MASTER CLASS for Investors:

Moving From Zero - Prudent Investment Exposures & Risk Management in Digital Assets

Thursday, September 23rd 12:30 pm ET / 9:30 am PT

The excitement around the rapid development of digital assets and blockchain technologies, mixed with the realization of accommodative monetary policies, increasing geo-political tensions, and materializing concerns over inflation growth, all has investors seeking exposure to asset classes such as digital assets.

Specifically, wealth managers, financial advisors and institutions are expressing a strong appetite for digital assets exposure, but desire a risk-managed approach that focuses on mitigating the inherent volatility and drawdowns common with the emerging asset class; this is what IDX seeks to provide.

Join us for a conversation with IDX Digital Assets’ Chief Investment Officer, Ben McMillan and Michael Mell, Senior Director Custom Indices, S&P Dow Jones, where we’ll go into detail on how to systematically manage risk within the rapidly developing digital assets ecosystem.

Topics that will be covered during the webinar:

  • Why the drivers of volatility in digital assets are most likely here to stay, even with further institutionalization.
  • How to evaluate blockchain technologies from an investment perspective.
  • What the future of digital assets might provide for the global economy.
  • Time-tested investment principles for emerging asset classes and technologies.
  • Risk Management and robust solutions for deploying them in the Digital Assets Investable Universe.
  • The Rise of both retail and institutional Investing in Digital Assets, and the different means of accessing the category.
  • The Approach that IDX and S & P have taken toward this universe and the differences between Passive and Active digital asset management.

You will be able to tune in to this webinar from any computer, tablet, or smartphone. The webinar will be recorded - in case you are not able to join, all registered participants will be provided a link to replay the webinar.

...
Ben McMillan
...
Michael Mell

UPCOMING WEBINARS

The Great Migration: How hedge funds and active strategies profit from new instruments on regulated exchanges

Thursday, October 7th 10:30 am ET

with Stuart Heath, Nicolas von Kageneck, Natasha Sibley and Antoine Deix

The global financial crisis in 2008 unveiled three root causes of systemic risk: insufficient collateralisation, excessive risk-taking and a cumbersome web of interconnectedness among market participants. Since then, regulators, policymakers, exchanges, and market participants have joined together to address systemic risk and to prevent future crises with their associated costs. The primary tool to that end was the obligation of central clearing for OTC derivatives via central counterparties and thus migrating from OTC to on-exchange trading.

Market participants have added momentum to this “futurization” of financial markets, having quickly realized how new centrally cleared instruments have greatly reduced trade processing cost (netting and better collateral management) while providing more stability, transparency, better risk management and counterparty access, and trade anonymity.

The Eurex Total Return Future (TRF) on the EURO STOXX 50 index is a prime example of this futurization process – an exchange-listed solution for implicit equity repo trading on the EURO STOXX 50 index. TRFs have gained significant traction and have taken over much of the flow that used to go to Total Return Swaps (TRS).

As part of the Total Return Futures portfolio Equity Total Return Futures (ETRF) and Basket Total Return Futures (BTRF) aim to support equities financing activities which are focused on collateral optimization and the use of equity collateral to raise financing. With this aim they also support the futurized, centrally cleared solution for equity financing.

Hear from industry experts:

  • Why Repo is emerging as a new asset class
  • How Total Return Futures deliver margin efficiency & trading opportunities for buy and sell side. The three benefits of Total Return Futures over Total Return Swaps.
  • When dividends are uncertain: Time to switch to Total Return Futures
  • How institutional investors such as asset managers, pension funds and insurance companies can benefit from the dislocation in the repo term structure and from locking in financing spreads and repo levels on longer maturities
  • How margin optimization allows for increased leverage and profits
  • How to use Equity Total Return Futures and Basket Total Return Futures in a smart way

You will be able to tune in to this webinar from any computer, tablet, or smartphone. The webinar will be recorded - in case you are not able to join, all registered participants will be provided a link to replay the webinar.

...
Natasha Sibley
...
Stuart Heath
...
Nicolas von Kageneck
...
Antoine Deix

Small Managers - BIG ALPHA Episode 4

Thursday, October 21st 10:30 am ET

With larger quantities of capital chasing the same Alpha strategies and continuing to erode Alpha, savvy investors are turning to smaller and/or emerging managers as they look for alternative sources of return.

We are proud to present you Episode 4 of this ground breaking webinar series with the following carefully screened panel of investment managers worth taking a look.

You will be able to tune in to this webinar from any computer, tablet, or smartphone. The webinar will be recorded - in case you are not able to join, all registered participants will be provided a link to replay the webinar.

...
Heeten Doshi, CFA
...
Craig Reeves
...
Randy Baron
...
Andreas Schweitzer

PAST WEBINARS



...

Small Managers - BIG ALPHA Episode 3

It was great – a lot of information and very interesting. I will "see you" at your next webinar! (IC)

Great presentations from everyone, thank you very much! (AO)

That was an excellent webinar today. Thank you for inviting me. (OB)

Tuesday, September 7th 10:30 am ET

With larger quantities of capital chasing the same Alpha strategies and continuing to erode Alpha, savvy investors are turning to smaller and/or emerging managers as they look for alternative sources of return.

We are proud to present you Episode 3 of this ground breaking webinar series with the following carefully screened panel of investment managers worth taking a look.

