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Hedge funds enter new phase of marketing, potentially addressing roughly $50tln investible capital - Opalesque Roundtable

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Providers of hedge funds and alternative investments are experiencing a massing market expansion. With greater diversification of business lines, new product mixes, and expanded channels of distribution, the sector's greatest opportunities for growth are within reach, right now.

One driver is of course the renewed push for increased presence of alternative strategies in the retail markets, with the hope that retail will be the next big source of growth for many strategies.

If we accept the fall of LTCM (1998) as the start of the institutionalization of hedge funds, we are now half way through of what is usually a 30 year maturation process. But it is not only the retail sector that will be increasingly embracing alternative investment strategies. This Roundtable also discusses how hedge funds and alternative investment managers can access reinsurance assets and so potentially address roughly $50tln of worldwide investible capital, not just the current $2tln of fund capital.

Part of the hedge funds' mission is to bring effective risk management to these new investor groups. It is fair to say that risk awareness isn't fully developed yet in the retail space, but also individual investors have started to understand that you shouldn’t just chase returns, but risk-adjusted returns. It is in this context where hedge funds and alternative investments have earned their stripes.

The Opalesque 2013 Connecticut Roundtable, sponsored by Investor Analytics, Eurex and Taussig Capital, took place in June 2013 at the Stamford office of Federal Street Partners with:

  1. Brian Lasher, Federal Street Partners
  2. Art Vinokur, K2 Advisors
  3. Eli Combs, Meehan Combs
  4. Jeff Haas, The Patriot Group
  5. Damien Zinck, Eurex
  6. Jim Robinson, Middlebury Securities
  7. Damian Handzy, Investor Analytics
The group also discussed:
  • How to actively generate alpha with risk management tools: two examples
  • How smaller funds outsmart and take advantage of the larger funds
  • The upcoming standardization of OTC transactions: are you prepared?
  • How hedge funds can become a bond surrogate
  • The Board who can actually fire a manager: New models for corporate governance
  • Why Basel III will be extended beyond 2018 and QE may end mid 2014
  • Opportunities in direct lending, activism, CTAs, structured credit, European long/short corporate credit.

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