Investor Workshop: Conducting ODD on Crypto and Digital Assets

Tuesday, December 13th 11 am ET

As the catastrophic collapse of the crypto exchange FTX continues to unfold, operational due diligence (ODD) on digital assets has become a key topic. Is it even possible to reach an ODD conclusion on a crypto fund - or is it simply not possible to give investors enough ODD comfort that their assets are secure?

While FTX itself was an exchange, not an asset manager, crypto investors face new uncertainties around ODD. For those investors who have already invested in digital asset funds and strategies, was their initial ODD reliable - or was it fundamentally flawed? For investors considering future investments in crypto, what are best practices for crypto ODD 2.0 in the post FTX world? And for those investors who feel that crypto is simply a front for crime and that a NFT of Madonna is worth precisely nothing - are there operational structures which could make digital assets attractive even to the most crypto cynical allocators?

This Opalesque Skillslab webinar looks at key elements of the crypto ODD process:

  • A recap of the basics - crypto assets, exchanges and the blockchain
  • Custody, exchanges and wallets - can investors be comfortable that digital assets actually exist?
  • What do you need internal to an asset manager: back office resources and systems
  • Valuation issues - from Bitcoin to the obscure
  • Compliance and regulation
  • Cyber security
  • Business risk of any asset manager: ownership, conflicts, financial stability and succession
  • Words of advice and war stories: What to avoid post FTX

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.

...
Chris Addy
...
Gabriella Kusz
...
Adil Abdulali
...
Mark O. Witten, CFA

PAST WEBINARS



...

Due Diligence Lessons from FTX: Opalesque Interactive Risk Briefing with Castle Hall Diligence

"The best summary of the compliance situation I have seen." (AC)

Just wanted to say it was a great webinar. One of the most helpful/interesting ones I listened to in a long time. Thanks for putting this together. (ET)

That was fantastic and very helpful to have all the key points summarized in one place. (BL)

This is the best analysis I have seen on FTX and SBF. (KI)

We are pleased to introduce Opalesque Risk Briefings, offering a new format of 45 minute, focused webinars to discuss time sensitive issues impacting our industry. Our first Opalesque Risk Briefing will be an ODD Alert, looking at due diligence lessons from the collapse of Sam Bankman-Fried's FTX crypto exchange. The session will discuss points specific to crypto and also look for lessons which impact operational due diligence across all strategies.

Time: Thursday November 17, 11am EST
Presenter: Chris Addy FCA CFA, President and CEO of Castle Hall Diligence
Moderator: Matthias Knab, Founder, Opalesque

The replay is a user-friendly video, so you can fast forward and navigate to the following sections as you wish:

  1. 04:47 (min:sec): Conflicts of interest and affiliated entities
  2. 11:34 (min:sec): The need for an adequate operational infrastructure
  3. 15:34 (min:sec): Regulation and compliance
  4. 20:30 (min:sec): Auditor and audited financial statements
  5. 24:32 (min:sec): Transparency
    See here for FTX org chart: https://d1e00ek4ebabms.cloudfront.net/production/8566b562-d5e8-412d-80eb-77ff899f0d29.jpg
  6. 27:35 (min:sec): Inability to rely on other investors' due diligence
  7. 30:18 (min:sec): Fear of Missing Out
  8. 32:48 (min:sec): CONCLUSION: A structured ODD process should have raised at least (the following) red flags ("reject") on FTX
  9. 34:17 (min:sec): Cult of the founder
  10. 41:51 (min:sec): Did your crypto fund tell you they are "doing due diligence" on their exchanges?
  11. 44:38 (min:sec): Q&A: Why did investors fail to identify red flags as part of the due diligence process?

Please also share or forward this video link to friends and colleagues.

We'd love to get your feedback on the webinar and in particular how useful you found it - simply hit reply and send me your comments... thank you!



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Winter is Coming: Billion-dollar hedge fund manager (+75% YTD) with decades of experience can prepare you for the storm

Amazing clarity of thought! Thank you Roy, and thank you Matthias. (RB)

Wednesday, November 2nd 11 am ET (3pm UK, 4pm CET)

Stocks and bonds no longer provide the diversification they used to. The Fed Put is gone. Central Banks are intent on tightening, until they break something. And investors are in uncharted territory.

