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Opalesque Radio Archive

Tuning an algorithm for training on unseen data
Radio Feature 35: Jurgen Schmidhuber in conversation with Sona Blessing
Tuesday, December 20, 2011
img Jurgen Schmidhuber is Director of the Swiss Artificial Intelligence Lab, is Professor of Artificial Intelligence at the University of Lugano, Switzerland. Amongst his other achievements, he has published more than 250 peer-reviewed scientific papers on topics such as machine learning, financial data prediction, mathematically optimal universal Artificial Intelligence (AI), artificial curiosity and creativity, artificial recurrent neural networks, adaptive robotics, algorithmic information and complexity theory. He shares with us today his thought on AI, in the context of the alternative investment landscape...

MENA - Frontier Markets: Misperception of Opportunity and Yields of 8%
Radio Feature 34: Amin El Kholy in conversation with Sona Blessing
Friday, December 02, 2011
img Amin El Kholy is managing director, asset management at Arqaam Capital.
Prior to this he was chief investment officer and head of asset management at Shuaa Asset Management where he oversaw total AUM of USD 1.7 billion. He has also been head of asset management at the National Bank of Dubai (NBD).
Despite the Arab Spring and the political uncertainty gripping the region, in this feature he elaborates on the misperceptions associated with the opportunities and the mispricing of risk when it comes to investing in the Middle East and North Africa (MENA).

Gold: The question is to take profits or to buy it as insurance?
Radio Feature 33: Andreas Maag in conversation with Sona Blessing
Thursday, November 24, 2011
img Andreas Maag, Executive Director, EMEA & APAC Head of Precious Metals Sales, UBS Investment Bank share his expertise on why the price of gold has retreated from its 1912 high, why he believes there is upside price potential, why volatility in gold prices is here to stay - how it can be navigated, and where the investment opportunities lie...

Alt-beta-index products could deliver double digit positive performance in Q3'11
Radio Feature 32: Drago Indjic in conversation with Sona Blessing
Monday, November 21, 2011
img In this feature Drago Indjic, Sunningdale Capital's co-founding partner and Project Manager at the London Business School, shares his insights on embracing and implementing alternative beta index products within asset allocation - the need and ability to actively manage alternative beta

Financial Repression
Radio Feature 31: Carmen Reinhart in conversation with Sona Blessing
Wednesday, November 09, 2011 Ayaltis Annual Event
img Carmen M. Reinhart is the Dennis Weatherstone Senior Fellow at the Peterson Institute for International Economics.
Her best-selling book (with Kenneth S. Rogoff) entitled "This Time is Different: Eight Centuries of Financial Folly", Princeton Press, documents the striking similarities of the recurring booms and busts that have characterised financial history.
In this live interview she shares her thoughts on "This Time is Different", financial repression, China’s role, and conclusions she has drawn based on her research.

Film Financing: Last In, First Out Money
Radio Feature 30: James Swarbrick in conversation with Sona Blessing
Wednesday, October 12, 2011
img James Swarbrick, a partner at Aegis Capital Partners LLP, has raised, structured and managed funds for over 30 productions including The King’s Speech, Harry Brown and 360. He shares his expertise, and the opportunities in film related investing where returns per annum have ranged from 10 to 13% if the fund is managed successfully...

Capturing steady positive returns flows from direct lending opportunities in the Americas
Radio Feature 29: Pablo Marino in conversation with Sona Blessing
Friday, October 07, 2011
In this feature Pablo Marino, Chief Investment Officer of the Savile Opportunity Fund shares his expertise and insights on their direct lending strategy - structuring deals, return drivers, mitigating risk, valuation issues and access to a robust deal pipeline going forward. The funds annual returns have ranged between 9-12% (with a performance of ~8.21% in 2008).

The opportunity set for timberland investing in Australia
Radio Feature 28: Robert Eastment in conversation with Sona Blessing
Friday, September 23, 2011 Hobart - Tasmania
img In an exclusive interview Robert Eastment, Director of IndustryEdge, Forest Pulp and Paper Market Intelligence Service, shares his insights on the opportunity set for timberland investments in Australia – cost of land, markets for its timber exports, how harnessing bio energy and claiming carbon credits against forests could fit into the investment equation...

Why operational risk is a source of alpha
Radio Feature 27: Professor Stephen Brown in conversation with Sona Blessing
Wednesday, September 07, 2011 - ZHAW FoHFs Investor Annual Day
img Professor Stephen Brown is the David S. Loeb Chair of Finance at the New York University Stern School of Business. In this live radio feature he shares his expertise and research finding on operation risk.

Syndex Replication
Radio Feature 26: Christof Schmidhuber in conversation with Sona Blessing
Wednesday, August 31, 2011
img Christof Schmidhuber, is a partner at Syndex Capital Management.
          Formerly he was Global Head of Hedge Fund Risk Management at Credit Suisse and a member of the investment committee. He and his teams in Zurich and New York were responsible for operational due diligence and market risk monitoring of several hundred hedge fund managers, and of multi-manager portfolios with AuM exceeding USD20 billion.
          In this radio feature he elaborates on how and why Syndex replication is different and how it can be integrated into an asset allocation mandate

Investment opportunities in wind power development
Radio Feature 25: Patrick Graham in conversation with Sona Blessing
Tuesday, August 23, 2011
img Patrick Graham is director of Renewable Energy Services at James W. Sewall Company, an engineering and natural resources consulting firm. He draws on 19 years of engineering and environmental consulting experience and shares his views on investment opportunities in wind power development...

