Opalesque Radio http://www.opalesque.com/index.php?act=Radio&and=Archive en-us Opalesque Ltd. | All rights reserved. Opalesque Broadcasts Sona Blessing Opalesque broadens its multimedia presence with the addition of Opalesque Radio - audio alternative investment intelligence presented in a mobile (popdcast or MP3 download), 'Customise the Conversation' format. Opalesque Radio has been launched, managed and moderated by Sona Blessing. This bi-weekly research feature with academics, experts and industry insiders is designed to delve deep into: 1) Risk identification, management and mitigation issues 2) Portfolio allocation related issues (topical, tactical, strategic) Opalesque broadens its multimedia presence with the addition of Opalesque Radio - audio alternative investment intelligence presented in a mobile (popdcast or MP3 download), 'Customise the Conversation' format. Opalesque Radio has been launched, managed and moderated by Sona Blessing. This bi-weekly research feature with academics, experts and industry insiders is designed to delve deep into: 1) Risk identification, management and mitigation issues. 2) Portfolio allocation related issues (topical, tactical, strategic). Opalesque support@opalesque.com http://www.opalesque.com/images/radioLogo.jpg Radio Feature 138: Sona Blessing in conversation with Keith Black Allocator Flows Across Assets and Alternatives Allocator Flows Across Assets and Alternatives Keith Black, PhD, is Managing Director, Curriculum and Exams at the CAIA Association. http://www.opalesque.com/files/radio/Keith-Black-Nfinal.mp3 2017-06-09 00:00:00 12:18 Radio Feature 137: Sona Blessing in conversation with Monica Fuentes A Traditional, Discretionary Global Macro Strategy Designed to Differentiate and Deliver on Market Moves A Traditional, Discretionary Global Macro Strategy Designed to Differentiate and Deliver on Market Moves Since 2015, Monica Fuentes, PhD, is Chief Investment Officer of the General Partner, O’Brien Investment Group, responsible for portfolio management and trading for the Partnership. http://www.opalesque.com/files/radio/Monica_globalmacro_Final.mp3 2017-05-31 00:00:00 12:32 Radio Feature 136: Sona Blessing in conversation with James Waters Positioned for Opportunistic Yield Capture Across Global Fixed Income Markets Positioned for Opportunistic Yield Capture Across Global Fixed Income Markets As a Fixed Income Client Portfolio Manager at Columbia Threadneedle Investments (which as of 31, December http://www.opalesque.com/files/radio/James-Waters-final.mp3 2017-05-04 00:00:00 13:59 Radio Feature 135: Sona Blessing in conversation with David Vavra Robust Forecasting for EM and Frontier Markets Robust Forecasting for EM and Frontier Markets David Vavra is a managing partner at OGR http://www.opalesque.com/files/radio/David_11_16_Final.mp3 2016-11-16 00:00:00 10:37 Radio Feature 134: Sona Blessing in conversation with William (Bill) J. Kelly “A Thought Leader in Alternative Investments” “A Thought Leader in Alternative Investments” William (Bill) J. Kelly is CEO of the CAIA Association. He is an acknowledged asset management industry v http://www.opalesque.com/files/radio/Caia_Bill_Final.mp3 2016-11-14 00:00:00 08:46 Radio Feature 133: Sona Blessing in conversation with Jan Brzeski and Greg Hebner Niche, Secured Loan, Real Estate Exposure Niche, Secured Loan, Real Estate Exposure Arixa Capital's principals, Jan Brzeski and Greg Hebner, specialise i http://www.opalesque.com/files/radio/JanGreg-Final.mp3 2016-10-12 00:00:00 21:12 Radio Feature 132: Sona Blessing in conversation with Daisuke Ishida Nippon Life Insurance Company: Insights on Investing in a Deflationary Environment Nippon Life Insurance Company: Insights on Investing in a Deflationary Environment Daisuke Ishida is general manager of the international investment department at Nippon Life Insurance Company. He is responsible for foreign sovereign bond investments and currency risk hedging. http://www.opalesque.com/files/radio/Daisukesan_Final.mp3 2016-06-09 00:00:00 06:20 Radio Feature 131: Sona Blessing in conversation with William Landes Alternative Beta Strategy: Optimise Downside Protection, Upside Performance Alternative Beta Strategy: Optimise Downside Protection, Upside Performance In this podcast, William (Bill) Landes, Deputy Head of Global Investment Solutions and Alternative Investments at http://www.opalesque.com/files/radio/Bill-Landes-Final.mp3 2016-05-19 00:00:00 11:16 Radio Feature 130: Sona Blessing in conversation with Keith Black Investment Strategies of Sovereign Wealth Funds Investment Strategies of Sovereign Wealth Funds In this podcast, Keith Black, Managing Director, Curriculum and Exams at CAIA, shares his insights on th http://www.opalesque.com/files/radio/keith_black_Final.mp3 2016-03-24 00:00:00 9:48 Radio Feature 129: Sona Blessing in conversation with Daniel Wild Optimally Integrating ESG, SRI, Impact Investing in Asset Allocation Optimally Integrating ESG, SRI, Impact Investing in Asset Allocation Featured in this podcast is Daniel Wild, Head of Sustainability Investing Research and Development, and a Member of Rob http://www.opalesque.com/files/radio/Danielwild_Final.mp3 2016-02-05 00:00:00 10:41 Radio Feature 128: Sona Blessing in conversation with William Dioguardi U.S.REIT Focus: Operating and Investing in Net Lease Properties U.S.REIT Focus: Operating and Investing in Net Lease Properties William Dioguardi is Chief Executive Officer and Chairman of the Board of Trustees at Four Springs Capital Trust*. In this podcast he shares his perspectives on: http://www.opalesque.com/files/radio/WilliamTrust-final.mp3 2016-01-26 00:00:00 10:14 Radio Feature 127: Sona Blessing in conversation with Thomas Suter Currencies: Capitalise on Market Volatility Currencies: Capitalise on Market Volatility Thomas Suter, is CEO of Quaesta Capital AG an independent Swiss financial services provider http://www.opalesque.com/files/radio/Thomas_Suter_Final.mp3 2016-01-19 00:00:00 09:18 Radio Feature 126: Sona Blessing in conversation with Allen Sing Achieving Capital Preservation and Positive Performance with Hedge Funds Allocated to China, Developed and Emerging Asia Achieving Capital Preservation and Positive Performance with Hedge Funds Allocated to China, Developed and Emerging Asia Allen Sing is Co-Head of Asia Investments and portfolio manager at SAIL Advisors. Their Asian Multi- http://www.opalesque.com/files/radio/Sail_Advisors_FInal.mp3 2015-11-09 00:00:00 12:37 Radio Feature 125: Sona Blessing in conversation with Prof. Barry Eichengreen Currency Wars: How are the USD, EUR, JPY, RMB and other emerging market currencies expected to behave? Currency Wars: How are the USD, EUR, JPY, RMB and other emerging market currencies expected to behave? Barry Eichengreen is Professor of Economics and Political Science at the University of California, Berkeley. He tells us what motivated him to write his most recent book “Hall of Mirrors: The Great De http://www.opalesque.com/files/radio/Barry-Eichengreen_Final001.mp3 2015-11-05 00:00:00 12:55 Radio Feature 124: Sona Blessing in conversation with Anne Velot A Strategic Allocation to, and Risk-Adjusted Returns from Euro Fixed Income A Strategic Allocation to, and Risk-Adjusted Returns from Euro Fixed Income Anne Velot is Head of the Active Euro Credit Team at AXA Investment Managers. She has 22 ye http://www.opalesque.com/files/radio/anne-velot-Final.mp3 2015-10-14 00:00:00 15:22 Radio Feature 123: Sona Blessing in conversation with Frederic Guibaud Capturing Performance from European REITs: Identifying Attractive Pockets of Valuations Capturing Performance from European REITs: Identifying Attractive Pockets of Valuations Frederic Guibaud, is Country Head Switzerland, Institutional Asset Management at http://www.opalesque.com/files/radio/Petercam_Final.mp3 2015-09-25 00:00:00 09:19 Radio Feature 122: Sona Blessing in conversation with Michael Shearer, Jim Webb Bespoke Timberland Asset Allocation Solutions Bespoke Timberland Asset Allocation Solutions Michael Shearer and Jim Webb, are the Founding Partners, and Principals of Timberland Capital Advisors (TCA). Each has garnered 22 years’ experience in timberland investment organisations and have spe http://www.opalesque.com/files/radio/TCA_Final.mp3 2015-08-20 00:00:00 12:13 Radio Feature 121: Sona Blessing in conversation with Stephan Meschenmoser Liquidity vs. Illiquidity: Costs, Control and Investment Opportunities Liquidity vs. Illiquidity: Costs, Control and Investment Opportunities Stephan Meschenmoser, is a Managing Director and a member of the Strategy and Market Views function of the Client Solutions group within BlackRock Solutions. In this podcast he shares insight http://www.opalesque.com/files/radio/Meschenmoser_Stephan_final01.mp3 2015-07-14 00:00:00 18:02 Radio Feature 120: