baron
Friday, December 13, 2013
img Cédric Baron is a multi-asset fund manager, ARMA Funds, at Lyxor Asset Management (AM).
He has been with Lyxor AM since 2005 - when he was a fund manager in charge of quantitative strategies on equities and volatility.
In this Hedgegate Series podcast he shares how active risk based allocation can be applied to a long only portfolio that seeks to achieve absolute returns …

Economic and Financial Outlook for 2014
Radio Feature 88: Sona Blessing in conversation with Anton Brender & Florence Pisani
Thursday, December 05, 2013
img Anton Brender is Head of the Economics Studies Department of Dexia Asset Management and amongst others he is Associate Professor at the Université Paris‑Dauphine. A macro-economist, he specialises in the study of international monetary and financial problems
Florence Pisani is an economist at Dexia Asset Management. She lectures at the Université Paris‑Dauphine.
In February 2010 they published “Global Imbalances and the Collapse of Globalised Finance.”

Are we in an Equity Bubble?
Radio Feature 87: Sona Blessing in conversation with Prof. Dr. Didier Sornette
Friday, November 08, 2013 - Ayaltis Annula Investor Event 2013
img Amongst his numerous academic accomplishments, publications and titles, Dr. Didier Sornette is Professor on the Chair of Entrepreneurial Risks at the Department of Management, Technology and Economics (D-MTEC) ETH Zurich. He is Founder and Director of the Financial Crisis Observatory, Co-founder of the ETH Risk Center, Member of the Swiss Financial Institute.
He has authored the monograph “Why Stock Markets Crash (Critical Events in Complex Financial Systems), and “Extreme Financial Risks (From dependence to risk management).”
His research priorities include:
Prediction of crises and extreme events in complex systems and risk management, with applications to social systems (financial crashes, economic systemic recessions, cyber risks) and natural systems (earthquakes, rupture, epileptic seizures, immune system collapse).
In this podcast he shares insights and observations on the formation of bubbles in financial markets, capturing performance in times of crises and more ...

U.S. Small Caps: "Outsource Value Creation"
Radio Feature 86: Sona Blessing in conversation with Frank Alonso
Tuesday, November 05, 2013
img Frank Alonso is an investment analyst in the U.S. Equity Division of T. Rowe Price. He has has 13 years of investment experience, and has portfolio management responsibilities in the firm's U.S. Structured Research Equity Strategy. In this radio podcast he elaborates on their fund's investment philosophy, portfolio construction, equity exposure that spans deep value and aggressive growth companies ...

Addressing Operational Challenges Facing Hedge Funds with Cloud Solutions
Radio Feature 85: Sona Blessing in conversation with Bob Guilbert
Friday, October 25, 2013
img Bob Guilbert is Managing Director at Eze Castle Integration, the leading provider of technology consulting and private cloud services to the hedge fund and investment firm industry worldwide.
With more than 20 years of IT experience, he is responsible for leading all of the firm's marketing, partnership and product development functions. In this radio podcast he shares their survey findings and elaborates on cloud usage within the alternative investment industry.

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  1. Events – AIMA Australian Hedge Fund Forum, Sept. 16, Sydney[more]

    AIMA Australia invite you to join us at our annual Hedge Fund Forum on Tuesday 16th September 2014 at the Sofitel Sydney Wentworth. The AIMA Australian Hedge Fund Forum is a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and internation

  2. Opalesque Roundtable: Success in hedge fund marketing not linked to performance, but investor appetite[more]

    Komfie Manalo, Opalesque Asia: Success in marketing a fund is not linked to the performance, but to investor appetite, to the way you can market the fund, and to how much time you can spend to raise assets, said Antoine Rolland, the CEO of incubator and seeding firm

  3. Opalesque Exclusive: Loeb, Grantham cite growing economic concerns in letters[more]

    Bailey McCann, Opalesque New York: Hedge fund manager Daniel Loeb, head of Third Point, and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. have both released their quarterly investor letters today. While news is positive on some fronts, and both men see pockets of opportunity, they also h

  4. Investing – Hedge funds expect Netflix earnings to catapult forward, Third Point's Loeb takes stakes in Fibra Uno, YPF, Royal DSM, Lake Capital in talks to back Engine Group[more]

    Hedge funds expect Netflix earnings to catapult forward From Investing.com: Netflix has made major strides forward in 2014 despite ongoing battles with the FCC and cable companies over the issue of net neutrality. The FCC has now received over 500,000 comments from the public on its pend

  5. Opalesque Roundtable: European family offices struggle to retain their investments in offshore hedge funds[more]

    Komfie Manalo, Opalesque Asia: The European Union’s Alternative Investment Fund Managers Directive (AIFMD) will constrain investment opportunities amidst concern a number of U.S. fund managers will stop marketing their products in the European Union under the new rule, said Valentin Bohländer fro