Tue, Mar 19, 2024
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications

Co- and Direct Investments is where the puck is going in a big way (Roundtable)

 

Sign up here for our free Roundtable Scripts - get this unique intelligence by email as Opalesque publishes them:

Co-Investments are equity, debt or other exposures offered by fund managers to their investors directly in the portfolio companies, project or trade in which they invest. They can offer access to high-conviction ideas and differentiated return streams with lower fees and potentially enhanced returns. Co-investments also allow investors to better manage and add concentration in their portfolio and can therefore be an attractive complement to fund investing.

The number of co-investments in private equity has grown 20 fold over the last 17 years with about 90% of private equity fund managers offering co-investment opportunities. Co-investment and direct deals have been gaining significant momentum for hedge funds and real estate funds as well. In a 2016 survey, 80% of investors said they exercise co-investment rights at best 'occasionally', 13% using them 'very often', and 6% employing them 'always or almost always'. Over 50% of investors said they shortened their decision making processes, mainly in order to do more co-investment.

A recent Forbes article pointed out that private investors with a net worth of $500 million or more are using a significant and increasing part of their wealth to acquire a stake in or whole businesses throughout the world, typically through a direct investment via their single-family offices. For example, many of Pierre duPont's clients don't want to invest in a fund because they recognize that the best way to protect and grow their wealth is to own a substantial chunk of a successful and growing business which ideally is in line with their own operational and entrepreneurial expertise.

Still, a large range of investors are receptive to co-investments via an asset manager because the trades are typically complicated and often a host of legal structures are involved. Investors also appreciate and seek the flexibility co-investments are offering, as they can be structured in a wide variety of ways - e.g. segregated portfolio company (SPC), a fund-of-one or a separately managed account (SMA) to meet the needs and preferences of the investor surrounding issues such as custody, investment discretion and confidentiality of their involvement.

While we know that the fees and investment returns look good, but the lack of process, organizational structure and difficulties around manager selection are blocking points for many investors. Timing can also be an issue regarding the timely execution of a co-investment, but this can be addressed upfront with prearranged fees and prearranged structures (page 7, 21).

This Roundtable, sponsored by Lyxor Asset Management, took place in New York City with:

  1. David Dunn, Co-Managing Partner and Co-CIO, Cross Sound Management
  2. Jason Hubschman, Head of Financial Engineering and Product Development, Lyxor Asset Management Inc.
  3. Jean-Francois Tormo, U.S. Head of Global Portfolio Solutions and Senior Portfolio Manager, Lyxor Asset Management Inc.
  4. Jim Mitarotonda, CEO and Chief Investment Officer, Barington Capital Group
  5. Kieran Cavanna, CIO, Old Farm Partners
  6. Marco Lukesch, Portfolio Manager, Emso Asset Management
  7. Pierre duPont, Partner, HPM Partners

The group also discussed:

  • Which are the three main reasons or motivations for a co- or direct investment? (page 6, 7). Why almost all activist managers offer co-investments (page 7). Shifting from credit towards more equity-related types of co-investments (page 10)
  • Liquidity considerations for co-investments (page 8). Typical fee arrangements for co-investments (page 9, 24-25)
  • Due diligence and questions to ask when reviewing a co-investment (page 18). How to deal with the potentially higher volatility of co-investments (page 9, 11). Portfolio construction with co-investments (page 19). What can go wrong and lessons learned. Risk in co-investments and how to mitigate it (page 22-25)
  • The role of manager selection (page 12, 15). What is the ideal co-investor (co-investment partner selection)? (page 12, 13, 18). Sourcing of co-investments (page 14, 15)
  • Allocators often develop teams for co-investments. How do managers view their expertise? (page 11). Why family offices and high net-worth investors are welcome co-investors (page 17)
  • Governance and best practices in co-investments (page 13-15 ). Process and infrastructure considerations for co-investments (page 14, 21)
  • Co-investment funds of funds: Why commingling co-investments can ultimately be attractive. The opt-in structure (page 19-22)

Access the Opalesque Co-Investment Roundtable - New York 2018 | Download here

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!