Sona Blessing in conversation with Christina Boeck Risk Protection, Return Opportunities and Asset Allocation Amidst the Three Outcomes for Greece Risk Protection, Return Opportunities and Asset Allocation Amidst the Three Outcomes for Greece In this podcast, Christina Boeck, Chief Investment Officer at AXA Investment Managers - Switzerland, elaborates on the global macro economic backdrop; talks us through the three outcomes for Greece an http://www.opalesque.com/files/radio/christina boeck_final.mp3 2015-06-25 00:00:00 15:11 Radio Feature 119: Sona Blessing in conversation with Martin Roth Case Study: A Swiss Pension Plan's Investment Process and Asset Allocation to Infrastructure Case Study: A Swiss Pension Plan's Investment Process and Asset Allocation to Infrastructure Martin Roth is Managing Director of the Swiss based Pensionskasse Manor, where amongst others; he is responsible for alternative and real estate investments. Mar http://www.opalesque.com/files/radio/martin_roth_final.mp3 2015-06-10 00:00:00 09:48 Radio Feature 118: Sona Blessing in conversation with Neil Robson and Ashish Kochar Compounding Equities Compounding Equities In this podcast Neil Robson and Ashish Kochar reflect on amongst others, whether quantitative easing is the sole driver of equity market valuations. Neil is the deputy manager of the Threadneedle Glo http://www.opalesque.com/files/radio/Columbiathreadneedle_Final.mp3 2015-06-02 00:00:00 09:59 Radio Feature 117: Sona Blessing in conversation with Nicolas Kopitsis and Jason Lejonvarn Pursuing Volatility: BNY Mellon Dynamic Total Return Fund Pursuing Volatility: BNY Mellon Dynamic Total Return Fund This podcast features Nicolas Kopitsis, CEO, BNY Mellon Investments Switzerland GmbH and Jason Lejonvarn, Global Investment Strategist, Mellon Capital Management Corporation. Nicolas, elaborates on th http://www.opalesque.com/files/radio/BNY-Mellon-01-Final.mp3 2015-05-22 00:00:00 09:19 Radio Feature 116: Sona Blessing in conversation with Tom Stubbe Olsen Can European Equity Earnings Outperform U.S. Equity Earnings? Can European Equity Earnings Outperform U.S. Equity Earnings? Tom Olsen is the Founder of, and Portfolio Manager at, European Value Partners (EVP). He is the architect of the firm's investment strategy - value investing in Europe. Prior to forming EVP in http://www.opalesque.com/files/radio/TomStubbeOlsen.mp3 2015-05-13 00:00:00 11:33 Radio Feature 115: Sona Blessing in conversation with Mark Vitner Continued Confidence in the U.S. Economy, Equities, USD - Volatility and Pull-Backs to be expected along the Way Continued Confidence in the U.S. Economy, Equities, USD - Volatility and Pull-Backs to be expected along the Way Mark Vitner is a Managing Director and Senior Economist at Wells Fargo Securities, LLC. In this podcast he shares insights on why they were anticipating Q1 2015 to be somewhat disappointing http://www.opalesque.com/files/radio/Mark_Vitner_FInal.mp3 2015-04-13 00:00:00 18:55 Radio Feature 114: Sona Blessing in conversation with Jim Rogers Jim Rogers: Optimistic on Russia, North Korea, Investing in Agriculture and the USD Jim Rogers: Optimistic on Russia, North Korea, Investing in Agriculture and the USD In this podcast Jim Rogers shares his thoughts on the economies of the U.S., Japan, BRICS and his asset allocation strategy. He comments on whether there will be a Grexit, why he is optimist http://www.opalesque.com/files/radio/Jim_Rogers_01_Final01.mp3 2015-03-31 00:00:00 11:51 Radio Feature 113: Sona Blessing in conversation with Jon P. Caulfield Timber/Timberland: An Atypical Real Asset and Commodity? Timber/Timberland: An Atypical Real Asset and Commodity? Jon is head of Timberland Research at BTG Pactual's Timberland Merchant Banking business. He is responsible for conducting timberland and forest products-related economic and financial analysi http://www.opalesque.com/files/radio/Jon_Caulfield_Final.mp3 2015-03-02 00:00:00 4:28 Radio Feature 112: Sona Blessing in conversation with Jerry Barag A "Value" Timberland Real Estate Investment Trust (TREIT) A "Value" Timberland Real Estate Investment Trust (TREIT) Jerry Barag serves as President/CEO of CatchMark Timber Trust. CatchMark is a Russel 3000 listed small-cap company, that focuses on timberland ownership and management with the objective of deliverin http://www.opalesque.com/files/radio/Jerry-Barag_Final.mp3 2015-03-02 00:00:00 07:04 Radio Feature 111: Sona Blessing in conversation with William Davies Navigating the Traps and Exploiting the Opportunities in Global Equities Navigating the Traps and Exploiting the Opportunities in Global Equities William Davies, Head Global Equities, Threadneedle Investments elaborates on why: he does not think equities are currently over-priced; he favours investing in companies that can drive, and are in con http://www.opalesque.com/files/radio/William_Davis_15_Final.mp3 2015-01-22 00:00:00 08:30 Radio Feature 110: Sona Blessing in conversation with Valentijn van Nieuwenhuijzen 2015 Asset Allocation Outlook: Favour listed real estate, Japanese equities, and consumer durables; cautious on emerging market exposures 2015 Asset Allocation Outlook: Favour listed real estate, Japanese equities, and consumer durables; cautious on emerging market exposures Valentijn van Nieuwenhuijzen is Head of Strategy Multi-Asset, at ING IM (soon to be NN Investment Partners). In this podcast he shares why he believes the global economy will be on a somewh http://www.opalesque.com/files/radio/Valentijn_final01.mp3 2015-01-14 00:00:00 06:44 Radio Feature 109: Sona Blessing in conversation with Michael Stahel Capturing Conservative Risk-Adjusted Returns in the Insurance Linked Securities (ILS) Space Capturing Conservative Risk-Adjusted Returns in the Insurance Linked Securities (ILS) Space The non-occurrence of a major insured/re-insured catastrophe, a low interest rate market environment, the growing participation of yield-hungry investors, a non-commensurate increase in issuance, corp http://www.opalesque.com/files/radio/Michael-Stahel_Final.mp3 2014-12-02 00:00:00 13:22 Radio Feature 108: Sona Blessing in conversation with Prof. Atif Mian Proposing Shared Responsibility Mortgages Proposing Shared Responsibility Mortgages Atif Mian is Professor of Economics and Public Policy, Co-director Julis-Rabinowitz Center at Princeton University, Bendheim Center for Finance. He and Amir Sufi have auth http://www.opalesque.com/files/radio/Atif-Mian_final.mp3 2014-11-06 00:00:00 07:06 Radio Feature 107: Sona Blessing in conversation with David Leduc Designing All-Weather-Performance, Opportunistic Bond Allocations Designing All-Weather-Performance, Opportunistic Bond Allocations In his position as Chief Investment Officer of Active Fixed Income at Standish (part of BNY Mellon), David Leduc, is responsible for overseeing the management of all single and multi-sector taxable bo http://www.opalesque.com/files/radio/David-Leduc_Final.mp3 2014-10-30 00:00:00 10:47 Radio Feature 106: Sona Blessing in conversation with Claire Peck, Zsolt Papp Emerging Markets' Growth Recoupling with Developed Markets: Equity, Fixed Income and Currency Picks Emerging Markets' Growth Recoupling with Developed Markets: Equity, Fixed Income and Currency Picks In this podcast J.P.Morgan Asset Management's London based Claire Peck, client portfolio manager, global emerging markets and Zsolt Papp, senior client portfolio manager within the global fixe http://www.opalesque.com/files/radio/jpm_em_Final.mp3 2014-09-05 00:00:00 21:36 Radio Feature 105: Sona Blessing in conversation with Nicolas Clavel Commodity Trade Finance: Uncovering the Opportunities in Africa Commodity Trade Finance: Uncovering the Opportunities in Africa Nicolas Clavel is the founder and chief investment officer of Scipion Capital, which provides secured lending http://www.opalesque.com/files/radio/Nicolas-Clavel_Final.mp3 2014-07-30 12:04:27 14:48 Radio Feature 104: Sona Blessing in conversation with Charlotte Valeur and Jennifer Drake Opportunistic, Risk-Controlled, Credit Investing Opportunistic, Risk-Controlled, Credit Investing Charlotte Valeur is Chair of the Brevan Howard Credit Catalysts Ltd. Fund and Jennifer Drake is head of business development at DW Investment Management (DWIM) and a member of its Executive Committee http://www.opalesque.com/files/radio/CharlotteValeur_Final.mp3 2014-07-22 14:03:47 18:05 Radio Feature 103: Sona Blessing in conversation with Patrick Rudden Hedgegate Series VIII: Beyond Risk Parity Hedgegate Series VIII: Beyond Risk Parity At AllianceBernstein, Patrick Rudden, is Portfolio Co-Manager of the Dynamic Diversified Portfolio and International Head of Multi-Asset Solutions. Patrick joined the firm in 2001 as a senior portfoli http://www.opalesque.com/files/radio/Prudden_Final.mp3 2014-06-25 14:27:45 08:06 Radio