Chasing rumours in the market
Radio Feature 24: Mark Schindler in conversation with Sona Blessing
Monday, August 15, 2011
img Mark Schindler is the author of Rumors in Financial Markets: Insights into Behavioral Finance, (Wiley) which provides insights into how rumours evolve, spread, are traded on, and provides explanations as to why volatility rockets ...and amongst others why herding behaviour occurs for apparently no good reason. He shares his take on and analyses why markets have behaved the way they did over the last few weeks...

Could you envisage moving back to a Gold Standard?
Radio Feature 23: Marcus Grubb in conversation with Sona Blessing
Thursday, August 04, 2011
img Marcus Grubb is managing director, Investment, at the World Gold Council and in this feature he shares his expertise on the demand - supply dynamics playing out in the gold market ... including measures used to determine, in inflation adjusted terms, when and whether gold has reached its historical high...

Why European high yield still has potential
Radio Feature 22: Michael Poole in conversation with Sona Blessing
Thursday, July 14, 2011
img In this live feature Michael Poole who is a fund manager within Threadneedle's high yield investment team shares why despite looming European sovereign debt led concerns he still believes there is upside left in European high yield... and why it is a very attractive asset class for the current environment.

"The Case for an Emerging CTA Index"
Radio Feature 21: Ranjan Bhaduri in conversation with Sona Blessing
Friday, July 08, 2011
img Based on extensive research they have conducted, Ranjan Bhaduri, Chief Research Officer and Global Head of Research at AlphaMetrix Alternative Investment Advisors is going to talk us through "The Case for an Emerging CTA Index."

Extracting performance from volatility
Radio Feature 20: Chris Biedermann in conversation with Sona Blessing
Monday, July 04, 2011
img To share his experience with us on a tactical approach to investing in volatility is Chris Biedermann, managing director equity derivatives at Nomura.

"...It's the marginal barrel of oil that affects the price so these 2 ml barrels of oil a day are very significant..."
Radio Feature 19: Gus Majed in conversation with Sona Blessing
Monday, June 27, 2011
img Drawing on his 15 years of experience in proprietary oil trading, including as former Partner at Vitol SA, and to share his take on the International Energy Agency’s (IEA) recent surprise move of releasing 60 million barrels of oil, is Gus Majed, Founder of Beca Advisors.

Works of art continued to perform - prices that defied gravity during 2008-2009
Radio Feature 18: Philip Hoffman in conversation with Sona Blessing
Monday, June 13, 2011
img In a live interview, Philip Hoffman, chief executive of The Fine Art Fund Group, shares his take on the trends in investing in art; why institutional investors are allocating to this asset class and why at the top end of the art market, prices have bounced back and are above the world record prices of 2008.

The geographic information system (GIS) which includes geographic area files describing the "lay-of-the-timberland", forms the foundation for determining amongst others the cash flow estimates
Timberland Radio Special Series IV - Bret Vicary in conversation with Sona Blessing
Friday, June 10, 2011
img In this Timberland Special Feature, Bret Vicary, vice president, forestry and natural resource consulting at James W. Sewall Company, who specialises in timberland investment analysis and appraisals, is going to share why appraisals pose a challenge for investors? Towards that end, he shares how effective and useful GIS (an acronym for geographic information system), remote sensing and aerial photography can be in determining timberland inventory...

Hedge funds, at Credit Suisse's Asset Management division are currently an asset allocation overweight
Radio Feature 17: Anja Hochberg in conversation with Sona Blessing
Monday, June 06, 2011
img In this feature, Anja Hochberg, Head Investment Strategy at Credit Suisse’s Asset Management division, shares their tactical and strategic asset allocation outlook and potential investment opportunities on the radar screen...including why hedge funds, at Credit Suisse's Asset Management division are currently an asset allocation overweight, why they expect the trend in inflation will be upward rather than downwards, and amongst others why gold as a strategic investment continues to be favoured...

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  1. Opalesque Exclusive: Ex-Citi trader launches 'sleep-at-night’ long/short equity fund[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: After working at Citi's proprietary trading desk, managing a large portfolio between 2008 and 2011, Joel S. Salomon founded SalaurMor Management in New Yor

  2. Investing - U.S. investors favor currency hedged Europe ETFs as euro tumbles, Quants win back investors as Swiss franc fuels volatility gains, David Einhorn's $7bn hedge fund is loading up on this stock, Hedge fund BlueMountain Capital unveils Ocwen Financial short, claims default on notes[more]

    U.S. investors favor currency hedged Europe ETFs as euro tumbles From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur

  3. News Briefs - Millennials use tech tools to jump into investing, Winklevoss twins to launch bitcoin exchange with FDIC insured deposits, Robertson’s legacy from hedge funds to New Zealand, Real estate managers exploring smaller open-end funds[more]

    Millennials use tech tools to jump into investing It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley

  4. Update: Prosecutors seek 12 years for hedge fund manager Francisco Illarramendi[more]

    Komfie Manalo, Opalesque Asia: Federal prosecutors have asked the court to sentence convicted hedge fund manager Francisco Illarramendi to 12 years imprisonment for running an elaborate Ponzi scheme that bilked investors hundreds of millions in dollars, including a Venezuelan pension fund, report

  5. Institutions - Ontario pension fund leader calls all asset classes ‘expensive’, Taiwan's BLF plans $2bn in alternative mandates[more]

    Ontario pension fund leader calls all asset classes ‘expensive’ From WSJ.com: The head of one of the world’s largest pension funds said that across asset classes, “everything is expensive.” Ron Mock, who leads Canada’s $141 billion Ontario Teachers’ Pension Plan, said that the plan would