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Faculty member Expertise Portrait
Leon MetzgerHedge Funds

[20Jun07] "Manna"
    Would you say “traditional” investments trade in increasingly efficient markets (diminishing risk premia) vs. alternatives (majority are still inefficient – and offer risk premia).

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Luca AlbertiniLife/Non Life Insurance Securitisation

[10May07] Securitisation - Non Life Risks
    Investor appetite for insurance linked securities (ILS) continues to grow since they bear little to no correlation with the defaults of most other securities, and therefore offer greater diversification in an investment portfolio

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Lynnelle JonesForeign Exchange

[14Aug07] FX Series with Hathersage Capital – I
    Foreign exchange (FX) absolute return is one of the purest forms of uncorrelated alpha and, unlike many alpha sources, requires little or no funding

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Martin WiedmannForeign Exchange

[14Aug07] Expertise on unwinding of the JPY carry trade
    The fundamentals of the carry trade are to borrow in a low yielding currency and to lend in a higher yielding currency

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Mathew KaleelCurrency

[01Apr08] A Global Currency Fund
    Incisive understanding of commodity currency behaviour

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Matthew HoffmanAsset Based Lending

[08Apr08] The status quo & up-coming investment opportunities in asset based lending
    The opportunities are re-surfacing in the same asset based lending spaces, but it is the growth in the number of potential borrowers that has increased substantially.

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Michael BarbenInfrastructure

[13Nov08] Infrastructure Special
    We think a globally and sector diversified portfolio of green-field and brown-field assets can achieve a blended return that ranges from 9% to 13% p.a. over a period of 5 to 8 years.

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Mitch HullPrivate investments in public equities (PIPES)

[20Mar07] Expertise on Private Investments in Public Equities (PIPEs)
    Mitch Hull separates the facts from the fiction in this promising space

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Mitch HullPrivate investments in public equities (PIPES)

[21May09] A fund that holds warrants (issued in PIPE deals)
    Steadily increasing size of deals indicate a demand for PIPE transactions

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Mitch LevinePIPEs

[04Jun09] Invests directly through private placements in growth companies ...
    As active private placement investors in the industry have established a robust deal flow network

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Mitch MandichCellulosic ethanol

[07Aug07] Range Fuels
    Without a doubt ethanol will eventually be traded as fossil fuels do today (futures contracts, etc.

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Nicholas J. EdwardsHybrid

[05Mar09] A premium finance program through a zero coupon bond
    The +7.2% yield is implied throughout the bond life until lump sum repayment on due date in year 10

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Nicholas LevensteinNon-prime auto paper

[01Apr08] Investing in non-prime auto paper
    Based on my experience, and rather ironically, good times are more perilous than bad.

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Norm LamarcheNatural Resources

[27Jun07] Front Street Resource Hedge Fund
    Natural resources sector industry related experience, expertise and investment history

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Paolo CristofoliniWine Investing

[10May07] The Vintage Wine Fund
    The fund buys top wines - wines 91% top red Bordeaux, stores them to profit from price increases, but also trades actively the bid/ask spreads on such wines

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Patrick SumnerPan European (equity) Real Estate

[23May07] Henderson Horizon Pan European Property Equities Fund
    In comparison to investing directly in individual properties, property equities are highly liquid, enabling a greater degree of flexibility and risk control in an investment strategy. In addition, property equities do not generate the high implicit costs

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Paul BarbourGlobal Maritime Investing

[13Feb07] Global Maritime Investments
    Achieves uncorrelated returns by investing in both the derivatives and the physical shipping market

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Peter BrewerWeather Related Investing

[20Feb07] Cumulus Weather Fund
    Has the capability to trade - equities, commodities and weather derivatives – from a weather perspective

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Peter LunzerWine

[21Aug07] The Wine Investment Fund
    The fund aims to deliver absolute returns by buying, storing and selling some of the finest wines in the world

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Peter LunzerWine

[07May08] Wine investing for institutional investors
    Traversing the "headline risk" hurdle ...

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Peter MeanyInfrastructure

[05Sep07] First State Global Listed Infrastructure Fund
    A long only fund that will invest in listed infrastructure securities from around the globe:

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Peter MeanyInfrastructure

[16Apr09] "...long duration infrastructure assets at prices well below fundamental value."
    Capital is currently being allocated where returns are more certain, for example in regulated utility networks in developed markets

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Peter NakadaInsurance Special

[05Sep07] Transferring catastrophe risk to capital markets
    Transferring catastrophe risk to the capital markets is conceptually similar to transferring credit risk through credit-linked securities. Yet,...

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Peter UlrichInsurance Special

[05Sep07] How do models for natural catastrophes differ from those for terrorism catastrophes?
    The framework used to model terrorism risk is similar to that of natural catastrophes.

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Peter Van KleefVolatility

[20Jun07] Expertise on volatility
    Mean reversion is driven by pain and pleasure rather than greed and fear

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Peter Van KleefVolatility

[05Sep07] "Volatility can make your P&L smile"
    Most prudent traders will always be long “the wings” and long “teenies” which means having long positions in far out of the money options that are nearly worthless but can be become very valuable once markets start to become erratic.

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Philip HoffmanArt Investing

[23Jan07] Philip Hoffman Q&A
    

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Philip HoffmanArt Investing

[02May07] A Square’s Art Series with Philip Hoffman - III - Impressionists and Post-Impressionists
    Discovery of an unknown or lost work by a master or return to the market of a top painting - since the death of Ryoei Saito in 1996 the exact where-abouts of the Portrait of Dr. Gachet are unknown, and the return of such an important painting to the marke

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Philip HoffmanArt Investing

[24Jul07] A Square’s Art Series with Philip Hoffman - IV
    Increased wealth, education and interest in this area have laid the foundation for a strong market, going forward

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Philip HoffmanArt Investing

[31Jul07] A Square’s Art Series with Philip Hoffman - V
    Russian art has always played a major role in western art sales and collections, with the work of Kandinsky, Chagall, Jawlensky and Malevich consistently appearing at top Impressionist and Modern auctions. Now some of the names that were only well known i

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    Benedicte Gravrand, Opalesque Geneva for New Managers: Here is a European long/short equity fund that has been beating the odds since its 2008 inception by employing its own investment model, frequent company visits

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    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. 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

  5. Opalesque Exclusive: Pensions, endowments, family offices reconsider life settlement investments[more]

    Bailey McCann, Opalesque New York: Hedge funds were once the largest investors in the life settlement industry, now the industry is seeing more interest from pensions, endowments and family offices directly. Life settlements have always been considered a niche part of the investing landscape, an