Feature 102: Sona Blessing in conversation with David Donora “Commodities are [now increasingly] decorrelated to equities and negatively correlated to bonds.” “Commodities are [now increasingly] decorrelated to equities and negatively correlated to bonds.” In this commodities special podcast, David Donora, head of commodities at Threadneedle Investments reviews the potential price path formation across the commodities complex, re-visits portfolio alloca http://www.opalesque.com/files/radio/David-Donora_Final.mp3 2014-06-18 13:27:36 21:47 Radio Feature 101: Sona Blessing in conversation with Sudhir Kapadia What could investors expect from the newly elected Indian Government? An emphasis on efficiency, economic growth and development. What could investors expect from the newly elected Indian Government? An emphasis on efficiency, economic growth and development. Sudhir Kapadia is Partner and National Tax Leader at EY India. He has extensive experience in advising large multinational and domestic companies on tax and regulatory issues pertaining to investments http://www.opalesque.com/files/radio/Eykapadia_Final.mp3 2014-05-23 13:54:51 15:44 Radio Feature 100: Sona Blessing in conversation with Wicky Meyer Solutions for Being Compliant in the Wake of Regulatory Challenges Solutions for Being Compliant in the Wake of Regulatory Challenges Since its inception in 2004 Wicky Meyer has been with Swiss Hedge Capital AG, which manages ‘pari passu’ a Swiss Financial Market Supervisory Authority (FINMA) regulated European Long/Short Equities F http://www.opalesque.com/files/radio/WickyMeyer-Final.mp3 2014-05-16 15:32:51 09:27 Radio Feature 99: Sona Blessing in conversation with Guenther Dobrauz Navigate the Changing Regulatory, Legal and Tax Landscape Navigate the Changing Regulatory, Legal and Tax Landscape Guenther Dobrauz is a Director, Technical and Markets Leader, Regulatory & Compliance Services, at PwC Zurich. In this podcast, Guenther shares insights on onshore and offshore fund and http://www.opalesque.com/files/radio/Guenther_Final.mp3 2014-05-06 13:34:20 23:56 Guenther Radio Feature 98: Sona Blessing in conversation with Stuart Leckie "China Likes to Experiment." "China Likes to Experiment." Stuart Leckie is Chairman of Stirling Finance. He is based in Hong Kong and advises on investments and pensions in Hong Kong and Mainland China. He is the author of books titled "Pension Fund http://www.opalesque.com/files/radio/Stuart-Leckie-Final.mp3 2014-04-25 15:53:30 14:37 Radio Feature 97: Sona Blessing in conversation with Tilmann Galler Emerging Market & Japanese Equities, Cyclical Sectors Still Favoured ... Emerging Market & Japanese Equities, Cyclical Sectors Still Favoured ... Tilmann Galler, Executive Director, is a client portfolio manager and global market strategist at J.P. Morgan Asset Management in Frankfurt and responsible for equity and multi asset portfolios. http://www.opalesque.com/files/radio/Tilmann-Galler_Final.mp3 2014-04-16 16:36:28 13:14 Radio Feature 96: Sona Blessing in conversation with Alain De Coster Hedgegate Series VII: Early Stage Investing: A Value Add of Experienced FoHFs Hedgegate Series VII: Early Stage Investing: A Value Add of Experienced FoHFs Alain De Coster is a principal and managing member of ABS, a Fund of Hedge Funds specialised in equity long/short strategies globally. The firm focuses on early investments with small to mid-size inve http://www.opalesque.com/files/radio/AlainDeCoster-Final.mp3 2014-04-10 12:05:27 09:49 Radio Feature 95: Sona Blessing in conversation with Stuart Donald Investing in Farmland Investing in Farmland Insights from Stuart Donald, head of agriculture, GMO Renewable Resources, LLC, (GMORR). GMORR is the forest and farmland investment arm of Grantham, Mayo, Van Otterloo & Co. LLC, (GMO), which has US http://www.opalesque.com/files/radio/ 2014-04-03 12:20:25 Radio Feature 94: Sona Blessing in conversation with William Davies "Equity Valuations are not Over Stretched" "Equity Valuations are not Over Stretched" William Davies is Head of Global Equity at Threadneedle Investments. Drawing on his 27 years of experience, in this podcast, he shares his global equity market outlook, where he sees attractive growth http://www.opalesque.com/files/radio/William-Davies_Final.mp3 2014-03-14 16:35:20 16:29 Radio Feature 93: Sona Blessing in conversation with Marcelo Aranha Investing in Brazil: Attractive Asset Valuations Investing in Brazil: Attractive Asset Valuations At Quest, also managers of the Nordea Brazilian Equity Fund, Marcelo Aranha is a senior equity analyst and co-portfolio manager of its Equity Funds. He is responsible for developing equity s http://www.opalesque.com/files/radio/Marcelo_Final.mp3 2014-03-12 13:54:16 17:36 Radio Feature 92: Sona Blessing in conversation with Nicolas Kopitsis BNY Mellon`s 2014 Market Overview and Sector Picks - Property, Healthcare, R&D BNY Mellon`s 2014 Market Overview and Sector Picks - Property, Healthcare, R&D Nicolas Kopitsis is Managing Director, Head of Intermediary Sales Switzerland and Austria and Co-Head of Global Financial Institutions, http://www.opalesque.com/files/radio/NicolasKopitsis_Final.mp3 2014-02-10 11:54:19 10:10 Radio Feature 91: Sona Blessing in conversation with Izabella Kaminska Bitcoin: Crypto Currency, E-Barter or Simply Sophisticated Software? Bitcoin: Crypto Currency, E-Barter or Simply Sophisticated Software? In this podcast Izabella Kaminska, an avid Bitcoin blogger, questions whether virtual currencies such as Bitcoin could be the future of money? She also addresses the emergence of such a phen http://www.opalesque.com/files/radio/Kaminska_Final.mp3 2014-01-29 13:37:44 08:36 Radio Feature 90: Sona Blessing in conversation with Christina Boeck and Chris Iggo 2014: Identifying Favourable Investment Opportunities in Equities and Bonds 2014: Identifying Favourable Investment Opportunities in Equities and Bonds At AXA Investment Managers, Christina Boeck is CIO (Switzerland), Head Solution Strategists Central Europe, and Chris Iggo is CIO, AXA Fixed Income. In this podcast they share their global http://www.opalesque.com/files/radio/Christina-Boeck-Final.mp3 2014-01-16 12:11:18 15:10 Radio Feature 89: Sona Blessing in conversation with Cédric Baron Hedgegate Series VI: Active Risk Based Allocation Hedgegate Series VI: Active Risk Based Allocation Cédric Baron is a multi-asset fund manager, ARMA Funds, at Lyxor Asset Management (AM). He has been with Lyxor AM since 2005 - when he was a fund manager in charge of quantitative strategi http://www.opalesque.com/files/radio/Lyxor01-Final.mp3 2013-12-13 17:14:44 13:15 Radio Feature 88: Sona Blessing in conversation with Anton Brender & Florence Pisani Economic and Financial Outlook for 2014 Economic and Financial Outlook for 2014 Anton Brender is Head of the Economics Studies Department of Dexia Asset Management and amongst others he is Associate Professor at the Université Paris‑Dauphine. A macro-economist, he speci http://www.opalesque.com/files/radio/Dexia_Final.mp3 2013-12-05 16:03:08 09:43 Radio Feature 87: Sona Blessing in conversation with Prof. Dr. Didier Sornette Are we in an Equity Bubble? Are we in an Equity Bubble? Amongst his numerous academic accomplishments, publications and titles, Dr. Didier Sornette is Professor on the Chair of Entrepreneurial Risks at the Department of Management, Technology and Economics http://www.opalesque.com/files/radio/Sornette-Final.mp3 2013-11-08 16:03:20 11:44 Radio Feature 86: Sona Blessing in conversation with Frank Alonso U.S. Small Caps: "Outsource Value Creation" U.S. Small Caps: "Outsource Value Creation" Frank Alonso is an investment analyst in the U.S. Equity Division of T. Rowe Price. He has has 13 years of investment experience, and has portfolio management responsibilities in the firm's U. http://www.opalesque.com/files/radio/Alonso_Final.mp3 2013-11-05 00:00:00 12:22 Radio Feature 85: Sona Blessing in conversation with Bob Guilbert Addressing Operational Challenges Facing Hedge Funds with Cloud Solutions Addressing Operational Challenges Facing Hedge Funds with Cloud Solutions Bob Guilbert is Managing Director at Eze Castle Integration, the leading provider of tech http://www.opalesque.com/files/radio/Bob-Guilbert-Final.mp3 2013-10-25 12:23:49 09:28 Radio Feature 84: Sona Blessing in conversation with Bertrand Bricheux Hedgegate Series V: A 40 Year Track Record of Investing in Hedge Funds Hedgegate Series V: A 40 Year Track Record of Investing in Hedge Funds Bertrand Bricheux is Head of Mirabaud Asset Management’s Fund Marketing (alternative investments and traditional funds). He has over a decade of experience in the asset management industry. Prior to j http://www.opalesque.com/files/radio/Bricheux-final.mp3 2013-10-08 17:27:42 10:34 Bertrand-Bricheux Radio Feature 83: Sona Blessing