1. Unigestion Global Macro Strategy:

This strategy manages long and short exposure across and within asset classes, and trades over 60 liquid instruments across global markets by combining a set of three independent investment approaches:

  • Systematic macro allocation (40%), which assesses current macroeconomic conditions using proprietary "nowcasting" and "newscasting" indicators, as well as asset valuations to construct long/short views on global assets.
  • Discretionary macro allocation (40%), which aggregates individual, discretionary views of a team of experienced portfolio managers to take long or short exposures across and within asset classes.
  • Systematic macro trading (20%), which consists of quantitative signals applied to a diversified set of instruments to capture two main features of markets: momentum and mean reversion.

"In general, global macro managers can be classified along two axes: systematic vs. discretionary and fundamental vs. technical. While nearly all managers are some combination of systematic and discretionary, it is the balance of the two that matters."

The strategy was up 11% YTD after returning 1.5% in July. By comparison, the Eurekahedge Macro Hedge Fund index was down 0.8% in July and up 3.8% YTD.

2. SAVA Investment Management:

The SAVA Digital Asset Fund is an absolute-return investment vehicle to profitably capture volatility and deliver alpha in the digital-asset space's most liquid pairs on its most liquid exchanges.

SAVA also trades major altcoins and has a correlation to Bitcoin of 0.53. It deploys a list of advanced order types designed in-house and trades both spot and futures positions to capture the profits fundamental to the underlying volatility of the asset class.

SAVA's investment process is specifically designed to reflect the manager Pancho Vanhees' mental fortitude and methodological approach gained from more than 25 years of trading experience throughout asset classes, coupling a discretionary and technical approach with a mechanized and disciplined execution strategy. Pancho was the co-founder of TFAL Investments, a trading firm in Luxembourg, the co-founder of privately funded Coinweb, a layer2 solution which will come to market in Q4 after 4 years of development, and a seed investor of Fundbase in Zurich. He is also the founder of Skynet Trading, a leading liquidity provider serving multiple top 50 coins.

Launched in Oct. 2020, the fund is up 91.56% by the end of July with one down month only and average monthly gains of 9.16%.

3. Eschler Asset Management:

Eschler Partnership is a long-biased long-short equity strategy deploying long-term capital on behalf of committed partners into a small number of well-researched small-and-mid-cap ideas in out of favor segments of the market. The strategy combines market cycle and industry analysis with bottom-up stock picking and is currently invested in multiple deep value industries that exhibit strong risk-reward characteristics.

An unconventional portfolio has resulted in below average correlation to peers and the overall market, adding diversification to multi-asset endowments.

Eschler Partnership's trackrecord is top-ranked in the long-short equity category since inception. As of Q2 2021 net returns have compounded at 23.6% over 3 years and 17.3% over 5 years, with a YTD return of 20.4%. Since inception in October 2012 it is up 183.1% while the Credit Suisse Long/Short Equity TR was up only 74.9% (end of June).

The partnership has limited capacity and principals of Eschler Asset Management are heavily invested alongside limited partners.

4. Blue Swan Investors:

Blue Swan Investors LP was founded in 2021 by Dan Butler, Rob Reilly, and TJ Villano, a team of investment professionals and friends with over 20 years of investment experience each.

It went live July 1st with a long/short Sustainable Impact strategy focusing on company business models and innovation, combined with ESG factors - following the belief that it is a myth that one must sacrifice returns to invest alongside their values.

"Evidence has shown that both quality and ESG factors are strong alpha generators in their own right but, we believe, taken together, they provide an even more powerful combination."

Blue Swan Investors aims to protect capital in times of market turbulence and grow wealth over market cycles in a manner aligned with investors' values and believes that the opportunity set is large on both the long and short side.

The strategy has had a good start and was up +2.69% in July. Longs contributed 1.79% in the month while shorts contributed 0.99%. This compares to a return +2.27% for the S&P 500, -1.79% for the All World (ex/US) index and -0.95% for the GS Fundamental Equity Long/Short Universe. In August, it was up 2.7% gross.



...

Keeping Your Family Office (and Company) Secure

I'm on another webinar for Family Offices and I must say the content on YOUR webinar is far and above what I am hearing over there. I am honored to be connected to you and Opalesque. (BM)

Very impressive presentation today! Please put me on your email list for future presentations. (FD)

Thanks for hosting! So much wisdom in William's book and very relevant right now after/during the pandemic. (JA)

Thanks for putting on a wonderful webinar today with William and Guy, it was very informative!  Looking forward to the next one and thanks for all you do! (SD)

Thanks for this great webinar! It was really inspiring- well done Guy Spier & William Green - and thanks Matthias Knab for organizing! (JS)

Great to hear what the super rich are doing. (BK)

Thank you so much for such insights (NK)

Guy and Williams Books significantly changed my thinking! (BG)

I already bought all books via Audible - Cant wait to listen to them while jogging :) (JS)

Thank you so much, William, Guy and Matthias! Superb content, concise, packed with gold. Will look into getting your book Richer Wiser Happier. Thank you! (AT)

Thank you so much for this opportunity. It was just what I needed this morning. Stay safe guys! (LP)

This has been such a useful, insightful session....and it's free! Thanks a ton, William, Guy, Matthias for making this such a great investment of my time. (AS)

Thursday, August 26th 10 am ET

Sometimes there is a simple solution to a complex problem.

The purpose of this webinar is to demo what the industry leader Trusted Family has created to help family members, family offices and corporate managers to make the best use of technology in serving your family and organization(s) more effectively. We'll get to know Trusted Family’s award winning platform and see best use-cases from clients and also look at cybersecurity, data management, and how more efficient communication methods translate into better governance and communication throughout the family unit, stakeholders, and organizations.



...

