Opalesque - Opalesque Exclusive

The Big Picture: Kant & Capital: Seven Theses on What ESG Missed - and What Comes Next

Fri, 10 Jul 2026 04:35:42 +0000

Matthias Knab, Opalesque for New Managers: On July 9th, participants from 28 countries joined Opalesque's "Kant & Capital" webinar - not for a lecture, but for a workshop. The premise: after sixty years of labels - SRI, triple bottom line, ESG, impact - each of which fell short of its promise, it may be time to stop refining frameworks and start asking a more fundamental ques...
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Opalesque Exclusive: What I'm Seeing - Notes from Two Days Inside the Family Office Conversation

Wed, 08 Jul 2026 04:06:15 +0000

Matthias Knab, Opalesque for New Managers: I spent two days recently at a closed-door gathering of family offices - single and multi-family, first generation to fourth, from Southeast Asia to the Nordics to the Americas. As always, the real value wasn't in any single presentation but in the pattern that emerged when you listened across all of them...
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Opalesque Roundup: Hedge funds close strong first half as regulators sound AI leverage alarm

Mon, 06 Jul 2026 08:19:31 +0000

Hedge funds closed out the first half of 2026 on a strong note, with broad-based gains across multistrategy platforms, macro and technology-focused managers even as regulators sharpened warnings about leverage, concentration and the financing structures behind the AI investment boom. Fundraising stayed brisk at the largest platforms, private markets continued their push into retail and family offi...
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Opalesque Roundup: Talent scramble, an AI trim, and digital assets going institutional

Mon, 29 Jun 2026 08:15:10 +0000

EXCLUSIVE June 25, 2026 Julius Baer bets on resilience The Swiss private bank is positioning portfolios around resilience for the back half of 2026, leaning into quality and diversification even as global markets contend with macro and geopolitical turmoil. EXCLUSIVE June 25, 2026 Bulletin board: AIMA, Peachtree, iCapital, UMB, H.I.G., BNP Paribas, SS&C, BlackRock Opalesque's lates...
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Other Voices: North Carolina reshapes the economics of litigation finance with new funding ban

Thu, 25 Jun 2026 13:29:24 +0000

By: Edgar Santiago, Poyner Spruill On Monday, June 22nd, North Carolina Governor Josh Stein signed House Bill 315 (Session Law 2026-14) into law, making North Carolina the first state in the nation to prohibit most forms of third-party litigation funding. Third-party litigation funding has become a multibillion-dollar industry in recent years, which has raised concerns about corporate interests&...
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Opalesque Exclusive: Julius Baer bets on resilience

Thu, 25 Jun 2026 12:35:14 +0000

Bailey McCann, Opalesque New York: Swiss bank Julius Baer is betting on resilience in 2026, despite global turmoil. In its most recent mid-year market outlook, the bank says that while 2026 is not playing out in ways anyone would have expected, global markets have shown surprising resilience in the face of uncertainty. Julius Baer expects that investors and markets will continue to play through t...
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Opalesque Exclusive: Archive Capital launches flagship UCITS fund

Thu, 25 Jun 2026 02:13:50 +0000

Bailey McCann, Opalesque New York for New Managers: Archive Capital has launched a new Ireland-based UCITS fund in partnership with EPIC Investment Partners, focused on what it calls the "regime adaptive portfolio." The multi-asset fund is available to qualified investors and wealth managers. The launch comes on the heels of a white paper written by the investment team at the end of la...
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Opalesque Exclusive: "Family Office" does not mean they won't screw you

Wed, 24 Jun 2026 13:51:57 +0000

Matthias Knab, Opalesque for New Managers: The phrase "family office" carries a halo. It conjures discretion, multi-generational wealth, sober stewardship - the kind of institution that screens YOU, not the other way around...
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The Big Picture: Banking the Unbanked Was the Slogan. This Is the Investment Opportunity - and It's Happening Now.

Mon, 22 Jun 2026 13:19:19 +0000

Matthias Knab, Opalesque for New Managers: Stablecoins have won the argument they spent a decade losing. The interesting question is no longer whether the future of money is arriving - it is who captures the upside, how early you can get in, and whether an institution can act on the macro case without owning the risks it cannot underwrite...
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Fasanara plants a New York flag as the SuperReturn afterglow meets an AI-bubble reckoning: Opalesque Roundup

Mon, 22 Jun 2026 08:29:19 +0000

Opalesque Exclusives this week EXCLUSIVE June 19, 2026 Fasanara lands at Rockefeller Center: world's largest fintech lending network comes to NYC Just days after we sat down with Paolo Viale as one of the Go-To Managers at SuperReturn, Fasanara Capital has opened its first US office at Rockefeller Center and named 21-year Goldman Sachs veteran Cameron Arrington as Head of US Capital Form...
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