in conversation with Thomas Suter Hedgegate Series IV: Challenging Environment for Investing in Currency Strategies? Hedgegate Series IV: Challenging Environment for Investing in Currency Strategies? Thomas Suter is CEO of Quaesta Capital AG, which manages in excess of USD2.5bn in investment products and currency risk management mandates. He has more than 20 years of experience in financial market http://www.opalesque.com/files/radio/Thomas-Suter-Final.mp3 2013-09-20 11:21:02 12:31 Radio Feature 82: Sona Blessing in conversation with Michael Stahel Investing in Illiquid Collateralised Reinsurance Contracts vs. Cat Bonds Investing in Illiquid Collateralised Reinsurance Contracts vs. Cat Bonds Michael Stahel is a partner and portfolio manager at LGT Insuran http://www.opalesque.com/files/radio/Michael-Stahel-Final.mp3 2013-08-12 12:47:25 13:42 Radio Feature 81: Sona Blessing in conversation with John Peta and Zara Kazaryan Why Invest in Emerging Market Corporate Debt? Why Invest in Emerging Market Corporate Debt? John Peta is Portfolio Manager, Co-head of Emerging Market Debt and Local Currency Strategy Leader. Zara Kazaryan is Fund Manager of Emerging Markets Debt and Corporate Strategy Leader. Both are membe http://www.opalesque.com/files/radio/Johnpeta-zarakazaryan.mp3 2013-08-05 16:20:44 13:11 Radio Feature 80: Sona Blessing in conversation with Mark Wills "From Soil to Oil" "From Soil to Oil" Mark Wills draws on two decades of experience in the world of banking and financial services. Amongst others he has worked at Royal Bank of Scotland's private banking division, specialising in http://www.opalesque.com/files/radio/Mark_Final.mp3 2013-07-25 11:59:42 11:34 Radio Feature 79: Sona Blessing in conversation with Andrew Fisch Hedgegate Series III: Convergent Divergent Strategies Hedgegate Series III: Convergent Divergent Strategies Andrew Fisch is Co-Chief Investment Officer, Hedge Fund of Funds at SSARIS Advisors. Andrew has been in the hedge fund and alternatives industry for 28 years. Prior to joining SSARIS, he was a fo http://www.opalesque.com/files/radio/Aandy_Final.mp3 2013-07-19 15:51:59 13:14 Sona Blessing in Conversation with Valentijn van Nieuwenhuijzen "Modest Risk-On": Equities Favoured; Regional Picks Include Japan, the US, Germany "Modest Risk-On": Equities Favoured; Regional Picks Include Japan, the US, Germany Valentijn van Nieuwenhuijzen is Head of Strategy, Strategy and Tactical Asset Allocation Group, ING Investment http://www.opalesque.com/files/radio/Valentin_Final.mp3 2013-07-11 11:32:10 10:53 Radio Feature 77: Chrys Kamber in Conversation with Sona Blessing Attractive Valuations Support Entry Point in Small and Mid Cap Indian Equities Attractive Valuations Support Entry Point in Small and Mid Cap Indian Equities Chrys Kamber advises the Luxembourg domiciled Gate of India fund, a fund managed by MM Warburg which focuses on listed Indian small and mid cap enterprises. . Prior to this she was a fu http://www.opalesque.com/files/radio/Chrys-final.mp3 2013-07-01 18:04:56 11:41 Radio Feature 76: Ivo Zonev in Conversation with Sona Blessing Hedgegate Series II: The Benefits of Mulit Strategy Hedge Funds Hedgegate Series II: The Benefits of Mulit Strategy Hedge Funds Ivo Zonev, is a Director, Hedge Fund Analyst and Portfolio Manager at Prime Capital. Formerly he worked at Feri Finance Group as a Hedge Fund Analyst. He is a specialist in tactical trading strategies http://www.opalesque.com/files/radio/Ivo-Final.mp3 2013-06-14 10:08:41 13:26 Ivo Zonev Radio Feature 75: Robert Schumacher in Conversation with Sona Blessing Q-Eternity? Q-Eternity? Robert Schumacher is Head of US Fixed Income, Strategist/Senior Portfolio Manager with AXA Investment Managers. He has 37 years of capital markets experience, with hands-on experience in sales, tradi http://www.opalesque.com/files/radio/Schumacher-Final.mp3 2013-06-05 15:31:43 15:14 Radio Feature 74: Julia Balandina Jaquier in Conversation with Sona Blessing Impact Investing: Another Form of Philanthropy or A Viable Investment Approach? Impact Investing: Another Form of Philanthropy or A Viable Investment Approach? Dr. Julia Balandina Jaquier is an acknowledged authority on Impact Investing and founder of JBJ Consult. A seasoned impact investor, Julia works with institutional, sovereign and private in http://www.opalesque.com/files/radio/JuliaBalandina-Final.mp3 2013-05-31 17:05:59 14:24 Radio Feature 73: Cormac Weldon in Conversation with Sona Blessing US Equities: "The Re-Emerging Market?" US Equities: "The Re-Emerging Market?" Cormac Weldon is Head of US Equities at Threadneedle Investments. He manages the Threadneedle American, American Select and American Smaller Companies funds, as well as the Allied Dunbar North America http://www.opalesque.com/files/radio/Cormac-final.mp3 2013-05-14 10:52:24 11:02 Radio Feature 72: Lanny Lim in Conversation with Sona Blessing Hedgegate Series I: Analysing Asian Hedge Fund Performance and the Investment Landscape Hedgegate Series I: Analysing Asian Hedge Fund Performance and the Investment Landscape Lanny is a portfolio manager at SAIL Advisors, one of Asia’s leading hedge fund research and investment specialists. He http://www.opalesque.com/files/radio/Sail-Lim-Final.mp3 2013-05-02 10:04:18 06:58 Lanny Lim Radio Feature 71: Otto Francke in Conversation with Sona Blessing Identifying and Capturing Persistent Alpha Identifying and Capturing Persistent Alpha Otto Francke is a senior portfolio manager within the alternative investment team at SEB. Prior to this he was a portfolio manager and research analyst covering long/short equity strategies Atlas Capi http://www.opalesque.com/files/radio/Otto_final.mp3 2013-04-26 12:13:11 11:39 Otto,Francke,Otto-Francke Radio Feature 70: Michael Oliver Weinberg in conversation with Sona Blessing Pension Plans & Family Offices as Asset Allocators Pension Plans & Family Offices as Asset Allocators Michael Oliver Weinberg is Adjunct Associate Professor at the Columbia Business School where he is currently teaching a course he created on Alternative Investing in Pension Plans. He also runs The We http://www.opalesque.com/files/radio/Weinberg_Final.mp3 2013-04-23 12:02:51 10:41 Michael-Oliver-Weinberg Radio Feature 69: Deborah Fuhr in conversation with Sona Blessing Q1'13 - Global assets in ETFs &ETPs scale new highs of USD 2.09 trn Q1'13 - Global assets in ETFs &ETPs scale new highs of USD 2.09 trn Deborah Fuhr, is a partner and co-founder of ETFGI. She was previously Global Head of ETF Research and Implementation Strategy and Managing Director at BlackRock/BGI from 2008 - 2011, and a Managing D http://www.opalesque.com/files/radio/Fuhr_Final.mp3 2013-04-15 11:57:31 15:35 Deborah-Fuhr Radio Feature 68: James Montier in conversation with Sona Blessing "This is a waiting game" "This is a waiting game" James Montier is a member of GMO's Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Généralé. He has authored several books including "Behavioural Inve http://www.opalesque.com/files/radio/Jmontier_Final.mp3 2013-03-20 14:51:41 07:44 James Montier GMO Radio Feature 67: Alexander Ineichen in conversation with Sona Blessing "Hedge fund performance 2013" "Hedge fund performance 2013" Alexander Ineichen is founder of Ineichen Research and Management AG, a research firm that focuses on risk management, absolute returns and thematic investing. Amongst others, he has been Head of Indu http://www.opalesque.com/files/radio/Ineichen_Final.mp3 2013-03-11 11:35:27 11:41 Radio Feature 50: Jacek Siry in conversation with Sona Blessing Timberland: Anticipating a supply shock and how to optimise returns Timberland: Anticipating a supply shock and how to optimise returns Jacek Siry serves as Associate Professor of Forest Economics at the University of Georgia’s Warnell School of Forestry and Natural Resources. His research areas are timberland investment, timber marke http://www.opalesque.com/files/radio/JacekSiry-final.mp3 2013-02-14 12:05:01 08:34 Radio Feature 66: Vineer Bhansali in conversation with Sona Blessing Tail Risk Hedging Tail Risk Hedging Vineer Bhansali is managing director and portfolio manager, head of quantitative investment portfolios and a member of the asset allocation committee at PIMCO. In this radio feature he shares why it p http://www.opalesque.com/files/radio/Vineer_final.mp3 2013-02-06 12:45:57 10:11 Radio Feature 65: Tom Elliott in conversation with Sona Blessing "Re-risking" Asset Allocations "Re-risking" Asset Allocations Tom Elliott is a global strategist within the Investment Marketing Team at J.P. Morgan Asset Management. He is responsible for investment communications through the Guide to the Markets suite of prod http://www.opalesque.com/files/radio/Elliott_Final.mp3 2013-02-01 15:29:42 09:15 Radio Feature 64: Uli Sigg in conversation with Sona Blessing