Investor Workshop: Why & How to Protect Yourself From Apocalyptic Thinking

Thursday, August 12nd 10:30 am ET

Save the Children (and Your Investments) From Apocalyptic Thinking: Why the Bad News is Mostly Wrong

"Most of the time, the end of the world doesn't happen." - Howard Marks on Sept. 19th 2008

Doomsday scenarios can cloud our thinking and misguide our investments. Why do so many people fear the future? Is their concern justified, or can we look forward to greater wealth and continued improvement in the way we live?

Many people believe that our world is experiencing stagnant economic growth, climatic deterioration, dwindling natural resources, and an unsustainable level of population increase. The world is doomed, they argue, and there are just too many problems to overcome.

But is this really the case? The world is full of challenges, and we need to tackle them head on. But we need to teach our children, and adults, the facts about how we went from an almost entirely impoverished world to a moderately affluent one in the last 250 years, and how they can help that trend to continue and flourish in those parts of the world that have not benefited as much as we have.

And, to become better investors, we need to understand how to take advantage of the progress that is almost certain to take place within our lifetimes and beyond.

Learn from Laurence B. Siegel, the Gary P. Brinson director of research at the CFA Institute Research Foundation and author of Fewer, Richer, Greener; David S. Rose, serial entrepreneur, angel investor and Associate Founder of Singularity University, and Ric Edelman, three times ranked the #1 independent financial advisor by Barron's:

  • Where and why the world has improved—and will continue to improve
  • How the dramatic slowing in global population growth spreads prosperity from the developed to the developing world
  • How technology is helping billions of people rise above levels of mere subsistence
  • How to develop independent thinking and find your own fact based position
  • How to build resilient portfolios which also capture the upside of technological growth and innovation.


...

Investor Workshop: Cracking the Billionaire Investor Mindset with William Green

“One of the best 90 minute investments of my life.” (Feedback on Twitter)

I'm on another webinar for Family Offices and I must say the content on YOUR webinar is far and above what I am hearing over there. I am honored to be connected to you and Opalesque. (BM)

Very impressive presentation today! Please put me on your email list for future presentations. (FD)

Thanks for hosting! So much wisdom in William's book and very relevant right now after/during the pandemic. (JA)

Thanks for putting on a wonderful webinar today with William and Guy, it was very informative!  Looking forward to the next one and thanks for all you do! (SD)

Thanks for this great webinar! It was really inspiring- well done Guy Spier & William Green - and thanks Matthias Knab for organizing! (JS)

Great to hear what the super rich are doing. (BK)

Thank you so much for such insights (NK)

Guy and Williams Books significantly changed my thinking! (BG)

I already bought all books via Audible - Cant wait to listen to them while jogging :) (JS)

Thank you so much, William, Guy and Matthias! Superb content, concise, packed with gold. Will look into getting your book Richer Wiser Happier. Thank you! (AT)

Thank you so much for this opportunity. It was just what I needed this morning. Stay safe guys! (LP)

This has been such a useful, insightful session....and it's free! Thanks a ton, William, Guy, Matthias for making this such a great investment of my time. (AS)

Thursday, July 29th 10:30 am ET

More than anything, it's the mindset which determines an investor's ability to achieve towering returns and long-term success.

Few are better equipped to explore the mindset of the world's greatest investors than William Green, who has interviewed, studied and befriended more than fifty of the leading global investors over the last 25 years. William authored “The Great Minds of Investing” (2015) and most recently "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life," which examines how to stack the odds in our favor so we can build lives that are truly successful and abundant. The book is already a global bestseller, has received extraordinary customer reviews on Amazon (https://amzn.to/2TzH9BC), and is currently being translated into 12 languages.

In this interactive INVESTOR WORKSHOP, William Green and Matthias Knab will dive into the “Habits of Mind” of remarkable Billionaire Investors and distill five key strategies of their mental make-up which can enrich us financially, professionally and personally.

We are thanking Guy Spier for his steadfast and abiding contributions to better connect and share within the investment community. William Green helped Guy to write his much-praised memoir, The Education of a Value Investor, and is an adviser to the board of Guy's firm, Aquamarine Capital.



...

Small Managers - Big Alpha - Episode 2

Great and diverse selection of managers. (AG)

Very educating and enriching. (JSS)

I came in late but great experience there. Thanks! (NN)

Tuesday, June 22nd 10:30 am ET

With larger quantities of capital chasing the same Alpha strategies and continuing to erode Alpha, savvy investors are turning to smaller and/or emerging managers as they look for alternative sources of return. Opalesque presents a carefully screened panel of investment managers worth taking a look.

1. Target QR Strategies

Target QR Strategies invests in equities using a systematic process for stock selection. The method is based on over four decades of quantitative research and proprietary data, seeking high returns by investing in a concentrated portfolio of stocks in the “world’s fastest growing companies”. The firm’s long-only strategy generated a 134% net return in its first year.

Founder & CIO Robert Zuccaro, CFA, began his career managing the Axe-Houghton Stock Fund before founding Target Investors in 1983, and later, Target QR Strategies. He is a quantitative investor who has devoted 40+ years to researching the common threads of top performing stocks.

  • Target QR Strategies' research shows that there is a strong correlation between very rapid earnings growth and high stock returns. Target ignores price to earnings ratios in evaluating stocks – their research demonstrates that P/E ratios are not helpful in predicting stock performance.
  • “We have built a body of knowledge on ‘new high stock’ behavior using our data-bank of 34,232 new high stocks which reveals that they display predictive price patterns. We incorporate this into our decision making.”
  • “We believe we can identify the biggest winners sooner than most funds. The average public life of stocks in our strategy is four years, as we identify young companies growing rapidly before other investors latch on.”