Article Link

Other Opalesque Roundtables in New York
Tue, 02 Jun 2020
Opalesque Roundtable Series - 2020 Investor Roundtable More informationDownload
Wed, 17 Jul 2019
Opalesque Crypto Asset Pricing & Valuation Roundtable More informationDownload
Mon, 03 Jun 2019
Opalesque Roundtable Series - North America Private Equity & Venture Capital More informationDownload
Tue, 04 Dec 2018
Opalesque Alternative Credit Roundtable - New York 2018 More informationDownload
Mon, 14 May 2018
Opalesque Cryptocurrency & Blockchain Roundtable: NYC More informationDownload
Mon, 27 Nov 2017
Opalesque Roundtable Series - 2017 Investor Roundtable More informationDownload
Mon, 16 Oct 2017
Opalesque Roundtable Series - New York 2017 More informationDownload
Mon, 31 Oct 2016
Opalesque Roundtable Series - New York 2016 More informationDownload
Fri, 16 Oct 2015
Opalesque Roundtable Series - Fund Operations More informationDownload
Tue, 10 Mar 2015
Opalesque 2015 LIQUID ALTERNATIVES Roundtable More informationDownload
Mon, 09 Dec 2013
Opalesque Roundtable Series - New York 2013 More informationDownload
Tue, 23 Oct 2012
Opalesque Roundtable Series - New York 2012 More informationDownload
Thu, 06 Oct 2011
Opalesque Roundtable Series - New York 2011 More informationDownload
Thu, 18 Nov 2010
Opalesque Roundtable Series - New York 2010 More informationDownload
Fri, 26 Jun 2009
Opalesque Roundtable Series - New York 2009 More informationDownload
Wed, 11 Jun 2008
Opalesque Roundtable Series - New York 2008 More informationDownload
Opalesque Roundtable Series - A Catalogue of Intelligence on Global Hedge Fund Centers:
Tue, 03 Oct 2023
Opalesque Roundtable Series - The Bahamas 2023 More informationDownload
Mon, 01 Aug 2022
Opalesque Roundtable Series - The Bahamas 2022 More informationDownload
Wed, 23 Jun 2021
Opalesque Roundtable Series - The Bahamas 2021 More informationDownload
Mon, 10 May 2021
Opalesque Roundtable Series - Jersey 2021 More informationDownload
Thu, 17 Dec 2020
Opalesque Roundtable Series - INNOVATION More informationDownload
Wed, 29 Jul 2020
Opalesque Roundtable Series - The Bahamas 2020 More informationDownload
Wed, 22 Jan 2020
Opalesque Roundtable Series - Miami 2020 More informationDownload
Fri, 06 Dec 2019
Opalesque Roundtable Series - DIVERSITY More informationDownload
Wed, 30 Oct 2019
Opalesque Roundtable Series - European Private Equity & Venture Capital More informationDownload
Wed, 10 Jul 2019
Opalesque Roundtable Series - The Bahamas 2019 More informationDownload
Wed, 24 Apr 2019
Opalesque Roundtable Series - Asian Private Equity More informationDownload
Sun, 07 Apr 2019
Opalesque Cryptocurrency & Blockchain Roundtable: Gulf More informationDownload
Mon, 18 Mar 2019
Opalesque Roundtable Series - Cayman 2019 More informationDownload
Sat, 09 Feb 2019
Opalesque Roundtable Series - ESG & Impact Investing More informationDownload
Thu, 31 Jan 2019
Opalesque Roundtable Series - Miami 2019 More informationDownload
Tue, 22 Jan 2019
Opalesque Roundtable Series - South Africa 2019 More informationDownload
Fri, 11 Jan 2019
Opalesque Roundtable Series - Hong Kong 2019 More informationDownload
Tue, 18 Dec 2018
Opalesque Roundtable Series - Switzerland 2018 More informationDownload
Tue, 11 Dec 2018
Opalesque 2018 Chicago Roundtable More informationDownload
Mon, 26 Nov 2018
Opalesque Roundtable Series - Nordic Region 2018 More informationDownload
Tue, 13 Nov 2018
Opalesque Roundtable Series - Frankfurt 2018 More informationDownload
Wed, 31 Oct 2018
Opalesque Currency Trading Roundtable 2018 More informationDownload
Wed, 08 Aug 2018
Opalesque Roundtable Series - Luxembourg 2018 More informationDownload
Tue, 10 Jul 2018
Opalesque Roundtable Series - France 2018 More informationDownload
Tue, 12 Jun 2018
Opalesque Roundtable Series - The Bahamas 2018 More informationDownload
Mon, 28 May 2018
Opalesque Roundtable Series - U.K. 2018 More informationDownload
Tue, 10 Apr 2018
Opalesque Roundtable Series - Connecticut 2018 More informationDownload
Fri, 02 Mar 2018