Markets have the potential to move in ways that are unprecedented, and unknown risks abound. The pain that has occurred so far may not be over.

  • Is moderate stagflation the only outcome?
  • Are stocks actually a buy?
  • Is downside protection useful in an inflating world?
  • Is crypto and Bitcoin still a thing?


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Alternative data: Early peek into US election results and other macro-economic analytics

This webinar was an exquisite experience and a great opportunity to widen my investment opportunities. (TB)

Thursday, October 20th 11am ET

Opalesque has invited QuantCube Technology to discuss the application of real-time alternative data in financial applications. During the webinar we will review case studies including US mid-term election and macro regime analysis. Elections can often affect the market behaviour, and consequently, they influence investor's behaviour. Therefore, it is important to understand the potential impact of election results.

We will also discuss how best to assess current macroeconomic regime using real-time alternative data with a particular focus on GDP and Inflation nowcast. The webinar will conclude with the discussion about commodity market analysis using QuantCube's in-depth proprietary AI and data science technology.

Interactive webinar session and Case Study with Thanh-Long Huynh based on Live Data and Intelligence from Quant Cube:

1. Red or blue? Predicting US midterms results at district level with social media analytics

  • How did US stocks perform in the past post-midterm election?
  • The role of alternative data to predict election results - why is it important to reflect real-time sentiment in investment strategies?

2. Assessing current macroeconomic regime with real-time macro analysis

  • What are the main drivers of regime changes?

3. Commodity markets insights through the lens of alternative data

  • AI technology for in-depth commodity markets intelligence


...

Small Managers - BIG ALPHA Episode 10

PRESENTERS, YOUR PASSION AND COMMITMENT SHINED THROUGH (MM)

Thank you to all presenters and Matthias. Perfect webinar as always. (VP)

Very interesting! Thank you! (AG)

Thank you indeed! Very informative presentations. (ON)

Wonderful session! (SS)

Excellent webinar (MW)

"Thank you for putting this presentation together and all the work you are doing to provide access to these unique managers and opportunities." (RR)

Tuesday, October 4th 11 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.

Episode 10 of this ground breaking webinar series presents you another carefully screened panel of investment managers worth taking a look.

  1. Manjeet Mudan, Ph.D.,Carmika Partners: Absolute Return Options Strategy

  2. Aman Oberoi, K2Q Capital: Statistical systematic Japan macro strategy

  3. Ted Parkhill, Incline Investment Management: Trend Following, Systematic, Quantitative

  4. Pascal Rohner, Katch Investment Group: European Secured Lending Strategy


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Live: Bahamas Securities Commission Presents Framework For Digital Assets Business

This webinar was an exquisite experience and a great opportunity to widen my investment opportunities. (TB)

Wednesday, Sept. 28th 11 am ET

Interactive session with Christina R. Rolle, Executive Director, Securities Commission of The Bahamas

With its groundbreaking Digital Assets and Registered Exchanges Act (DARE Act) in 2020 and the Government's 2022 white paper "The Future of Digital Assets in The Bahamas", The Bahamas has managed to lay a wide regulatory foundation for digital assets. This includes the facilitation of digital token exchange registration and the provision of services related to them, the regulation of digital assets-based payment service businesses, and for the registration of financial services related to the creation, issuance or sale of digital tokens and other digital assets.

Based on a five year plan, the Bahamas Government's white paper is not only opening the door to accept the new payment systems that are coming, but demonstrates the Government's long-term commitment which provides the certainty that clients and businesses need to strategically plan and execute their digital assets business.

Get an in-depth look at the business and regulatory environment for digital assets in The Bahamas and how the jurisdiction is taking steps to maintain and enhance this environment:

  1. Overview of The Digital Assets Policy White Paper
  2. Overview of the DARE Act
    1. The registration process - who can participate?
    2. Reporting and Disclosure Requirements
    3. Investigation and Cooperation Offences and Penalties
  3. AML/CFT and DARE
  4. Investor Protection Elements
  5. What differentiates the Bahamas' digital assets regulatory framework from that of other countries
  6. Enhancements to the Regulatory Framework On the Horizon


...