Firsthand Insights on Investing in China Firsthand Insights on Investing in China Uli Sigg currently serves as a member of the advisory board of the China Development Bank and other Chinese entities. He has spent several years in China, following its economic reform, and its contem http://www.opalesque.com/files/radio/Sigg_Final.mp3 2013-01-29 11:10:32 05:20 Radio Feature 63: Iordanis Chatziprodromou in conversation with Sona Blessing Emerging Risks Emerging Risks Iordanis Chatziprodromou is a Senior Risk Manager at Swiss Re focusing mainly on the identification, analysis and quantification of emerging technological, financial and economic risks. Before joi http://www.opalesque.com/files/radio/Iordanis-Chatziprodromou-Final.mp3 2013-01-25 16:44:16 08:20 Iordanis, Chatziprodro Radio Feature 62: Steen Jakobsen in conversation with Sona Blessing Outrageous Predictions for 2013 Outrageous Predictions for 2013 Since March 2011 Steen Jakobsen is Chief Economist at Saxo Bank. Prior to which he was Chief Investment Officer for Limus Capital Partners. He has more than 20 years of experience within the fiel http://www.opalesque.com/files/radio/SteenJakobsen-final.mp3 2013-01-15 16:48:22 12:39 steen-jakobsen Radio Feature 61: Nicholas Brooks in Conversation with Sona Blessing Commodities to follow in 2013: Tin, Palladium, Coffee Commodities to follow in 2013: Tin, Palladium, Coffee Nicholas Brooks is head of research and investment strategy for the ETF Securities group of companies. He has over 15 years of experience as a global economist and strategist, covering a wide range of http://www.opalesque.com/files/radio/Nik-Final.mp3 2012-12-18 16:36:08 10:44 nich CAIA Series III: Cédric Kohler in Conversation with Sona Blessing Capturing positive performance from alternative assets in a risk-on risk-off environment Capturing positive performance from alternative assets in a risk-on risk-off environment Cedric Kohler is Head of Advisory at Fundana SA. Prior to which, he worked for Lombard Odier Darier Hentsch & Cie, holding the roles of Head of Hedge Fund Advisory and Head of Funds of Hedge Funds. Fr http://www.opalesque.com/files/radio/kohler-Final.mp3 2012-12-07 14:23:26 12:59 kohler-Final.mp3 Brian Lawson in Conversation with Sona Blessing Trading conditioned by political and violent risk analysis Trading conditioned by political and violent risk analysis Brian Lawson is Chief Global Economist at Exclusive Analysis. He has spent more than 30 years in investment banking, and in his current position, focuses primarily on economic and financial risks, inc http://www.opalesque.com/files/radio/Lawson_Final.mp3 2012-11-13 10:12:20 11:16 Lawson CAIA Series II: Professor Barry Eichengreen in conversation with Sona Blessing Should we still want the USD as the only international reserve currency? Should we still want the USD as the only international reserve currency? Barry Eichengreen is George C. Pardee and Helen N. Pardee Professor of Economics and Political Science at the University of California, Berkeley, Department of Economics. His recently pu http://www.opalesque.com/files/radio/Eichengreen_Final.mp3 2012-11-06 14:22:04 09:17 CAIA Series I : Marilyn Ramplin in conversation with Sona Blessing UCITS: Investors’ Appetite, Performance and Future UCITS: Investors’ Appetite, Performance and Future Marilyn Ramplin is founder of the UCITS University, the International group UCITS for Hedge Funds, and has acted as an advisor to international regulators. She also founded Ramplin Capital, a global h http://www.opalesque.com/files/radio/Rampli-Final.mp3 2012-10-30 17:42:03 14:13 Marilyn Ramplin Radio Feature 60: Professor Heinrich von Wyss in conversation with Sona Blessing Asset Allocation during a Period of Financial Repression Asset Allocation during a Period of Financial Repression Dr. Heinrich von Wyss is Assistant Professor of Finance at the University of St.Gallen, Swiss Institute of Banking and Finance. Also amongst his teaching activities: Visiting Assistant Professor, Ster http://www.opalesque.com/files/radio/von_wyss-Final.mp3 2012-10-01 15:12:21 05:40 Radio Feature 59: Mathew Cobon in conversation with Sona Blessing Seek Tactical Opportunities in Rates and a Currency Opportunity in Mexico Seek Tactical Opportunities in Rates and a Currency Opportunity in Mexico Mathew Cobon is Head of Macro (rates and currency) and lead fund manager of the Absolute and Target return bond strategies at Threadneedle. Prior to joining Threadneedle, Matthew spent four years at A http://www.opalesque.com/files/radio/Cobon-Final.mp3 2012-09-27 17:12:54 11:36 Mathew Cobon Radio Feature 58: Michael Young in conversation with Sona Blessing Sustainable Agriculture and Agroforestry as an Asset Class Sustainable Agriculture and Agroforestry as an Asset Class Michael Young is Director at Luxembourg based Sustainable Capital. He brings more than 16 years of investment industry experience to the Sustainable Resources Investment Committee - encompassing proje http://www.opalesque.com/files/radio/Young_Final.mp3 2012-09-26 11:19:53 14:33 Radio Feature 57: Aly-Khan Satchu in conversation with Sona Blessing Investing in Africa a Proxy for Investing in China? Investing in Africa a Proxy for Investing in China? Aly-Khan Satchu is CEO of Rich Management Limited. Since 2009 he has been an active investor on the Nairobi Stock Exchange, The Uganda Securities Exchange and on various other African stock marke http://www.opalesque.com/files/radio/Alykhan-Final.mp3 2012-09-11 14:57:17 09:33 Radio Feature 56: Isabel Serra in conversation with Sona Blessing Positive Performance in European Utilities, Energy and Infrastructure Positive Performance in European Utilities, Energy and Infrastructure Isabel Serra is Founding Partner and CEO of Madrid based Cygnus Asset Management, which manages over USD300 million. She has 20 years of experience in the finance industry and shares her insigh http://www.opalesque.com/files/radio/Isabel-Final.mp3 2012-09-05 16:36:32 06:13 Radio Feature 55: Giles Keating in conversation with Sona Blessing The Dilemma that Investors Face and Opportunities in Real Estate The Dilemma that Investors Face and Opportunities in Real Estate Giles Keating is Head of Research for Private Banking and Asset Management at Credit Suisse. He is also Chair of the Global Economics and Strategy Group of Credit Suisse and Vice-Chair of the Invest http://www.opalesque.com/files/radio/keating-Final.mp3 2012-09-04 10:54:12 06:30 Radio Feature 54: Steven Howell in conversation with Sona Blessing Capturing Yield in Asian Bonds Capturing Yield in Asian Bonds Steven Howell joins me today to discuss the opportunity set and capturing yield in Asian bonds. He founded and launched HCAP Asset Management in November 2008. He has worked in financial markets for http://www.opalesque.com/files/radio/Howell_Final.mp3 2012-08-21 12:10:10 15:47 Asian Bonds Radio Feature 53: Erik Schafhauser in conversation with Sona Blessing Currency Pairs to Consider Investing In and Those to Avoid Currency Pairs to Consider Investing In and Those to Avoid Erik Schafhauser has been with Saxo Bank since 2005. Prior to which he has been with KBC, Dresdner Bank and Reuters. Besides supporting institutional and UNHW / HNW clients in their trading activities http://www.opalesque.com/files/radio/Erik_NewFinal.mp3 2012-07-18 16:10:29 11:08 erik-schafhauser Radio Feature 52: Ernesto Prado in conversation with Sona Blessing Successfully managing a fund of hedge funds in a "risk-on"-"risk off" environment Successfully managing a fund of hedge funds in a "risk-on"-"risk off" environment 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 InvestHedg http://www.opalesque.com/files/radio/ernesto-prado-final.mp3 2012-07-05 16:55:53 14:55 Radio Feature 51: Massimiliano Castelli in conversation with Sona Blessing "The New Economics of Sovereign Wealth Funds" "The New Economics of Sovereign Wealth Funds" Massimiliano Castelli, is Head of Global Strategy in the department advising central banks and Sovereign Wealth Funds(SWFs) at UBS Global Asset Management. In this role, he analyses market trends affe http://www.opalesque.com/files/radio/Max_Final.mp3 2012-06-29 10:30:31 20:18 massimiliano Radio Feature 49: Michael Appenzeller in conversation with Sona Blessing Managers can realise cost efficiencies ranging from 40% - 60% by embracing this operations model Managers can realise cost efficiencies ranging from 40% - 60% by embracing this operations model Michael Appenzeller is co-founder and managing director at Etops Operations Services, which is a service company specialising in operations outsourcing and projects for hedge funds, fund of funds, pri http://www.opalesque.com/files/radio/Appenzeller_Final.mp3 2012-05-24 14:27:42 10:11 Michael Appenzeller Radio Feature 48: Andreas Maag in conversation with