Sat, May 30, 2015
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. Opalesque Exclusive: New TMT hedge fund adopts the long-term approach[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Adam Parker founded Center Lake Capital LLC in New York in November 2014. Before that, he was portfolio manager at Point State Capital (the successor fund to Dr

  2. Investing - Hedge funds buy swathes of foreclosed subprimes, force up rents, float rent-bonds, Hedge funds buy Actavis, Valeant. ETFs join the party, The most loved biotechs of big hedge funds, Stocks to buy ... according to hedge funds, Atlantic City bond offering attracts hedge funds as buyers, Okumus Fund Management discloses huge new Ascent Capital Group stake[more]

    Hedge funds buy swathes of foreclosed subprimes, force up rents, float rent-bonds From Boingboing.com: When a giant hedge fund is bidding on all the foreclosed houses in a poor neighborhood, living humans don't stand a chance -- but that's OK, because rapacious investors make great landl

  3. Institutions - Institutional investors turn to real estate, planes, Assets at Boston’s five biggest family nonprofits rise to $3.5bn[more]

    Institutional investors turn to real estate, planes From Joins.com: The National Pension Service and domestic emerging market specialists who did not know where to invest in a low interest rate environment are turning to other investments like the blue-chip real estate market abroad.

  4. Regulatory - Hedge funds face tax as Iceland poised to end capital controls, Comment: Why alternatives need more transparency, not enforcement[more]

    Hedge funds face tax as Iceland poised to end capital controls From Bloomberg.com: Hedge funds and other investors who bought claims against Iceland’s failed banks face a tax that targets the lenders’ estates as the government prepares to unveil its plan for exiting capital controls in t

  5. Investing - Nelson Peltz’s Trian Fund Management reduces position in Legg Mason, Biotech investors up big amid bubble talk, Hedge funds increase exposure in healthcare[more]

    Nelson Peltz’s Trian Fund Management reduces position in Legg Mason From Octafinance.com: Trian Fund Management has filled a SC 13D/A form regarding Legg Mason, Inc. Per Nelson Peltz’s Trian Fund Management’s filing, the filler reported decreased stake in the company by -11.05% to 11,03