Opalesque Roundtable Series - Cayman 2018 More informationDownload
Tue, 20 Feb 2018
Opalesque Roundtable Series - Miami 2018 More informationDownload
Thu, 08 Feb 2018
Opalesque Roundtable Series - Japan 2018 More informationDownload
Thu, 25 Jan 2018
Opalesque Roundtable Series - China 2018 More informationDownload
Wed, 17 Jan 2018
Opalesque Roundtable Series - Hong Kong 2018 More informationDownload
Tue, 09 Jan 2018
Opalesque Roundtable Series - South Africa 2018 More informationDownload
Thu, 21 Dec 2017
Opalesque 2017 Chicago Roundtable More informationDownload
Tue, 12 Dec 2017
Opalesque Roundtable Series - Bermuda 2017 More informationDownload
Mon, 04 Dec 2017
Opalesque Roundtable Series - Family Office Roundtable More informationDownload
Tue, 14 Nov 2017
Opalesque Roundtable Series - Malta 2017 More informationDownload
Tue, 07 Nov 2017
Opalesque Roundtable Series - Ireland 2017 More informationDownload
Tue, 24 Oct 2017
Opalesque Roundtable Series - Netherlands 2017 More informationDownload
Tue, 08 Aug 2017
Opalesque Roundtable Series - Nordic Region 2017 More informationDownload
Mon, 24 Jul 2017
Opalesque Roundtable Series - U.K. 2017 More informationDownload
Wed, 03 May 2017
Opalesque Roundtable Series - France 2017 More informationDownload
Thu, 20 Apr 2017
Opalesque Roundtable Series - Frankfurt 2017 More informationDownload
Thu, 06 Apr 2017
Opalesque Roundtable Series - Zurich 2017 More informationDownload
Sun, 12 Mar 2017
Opalesque Roundtable Series - Gulf (Dubai) 2017 More informationDownload
Tue, 14 Feb 2017
Opalesque Roundtable Series - Cayman 2017 More informationDownload
Wed, 25 Jan 2017
Opalesque Roundtable Series - Geneva 2017 More informationDownload
Thu, 19 Jan 2017
Opalesque Roundtable Series - South Africa 2017 More informationDownload
Wed, 11 Jan 2017
Opalesque Roundtable Series - Netherlands 2016 More informationDownload
Wed, 04 Jan 2017
Opalesque Roundtable Series - Japan 2017 More informationDownload
Thu, 15 Dec 2016
Opalesque Roundtable Series - China 2016 More informationDownload
Wed, 07 Dec 2016
Opalesque Roundtable Series - Hong Kong 2016 More informationDownload
Thu, 01 Dec 2016
Opalesque Roundtable Series - Australia 2016 More informationDownload
Thu, 24 Nov 2016
Opalesque Roundtable Series - Singapore 2016 More informationDownload
Tue, 15 Nov 2016
Opalesque Roundtable Series - Bermuda More informationDownload
Mon, 07 Nov 2016
Opalesque Roundtable Series - Guernsey More informationDownload
Mon, 24 Oct 2016
Opalesque Roundtable Series - Miami 2017 More informationDownload
Mon, 17 Oct 2016
Opalesque Roundtable Series - 2016 Investor Roundtable More informationDownload
Wed, 03 Aug 2016
Opalesque Roundtable Series - U.K. 2016 More informationDownload
Fri, 22 Jul 2016
Opalesque Roundtable Series - France 2016 More informationDownload
Thu, 14 Jul 2016
Opalesque Roundtable Series - Jersey More informationDownload
Mon, 04 Jul 2016
Opalesque Roundtable Series - Frankfurt 2016 More informationDownload
Tue, 21 Jun 2016
Opalesque Roundtable Series - Malta 2016 More informationDownload
Wed, 08 Jun 2016
Opalesque Roundtable Series - Montreal
Opalesque Roundtable Series - Montreal (French version)
More information
Thu, 10 Mar 2016
Opalesque Roundtable Series - Connecticut 2016 More informationDownload
Wed, 02 Mar 2016
Opalesque Roundtable Series - Latin America 2016 More informationDownload
Mon, 22 Feb 2016
Opalesque Roundtable Series - Geneva 2016 More informationDownload
Mon, 15 Feb 2016
Opalesque Roundtable Series - Japan 2016 More informationDownload
Sun, 07 Feb 2016
Opalesque Roundtable Series - Zurich 2016 More informationDownload
Wed, 27 Jan 2016
Opalesque Roundtable Series - Cayman 2016 More informationDownload
Mon, 18 Jan 2016
Opalesque Roundtable Series - China More informationDownload
Fri, 01 Jan 2016
Opalesque Roundtable Series - Hong Kong 2015 More informationDownload
Thu, 24 Dec 2015
Opalesque Roundtable Series - Singapore 2015 More informationDownload
Wed, 16 Dec 2015
Opalesque Roundtable Series - Miami 2016