Sona Blessing Gold: "Sell in May and go away?" Gold: "Sell in May and go away?" Andreas Maag is Head of Swiss Precious Metals Distribution at UBS Investment Bank, Based on his 30 years of experience in trading gold, he infers why the gold price has retreated below the 1600 level, http://www.opalesque.com/files/radio/AndreasMaag_Final.mp3 2012-05-11 17:27:00 07:29 Andreas Maag Radio Feature 47: Denise Shull in conversation with Sona Blessing "Psychological Capital" "Psychological Capital" Denise Shull is founder of The ReThink Group and author of the recently published Market Mind Games, McGraw-Hill, January 2012.The book reflects her expertise in neuroscience and draws on her e http://www.opalesque.com/files/radio/Shull_Final.mp3 2012-04-26 09:19:03 10:46 Radio Feature 46: Klaus Tischhauser in conversation with Sona Blessing Fair Trade Investing Fair Trade Investing Klaus Tischhauser is Co-Founder and CEO of responsAbility. His milestones there include the launch of the world’s first retail microfinance fund in 2003, and winning the G-20 SME Finance Challenge. In http://www.opalesque.com/files/radio/Klaus_Tischhauser_Final.mp3 2012-04-05 16:07:41 10:48 Radio Feature 45: Alfred Evans in conversation with Sona Blessing SRI/Environment-led/Impact Investing - Where and how to allocate to, expected returns SRI/Environment-led/Impact Investing - Where and how to allocate to, expected returns Alfred Evans is founder and CEO of Islan, and Director of Bunge Emissions Group. He has 20 years of professional experience in emerging markets, energy and environment. Before founding Islan Asset Man http://www.opalesque.com/files/radio/Evans_Final.mp3 2012-04-04 15:07:44 13:01 Radio Feature 44: Dennis Neilson in conversation with Sona Blessing Institutional Investing in Tree Forests and Timberland Institutional Investing in Tree Forests and Timberland Dennis founded DANA in 1992, a New Zealand based international forest industry advisory and publishing firm that undertakes benchmarking, strategic planning, investment and marketing assignments for i http://www.opalesque.com/files/radio/Neilson_Final.mp3 2012-04-02 13:28:02 11:19 Radio Feature 42: William Davies in conversation with Sona Blessing "We look at the valuation of markets and think they are quite reasonably valued..." "We look at the valuation of markets and think they are quite reasonably valued..." William Davies is Head of Global Equities and Deputy Head of Equities at Threadneedle Investments. He manages retail and institutional funds including the Threadneedle Global Select Fund. (Threadne http://www.opalesque.com/files/radio/Davies_Final.mp3 2012-03-28 10:02:58 10:13 William Davies Radio Feature 43: Jean-Luc Amos in conversation with Sona Blessing Brent Crude as a Benchmark Brent Crude as a Benchmark Jean-Luc's role at Intercontinental Exchange, ICE, Futures Europe entails facilitating the development, growth and promotion of ICE’s new and existing energy Futures and OTC markets. Prior to joining http://www.opalesque.com/files/radio/Amos_FinalNew.mp3 2012-03-27 10:13:46 06:40 Amos, Brent Crude Radio Feature 41: Jim Rogers in conversation with Sona Blessing Jim Rogers "Profits cannot get much better and even if they do they cannot last much longer... in America ..." Jim Rogers "Profits cannot get much better and even if they do they cannot last much longer... in America ..." What are your views on the current US equity rally and whether you think it is sustainable? At their current levels do you think US equity valuations are attractive? Even though op http://www.opalesque.com/files/radio/Jimbr_Final.mp3 2012-03-18 09:39:30 5:58 Jim Rogers Radio Feature 40: Nicholas Brooks in conversation with Sona Blessing Exposure to Oil via ETCs Exposure to Oil via ETCs Nicholas Brooks is head of research and investment strategy for the ETF Securities group of companies and share his outlook on oil in the global macro context, factors influencing its price formation http://www.opalesque.com/files/radio/Nick_Final.mp3 2012-02-24 18:46:49 13:51 Radio Feature 39: Neal Kutner in conversation with Sona Blessing Emerging Markets as ASTERISCS Emerging Markets as ASTERISCS Neal Kutner is managing director at BNY Mellon Asset Management, Switzerland and shares why Assets Tied to Economies of Risky Countries, ASTERISCS, was coined and why "better labelling breeds better u http://www.opalesque.com/files/radio/kutner_final.mp3 2012-02-10 17:31:16 11:01 Neal Kutner, Asset Management Radio Feature 38: Bart Turtelboom in conversation with Sona Blessing Top Emerging Market Currency Picks: Indian Rupee, Turkish Lira, Mexican Peso Top Emerging Market Currency Picks: Indian Rupee, Turkish Lira, Mexican Peso Bart Turtelboom is managing director and co-head of global emerging markets at GLG Partners. Amongst others, he has been an economist at the International Monetary Fund in Washington, and as a http://www.opalesque.com/files/radio/Bart_Final.mp3 2012-02-02 11:29:14 05:57 Bart Turtelboom Radio Feature 37: Christopher Foster in conversation with Sona Blessing Trading based on hard wired human biases and crowd behaviour Trading based on hard wired human biases and crowd behaviour Christopher Foster, CEO, is the architect of Blackheath's Sentiment Strategy and Portfolio Manager of all assets in the Sentiment program. It was during one of his earlier tenures at the Friedberg Mer http://www.opalesque.com/files/radio/ChrisFoster_Final01.mp3 2012-01-20 09:29:48 12:49 Chris-Foster Radio Feature 36: Paul McNamara in conversation with Sona Blessing Emerging Markets: "Go looking for Trouble!" Emerging Markets: "Go looking for Trouble!" An investment director at GAM, Paul McNamara, is the lead manager on emerging market bond and currency long only and hedge fund strategies. He began his career as a lecturer at the University of Warsa http://www.opalesque.com/files/radio/McNamaraC_Final.mp3 2012-01-05 17:50:31 08:06 Emerging Markets Radio Feature 35: Jurgen Schmidhuber in conversation with Sona Blessing Tuning an algorithm for training on unseen data Tuning an algorithm for training on unseen data Jurgen Schmidhuber is Director of the Swiss Artificial Intelligence Lab, is Professor of Artificial Intelligence at the University of Lugano, Switzerland. Amongst his other achievements, he has publis http://www.opalesque.com/files/radio/Juergen_Final.mp3 2011-12-20 14:34:30 10:57 Juergen Radio Feature 34: Amin El Kholy in conversation with Sona Blessing MENA - Frontier Markets: Misperception of Opportunity and Yields of 8% MENA - Frontier Markets: Misperception of Opportunity and Yields of 8% Amin El Kholy is managing director, asset management at Arqaam Capital. Prior to this he was chief investment officer and head of asset management at Shuaa Asset Management where he oversaw tota http://www.opalesque.com/files/radio/Amin_Final.mp3 2011-12-02 10:01:25 13:24 Amin Radio Feature 33: Andreas Maag in conversation with Sona Blessing Gold: The question is to take profits or to buy it as insurance? Gold: The question is to take profits or to buy it as insurance? Andreas Maag, Executive Director, EMEA & APAC Head of Precious Metals Sales, UBS Investment Bank share his expertise on why the price of gold has retreated from its 1912 high, why he believes there is http://www.opalesque.com/files/radio/Maag_Final.mp3 2011-11-24 14:59:48 10:15 Radio Feature 32: Drago Indjic in conversation with Sona Blessing Alt-beta-index products could deliver double digit positive performance in Q3'11 Alt-beta-index products could deliver double digit positive performance in Q3'11 In this feature Drago Indjic, Sunningdale Capital's co-founding partner and Project Manager at the London Business School, shares his insights on embracing and implementing alternative beta index prod http://www.opalesque.com/files/radio/Drago_Final.mp3 2011-11-21 17:23:14 10:46 Drago Indjic, Sunningdale Capital's Radio Feature 31: Carmen Reinhart in conversation with Sona Blessing Financial Repression Financial Repression Carmen M. Reinhart is the Dennis Weatherstone Senior Fellow at the Peterson Institute for International Economics. Her best-selling book (with Kenneth S. Rogoff) entitled "This Time is Differ http://www.opalesque.com/files/radio/Carmen_Final.mp3 2011-11-09 15:23:48 06:15 Financial Repression Radio Feature 30: James Swarbrick in conversation with Sona Blessing Film Financing: Last In, First Out Money Film Financing: Last In, First Out Money James Swarbrick, a partner at Aegis Capital Partners LLP, has raised, structured and managed funds for over 30 productions including The King’s Speech, Harry Brown and 360. He shares his expertise, an http://www.opalesque.com/files/radio/Swarbrick_Final.mp3 2011-10-12 10:37:58 11:09 James Swarbrick Radio Feature 29: Pablo Marino in conversation with Sona Blessing Capturing steady positive returns