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Opalesque Radio Archive

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.

Radio Feature Nine: Raymond Fung in conversation with Sona Blessing
Commercial real estate allocations in China and the role of a tax efficient fund structure
Monday, February 28, 2011
img Despite the yuan's anticipated appreciation, the impact of continued monetary tightening, the role of leverage and loans against land as collateral issues, valuation issues, reforms in the real estate tax system, easing foreign direct investment into China - Raymond Fung, Director of RP Capital, says he believes China will continue to grow and the reason why they have chosen to invest in commercial real estate.

Currency: Manipulation, Switching to gold, Fate of the Euro, Inflation, Tactical and strategic allocations
Radio Feature Eight: Dennis van den Bosch in conversation with Sona Blessing
Monday, February 14, 2011
img Dennis van den Bosch is senior portfolio manager (trading and risk control) - global currency, at Henderson Global Investors. He has over 20 years of working experience in the financial industry which includes a role as head of operations and treasury at Mn Services, the third largest pension fund asset manager in the Netherlands

The potential impact on freight rates, particularly oil (short and long term), as socio-political and economic uprisings like the one in Egypt play-out.
Radio Feature Seven: Tim Coffin in conversation with Sona Blessing
Thursday, February 10, 2011
img Tim Coffin from M2M Management shares his views.

Should investors continue to invest in commodities?
Exclusive Radio Feature: Jim Rogers in conversation with Sona Blessing
Thursday, February 03, 2011 Fonds2011, Zurich
img Jim Rogers in an exclusive interview with Sona Blessing
"My question is why do people even bother with stocks, that's not where the bull market is," Jim Rogers, CEO of Rogers Holdings.

Can an allocation to physical timberland be structured to generate a stream of steady returns (cash flows)?
Radio Feature Six: Doug St. John in conversation with Sona Blessing
Friday, January 28, 2011
img Doug St. John is director of client services with Green Crow Management Services LLC, a provider of timberland services to institutional and high net worth investors. He has over 15 years of experience in forest management, and information technology implementation in forestry. Based out of Seattle, Doug guides and supports investors in accessing the natural growth and real asset values of timberland investments.

Highlights from "2010, The Myth of Family Offices", a study, that focuses on asset, risk management and investing in the context of the global financial and economic crisis.
Radio Feature Five: Sibylle Peter in conversation with Sona Blessing
Monday, January 03, 2011
img Sibylle Peter is a member of the executive committee of Complementa Investment-Controlling AG. Among others, she also assists high net worth private clients and family offices with mandates and projects in asset management. As an author of the study she shares how its participants, family offices, regard allocating to private equity, hedge funds and tangible assets including insights on what they do differently post the crisis.

In the context of the sovereign debt crisis - the increasing relevance and role of currencies as an asset class/overlay in portfolio management and asset allocation
Radio Feature Four: Thomas Suter in conversation with Sona Blessing
Wednesday, December 15, 2010
img Thomas Suter is CEO of Swiss based Quaesta Capital, a currencies multi-manager specialist (CHF1.3 bilion). Prior to this he held managerial positions at SBC/UBS Warburg - the focus of his activities was trading and risk managing proprietary derivatives books. He is also a lecturer on finance subjects, both at universities and at conferences.

Wine as an asset class and its performance through the most recent crisis
Radio Feature Three: Jean-Philippe Weisskopf in conversation with Sona Blessing
Wednesday, December 01, 2010
img Jean-Philippe is a teaching and research assistant, Chaire de Gestion Financiere (Prof. Isakov), at the University of Fribourg, Switzerland where he is currently also a Ph.D. candidate in finance.
Together with his colleague Philippe Masset who is Professor in finance at the Ecole Hoteliere de Lausanne, they have authored a working paper in March earlier this year titled: "Raise your Glass: Wine Investment and the Financial Crisis." This paper uses auction hammer prices over the period 1996-2009, with a special emphasis on periods of economic downturn, to examine the risk, return and diversification benefits of investing in fine wine.

Assessing the current condition and outlook for global sovereigns and the corporate credit space
Radio Feature Two: Professor Altman in conversation with Sona Blessing
Tuesday, November 16, 2010
img Edward I. Altman is Director Credit and Debt Markets Research Progam, Max L. Heine Professor of Finance at the New York University, Leonard N. Stern School of Business. In his own words also known as Dr. Gloom, twin to Dr. Doom who is his NYU colleague Dr. Nouriel Roubini.
         Professor Altman is an international expert on corporate bankruptcy, high-yield bonds, distressed debt and credit risk and has co-developed the Z-Metrics credit analysis tool that enables investors and lenders to more accurately estimate company credit ratings and default risk probabilities.

Fact or fiction : Private Equity: Does being patient still pay a premium?
Radio Feature One: Cyril Demaria in conversation with Sona Blessing
Wednesday, November 03, 2010
img Cyril Demaria, is an asset manager and authority on private equity - direct, funds of funds and secondaries. He currently manages a small business angels fund (Pilot Fish I, vintage year 2009). Prior to this, he created a multi-strategy fund of funds that focused on "the environment". He writes articles, a private blog, and is author of: "Introduction to Private Equity" - John Wiley Sons, Coll. Securities Institute, May 2010. Cyril also lectures on finance at several European Universities, and collaborates regularly as an expert with the SECA, AFIC and EVCA.

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