Opalesque Roundtable Series - Miami 2016 (Mandarin version)
Opalesque Roundtable Series - Miami 2016 (Portuguese version)
More information
Thu, 10 Dec 2015
Opalesque Roundtable Series - South Africa 2016 More informationDownload
Wed, 02 Dec 2015
Opalesque Roundtable Series - Australia 2015 More informationDownload
Wed, 25 Nov 2015
Opalesque Roundtable Series - Nordic Region 2015 More informationDownload
Tue, 17 Nov 2015
Opalesque Roundtable Series - Investor Roundtable More informationDownload
Thu, 05 Nov 2015
Opalesque Roundtable Series - France 2015 More informationDownload
Fri, 30 Oct 2015
Opalesque Roundtable Series - Russia 2015 More informationDownload
Fri, 23 Oct 2015
Opalesque Roundtable Series - Gibraltar 2015 More informationDownload
Tue, 06 Oct 2015
Opalesque Roundtable Series - Netherlands 2015 More informationDownload
Fri, 14 Aug 2015
Opalesque Roundtable Series - West Coast 2015 More informationDownload
Sat, 01 Aug 2015
Opalesque Roundtable Series - Ireland More informationDownload
Wed, 22 Jul 2015
Opalesque Roundtable Series - Baltimore More informationDownload
Thu, 25 Jun 2015
Opalesque Roundtable Series - Malta 2015 More informationDownload
Thu, 04 Jun 2015
Opalesque Roundtable Series - Frankfurt 2015 More informationDownload
Thu, 28 May 2015
Opalesque Roundtable Series - Boston 2015 More informationDownload
Fri, 15 May 2015
Opalesque Roundtable Series - Canada 2015 More informationDownload
Wed, 06 May 2015
Opalesque Roundtable Series - U.K. 2015 More informationDownload
Thu, 26 Mar 2015
Opalesque Roundtable Series - Texas 2015 More informationDownload
Fri, 20 Mar 2015
Opalesque Roundtable Series - Cayman 2015 More informationDownload
Tue, 10 Feb 2015
Opalesque Roundtable Series - Geneva 2015 More informationDownload
Thu, 05 Feb 2015
Opalesque Roundtable Series - Miami 2015
Opalesque Roundtable Series - Miami 2015 (Mandarin version)
Opalesque Roundtable Series - Miami 2015 (Portuguese version)
More information
Thu, 29 Jan 2015
Opalesque Roundtable Series - Zurich 2015 More informationDownload
Tue, 20 Jan 2015
Opalesque Roundtable Series - South Africa 2015 More informationDownload
Thu, 08 Jan 2015
Opalesque Roundtable Series - Japan 2014 More informationDownload
Tue, 23 Dec 2014
Opalesque Roundtable Series - Australia 2014 More informationDownload
Wed, 10 Dec 2014
Opalesque Roundtable Series - Hong Kong 2014 More informationDownload
Mon, 01 Dec 2014
Opalesque Roundtable Series - Singapore 2014 More informationDownload
Thu, 20 Nov 2014
Opalesque Roundtable Series - Gulf (Dubai) 2014 More informationDownload
Tue, 04 Nov 2014
Opalesque Roundtable Series - Gibraltar More informationDownload
Tue, 28 Oct 2014
Opalesque Roundtable Series - Russia 2014 More informationDownload
Mon, 20 Oct 2014
Opalesque Roundtable Series - Luxembourg More informationDownload
Wed, 08 Oct 2014
Opalesque Roundtable Series - Netherlands 2014 More informationDownload
Wed, 01 Oct 2014
Opalesque Roundtable Series - U.K. 2014 More informationDownload
Thu, 03 Jul 2014
Opalesque Roundtable Series - France 2014 More informationDownload
Fri, 27 Jun 2014
Opalesque Roundtable Series - Frankfurt 2014 More informationDownload
Wed, 14 May 2014
Opalesque Roundtable Series - Malta 2014 More informationDownload
Fri, 07 Mar 2014
Opalesque Roundtable Series - Cayman 2014 More informationDownload
Wed, 05 Feb 2014
Opalesque Roundtable Series - Geneva 2014 More informationDownload
Wed, 22 Jan 2014
Opalesque Roundtable Series - Zurich 2014 More informationDownload
Fri, 17 Jan 2014
Opalesque Roundtable Series - South Africa 2014 More informationDownload
Tue, 07 Jan 2014
Opalesque Roundtable Series - Miami 2014
Opalesque Roundtable Series - Miami 2014 (Spanish version)
Opalesque Roundtable Series - Miami 2014 (Portuguese version)
More information
Tue, 17 Dec 2013
Opalesque Roundtable Series - Brazil 2013 More informationDownload
Mon, 18 Nov 2013
Opalesque 2013 Chicago Roundtable More informationDownload
Thu, 07 Nov 2013
Opalesque 2013 HARD ASSETS Roundtable More informationDownload