DIVERSIFICATION MATTERS - Episode 3

PRESENTERS, YOUR PASSION AND COMMITMENT SHINED THROUGH (MM)

Thank you to all presenters and Matthias. Perfect webinar as always. (VP)

Very interesting! Thank you! (AG)

Thank you indeed! Very informative presentations. (ON)

Wonderful session! (SS)

Excellent webinar (MW)

"Thank you for putting this presentation together and all the work you are doing to provide access to these unique managers and opportunities." (RR)

Wednesday, Aug. 31st 10 am CET (11am Riyadh, 12pm Dubai, 4pm HKG/SIN, 5pm Tokyo, 5pm Sydney)

Focus session on European mezzanine debt, an underinvested asset class which offers equity-like returns with downside protection and Innovations in Artificial Intelligence for Investment Strategy development.

SIG-i Capital

  • Concentrated European mezzanine debt: European mezzanine debt is an underinvested asset class which offers equity-like returns with downside protection. This is likely due to the exodus of traditional banking players from certain segments of the market as well as the lack of understanding on the investees' side of potential benefits of mezzanine instruments.
  • SIG-i plays an active role in originating deals and educating investees of the pros and cons of junior debt in their capital structure. This, in turn, allows the firm to win deals in a relatively low-competition process.
  • SIG-i was founded by former executives of Special Investments Group of Credit Suisse in 2019. The two senior team members have known each other for over fifteen years.
  • Historically, the strategy delivered mid-teen returns

Rubinstein & Schmiedel

  • Founded in 2019 after more than six years of fundamental research and development, pushing the boundaries of AI in financial market forecasting. The result: a novel AI which extracts information and learns complex strategies without human input solely based on data.
  • 20+ experts in Switzerland and Germany with research backgrounds in AI, Software Engineering, Data Science, Big Data, and High-Performance Computing develop and operate fully automated, high-precision trading systems capable of creating systematic and sustainable returns - so far unmatched by professional traders and rule-based algorithms.
  • The AI utilizes multiple strategies simultaneously, investing in digital assets for very short periods of time and extracting returns while preserving portfolio capital otherwise. The annualized value of Alpha is 123% with a Beta of 0.12. Bitcoin was used as a benchmark.


...

Small Managers - BIG ALPHA Episode 9

This webinar was an exquisite experience and a great opportunity to widen my investment opportunities. (TB)

Thursday, July 7th 11 am ET / 4pm UK time / 5pm CET

Ascender Capital:

Ascender Capital is a Hong Kong based boutique, investing across Asia since 2012, with a process designed to systematically exploit reoccurring inefficiencies across local public equity markets. The resulting portfolio of high-quality businesses has a small and mid cap bias, and minimal overlap with passive or larger funds.

With economic growth and 22,000 listed stocks, Asia is a region that shouldn't be ignored. Boutique investor Ascender Capital has outperformed indices (and peers) on a 1, 3, 5 and 10 year basis, reflecting the consistency of their process and a disciplined investment philosophy:

Deep Field Capital:

Based in Zug, Switzerland, Deep Field Capital's quantitative intraday and short-term programs are built on more than 20 years of trading experience.

Deepfield's Intraday Crisis Alpha (ICA) is a pure intraday momentum program, focusing on large tail events in global equity index futures, aiming to stay away from the average daily trading ranges that tend to be mean-reverting. It is up 14.7% YTD after returning 5.5% in April during the equity sell-off and 4.4% in May when equity markets crashed-up again, annualizing net returns of 8.3% since inception in May 2017.

Skylar Capital Management:

Based in the U.S. Virgin Islands, with offices in Houston, Skylar Capital Management employs a fundamental, discretionary and analytical approach to trading the liquid energy markets with a focus on North American and European natural gas.

The founder, William O Perkins III, has more than 25 years of experience in trading and risk management. He launched Skylar after a successful 10-year tenure as a senior portfolio manager at Centaurus Energy, a multibillion-dollar hedge fund, where he generated over $1bn in profit.

MoSAIQ - Icon Asset Management AG:

Zurich based Icon MoSAIQ is an all weather absolute return strategy that seeks to generate double digit average yearly returns throughout market cycles with no negative years an objective the strategy has met since inception:

"We're proud of our strong absolute returns (+41.33% in 2020 and +0.64% YTD 2022 as of June 17th 2022), meeting our objective of generating double digit average yearly returns since inception with no negative years. For our flagship strategy, the net IRR since inception above +25.6%," says Elias Nechachby, CFA, MoSAIQ Founder and Portfolio Manager, Icon Asset Management AG.