flows from direct lending opportunities in the Americas Capturing steady positive returns flows from direct lending opportunities in the Americas In this feature Pablo Marino, Chief Investment Officer of the Savile Opportunity Fund shares his expertise and insights on their direct lending strategy - structuring deals, return drivers, mitigating http://www.opalesque.com/files/radio/Pablo_Final.mp3 2011-10-07 09:59:49 13:21 Pablo Marino Radio Feature 28: Robert Eastment in conversation with Sona Blessing The opportunity set for timberland investing in Australia The opportunity set for timberland investing in Australia In an exclusive interview Robert Eastment, Director of IndustryEdge, Forest Pulp and Paper Market Intelligence Service, shares his insights on the opportunity set for timberland investments in Austral http://www.opalesque.com/files/radio/RobertFinal.mp3 2011-09-23 15:51:40 18:09 Eastment Radio Feature 27: Professor Stephen Brown in conversation with Sona Blessing Why operational risk is a source of alpha Why operational risk is a source of alpha Professor Stephen Brown is the David S. Loeb Chair of Finance at the New York University Stern School of Business. In this live radio feature he shares his expertise and research finding on operation http://www.opalesque.com/files/radio/Brown_Final.mp3 2011-09-07 11:23:05 09:32 Radio Feature 26: Christof Schmidhuber in conversation with Sona Blessing Syndex Replication Syndex Replication Christof Schmidhuber, is a partner at Syndex Capital Management.           Formerly he was Global Head of Hedge Fund Risk Management at Credit Su http://www.opalesque.com/files/radio/Christof_Final.mp3 2011-08-31 16:08:04 12:36 Christof-Schmidhuber Radio Feature 25: Patrick Graham in conversation with Sona Blessing Investment opportunities in wind power development Investment opportunities in wind power development Patrick Graham is director of Renewable Energy Services at James W. Sewall Company, an engineering and natural resources consulting firm. He draws on 19 years of engineering and environmental consulti http://www.opalesque.com/files/radio/Graham.mp3 2011-08-23 11:36:08 13:28 PatrickGraham Radio Feature 24: Mark Schindler in conversation with Sona Blessing Chasing rumours in the market Chasing rumours in the market Mark Schindler is the author of Rumors in Financial Markets: Insights into Behavioral Finance, (Wiley) which provides insights into how rumours evolve, spread, are traded on, and provides expla http://www.opalesque.com/files/radio/MarkFinal.mp3 2011-08-15 12:31:28 10:55 MarkSchindler Radio Feature 23: Marcus Grubb in conversation with Sona Blessing Could you envisage moving back to a Gold Standard? Could you envisage moving back to a Gold Standard? Marcus Grubb is managing director, Investment, at the World Gold Council and in this feature he shares his expertise on the demand - supply dynamics playing out in the gold market ... including measur http://www.opalesque.com/files/radio/Markus_Grubb_Final.mp3 2011-08-04 16:42:41 16:23 Marcus-Grubb Radio Feature 22: Michael Poole in conversation with Sona Blessing Why European high yield still has potential Why European high yield still has potential In this live feature Michael Poole who is a fund manager within Threadneedle's high yield investment team shares why despite looming European sovereign debt led concerns he still believes there is ups http://www.opalesque.com/files/radio/Poole.mp3 2011-07-14 13:39:18 04:57 Poole Radio Feature 21: Ranjan Bhaduri in conversation with Sona Blessing "The Case for an Emerging CTA Index" "The Case for an Emerging CTA Index" Based on extensive research they have conducted, Ranjan Bhaduri, Chief Research Officer and Global Head of Research at AlphaMetrix Alternative Investment Advisors is going to talk us through "The Case http://www.opalesque.com/files/radio/Ranjan_Final.mp3 2011-07-08 17:38:40 07:45 Ranjan Radio Feature 20: Chris Biedermann in conversation with Sona Blessing Extracting performance from volatility Extracting performance from volatility To share his experience with us on a tactical approach to investing in volatility is Chris Biedermann, managing director equity derivatives at Nomura. http://www.opalesque.com/files/radio/Chris_New_Final.mp3 2011-07-04 13:53:38 10:42 Radio Feature 19: Gus Majed in conversation with Sona Blessing "...It's the marginal barrel of oil that affects the price so these 2 ml barrels of oil a day are very significant..." "...It's the marginal barrel of oil that affects the price so these 2 ml barrels of oil a day are very significant..." Drawing on his 15 years of experience in proprietary oil trading, including as former Partner at Vitol SA, and to share his take on the International Energy Agency’s (IEA) recent surprise move of rele http://www.opalesque.com/files/radio/Gus_FInal.mp3 2011-06-27 13:06:04 10:50 Gus Majed Radio Feature 18: Philip Hoffman in conversation with Sona Blessing Works of art continued to perform - prices that defied gravity during 2008-2009 Works of art continued to perform - prices that defied gravity during 2008-2009 In a live interview, Philip Hoffman, chief executive of The Fine Art Fund Group, shares his take on the trends in investing in art; why institutional investors are allocating to this asset class and w http://www.opalesque.com/files/radio/Hoffman.mp3 2011-06-13 14:16:37 09:39 Philip Hoffman Timberland Radio Special Series IV - Bret Vicary in conversation with Sona Blessing The geographic information system (GIS) which includes geographic area files describing the "lay-of-the-timberland", forms the foundation for determining amongst others the cash flow estimates The geographic information system (GIS) which includes geographic area files describing the "lay-of-the-timberland", forms the foundation for determining amongst others the cash flow estimates In this Timberland Special Feature, Bret Vicary, vice president, forestry and natural resource consulting at James W. Sewall Company, who specialises in timberland investment analysis and appraisals, http://www.opalesque.com/files/radio/Bret_Final.mp3 2011-06-10 13:47:26 12:50 Radio Feature 17: Anja Hochberg in conversation with Sona Blessing Hedge funds, at Credit Suisse's Asset Management division are currently an asset allocation overweight Hedge funds, at Credit Suisse's Asset Management division are currently an asset allocation overweight In this feature, Anja Hochberg, Head Investment Strategy at Credit Suisse’s Asset Management division, shares their tactical and strategic asset allocation outlook and potential investment opportuniti http://www.opalesque.com/files/radio/Anja_Final.mp3 2011-06-06 15:44:05 12:12 Radio Feature 16: Tanja Havemann in conversation with Sona Blessing Despite the odds why investors should consider/continue to invest in carbon markets Despite the odds why investors should consider/continue to invest in carbon markets In this feature Tanja Havemann, director of Beyond Carbon shares why despite the credit crisis, inconclusive Copenhagen and Cancun Kyoto Protocol talks and the scandals that affected the carbon market http://www.opalesque.com/files/radio/Tanja_Final.mp3 2011-05-31 00:00:00 15:20 Tanja Radio Feature 15: Ioannis Akkizidis in conversation with Sona Blessing Coping with increased risk management and a changing regulatory environment Coping with increased risk management and a changing regulatory environment Ioannis Akkizidis, is product manager and financial risk analyst at FRSGlobal (which became part of Wolters Kluwer financial services in September 2010), he is also visiting lecturer at The Universit http://www.opalesque.com/files/radio/IoannisInterview_New.mp3 2011-05-17 10:34:37 14:33 Radio Feature 14: Michael Stahel in conversation with Sona Blessing Exploiting the cyclicality and seasonality aspect of investing in Insurance Linked Investments (ILI) to capture performance Exploiting the cyclicality and seasonality aspect of investing in Insurance Linked Investments (ILI) to capture performance Michael Stahel, head Insurance-Linked Investments at Clariden Leu assesses how insurers/reinsurers will likely cope with, on the one hand the significant losses caused by the occurrence of natural cat http://www.opalesque.com/files/radio/Michael.mp3 2011-05-11 00:00:00 12:46 Extracting performance from commodity volatility Radio Feature 13: Nicolas Robin in conversation with Sona Blessing Radio Feature 13: Nicolas Robin in conversation with Sona Blessing In this feature Nicolas Robin, co-manager of the Threadneedle (Lux) Enhanced Commodities Fund discusses how to deal with and reduce the impact of contango and the cost of carry; although commodities a http://www.opalesque.com/files/radio/Nicolas_Final.mp3 2011-05-03 11:20:38 07:53 Nicolas Radio Feature 12: Carlos Ferreira in conversation with Sona