Wed, 16 Oct 2013
Opalesque Roundtable Series - Nordic Region 2013 More informationDownload
Mon, 05 Aug 2013
Opalesque Roundtable Series - Connecticut 2013 More informationDownload
Tue, 16 Jul 2013
Opalesque Roundtable Series - Frankfurt 2013 More informationDownload
Wed, 10 Jul 2013
Opalesque Roundtable Series - France 2013 More informationDownload
Tue, 02 Jul 2013
Opalesque Roundtable Series - Gulf (Abu Dhabi) 2013 More informationDownload
Mon, 24 Jun 2013
Opalesque Roundtable Series - U.K. 2013 More informationDownload
Mon, 17 Jun 2013
Opalesque Roundtable Series - West Coast 2013 More informationDownload
Wed, 12 Jun 2013
Opalesque Roundtable Series - Australia 2013 More informationDownload
Thu, 30 May 2013
Opalesque Roundtable Series - Hong Kong 2013 More informationDownload
Mon, 20 May 2013
Opalesque Roundtable Series - Japan 2013 More informationDownload
Tue, 14 May 2013
Opalesque Roundtable Series - Singapore 2013 More informationDownload
Wed, 13 Mar 2013
Opalesque Roundtable Series - Netherlands 2013 More informationDownload
Mon, 21 Jan 2013
Opalesque Roundtable Series - Florida 2013 More informationDownload
Mon, 14 Jan 2013
Opalesque Roundtable Series - Cayman 2013 More informationDownload
Mon, 17 Dec 2012
Opalesque Roundtable Series - Geneva 2013 More informationDownload
Wed, 05 Dec 2012
Opalesque Roundtable Series - South Africa 2013 More informationDownload
Mon, 26 Nov 2012
Opalesque Roundtable Series - Zurich 2012 More informationDownload
Thu, 01 Nov 2012
Opalesque Roundtable Series - Managed Futures 2012 More informationDownload
Tue, 16 Oct 2012
Opalesque Roundtable Series - Connecticut 2012 More informationDownload
Tue, 02 Oct 2012
Opalesque Roundtable Series - Canada 2012 More informationDownload
Mon, 24 Sep 2012
Opalesque Roundtable Series - Nordic Region 2012 More informationDownload
Wed, 25 Jul 2012
Opalesque Roundtable Series - U.K. 2012 More informationDownload
Tue, 17 Jul 2012
Opalesque Roundtable Series - Monaco 2012 More informationDownload
Thu, 05 Jul 2012
Opalesque Roundtable Series - Frankfurt 2012 More informationDownload
Thu, 14 Jun 2012
Opalesque Roundtable Series - Japan 2012 More informationDownload
Thu, 07 Jun 2012
Opalesque Roundtable Series - Hong Kong 2012 More informationDownload
Wed, 30 May 2012
Opalesque Roundtable Series - Singapore 2012 More informationDownload
Wed, 23 May 2012
Opalesque Roundtable Series - Australia 2012 More informationDownload
Thu, 10 May 2012
Opalesque Roundtable Series - Gulf (Abu Dhabi) 2012 More informationDownload
Thu, 03 May 2012
Opalesque Roundtable Series - France 2012 More informationDownload
Wed, 04 Apr 2012
Opalesque Roundtable Series - Brazil 2012 More informationDownload
Thu, 12 Jan 2012
Opalesque Roundtable Series - Geneva 2012 More informationDownload
Wed, 21 Dec 2011
Opalesque Roundtable Series - Pfäffikon 2012 More informationDownload
Fri, 09 Dec 2011
Opalesque Roundtable Series - South Africa 2012 More informationDownload
Thu, 24 Nov 2011
Opalesque Roundtable Series - Netherlands 2011 More informationDownload
Mon, 14 Nov 2011
Opalesque Roundtable Series - Texas 2011 More informationDownload
Mon, 07 Nov 2011
Opalesque Roundtable Series - Boston 2011 More informationDownload
Mon, 31 Oct 2011
Opalesque Roundtable Series - Cayman 2011 More informationDownload
Mon, 24 Oct 2011
Opalesque Roundtable Series - Connecticut 2011 More informationDownload
Wed, 10 Aug 2011
Opalesque Roundtable Series - France 2011 More informationDownload
Mon, 01 Aug 2011
Opalesque Roundtable Series - U.K. 2011 More informationDownload
Mon, 25 Jul 2011
Opalesque Roundtable Series - Austria 2011 More informationDownload
Wed, 29 Jun 2011
Opalesque Roundtable Series - Frankfurt 2011 More informationDownload
Thu, 19 May 2011
Opalesque Roundtable Hong Kong 2011 More informationDownload
Mon, 02 May 2011
Opalesque Roundtable Series - Singapore 2011 More informationDownload
Tue, 26 Apr 2011
Opalesque Roundtable Series - Australia 2011 More informationDownload
Sun, 10 Apr 2011
