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Opalesque Roundtable Series - U.S. West Coast 2009

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The Challenge of "Becoming Institutional"

What 2008 means for Asset Allocation

This new Opalesque Roundtable focuses on the U.S. West Coast. From 1999 to 2001, particularly the San Francisco area boasted a whole flurry of long-short equity managers specializing on tech, small and micro caps. With the tech-meltdown in 2002, many of those went away. The participants of this Roundtable discuss the segments of the local hedge fund industry which are still standing up; one sector has even set a global standard.

A large part of this Roundtable deals with how hedge funds and start-ups can overcome their biggest challenge: securing seeding/funding, how to raise assets and how to "become institutional". Seasoned hedge fund investors and consultants offer in-depth, detailed advice and strategies how hedge funds and start-up can successfully address these issues and grow their business.

The Roundtable also discussed how and why asset allocation has become the single-most commonly discussed topic among many allocators and hedge fund investors. The traditional 60:40 mix does not work - it subjects investors to undue volatility, and an "equities for the long run" is a rather naive approach. Asset allocation strategy turns out to be much more than an academic exercise, as these decisions have real human consequences. The billions in wealth destruction across pensions, endowments and personal savings will impose very real hardships on many people. The experts at this Opalesque Roundtable offer important insights and suggestions around asset allocation.

In addition, the Roundtable discussion highlights:

  • The changed role and importance of service providers - what really matters?
  • General partner risk - some questions investors should focus on
  • Why despite delivering negative returns in 2008 institutions increasingly rely and invest into hedge funds and alternatives
  • Specific West Coast advantages: things that hedge funds and investors can accomplish only from there
  • A new approach to risk management: What are the "Five Pillars of Risk Focus" - none of which is a piece of software...
  • and much more - 30 pages full of actionable intelligence!
The Opalesque West Coast Roundtable was sponsored by Carmel-based Welton Investment Corporation and took place on April 22nd at the San Francisco office of Pillsbury Winthrop Shaw Pittman LLP. The event united the following experts:
  1. Judith Posnikoff, Co-Founder, PAAMCO
  2. Paul Perez, Managing Director, Northern Trust
  3. John Brynjolfsson, Co-Founder and CIO, Armored Wolf
  4. Mitch Levine, Founder, Enable Capital
  5. Christopher Keenan, Sr. Managing Director, Welton Investment Corporation
  6. Kurt Braitberg, CFA, Managing Director, TeamCo Advisers
  7. Michael Wu, Partner, Pillsbury Winthrop Shaw Pittman LLP
  8. Robert "Bucky" L. Isaacson, Founder, Futures Funding

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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!

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