2. Prestige Funds

A private markets management group which was established in 2007 with a team of over 100 professionals and has raised more than USD 2.3b in fund and debt assets. Their oldest credit fund strategy has successfully operated for over 12 years having generated positive, consistent, uncorrelated returns every year. The group’s investment strategies focus on providing short and medium term financing to small companies in the UK and USA and renewable energy / waste to energy infrastructure finance.

  • One of the few asset classes that has demonstrated some resilience to COVID-19.
  • An Impact investment with consistent, positive, uncorrelated performance without leverage and performance fees and a strong focus on ESG.
  • Short and medium funding for UK and USA small businesses in areas where traditional lenders have retreated, emphasizing on low duration, strong guarantees and regional diversification.
  • Financing includes government backed infrastructure with strong protection, such as first lien charges on the property, corporate and/or personal guarantees.

3. Portal Asset Management

The Portal Digital Fund is a global, multi-strategy hedge fund that invests in funds that are running strategies in the digital currency space. The Fund is uncorrelated with traditional as well as alternative asset classes and targets a net return of 25% pa with 15% volatility on an annual basis.

  • Consistent returns and capital protection in a highly volatile and complex market.
  • Global multi-manager that invests in funds managing both quantitative and fundamental strategies in the digital currency space.
  • "The Portal Digital Fund aims to provide VC returns without the technology risk exposure and multi-year lockups and with 30-day liquidity, with targeted returns of 25% p.a. with a smoothed volatility profile of 15-17% p.a."

4. Arbitrium Capital Partners

Arbitrium Capital Partners was established in 2020 when the founders saw a gap in the market providing flexible financing solutions to complex situations for middle-market companies where banks and non-bank institutions are unwilling to provide funding. The funding solution is structured to assist borrowers first to stabilize and turnaround, and then grow the business, thus not only providing loans but also add value through active and interactive advice to corporate borrowers.

  • Delivering private equity like returns with the downside protection of senior security taken & paying investors a running interest coupon.
  • Invest in focus on opportunistic, stressed, distressed and special situations credit by applying a solid credit assessment process. ACP seeks to achieve returns of 10% - 14% p.a. net of fees with additional returns from equity warrants and exit fees. With those, ACP expects investors to receive 18 – 20% p.a. net of fees.
  • Provides senior secured loans of between $20 million - $80 million. This sector of the market is under-serviced by banks and global credit funds.
  • Industry agnostic with a strong ESG filter.


...

Small Managers - Big Alpha

Thank you all - the Opalesque team and presenting managers. Could you send me all presentations used in the webinar by email? (ET)

I really enjoyed the event. (NS)

Thanks to all the managers - great webinar! (CL)

Thank you. Very informative. (BO)

Excellent event! (GL)

Tuesday, May 11th 10:30 am ET

With larger quantities of capital chasing the same alpha strategies and continuing to erode Alpha, savvy investors are turning to smaller and/or emerging managers as they look for alternative sources of return. Opalesque presents a carefully screened panel of investment managers worth taking a look.

1. Quantumrock is an AI-driven investment technology asset manager working to disrupt traditional asset management. Their flagship Special Opportunities Program (VSOP) is an Equity Tail Hedge strategy which since launch in 2016 has vastly outperformed its peers (up over 30% in 2020) and never had a negative year.

2. Icon Asset Management’s MoSAIQ-Icon-Carmika Market Neutral aims to achieve long-term positive absolute returns in all market conditions (all weather strategy) while maximizing the Sharpe Ratio. The strategy was up over 40% in 2020 and over 11% by end of March 2021.

3. Ridgedale is a systematic global macro manager specializing in quantitative investment strategies trading over 100 global futures markets in equities, fixed income, currencies & commodities. Its Global Alpha strategy is up over 21% in 2021 with an annualized return of 19.5%.

4. Derby Street Managers is a value-oriented fund manager focusing on niche opportunities in UK and European equities managed by Richard Simmons, an investor with a proven track record since 1998.



...

Empowering Generations With The BeeWyzer Method

Thursday, May 6th 10:30 am ET

Discover how the BeeWyzer Method empowers families of wealth, principals, family office staff and NextGen.

Discuss with Peter Brock and Christian Stadermann, the founders of BeeWyzer, an unconflicted and independent video learning platform for wealth structuring:

  • How and why family values and a solid governance and investment policy glue the family together
  • Why is a strategic asset allocation so important to avoid over-concentration (failure to diversify by asset class and liquidity)
  • How to avoid over-reliance on advisors and implement better controlling and risk management
  • Sustainable and impact investing for families that really mean it
  • Why they founded BeeWyzer
  • What the turning points were in their traditional careers
  • and why they are so committed to enable wealthy families to get their wealth structure right across generations.


...

Stay Rich Series #1: How's Your Financial Education, really?

Yes, you can do both: enjoying life while also remaining in the driver's seat to overlook and manage your wealth.

If there's anything comparable to a vaccine against a catastrophic blow up of your wealth, it's Financial Education. And, the greater the wealth, the more dimensions need to be mastered by the wealth owners themselves - you should never rely entirely on other people to manage your wealth. The ultimate empowerment is a strong, multi-dimensional education.

The most common, and most detrimental risks for wealth owners include:

  • Over-concentration (failure to diversify by asset class and liquidity)
  • Over-reliance on advisors
  • Missing or half-baked strategies for wealth structuring and wealth controlling

For this webinar I have assembled a panel of wealth owners and internationally recognized experts on wealth management to discuss:

  • Understanding return & performance after cost and risk
  • Best practice of how to prepare, take and implement investment decisions
  • How to monitor your investments, suppliers or your family office management.