Opalesque Roundtable Series - New Zealand 2011 More informationDownload
Sun, 03 Apr 2011
Opalesque Roundtable Series - West Coast 2011 More informationDownload
Fri, 25 Mar 2011
Opalesque Roundtable Series - Colorado 2011 More informationDownload
Thu, 20 Jan 2011
Opalesque Roundtable Series - Geneva 2010 More informationDownload
Sun, 19 Dec 2010
Opalesque Roundtable Series - Malta 2011 More informationDownload
Tue, 14 Dec 2010
Opalesque Roundtable Series - South Africa 2011 More informationDownload
Fri, 03 Dec 2010
Opalesque Roundtable Series - Connecticut 2010 More informationDownload
Tue, 09 Nov 2010
Opalesque Roundtable Series - Singapore 2010 More informationDownload
Thu, 04 Nov 2010
Opalesque Roundtable Series - Cayman 2010 More informationDownload
Mon, 25 Oct 2010
Opalesque Roundtable Series - Hong Kong 2010 More informationDownload
Mon, 04 Oct 2010
Opalesque Roundtable Series - Zurich 2010 More informationDownload
Tue, 20 Jul 2010
Opalesque Roundtable Series - U.K. 2010 More informationDownload
Wed, 16 Jun 2010
Opalesque Roundtable Series - Florida More informationDownload
Sun, 06 Jun 2010
Opalesque Roundtable Series - Boston 2010 More informationDownload
Mon, 24 May 2010
Opalesque Roundtable Series - West Coast 2010 More informationDownload
Sat, 08 May 2010
Opalesque Roundtable Series - Texas 2010 More informationDownload
Wed, 28 Apr 2010
Opalesque Roundtable Series - Brazil 2010 More informationDownload
Mon, 29 Mar 2010
Opalesque Roundtable Series - New Zealand 2010 More informationDownload
Thu, 18 Mar 2010
Opalesque Roundtable Series - Australia 2010 More informationDownload
Thu, 04 Mar 2010
Opalesque Roundtable Series - Japan 2010 More informationDownload
Sat, 09 Jan 2010
Opalesque Roundtable Series - South Africa 2010 More informationDownload
Tue, 15 Dec 2009
Opalesque Roundtable Series - France 2009 More informationDownload
Mon, 30 Nov 2009
Opalesque Roundtable Series - Geneva 2009 More informationDownload
Tue, 17 Nov 2009
Opalesque Managed Futures Roundtable - Chicago 2009 More informationDownload
Mon, 09 Nov 2009
Opalesque Roundtable Series - Canada 2009 More informationDownload
Mon, 19 Oct 2009
Opalesque Roundtable Series - Connecticut 2009 More informationDownload
Mon, 05 Oct 2009
Opalesque 2009 - U.K Roundtable 2009 More informationDownload
Tue, 09 Jun 2009
Opalesque Roundtable Series - Cayman 2009 More informationDownload
Fri, 29 May 2009
Opalesque Roundtable Series - Japan 2009 More informationDownload
Thu, 21 May 2009
Opalesque Roundtable Series - U.S. West Coast 2009 More informationDownload
Wed, 13 May 2009
Opalesque Roundtable Series - Hong Kong 2009 More informationDownload
Fri, 24 Apr 2009
Opalesque Roundtable Series - Singapore 2009 More informationDownload
Thu, 19 Mar 2009
Opalesque Roundtable Series - Zurich 2009 More informationDownload
Fri, 05 Dec 2008
Opalesque Roundtable Series - South Africa 2008 More informationDownload
Mon, 17 Nov 2008
Opalesque Roundtable Series - Brazil 2008 More informationDownload
Fri, 07 Nov 2008
Opalesque Roundtable Series - Russia 2008 More informationDownload
Mon, 20 Oct 2008
Opalesque Roundtable Series - Nordic Region 2008 More informationDownload
Wed, 01 Oct 2008
Opalesque Roundtable Series - Geneva 2008 More informationDownload
Wed, 02 Jul 2008
Opalesque Roundtable Series - London 2008 More informationDownload
Fri, 23 May 2008
Opalesque Roundtable Series - Japan 2008 More informationDownload
Tue, 20 May 2008
Opalesque Roundtable Series - Hong Kong - Mandarin (Chinese) language More informationDownload
Wed, 30 Apr 2008
Opalesque Roundtable Series - Hong Kong 2008 More informationDownload
Wed, 23 Apr 2008
Opalesque Roundtable Series - Singapore 2008 More informationDownload
Tue, 25 Mar 2008
Opalesque Roundtable Series - Australia 2008 More informationDownload
Mon, 17 Mar 2008
Opalesque Roundtable Series - New Zealand 2008 More informationDownload
Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. KKR raises $6.4bn for the largest pan-Asia infrastructure fund[more]

