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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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  1. Opalesque Exclusive: Classic Auto Funds Limited (CAF) launches several car investing funds[more]

    Bailey McCann, Opalesque New York: A new trend in alternative alternatives is emerging - car appreciation funds. Classic Auto Funds Limited (CAF) is the first to market with several funds that make super elite luxury cars into real asset investments. As a result of growing overseas demand couple

  2. CTAs could face new challenges in a rising rates environment[more]

    Bailey McCann, Opalesque New York: CTAs have taken a beating performance wise lately, and asset flows reports show that investors aren't sticking around to see how the movie ends. Now, a new white paper from Roy Niederhoffer and Coen Weddepohl notes that as interest rates start to tick back u

  3. Investing – Big hedge funds bought Puerto Rico's junk bonds, Fidelity explores new trading venue amid flash trade concerns, Crisis-era Greek bonds reward early buyers with big effective returns, Cargill unit discloses stake in Freddie preferred[more]

    Big hedge funds bought Puerto Rico's junk bonds From Reuters.com: Several large hedge funds doubled down on Puerto Rico in last month's giant bond sale despite the U.S. territory's financial struggles, the Wall Street Journal reported, citing confidential documents reviewed by the newspa

  4. Opalesque Exclusive: Hedge fund replicators evolve[more]

    Bailey McCann, Opalesque New York: Hedge fund replicators as a group of products tend to get a bad rap from hedge fund managers who suggest that the best a replicator can offer is dynamic beta capture. A

  5. Commodities – Popular value fund manager David Iben bets on Russia, gold,[more]

    From Reuters.com: With large bets on Russia and North American gold miners, one of the best performing stock pickers in the wake of the 2008 financial crisis is back with a new fund that reflects his deep aversion to following the crowd. In the Kopernik Global All-Cap Fund, David Iben is follo