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From Matthias Knab: 650 alternative investment managers, investors and service providers from the hedge fund, private equity and real estate world met at the Strategic Research Institute's 8th Alternative Investment Roundup in Scottsdale, Arizona last week.

Investing in Alternatives in 2006 Marcel Erni, Co-Founder of Partners Group which has $8bln in private equity and $2bln in hedege funds, has a bullish outlook, however he added it important to look at the different sectors and markets individually. China is luring with potential great returns, but Erni is a big fan of the US venture capital market because if its quality and maturity. Everyone expects a gradual increase of interest rates, so there is nothing to add from the interest side.

Erni also warns that when a hedge fund is re-inventing itself overnight as a “private equity” boutique, investors should carefully check out the skill set and experience of the firm.

Alan Andreini, Managing Director at Money Management Group, predicts two more possible Fed rate hikes this year. He and his company are bearish on US stocks and the dollar. He thinks this year we will see an “inverse” of the (interest rate) conundrum we had last year: interest rates going up but this year for different reasons. Foreign central banks (who largely finance US debt at the moment) would change their money flows, if domestic markets in India, China continue to further develop. Another risk co......................

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