    Laxman Pai, Opalesque Asia: The New York-based global investment firm KKR has raised a record $6.4bn for its second Asia-focused infrastructure fund, underlining investors' continued appetite for private markets. According to a media release from the alternative assets manager, the figure top

  2. Bucking the trend, top hedge fund makes plans for a second SPAC[more]

    From Institutional Investor: SPACs aren't dead. At least not to the folks at Cormorant Asset Management. The life sciences firm, whose hedge fund topped its peers in 2023, is confident it will match the success of its first blank-check company. Last week, the life sciences and biopharma speciali

  3. Benefit Street Partners closes fifth fund on $4.7 billion[more]

    Bailey McCann, Opalesque New York: Benefit Street Partners has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7 billion of investable capital across the strategy. Benefit Street invests primarily in privately originated, floating rate, senior secured loans. The fun

  4. 4 hedge fund themes that are working in 2024[more]

    From The Street: A poor earnings report from Tesla (TSLA) has not hurt the indexes on Thursday. The decline in Tesla stock, which is losing its position in the Magnificent Seven pantheon, is more than offset by strong earnings from IBM (IBM) and ServiceNow (NOW) . In addition, the much higher-t

  5. Opalesque Exclusive: A global macro fund eyes opportunities in bonds[more]

    Bailey McCann, Opalesque New York for New Managers: Munich-based ThirdYear Capital rebounded in 2023, following a tough year for global macro. The firm's flagship ART Global Macro strategy finished the year up 1