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Small Managers - BIG ALPHA Episode 8

I was there. I really enjoyed it. Thank you. I have already reached out to all four managers. I am putting together a 'Fund of Funds' of Undiscovered Managers. Do you have any other managers presented for you in the not too distant past that I can contact? (JP)

PRESENTERS, YOUR PASSION AND COMMITMENT SHINED THROUGH (MM)

Thank you to all presenters and Matthias. Perfect webinar as always. (VP)

Very interesting! Thank you! (AG)

Thank you indeed! Very informative presentations. (ON)

Wonderful session! (SS)

Excellent webinar (MW)

"Thank you for putting this presentation together and all the work you are doing to provide access to these unique managers and opportunities." (RR)

Wednesday, June 8th 11am ET / 4pm UK time / 5pm CET

Prestige Funds:

Prime Alternative Finance: Renewable Energy / Infrastructure Finance

Prime seeks to generate uncorrelated, absolute returns by investing in a diverse portfolio of senior secured, debt based, renewable energy / waste to energy infrastructure opportunities, many of which receive long term UK government incentives. Prime was launched at the end of 2018, although the wider ‘alternative finance' strategy has been operational for more than 13 years and has produced positive returns for investors every year since inception.

R. G. Niederhoffer Capital Management:

A 28-year track record of innovation in short-term trading

R. G. Niederhoffer Capital Management, Inc. (RGNCM) was founded in 1993 by Roy Niederhoffer, who graduated magna cum laude from Harvard with a degree in Computational Neuroscience. The firm is a pioneer in short-term, quantitative futures trading exploiting behavioral biases, and has been recognized for its combination of strong absolute return and consistent protection in difficult periods for most strategies. The manager's 30 years of research into how behavioral biases affect financial markets has identified over 60 situations in which markets are predictable.

Eagle's View Contrarian Macro Fund, Ltd.:

Eagle's View Contrarian Macro strategy seek to capitalize upon the view that asset prices have just begun a multi-year process of re-pricing downward due to global central bank regime change toward a more restrictive liquidity environment. The primary objective is to generate superior returns during periods when markets decline and preserve capital during periods when markets are in ‘risk-on' mode.

Helm Investment Partners:

Helm Investment Partners seeks to generate superior absolute returns by investing in securities of the largest and strongest domestic companies listed in out-of-favor countries that are recovering from a temporary political or macroeconomic dislocation. Helm believes these specific situations represent some of the least competitive hunting grounds in which to identify and invest in high quality, industry-leading franchises, at extremely attractive valuations.



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MANAGER WORKSHOP: Market Entry Into Europe - Made Easy

This webinar was an exquisite experience and a great opportunity to widen my investment opportunities. (TB)

Thursday, May 19th 11 am ET / 4pm UK time / 5pm CET

As we all know, the structuring of Alternative Investments poses a challenge, because the set-up, regulation and reporting is highly complex. However, with the right know-how, process and partners, your market entry into Europe can be a major success.

Hear from our expert panel:

  • What is the set-up of the European market?
  • How does the structuring process for Alternatives work in Europe?
  • How can managers get the best and most cost efficient guidance through the jungle of regulatory requirements?
  • Case Studies and practical examples


...

Manager Discovery Panel: London

Thanks for another great webinar, this was extremely interesting!. Would love to receive a full-length presentation on each strategy. (DL)

Great presentations! (GR)

Well done everyone. Thanks! (AH)

Great presentation and I agree with a lot of your thoughts. (CA)

I enjoyed the panel conversations. xxxx Capital caught my eye. Could you please facilitate an introduction? (JB)

Tuesday, May 3rd 11 am ET

Eschler Asset Management LLP

Eschler Asset Management is an independent investment practice with alignment modelled on the original Buffett Partnership. Eschler invests in resilient businesses in capital constrained markets. The strategy combines market cycle and industry analysis with bottom-up stock picking and holds substantial inflation hedges in the form of natural resource and multi-industry deep value holdings.