...

Corona Fighters REVISITED

One of the most organized and informative presentations I have seen in a long time (LA)

Excellent! Learned quite a bit - the speakers were excellent. I look forward to watching the replay also. (CM)

Really thought provoking, thank you all! (JT)

Thanks for a terrific webinar. (ES)

Thanks, everyone. Good, thought-provoking presentations. (CM)

Thank you all for this interesting webinar! Many important questions came through. (SM)

Thank you very much for this high-quality webinar. (BM)

Thanks and well done! It was very interesting. (JZ)

I really enjoyed the webinar. (AG)

The three speakers were so good because they were easy to follow and understand, with good visualisations, and they were not simply trying to sell their fund. Your next webinar looks as good as this one. (LF)

Tuesday, March 30th 10am EST

After the market drop in Q1, the Opalesque CORONA FIGHTERS Webinar Series was the dominant virtual event for investors in 2020 as we presented 20 alternative investment managers who were significantly up or protected capital during the corona-virus led market downturn.

In the Corona Fighters REVISITED Webinar we present you the “winners of the winners”: Strategies that not only performed in Q1 ’20 but also during the rebound later that year:

  • Stephane Prigent, CFA, CEO Katch Investment Group
    Robust returns and strong protection with the Katch Real Estate Lending Fund: Up 7.5% in 2020 and no down month since fund inception.

  • Michelle Leung, CEO, Xingtai Capital
    Value Driven Investor in Chinese Growth: Up +40.9% in 2020, outperforming MSCI China by +19% net (24% p.a. over 3 years versus 5% for the index)

  • Tony Bremness, CFA, Managing Director Laureola Advisors
    Life Settlements as Bedrock investments: Up 9.6% in 2020, CAGR 16.2% with only 2 down months since May 2013 inception

  • Jagdeesh Prakasam, CAIA, CEO Rotella Qdeck
    Since 1995 on the cutting edge of finance, using statistical and machine learning frameworks to develop investment strategies to achieve high-quality returns.


...

Investor Workshop: In Search of PERSISTENT ALPHA with Alexander Ineichen, Panayiotis Lambropoulos, Dave Finstad and Eric Uhlfelder

Thank you all - I found this webinar most insightful. (TL)

Congratulations for your ever more relevant webinars and publications that are an invaluable tool to parse the all too crowded hedge fund space! (AM)

Very interesting webinar.   Well done. (JC)

Thank you all for a great session! (ED)

Thank you again team Matthias and presenters (ET)

Great webinar - thanks everyone! (AO)

Alexander Ineichen’s (CFA, CAIA, FRM) “In Search of Alpha” (Oct. 2000) and “The Search for Alpha Continues" (Sept. 2001) were the most often printed research publications in the documented history of UBS. His books "Absolute Returns" and “Asymmetric Returns” (Wiley Finance) are considered the author's manifesto for active risk management.

At this Opalesque SKILLSLAB Investor Workshop, Ineichen will discuss with institutional investors Panayiotis Lambropoulos (CFA, CAIA, FRM) and Dave Finstad (CFA), Eric Uhlfelder’s updated 2020 HEDGE FUND SURVEY focusing on the most consistently performing hedge funds (“Consistent Performers”) Uhlfelder identified in his 18th annual survey.

Lambropoulos is responsible for the Texas Employees Retirement Systems' Emerging Hedge Fund Manager program – the ERS Launchpad – which he proposed and spearheaded. Finstad is Senior Portfolio Manager, Partnership Portfolio at British Columbia Investment Management Corporation (BCI).

  • The 50 Most Consistent Hedge Funds ranked by their 5 Year Annualized Net Returns and other key data
  • Identifying Alpha - then and now. How to narrow the global universe of funds to just 50
  • What is the #1 quality these 50 funds reflect and their average life span? What is their AUM sweet spot? Do they run diversified or concentrated portfolios?
  • What are institutions looking for in hedge funds?
  • Monitoring fund managers & the power of nowcasting
  • Why also large allocators should not overlook smaller or mid sized asset managers
  • How investors reflect on the future of the hedge fund industry


...

Investor Workshop: The Seven Keys to Behavioural Investing

Phenomenal webinar. Thank you very much. (AB)

Excellent! Learned quite a bit - the speakers were excellent. I look forward to watching the replay also. (CM)

Really thought provoking, thank you all! (JT)

Thanks for a terrific webinar. (ES)

Thanks, everyone. Good, thought-provoking presentations. (CM)

Thank you all for this interesting webinar! Many important questions came through. (SM)

Thank you very much for this high-quality webinar. (BM)

Thanks and well done! It was very interesting. (JZ)

I really enjoyed the webinar. (AG)

The three speakers were so good because they were easy to follow and understand, with good visualisations, and they were not simply trying to sell their fund. Your next webinar looks as good as this one. (LF)

While 'Behavioural Investing' is the broad catch-all term to describe the psychological forces that influence investors' decisions, research (and true introspection) reveal each time where and how we fail as a result of our own blind spots.

But, being aware of blind spots does not mean we're able to avoid the pitfall next time.

As James Montier writes, the solution lies in designing and adopting an investment process that is at least partially robust to behavioural decision-making errors:

  • How to identify & neutralize pitfalls & investment blind spots
  • Can we design investment strategies that exploit behavioral biases?
  • How do you know if you have hired a good manager? - Julian Robertson (via Video)


...