Blessing Operational due diligence: Considerations that can make the process effective Operational due diligence: Considerations that can make the process effective The role of managing operational risk for a hedge fund or fund of funds continues to pose a challenge - especially, as numerous exogenous factors (such as changes in regulation, taxation, structures e http://www.opalesque.com/files/radio/Carlos_Final1.mp3 2011-04-28 17:12:11 10:31 Carlos Radio Feature 11: Karsten Bromann in conversation with Sona Blessing The implications of the recent Japan earthquake for those invested in insurance risk transfer instruments - insurance linked securities - and why now might even be an opportune time to invest. The implications of the recent Japan earthquake for those invested in insurance risk transfer instruments - insurance linked securities - and why now might even be an opportune time to invest. Together with Solidum Partners, Karsten Bromann, I discuss the implications of the recent Japan earthquake for those invested in insurance risk transfer instruments - insurance linked securities - and http://www.opalesque.com/files/radio/Karsten.mp3 2011-04-01 14:24:13 21:22 Karsten Bromann Timberland Radio Feature Special Series - III How the TIMO structure has evolved and the challenges that lie ahead since HTRG offered institutional investors their first timberland investment fund, ForesTree One, in 1984 How the TIMO structure has evolved and the challenges that lie ahead since HTRG offered institutional investors their first timberland investment fund, ForesTree One, in 1984 In a conversation with Sona Blessing, Court Washburn, Managing Director and CIO of the Hancock Timber Resource Group (HTRG), shares how the timberland investment management organisation (TIMO) structu http://www.opalesque.com/files/radio/Cwashburn_Final.mp3 2011-03-25 14:58:53 11:11 Timberland Radio Feature Special Series - II Forestry Competences Generating New Business Opportunities in Brazil Forestry Competences Generating New Business Opportunities in Brazil Rodrigo Sobreiro Antonio, Strategic planning manager - Forestry Business Unit, at Brazil's Suzano Pulp and Paper, tells Sona Blessing how they are exploiting their forest based competence beyond pulp http://www.opalesque.com/files/radio/Timberland_Final.mp3 2011-03-23 10:18:06 8:53 Timberland Timberland Radio Feature Special Series - I Market Drivers for Appraising Timberland in Brazil Market Drivers for Appraising Timberland in Brazil In this interview, Jefferson Mendes, CEO of Poyry Silviconsult Engenharia, a leading Brazilian timberland consultant, shares his thoughts with Sona Blessing on the potential for timberland investing i http://www.opalesque.com/files/radio/Mendes_Final.mp3 2011-03-24 09:48:59 12:37 Timberland Radio Feature Ten: Neal Kutner in conversation with Sona Blessing The think behind a real return product The think behind a real return product In this radio feature Neal Kutner, managing director of BNY Mellon Asset Management's Swiss Representative Office (also responsible for business development in Switzerland, Austria, Liechtenstein and http://www.opalesque.com/files/radio/Bnymellon.mp3 2011-03-09 17:27:14 07:43 neal Commercial real estate allocations in China and the role of a tax efficient fund structure Radio Feature Nine: Raymond Fung in conversation with Sona Blessing Radio Feature Nine: Raymond Fung in conversation with Sona Blessing Despite the yuan's anticipated appreciation, the impact of continued monetary tightening, the role of leverage and loans against land as collateral issues, valuation issues, reforms in the real estate http://www.opalesque.com/files/radio/Radio_Feature_09.mp3 2011-02-28 18:10:02 7:16 fund structure Radio Feature Eight: Dennis van den Bosch in conversation with Sona Blessing Currency: Manipulation, Switching to gold, Fate of the Euro, Inflation, Tactical and strategic allocations Currency: Manipulation, Switching to gold, Fate of the Euro, Inflation, Tactical and strategic allocations Dennis van den Bosch is senior portfolio manager (trading and risk control) - global currency, at Henderson Global Investors. He has over 20 years of working experience in the financial industry which http://www.opalesque.com/files/radio/DeniceFinal.mp3 2011-02-14 13:40:38 13:51 Dennis Van Den Radio Feature Seven: Tim Coffin in conversation with Sona Blessing The potential impact on freight rates, particularly oil (short and long term), as socio-political and economic uprisings like the one in Egypt play-out. The potential impact on freight rates, particularly oil (short and long term), as socio-political and economic uprisings like the one in Egypt play-out. Tim Coffin from M2M Management shares his views. http://www.opalesque.com/files/radio/RF7Full.mp3 2011-02-10 13:41:36 06:51 tim Exclusive Radio Feature: Jim Rogers in conversation with Sona Blessing Should investors continue to invest in commodities? Should investors continue to invest in commodities? Jim Rogers in an exclusive interview with Sona Blessing "My question is why do people even bother with stocks, that's not where the bull market is," Jim Rogers, CEO of Rogers Holdings. http://www.opalesque.com/files/radio/jimrogers.mp3 2011-02-03 11:56:31 04:57 jimrogers Radio Feature Six: Doug St. John in conversation with Sona Blessing Can an allocation to physical timberland be structured to generate a stream of steady returns (cash flows)? Can an allocation to physical timberland be structured to generate a stream of steady returns (cash flows)? Doug St. John is director of client services with Green Crow Management Services LLC, a provider of timberland services to institutional and high net worth investors. He has over 15 years of experienc http://www.opalesque.com/files/radio/Doug.mp3 2011-01-28 14:26:09 12:14 Doug St. John Radio Feature Five: Sibylle Peter in conversation with Sona Blessing Highlights from "2010, The Myth of Family Offices", a study, that focuses on asset, risk management and investing in the context of the global financial and economic crisis. Highlights from "2010, The Myth of Family Offices", a study, that focuses on asset, risk management and investing in the context of the global financial and economic crisis. Sibylle Peter is a member of the executive committee of Complementa Investment-Controlling AG. Among others, she also assists high net worth private clients and family offices with mandates and projec http://www.opalesque.com/files/radio/DrSybillePeters_Final.mp3 2011-01-03 11:25:05 12:29 Sibylle Peter Radio Feature Four: Thomas Suter in conversation with Sona Blessing In the context of the sovereign debt crisis - the increasing relevance and role of currencies as an asset class/overlay in portfolio management and asset allocation In the context of the sovereign debt crisis - the increasing relevance and role of currencies as an asset class/overlay in portfolio management and asset allocation Thomas Suter is CEO of Swiss based Quaesta Capital, a currencies multi-manager specialist (CHF1.3 bilion). Prior to this he held managerial positions at SBC/UBS Warburg - the focus of his activities http://www.opalesque.com/files/radio/Thomas.mp3 2010-12-15 17:40:53 12:56 Thomas Suter,Quaesta Capital Radio Feature Three: Jean-Philippe Weisskopf in conversation with Sona Blessing Wine as an asset class and its performance through the most recent crisis Wine as an asset class and its performance through the most recent crisis Jean-Philippe is a teaching and research assistant, Chaire de Gestion Financiere (Prof. Isakov), at the University of Fribourg, Switzerland where he is currently also a Ph.D. candidate in finance. http://www.opalesque.com/files/radio/New_Jean_Final01.mp3 2010-12-01 17:44:28 16:07 Jean-Philippe Radio Feature Two: Professor Altman in conversation with Sona Blessing Assessing the current condition and outlook for global sovereigns and the corporate credit space Assessing the current condition and outlook for global sovereigns and the corporate credit space Edward I. Altman is Director Credit and Debt Markets Research Progam, Max L. Heine Professor of Finance at the New York University, Leonard N. Stern School of Business. In his own words also known as http://www.opalesque.com/files/radio/1289893847.mp3 2010-11-16 08:50:46 11:00 Professor Altman Radio Feature One: Cyril Demaria in conversation with Sona Blessing Fact or fiction : Private Equity: Does being patient still pay a premium? Fact or fiction : Private Equity: Does being patient still pay a premium? Cyril Demaria, is an asset manager and authority on private equity - direct, funds of funds and secondaries. He currently manages a small business angels fund (Pilot Fish I, vintage year 2009). Prior http://www.opalesque.com/files/radio/1288686945.mp3 2010-11-03 09:35:44 23:26 Cyril Demaria