Derby Street

Derby Street runs two Cayman funds and separately managed accounts with the objective of compounding clients' capital over the long term by investing in a concentrated portfolio of undervalued high quality businesses in the UK and Europe.

Tollymore Investment Partners

We do not expect superior investment results to come from any IQ advantage, but from the implementation of factors that will allow us to acknowledge ignorance or exercise conviction better than our peers. These factors relate to the consistency of investment horizon, temperament, working environment, incentives, and investment partners' beliefs and actions.

ARR Investment Partners

The ARR Global L/S Equity strategy aims to generate attractive returns over the long run by achieving strong performance during market rallies, but importantly, protecting investor capital or generating positive returns during market selloffs. To achieve both aims, the strategy has an unconstrained mandate and focuses solely on opportunities perceived to have ‘asymmetric risk-reward' both on the long and short side.

Agera Capital

Agera Capital runs a long-biased thematic equity strategy with a macro overlay. The strategy's focus is capturing mispriced secular and cyclical trends in global equities. The portfolio typically has up to 30 positions and trades futures to manage risk. The founder's background is managing large mandates in emerging market equities where understanding macro factors, flows and sentiment is critical. By combining value investing fundamentals with top-down macro models allows for superior returns while minimizing drawdowns.



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Small Managers - BIG ALPHA Episode 7

I attended the webinar, it was very interesting and relevant. Is it possible to get PDF presentations from all 4 funds? (CIO Multi Family Office)

This webinar was an exquisite experience and a great opportunity to widen my investment opportunities. (TB)

Tuesday, March 8th 10:30 am ET

Savin: Multi-Strategy Arbitrage

Strategy aims to achieve positive returns in all market conditions:

  • Uncorrelated returns with equity markets and the ability to profit from volatility
  • Quantamental approach to portfolio construction
  • Continuous hedge of tail-risk ensures capital preservation in unsettled markets

Balliol Road: Liquid Digital Assets hedge fund strategy

A liquid Digital Assets hedge fund strategy that seeks to capture the value proposition of the next generation of champions within the ecosystem.

Katch: Litigation Funding

The Katch Litigation strategy delivers targeted returns with an emphasis on risk and liquidity management by funding small-size, short duration claims eligible to UK quasi-governmental compensation scheme, as well as larger claims where a group of claimants act together to get compensation in Court. Focuses on the UK financial service sector which enjoys much less credit risk, higher diversification and better liquidity than typical litigation funds.

Rotella Capital Management: Commodity strategies

The new Rotella Qdeck ML Commodity Program uses proprietary momentum and risk management techniques to attain tactical exposure to commodity upside that seeks to outperform passive approaches. The expertise utilized by the strategy was also implemented successfully in the Rotella Qdeck ML Long-only Volatility Program, which won "AI/Machine Learning Long Volatility Strategy - Best Performing Fund in 2020" from the Hedge Fund Journal CTA Awards.



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Master Class (ME/Asia time zone): The End of Easy Money - What Now?

Great session! (NB)

Great job. Thanks for your time all managers... (AH)

Thursday, February 17th: Beijing / HKG / SIN 2pm, Sydney 5pm, Dubai 10am, Riyadh 9am, GVA 7am

Central banks across the globe looked poised to raise rates in response to rampant inflation. However, current market pricing looks too aggressive, notably for the Fed, as inflation is likely to cool in 2022. In this environment, find out:

  1. Our base case for 2022, in terms of macro fundamentals and central bank responses
  2. How to navigate in a year of central bank "normalisation"
  3. What divergent responses by different central banks (e.g. developed vs. emerging) means for investors
  4. How best to position for cooling inflation
  5. The scenarios that could derail the markets
    • Central banks slam on the breaks faster and harder than expected
    • Covid lingers, gets worse
  6. Why US assets in general look the most attractive, and which ones in particular

Join Unigestion Multi-asset portfolio manager Jeremy Gatto for an in-depth discussion on how best to navigate the markets in a world where central banks are back in the spotlight.



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Master Class (US time zone): The End of Easy Money - What Now?