Eight Ways Investment Managers Should Be Using Digital Marketing Right Now - Part II

The pandemic has structurally changed the process and methods of asset raising. Investors don't travel any more to check out and visit potential managers to invest in. But they still invest: Hedge funds, for example, got estimated net inflows of $13.0bn in 3Q 2020 but $11.2bn (82%) went to funds managing more than $5bn. Mid sized firms experienced a small outflow of $810m, while firms managing less than $1bn received inflows of $2.6bn.

At the same time, investors are starting to realize that this dynamic is not sustainable and that in this new normal they also need to research and consider mid and smaller sized firms.

Part II: Thursday, Dec. 10th 10:30 - 11:30 am EST:

1. How to Master Investor-Centric Marketing - Matthias Knab

2. Three Key Techniques to Improve Your Investor Pitch - Benjamin Ball

3. Four Hacks for Convincing Video Calls & Presentations - Benjamin Ball

4. How To Turn Cold Leads Into Hot Prospects - Matthias Knab

5. Guide To SEO In Fund Marketing and Digital Media Compliance - Paul Das

In this two-part webinar series we pass on actionable intelligence, tips, tools and data to empower those managers in what is now a mostly digital competition for attention and assets:

FREE / discounted offers:

BUDGET CONSTRAINTS was cited by most of the webinar participants as a challenge. To help you get started and save costs, the speakers are offering as part of this webinar series FREE / discounted packages to audit or consult on your Pitch Deck / Digital Marketing / PR or Video Productions.

These seats are limited - claim your slot here now: https://www.opalesque.com/8waysoffer/



...

Eight Ways Investment Managers Should Be Using Digital Marketing Right Now - Part I

The pandemic has structurally changed the process and methods of asset raising. Investors don't travel any more to check out and visit potential managers to invest in. But they still invest: Hedge funds, for example, got estimated net inflows of $13.0bn in 3Q 2020 but $11.2bn (82%) went to funds managing more than $5bn. Mid sized firms experienced a small outflow of $810m, while firms managing less than $1bn received inflows of $2.6bn.

At the same time, investors are starting to realize that this dynamic is not sustainable and that in this new normal they also need to research and consider mid and smaller sized firms.

Part I: Monday, Dec. 7th 10:30 - 11:30 am EST:

1. Assess & Maximize Your Digital Presence - Matthias Knab

2. From 0 to 1000: Four Steps to a Great Webinar - Don Steinbrugge

3. How To Use Automation and Data Science to Improve Client Engagement and Boost AuM - Paul Das

In this two-part webinar series we pass on actionable intelligence, tips, tools and data to empower those managers in what is now a mostly digital competition for attention and assets:

FREE / discounted offers:

BUDGET CONSTRAINTS was cited by most of the webinar participants as a challenge. To help you get started and save costs, the speakers are offering as part of this webinar series FREE / discounted packages to audit or consult on your Pitch Deck / Digital Marketing / PR or Video Productions.

These seats are limited - claim your slot here now: https://www.opalesque.com/8waysoffer/



...

DIVERSIFICATION MATTERS - Episode 2: More outperforming strategies

Thank you for taking us around the world on this webinar with your expert speakers from Vancouver, Paris, Geneva and Sydney! (ET)

I was delighted with an impressive agenda, including very productive and insightful panels with the 4 managers. (RA)

I want to thank you for these webinars. I feel honored having been able to attend most of them, and I really learn a lot about advanced financial asset management. (NEF)

Thank you for inviting me to this excellent webinar. (NL)

Great online event (GAA)

Tuesday, Oct. 27th 10 am EST

Opalesque presents a new slate of investment managers who not only were up / protected capital in the turbulent first quarter 2020 but also YTD and in previous years.

Learn more about:

  • Diversifying strategies that actually worked before, during and after the Corona-led meltdown of Q1
  • Return drivers, opportunity set, outlook


...

DIVERSIFICATION MATTERS - More outperforming strategies

"Impressive webinar!! Interesting, diverse range of managers, fund strategies and concepts. Looking forward to studying the presentations and fund facts, and attend more of your webinars! (MA)"

Thank you for organising the webinar - you had four very high-quality managers there. (JD)

Love this webinar: The qualitative fundamentals in your speakers' presentations were pandemically successful, and they were knocking to the quantitative Financial Markets Investment Strategic Door. Your organizing and moderating skills are beautiful. Thank you! (GC)

Great job as usual! (GA)

Thank you Matthias for organizing very useful webinar. Waiting for next ones. (TV)

Thank you very much for organizing the webinar - it was very helpful indeed. Look forward to the Episode 2 of your webinar series.(AZ)

Tuesday, Sep. 22nd 10 am EST

Opalesque presents a new slate of investment managers who not only were up / protected in the turbulent first quarter 2020 but also YTD and in previous years.

Learn more about:

  • Diversifying strategies that actually worked before, during and after the Corona-led meltdown of Q1:
    1. Volatilty Trading and Volatility Arbitrage
    2. Energy
    3. Value Investing in Chinese Growth
    4. Institutional Digital Assets Funds of Funds
  • Return drivers, opportunity set, outlook


...

Fixed Income Alternatives Strategies

Wednesday, Sep. 9th 10 am EST

With negative rates or near 0%, more and more investors are looking for Fixed Income Alternatives where they are still able to harvest a yield based on illiquidity and/or complexity premia, combined with high diversification benefits.

Many of these fixed income replacement strategies have proven to be resilient during volatile times and economic crises and can even fundamentally benefit from the COVID-19 pandemic.

  • The attraction of liquid and illiquid strategies such as Private Debt, Trade Finance, Consumer Debt, Life Settlements as fixed income replacement
  • Valuation and liquidity aspects
  • Return drivers, opportunity set, outlook



...

