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Opalesque Radio Archive

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...

Despite the odds why investors should consider/continue to invest in carbon markets
Radio Feature 16: Tanja Havemann in conversation with Sona Blessing
Tuesday, May 31, 2011
img In this feature Tanja Havemann, director of Beyond Carbon shares why despite the credit crisis, inconclusive Copenhagen and Cancun Kyoto Protocol talks and the scandals that affected the carbon market earlier this year, she still sees investment opportunities and, why shifting toward implementing regional schemes (fragmentation in markets) as opposed to waiting for global consensus on regulation has its advantages...

Coping with increased risk management and a changing regulatory environment
Radio Feature 15: Ioannis Akkizidis in conversation with Sona Blessing
Tuesday, May 17, 2011
img Ioannis Akkizidis, is product manager and financial risk analyst at FRSGlobal (which became part of Wolters Kluwer financial services in September 2010), he is also visiting lecturer at The University of Zurich. In this feature he highlights the significance, relevance and need, especially post the credit crisis, for institutions to embrace unified financial analysis (integrating market conditions with counterparty quality and behaviour related risk via financial instruments; where performance is driven by that of liquidity, value and income in a consistent and transparent manner)

Exploiting the cyclicality and seasonality aspect of investing in Insurance Linked Investments (ILI) to capture performance
Radio Feature 14: Michael Stahel in conversation with Sona Blessing
Wednesday, May 11, 2011
img Michael Stahel, head Insurance-Linked Investments at Clariden Leu assesses how insurers/reinsurers will likely cope with, on the one hand the significant losses caused by the occurrence of natural catastrophes in New Zealand, Australia, Japan and on the other, the challenges posed in embracing modelling agency, Risk Management Solution’s (RMS) latest version 11. He shares what he believes the remainder of the year might have in store for insurers/reinsurers, policy holders and investors.

Radio Feature 13: Nicolas Robin in conversation with Sona Blessing
Extracting performance from commodity volatility
Tuesday, May 03, 2011
img In this feature Nicolas Robin, co-manager of the Threadneedle (Lux) Enhanced Commodities Fund discusses how to deal with and reduce the impact of contango and the cost of carry; although commodities are tagged as being "very liquid" why this liquidity is uneven along the curve; whether there is a disconnect between the fundamentals and the prices commodities are trading at; why he doesn't use the word "bubble"...

Operational due diligence: Considerations that can make the process effective
Radio Feature 12: Carlos Ferreira in conversation with Sona Blessing
Thursday, April 28, 2011
img The role of managing operational risk for a hedge fund or fund of funds continues to pose a challenge - especially, as numerous exogenous factors (such as changes in regulation, taxation, structures etc.) continue to increase the level of uncertainty, complexity and costs. Carlos Ferreira is a Director at PAAMCO's Investment Operations Group and oversees PAAMCO's firm-wide Operational Due Diligence team. In this feature he shares his expertise on the subject, on how managers are coping and the key considerations.

The implications of the recent Japan earthquake for those invested in insurance risk transfer instruments - insurance linked securities - and why now might even be an opportune time to invest.
Radio Feature 11: Karsten Bromann in conversation with Sona Blessing
Friday, April 01, 2011
img Together with Solidum Partners, Karsten Bromann, I discuss the implications of the recent Japan earthquake for those invested in insurance risk transfer instruments - insurance linked securities - and we also explore why now might even be an opportune time to invest.

How the TIMO structure has evolved and the challenges that lie ahead since HTRG offered institutional investors their first timberland investment fund, ForesTree One, in 1984
Timberland Radio Feature Special Series - III
Friday, March 25, 2011 at The University of Georgia’s Timberland Investment Conference
In a conversation with Sona Blessing, Court Washburn, Managing Director and CIO of the Hancock Timber Resource Group (HTRG), shares how the timberland investment management organisation (TIMO) structure, management and investing strategy have evolved and the challenges that lie ahead since they offered institutional investors their first timberland investment fund, ForesTree One, in 1984.

Forestry Competences Generating New Business Opportunities in Brazil
Timberland Radio Feature Special Series - II
Wednesday, March 23, 2011 at The University of Georgia’s Timberland Investment Conference
Rodrigo Sobreiro Antonio, Strategic planning manager - Forestry Business Unit, at Brazil's Suzano Pulp and Paper, tells Sona Blessing how they are exploiting their forest based competence beyond pulp and paper. Suzano is the second largest eucalyptus pulp producer in the world and a leader in the regional paper market in S.America.

Market Drivers for Appraising Timberland in Brazil
Timberland Radio Feature Special Series - I
Thursday, March 24, 2011 at The University of Georgia’s Timberland Investment Conference
img In this interview, Jefferson Mendes, CEO of Poyry Silviconsult Engenharia, a leading Brazilian timberland consultant, shares his thoughts with Sona Blessing on the potential for timberland investing in Latin and Central America with an emphasis on Brazil.

The think behind a real return product
Radio Feature Ten: Neal Kutner in conversation with Sona Blessing
Wednesday, March 09, 2011
img In this radio feature Neal Kutner, managing director of BNY Mellon Asset Management's Swiss Representative Office (also responsible for business development in Switzerland, Austria, Liechtenstein and parts of Eastern Europe) tells us how the real return strategy was conceived and shares how and why it has been successful.

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  1. Bridgewater turns bearish on China[more]

    Komfie Manalo, Opalesque Asia: The world’s biggest hedge fund Bridgewater Associates and one of the most vocal of China’s potential is now turning its back against the world’s second largest economy as it joins a growing list of high-profile investors who are challenging China’s potentials.

  2. Launches - Ex-Brevan Howard star Rokos builds team for new fund, Former Och-Ziff manager’s firm starts health care hedge fund, Industry veterans launch commodity investment firm Aron Capital Management, Nikko Asset Management launches two UCITS funds, Capital Group plans to debut Asian investor targeted fund[more]

    Ex-Brevan Howard star Rokos builds team for new fund From WSJ.com: Chris Rokos, a former star trader at Brevan Howard Asset Management LLP, has hired an economist from Nomura to join the team he’s assembling for his much anticipated hedge fund launch. Mr. Rokos, whose firm is due to b

  3. Institutions - Pension fund dismisses Texas consultant, Rhode Island pension fund gets 2.2% investment return, far below assumed rate of 7.5%, New Jersey pension investments see a drop-off in returns[more]

    Pension fund dismisses Texas consultant From Sandiegouniontribute.com: The county retirement board on Thursday terminated the Texas consultant who was given the reins of the $10 billion pension fund, and whose investment picks left many employees and retirees feeling taken for a ride.

  4. SWFs - Sovereign wealth funds paid around $14 billion in fees[more]

    From SWFinstitute.org: When it comes to the financial sector, asset management is one of the most profitable industries in the world. The Boston Consulting Group put out a 2014 figure saying there is US$ 74 trillion worth of professionally-managed assets. One of the fastest growing institutional inv

  5. Investing - Carlyle teams with TCW in push for ordinary investors[more]

    From Bloomberg.com: Carlyle Group LP isn’t backing down from its goal of offering alternative strategies to the masses, despite early setbacks. The Washington-based firm is teaming up with TCW Group, which is majority owned by Carlyle funds, to offer three vehicles that give ordinary investors acces