Fri, Mar 29, 2024
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications

Capitalism in Latin America – LatAm could be the major opportunity set ahead, but beta play is over

 

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

How the Wealthy have adapted to the Brave New World of International Financial and Tax Information Exchanges, Amnesties

Over time, we could witness some very good examples of capitalism in Latin America. During the ‘80s, Venezuela was the place where investors were focused. During the ‘90s, it was Argentina, and in the 2000s Brazil kicked in and everyone wanted to be invested in Brazil. In the meantime, we also had Colombia and Peru shifting back to a market oriented economy and almost doubling their outputs of oil and mining respectively in less than a decade. Going forward, will it be Mexico with the all the reforms that they have done? Or, will it be Argentina with all the reforms that it is making? Will Venezuela have a comeback? One of these regions will dominate the next 10 years.

But, at least for the moment, depending on one’s perspective on Latin America, it’s either dismissed or a region of tremendous opportunity. In public markets there’s been a massive exodus from emerging markets securities into more defensive and developed market investments. Consequently, also in Latin America, markets have experienced tremendous capital outflows.

At the same time, history has that some of the best investments in the less liquid market environment occur when there are dislocations, and certainly, there are many dislocations across the region. Despite depreciating currencies, falling economic output, increasing inflation that seems to be consistent across most of the countries in the region, and challenges with the legal systems, LatAm could be the major opportunity set that lies ahead.

The question is having access to the right people on the ground, identifying the right partners, identifying the managers that can size up those opportunities and execute effectively. There still remains considerable risk in that particular region, but again, if you are selective and can identify the opportunities and the right partners, there could be interesting investment opportunities. But for sure, the beta play has ended in Latin America. Right now is a great time to really find out who has put up their sleeves and who can actually generate results in alpha from markets that are either on a downturn or go sideways.

Opportunities in real estate, structured credit, infrastructure, and agriculture

With the end of the commodity super cycle and, in the case of Brazil, with the political turmoil the country is going through, there are a lot of companies with great assets suffering from a tremendous credit squeeze. Many of these are going through a fire sale process. This could also be a good moment for someone with a longer term horizon to enter the Brazilian markets. However, this is not an obvious move and there should be patience and a very thorough process of choosing well your assets. The sectors which present some really good opportunities right now are real estate, structured credit, infrastructure, and agriculture.

In fact, agriculture is a sector that is currently suffering from this credit crunch but shouldn’t be, since it's benefiting a lot from the currency devaluation. This is an area where Brazilian companies have excelled for years and years, and was also one the sectors that relied heavily on the State owned banks to finance itself. Agriculture is particularly interesting sector for foreign investors who don’t want to run a currency risk. Most of the financial structures are Dollar denominated as the majority of the corporations are big exporters, generating revenues in hard currency.

Colombia has opened up a wealth of opportunities, especially in the oil and gas sector. Peru is opening opportunities right and left in the mining sector. Argentina is finally back in the markets. In fact, there is already a lot of investment going on in Argentina. The last six months have been crazy in terms of M&A, but those are mostly Argentinians buying out companies because they feel comfortable already with the current reduction of roadblocks, which for an investor say from the U.S. is clearly not sufficient yet.

While countries like Venezuela or Argentina, even Cuba, are now perceived as the next places to send money, maybe we will not see countries like Paraguay, Bolivia, Colombia, and Peru in a better shape than now when it comes to an investment. So, if an investor continues to wait for the perfect timing, it might be too late.

How the Wealthy have adapted to the Brave New World of International Financial and Tax Information Exchanges, Amnesties

The world has fundamentally changed with all the international exchanges of financial and tax information which are either already in place or kicking in soon. Even offshore jurisdictions are signing into OECD standards and try to show that they cannot be used to hide money. Today, there is no way you will able to have money abroad without being declared and without being in a proper structure. You can plan for succession, you can do tax optimization or deferral, you can do asset protection, but you can’t plan outside the reach of governments.

Along with that, a number of countries, both in the developed and developing world, have structured or are structuring tax amnesties, so there are a good deal of people who are now paying more attention to their actual financial structures and things like reporting and these tax amnesties, and they are taking more time to decide whether to bring money to a country or not, where to structure their trust or simply finding out if they have to change something in their current structure. In quite a few cases, the wealthy families and individuals are currently prioritizing these questions over making actual investment decisions right now.

