Fri, Nov 28, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Successfully managing a fund of hedge funds in a "risk-on"-"risk off" environment
Radio Feature 52: Ernesto Prado in conversation with Sona Blessing
 
Thursday, July 05, 2012
radio Ernesto Prado is Chief Investment Officer and Partner at Ayaltis AG. Prior to founding Ayaltis, Ernesto was CIO of Peak Partner SA. The funds under his responsibility were rewarded with two InvestHedge Awards (2007) for best-risk adjusted returns in the fixed income category during the subprime crisis.
He has also worked at Fidelity Investments in Boston and Salomon Brothers in New York and London in their Fixed Income Derivatives Group. In 1998 he restructured Salomon's LTCM fixed income derivative portfolio in extremely volatile conditions.

 Download this feature as MP3 (13.68 MB)

 
Listen to the complete feature
Successfully managing a fund of hedge funds in a "risk-on"-"risk off" environment

Duration: 14:55 

  logo

Or listen to selected sub-features
  • Q1 - So far, this year, The Ayaltis Areca Value Discovery Fund (USD denominated) has had no negative month. What would you say are the factors that have contributed to this positive performance?

    Duration: 05:00 


  • Q2 - Do you believe the current economic environment continues to offer credit arbitrage opportunities? Geographically where do you see these opportunities and within specific asset classes where do you see them?

    Duration: 04:56 


  • Q3 - Given the loss in credibility and confidence that banks are facing plus the need for them to comply with increasing regulation (Basel III) which strategies do you believe have the potential to perform going forward?

    Duration: 03:10 


  • Q4 - Are investors willing to take on duration risk - or is there still resistance given the heightened market uncertainty?

    Duration: 01:48 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Unlucky Paulson & Co. rebrands $1.6bn Recovery Fund after 13% drop[more]

    From Businessweek.com: A maturing U.S. economic recovery is prompting Paulson & Co. to change course. The $19 billion hedge fund firm, led by billionaire John Paulson, told investors on a conference call this month that the Paulson Recovery Fund will be renamed Paulson Special Situations Fund on Jan

  2. Opalesque Roundtable: Islamic Finance races ahead with Sukuk, the first managed account platform, and foreign demand[more]

    Komfie Manalo, Opalesque Asia: A number of developments took place within Islamic finance in the past years, including the launch of a Islamic managed account platform and the further growth of the sukuk space that saw this instrument evolve from being a type of an ABS security that was rarely

  3. Fund Profile - A complex hedge fund strategy works for United Technologies[more]

    From Institutionalinvestor.com: Reports that portable alpha is dead have been greatly exaggerated, as Mark Twain might have phrased it. Another Connecticut Yankee, giant United Technologies Corp., is gearing up to grow its successful, nearly decade-long portable-alpha program. The UTC strategy took

  4. Opalesque Exclusive: The unintended consequences of Basel III[more]

    Benedicte Gravrand, Opalesque Geneva: Bijesh Amin, co-founder and managing director of Indus Valley Partners (IVP), a technology solutions and services firm focused on the alternative asset management industry, has recently observed

  5. Legal - Six years after AIG takeover, lawsuit reveals another potential buyer[more]

    From Institutional investor.com: When former Treasury secretary Henry (Hank) Paulson Jr. testified in a suit last month about the U.S. government takeover of American International Group, his words were — mostly — numbingly familiar. Explaining the “punitive” terms set for the September 2008 bailout