Investor Workshop: The Keys to Asymmetric Returns

The Key to Asymmetric Returns with Kenny Arnott who made money in 3 major bear markets and continues to compound returns in bull markets

Tuesday Sept 1st 10 am EST

Asymmetric Investing Workshop:

  • Where it came from
  • Why it is the best way to invest
  • How you - the investor - can do it
  • Case Studies: See how Kenny Arnott finds and executes asymmetric investment ideas

Kenny Arnott has thirty years' experience investing in equity and commodity markets money and has run money for several well-known hedge fund managers including Paul Tudor Jones. Since 1999, he has had only one negligible down year (2019 with -0.82%), and his maximum drawdown from high water mark is 9.03% versus market down of 50.71% on a quarterly basis.

Kenny made money in all three of the bear markets in the last 20 years including March 2020:

  1. Up 793.00% versus MSCI World down 15.13% in 2001-2003 (leverage used during this time was much higher than later periods),
  2. up 1.85% versus MSCI down -42.09% in 2008 and
  3. up 0.30% versus MSCI World down 21.1% in Q1 2020.

After returning from a sabbatical in April 2013, his strategy has annualized positive net returns of over 20% since April 2013.

Kenny Arnott about himself: "In 1990 I went to work for Paul Tudor Jones' uncle, Billy Dunavant, in Memphis, Tennessee, trading cotton. He introduced me to the concept of asymmetric investing and that has been my investment approach ever since. Find, Invest in, and Deliver Asymmetric returns."



...
...
...

The Corona Fighters: Meet the asset managers who actually delivered during the melt down

A great format. Really informative. (KP)

I enjoyed the webinar and found the introduction to the strategies to be diverse and insightful. (SL)

The webinar was very good, including the format, hence my registration for Episde 2. (GM)

Appreciate the wisdom of all the managers, as a result of a lifetime in crazy markets. (ET)

Wonderful presentations, all - thank you for all the great perspectives and insights. (ED)

Many thanks to all participants. Very resourceful and insightful. (OU)

Great presentations and thanks to all of the speakers for such an informative session It was a pleasure attending the webinar today. (SH)

Wonderful presentations. Thank you. (DB)

Thanks for the webinar! Always a pleasure to attend your SKILLSLAB series. (RM)

I learnt about managers I did not know. (TD)

With five investment managers, July 21st 2020

Opalesque presents five investment managers with a succinct presentation how and why their strategies delivered positive returns and/or protected during the Corona led market meltdown, with Q&A session.

  • What to do in times of crisis and what not to do
  • Tools that can be used to navigate crisis
  • The Art of Accepting Crisis Paradoxons
  • Managing a Crisis Starts With Managing Stress
  • The 7 P's of Managing a Crisis
  • Turning Adversity into Opportunity



...
...
...

The Corona Fighters: Meet the asset managers who actually delivered during the melt down

"The whole Corona Fighters program has been extremely educational for me and a great opportunity to learn more about hedge funds and compare/contrast their approaches. (DW)"

Excellent webinar, thank you. (BF)

Thank you so much for these presentations. (DB)

Thanks for this webinar, which I enjoyed very much! (JM)

With five investment managers, June 23rd 2020

Opalesque presents five investment managers with a succinct presentation how and why their strategies delivered positive returns and/or protected during the Corona led market meltdown, with Q&A session.

  • What to do in times of crisis and what not to do
  • Tools that can be used to navigate crisis
  • The Art of Accepting Crisis Paradoxons
  • Managing a Crisis Starts With Managing Stress
  • The 7 P's of Managing a Crisis
  • Turning Adversity into Opportunity



...
...
...

How Quants Achieve Material Improvements in ESG Investment Performance

"Thank you all speakers for the great presentation! (AV)"

Very interesting discussion. (AM)

Thank you so much for the wonderful presentation. (AB)

I wanted to drop you a line because the webinar you organised on how to apply ESG factors though quantitative strategies with the Welton Investment team was really great. I have learnt a lot and found them very professional. The way they expressed themselves and the information displayed on the slides was smooth and clear, it was very enjoyable. Thank you for organising it.(DR)

ESG funds provide an important means for investors to align their portfolios with their values. However, the average ESG investor has underperformed the market - sometimes by a meaningful margin - while shouldering the same systemic risks borne by equity investors. Idiosyncratic risk mitigation is simply overpowered by systemic market risk during crises and corrections alike. This is exacerbated by the fact that ESG fund assets are almost entirely concentrated within long only equity funds as opposed to Fixed Income or Balanced funds.

Moreover, equity-only ESG funds may not provide the returns investors require going forward, especially post-COVID-19. For example, on average public pension plans have a 50% allocation to global equities, and a 7.2% investment plan return assumption. Given diminishing forward equity return expectations, it is likely that long-only ESG equity portfolios will not solve this problem alone.

This Opalesque SKILLSLAB webinar will cover:

  • Brief review of long-term performance of ESG funds: Near-market returns and unmitigated market risk may not represent the apex of achievable ESG performance
  • How a new quantitative approach to ESG strategy can guard against the key risk of acute economic contraction by mitigating downside risk.
  • Three ways this quantitative approach can improve an ESG portfolio’s risk/return profile:

1. Integration of timely and broad ESG datasets

This allows for the manager to combine big data and ESG metrics to assess the performance and sustainability of companies worldwide

2. Dynamic stock selection and weighting using machine learning techniques

Alternative techniques taking risk exposures into account have the potential to better manage portfolio volatility.

3. Integration of orthogonal strategies to mitigate market risk and enhance performance

The addition of a diversifying trend strategy to the mix has the potential to elevate investor experience away from market risk, and beyond market-only performance.



