Mon, Mar 2, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

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).

 Download this feature as MP3 (12.23 MB)

 
Listen to the complete feature
Capturing steady positive returns flows from direct lending opportunities in the Americas

Duration: 13:21 

  logo

Or listen to selected sub-features
  • Q1 - How does the direct lending strategy deliver returns?

    Duration: 02:29 


  • Q2 - Geographic focus and using a case study that illustrates its effective implementation

    Duration: 03:48 


  • Q3 - How is default risk mitigated?

    Duration: 00:56 


  • Q4 - Duration of loans - the structuring process and recovery amount and period

    Duration: 01:45 


  • Q5 - Your views on the fact that valuation can be an issue.

    Duration: 01:54 


  • Q6 - Return potential

    Duration: 00:48 


  • Q7 - Going forward, how does the deal pipeline look?

    Duration: 01:39 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched, Myriad hedge fund sold bulk of its Alibaba stake last year[more]

    Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched From Valuewalk.com: As hedge fund manager Seth Klarman, leader of the $28 billion Baupost Group, reviews 2014 performance and considers investors gained near 7 percent on the year, he cons

  2. Adamas Asset Management and Ping An Insurance to co-manage $500m debt fund[more]

    Komfie Manalo, Opalesque Asia: Hong Kong-based Adamas Asset Management and Ping An Insurance Group, one of China’s largest financial institutions, have finalized a memorandum of und

  3. Opalesque Exclusive: dbSelect’s top ten FX strategies average almost 10% in January[more]

    Benedicte Gravrand, Opalesque Geneva: In one of Deutsche Asset & Wealth Management (AWM)’s hedge fund platforms, called dbSelect, a number of FX Strategies did very well in January. dbSelect is a managed investment platform for unf

  4. Opalesque Exclusive: SEC’s Mark J. Flannery warns hedge funds against valuation misconduct[more]

    Komfie Manalo, Opalesque Asia: Securities and Exchange Commission chief economist and director of Division of Economic and Risk Analysis (DERA) Mark J. Flannery has warned of the risks posed by market misconduct, particularly in the true valuation of assets by hedge fund managers. In his

  5. Dymon Asia's $3bn macro hedge fund lost 10.45% in January[more]

    From Reuters.com: Dymon Asia's $3.1 billion macro hedge fund lost 10.45 percent in January, performance data seen by Reuters showed, a month where many peers lost heavily after a surprise rise in the Swiss franc. Singapore-based Dymon, set up by Danny Yong, a former founding partner and chie