Welcome to our inaugural Opalesque Boston Roundtable.
More than New York or any other place in the U.S., Boston is probably
the place where the two industries - traditional and alternative asset management - most closely co-exist. We asked ourselves, and the distinguished participants of this Roundtable: “how do these sectors converge, confront, or cooperate? What is the relationship?”, and found surprising answers.
Were you aware that the majority of hedge funds within the Bostonian alternatives community did actually NOT come from Fidelity, State Street or any of the myriads of large,
established asset management organizations, but from somewhere completely different?
In this Roundtable, you will learn more about:
... the structural issues that may prevent established firms like Fidelity Investments from broadly adopting alternative
investment strategies
... the role, evolution and impact of electronic trading, which has made the market more democratic and allows a startup to
be “on par” with institutions running a $100 million budget
... a small firm in Duxbury (MA) that trades around 1% of the total U.S. listed option volume - every day
... details on a joint venture between a hedge fund and traditional firm – a model for the future?
... how Boston based hedge funds participate in the wave of mutual fund launches that follow a classic hedge fund strategy
(and a discussion about alpha/beta of those mutual funds)
... how Cambridge Associates, one of the largest and oldest consultants focusing on hedge funds, is expanding their model
and work with more hedge funds than before
... a discussion about the implications and consequences of pension money flowing into hedge funds
... the truth about “activist investing” - what really works and what doesn't
... insiders' views about what really happened on May 6th, the day the Dow dropped 1000 points.
The Opalesque Boston Roundtable was sponsored by NYSE Liffe U.S. We also thank the Opalesque 2010 Roundtable Series
Sponsors Custom House Group and Taussig Capital for their support, as well as Kaufman Rossin for providing the meeting venue
for our team:
Tim Krochuk, Managing Director, GRT Capital Partners
Eric Brock, Founder and PM, Clough Capital
John Fox, Director, Client Portfolio Manager, PanAgora
Alec Petro, Managing Partner, Bay Hill Capital Management
Kevin Divney, Chief Investment Officer, Beaconcrest Capital Management
Todd Bourell, Partner, ValueAct
Charles (Charlie) Cassidy, Director of Operational Due Diligence, Cambridge Associates
Thomas Callahan, CEO, NYSE Liffe U.S.
Enjoy the read!
Matthias Knab
Director Opalesque Ltd.
Knab@opalesque.com
The Opalesque Roundtable Series offers unparalleled intelligence on the most important global hedge fund jurisdictions and their players. The Roundtable Series is a free publication from Opalesque and is continually updated. Please scroll down to view the full selection of our Roundtables - covering the globe!