...
...
...

The Corona Fighters: Meet the asset managers who actually delivered during the melt down

"This webinar was really informative and insightful about how these managers assess and manage risk. I also appreciate that it was smaller managers which is not what most firms focus on."

Was very good. Thought a useful selection of managers. Well done. (JC)

Thank you for hosting this webinar. It was very interesting. (SW)

This webinar was really informative and insightful about how these managers assess and manage risk. I also appreciate that it was smaller managers which is not what most firms focus on. (LH)

I really enjoyed this Corona Fighters webinar. (CW)

With five investment managers, May 19th 2020

Opalesque presents five investment managers with a succinct presentation how and why their strategies delivered positive returns and/or protected during the Corona led market meltdown, with Q&A session.

  • What to do in times of crisis and what not to do
  • Tools that can be used to navigate crisis
  • The Art of Accepting Crisis Paradoxons
  • Managing a Crisis Starts With Managing Stress
  • The 7 P's of Managing a Crisis
  • Turning Adversity into Opportunity



...
...
...

The Corona Fighters: Meet the asset managers who actually delivered during the melt down

"A well-chosen topic of discussion and a great set of speakers to hear and learn from."

A great format. Really informative. (KP)

I enjoyed the webinar and found the introduction to the strategies to be diverse and insightful. (SL)

The webinar was very good, including the format, hence my registration for Episde 2. (GM)

Appreciate the wisdom of all the managers, as a result of a lifetime in crazy markets. (ET)

Wonderful presentations, all - thank you for all the great perspectives and insights. (ED)

Many thanks to all participants. Very resourceful and insightful. (OU)

Great presentations and thanks to all of the speakers for such an informative session It was a pleasure attending the webinar today. (SH)

Wonderful presentations. Thank you. (DB)

Thanks for the webinar! Always a pleasure to attend your SKILLSLAB series. (RM)

I learnt about managers I did not know. (TD)

With five investment managers, April 20th 2020

Opalesque presents five investment managers with a succinct presentation how and why their strategies delivered positive returns and/or protected during the Corona led market meltdown, with Q&A session.

  • What to do in times of crisis and what not to do
  • Tools that can be used to navigate crisis
  • The Art of Accepting Crisis Paradoxons
  • Managing a Crisis Starts With Managing Stress
  • The 7 P's of Managing a Crisis
  • Turning Adversity into Opportunity



...

COVID-19 Survival Training for Family Businesses

"One of the most thorough and well prepared webinars I have ever attended."

One of the most thorough and well prepared webinars I have ever attended. Thank you! (JZ)

Great presentation. This is a game changer. (DS)

I am currently invited to many such sessions, but yours yesterday with Octavian was really outstanding! (MS)

Thanks for uploading the informative webinar. It offers a based overview of the methods and pitfalls that arise from the nature of complex relationships or crises. (KS)

Thank you for this. Very compelling ideas! (K)

Very good presentation! Very thorough and useful! (GR)

Thank you for a very informative presentation (KP)

Thanks for the structured presentation! (EVR)

Huge thank you! (EB)

With Octavian Graf Pilati, April 15th 2020

This Opalesque SKILLSLAB webinar will cover:

  • What to do in times of crisis and what not to do
  • Tools that can be used to navigate crisis
  • The Art of Accepting Crisis Paradoxons
  • Managing a Crisis Starts With Managing Stress
  • The 7 P's of Managing a Crisis
  • Turning Adversity into Opportunity



...

Climate Change and Carbon as a Liquid Asset Class

"This webinar on carbon markets and trading is brilliant!!"

This webinar on carbon markets and trading is brilliant!! (RH)

A first rate presentation! Michael had some great slides and a strong message. (LM)

Very informative, sobering and yet inspiring. (WJ)

The webinar was excellent and well worth my staying up until midnight to watch it live from my time zone!! (IJ)

Thank you for such an insightful presentation. Awesome job. (ET)

Terrific presentation. (WJ)

With Michael Azlen, CEO Carbon Cap Management LLP, April 7th 2020

  • The Science of Climate Change
  • The Paris Agreement & the importance of carbon pricing
  • Cap and Trade as a successful policy tool and how it is spreading globally
  • Why carbon has outperformed other asset classes since 2012, with a higher Sharpe Ratio and low correlation
  • The outlook for carbon prices and how to add value with active risk management & multiple alpha strategies
  • How investing into carbon can generate attractive returns and a direct impact on climate change



...

RETHINKING MANAGER SELECTION:

SKILL OR LUCK?

"Thank you for such an insightful Webinar with Cedric. I really caught some new light."

Thank you for such an insightful Webinar with Cedric. I really caught some new light. One of the things Cedric highlighted was the importance of "management" understanding the risk strategies being undertaken. I also applause him for highlighting the effects of AUM growth on the fund, that was really insightful. (CD)

I watched the recording immediately after it became available, it provided some good perspective. I will be an eye out for any such engagements again in the future. (RS)

Intriguing webinar - lots to take away. (A)

With Cedric Kohler, Head of Advisory at Geneva-based Fundana, March 2nd 2020

  • How do you select good managers?
  • What does "good manager" actually mean?
  • How do you differentiate skill and luck?
  • And when is a good time to exit a manager?



CONTACT

Problems, comments, questions? Please email support@opalesque.com or call Opalesque Sales & Support at +1 914 619 5223 (Telephone support is available Monday through Friday from 9 AM to 5 PM GMT).
To speak with our editor Matthias Knab, dial +49-89-2351-3055