For example, there is anecdotal evidence that in Chile most people have accepted the amnesty and actually declared 100% of what they have. These amnesties have tremendous implications not only for the wealthy and the governments involved, but also provide a huge new opportunity set to asset managers to target those assets in order to manage them professionally.

The Opalesque 2016 LatAm Roundtable was sponsored by Litwak & Partners and took place in February in Miami with:

  1. Alicia Green, Marketing Manager, BVI Finance
  2. Andres Baez, Partner, LW Investment Management
  3. Carlos Chaves, Founder & Partner, Seival Investments
  4. Julie Neitzel, Partner, WE Family Offices
  5. Martin Litwak, Founder and Managing Partner, Litwak & Partners
  6. Stephan de Sabrit, Managing Partner, Leste Capital Management
The group also discussed:
  • Which opportunities does the growth of the private pension fund system in Latin America provide? (pages 20-21)
  • Cosmetics or fundamental reforms? What are the chances of Argentina’s Macri to succeed? (pages 12-15)
  • What to do with the recurring populist swings in LatAm? (page 14)
  • What fund structures are LatAm’s busiest lawyers setting up? (page 12)
  • The role of triggers for investments in LatAm (page 17)
  • What’s the #1 issue professional investors do not compromise when investing in LatAm? (page 17)
  • How to best collateralize a loan (pages 18-19)
  • Why are the new BVI fund types “Incubator” and “Approved Fund” so helpful for smaller managers? (pages 19, 21-23)
  • Why Madoff could not have set up his fraudulent structure in an offshore jurisdiction (page 23)

Access the Opalesque Roundtable Series - Latin America 2016 | 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 Florida
Wed, 22 Jan 2020
Opalesque Roundtable Series - Miami 2020 More informationDownload
Thu, 31 Jan 2019
Opalesque Roundtable Series - Miami 2019 More informationDownload
Tue, 20 Feb 2018
Opalesque Roundtable Series - Miami 2018 More informationDownload
Mon, 24 Oct 2016
Opalesque Roundtable Series - Miami 2017 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, 05 Feb 2015
Opalesque Roundtable Series - Miami 2015
Opalesque Roundtable Series - Miami 2015 (Mandarin version)
Opalesque Roundtable Series - Miami 2015 (Portuguese version)
More information
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
Mon, 21 Jan 2013
Opalesque Roundtable Series - Florida 2013 More informationDownload
Wed, 16 Jun 2010
Opalesque Roundtable Series - Florida 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
Tue, 02 Jun 2020
Opalesque Roundtable Series - 2020 Investor Roundtable 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, 17 Jul 2019
Opalesque Crypto Asset Pricing & Valuation Roundtable More informationDownload
Wed, 10 Jul 2019
Opalesque Roundtable Series - The Bahamas 2019 More informationDownload
Mon, 03 Jun 2019
Opalesque Roundtable Series - North America Private Equity & Venture Capital 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
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
Tue, 04 Dec 2018
Opalesque Alternative Credit Roundtable - New York 2018 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
Mon, 10 Sep 2018
Opalesque Co-Investment Roundtable - New York 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
Mon, 14 May 2018
Opalesque Cryptocurrency & Blockchain Roundtable: NYC More informationDownload
Tue, 10 Apr 2018
Opalesque Roundtable Series - Connecticut 2018 More informationDownload
Fri, 02 Mar 2018
Opalesque Roundtable Series - Cayman 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
Mon, 27 Nov 2017
Opalesque Roundtable Series - 2017 Investor 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
Mon, 16 Oct 2017
Opalesque Roundtable Series - New York 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, 31 Oct 2016
Opalesque Roundtable Series - New York 2016 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
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
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
Fri, 16 Oct 2015
Opalesque Roundtable Series - Fund Operations 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 Mar 2015
Opalesque 2015 LIQUID ALTERNATIVES Roundtable More informationDownload
Tue, 10 Feb 2015
Opalesque Roundtable Series - Geneva 2015 More informationDownload
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, 17 Dec 2013
Opalesque Roundtable Series - Brazil 2013 More informationDownload
Mon, 09 Dec 2013
Opalesque Roundtable Series - New York 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, 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, 23 Oct 2012
Opalesque Roundtable Series - New York 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
Thu, 06 Oct 2011
Opalesque Roundtable Series - New York 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
Thu, 18 Nov 2010
Opalesque Roundtable Series - New York 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
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
Fri, 26 Jun 2009
Opalesque Roundtable Series - New York 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
Wed, 11 Jun 2008
Opalesque Roundtable Series - New York 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