Thanks everyone for this great masterclass! (AO)

Thank you very much for this insightful presentations. (TB)

That was a very interesting discussion. (JR)

Wednesday, February 16th ET 11 am, PT 8 am, UK 4 pm, CET 5 pm

Central banks across the globe looked poised to raise rates in response to rampant inflation. However, current market pricing looks too aggressive, notably for the Fed, as inflation is likely to cool in 2022. In this environment, find out:

  1. Our base case for 2022, in terms of macro fundamentals and central bank responses
  2. How to navigate in a year of central bank "normalisation"
  3. What divergent responses by different central banks (e.g. developed vs. emerging) means for investors
  4. How best to position for cooling inflation
  5. The scenarios that could derail the markets
    • Central banks slam on the breaks faster and harder than expected
    • Covid lingers, gets worse
  6. Why US assets in general look the most attractive, and which ones in particular

Join Unigestion Multi-asset portfolio manager Oliver Marciot for an in-depth discussion on how best to navigate the markets in a world where central banks are back in the spotlight.



...

Small Managers - BIG ALPHA Episode 6

Great webinar! You assembled a terrific panel.  Each of the presenters did a wonderful job describing their edge. (TY)

Great session! (NB)

Great job. Thanks for your time all managers... (AH)

Tuesday, January 11th 10:30 am ET | 3:30 pm UK time | 4:30 pm CET

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.

Episode 6 of this ground breaking webinar series presents you another carefully screened panel of investment managers worth taking a look.

In one hour, you'll meet them all, get to know their top quartile strategies, and - since this an interactive session - can ask your questions.

1. Duo Reges: Exploiting Human-Machine Biases in Financial Markets with a Quantamental Behavioral Equity Long / Short Strategy

Founded in 2018, Duo Reges is a division of Alpha Innovations and is comprised of senior professionals from highly respected technology and capital market firms, all with a demonstrated track record managing assets for firms including Point72, OMERS, Morgan Stanley, and Goldman Sachs and leadership data science roles at venerable technology firms such as Microsoft, Intel, and as a Chief Data Scientist at Amazon.

2. LRT Capital Management: "The Vision to See Economic Moats"

LRT Capital aims to beat the S&P 500 by a substantial margin over a full market cycle. Since launch in 2012, the strategy displayed very strong historical results with only one down year, averaging 26.50% net vs. 13.44% for the S&P500 and a historic beta to S&P500 between 0.4-0.6.

3. Grey Value Management: Unmistakable Alpha

Grey Value focuses on extremely mispriced securities generating long-term returns superior to the S&P 500 historical average, without a corresponding increase in risk.

4. Lavaca Capital: Convex payouts and risk reduction

Lavaca Capital specializes in U.S. listed equity options strategies that create convex payouts and reduce risk. The firm was founded in 2014 and manages $450m for a diverse institutional client base.



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MASTER CLASS: Growth Stock Investing in the Age of Technology - What Investors Misunderstand about Growth

This was a very interesting webinar and contrarian. (MP)

Thanks everyone for this great masterclass! (AO)

Thank you very much for this insightful presentations. (TB)

That was a very interesting discussion. (JR)

Thursday, December 9th 10:30 am ET, 3:30 pm UK time, 4:30 pm CET

Growth has retaken the lead in the market after a strong start for value stocks and is set to remain strong (including current market observations such as Q4 earnings, impact of Delta, and inflation on the market).

Macro factors like rising inflation and higher interest rates are often viewed as bad for growth stocks. This argument had been levied against the stock market for the past century before it recently morphed into an argument directed at the growth style.

But Robert Zuccaro, a quantitative investor with 40+ years' experience and a track record that ranks him among the top 10 managers according to the Wall Street Journal and Lipper, says that history tells us that this argument is without merit.

Hear from Zuccaro and fellow panelist Francois-Serge Lhabitant, Professor of Finance at the Edhec Business School:

  • What investors consistently fail to understand about growth stocks and how exactly they get it wrong
  • Why Small Stock Theory no longer works
  • Why many tech stocks are among the market's biggest winners
  • Why P/Es, earnings surprises, and Wall Street recommendations are irrelevant in growth stock selection
  • Why there are abundant opportunities to find many big winners among recent IPOs and money losing companies
  • "Innovation is inherently controversial", says Cathie Wood. How Zuccaro's stock selection process harnesses innovation's momentum without playing with fire.


...

Small Managers - BIG ALPHA Episode 5

Thank you very much. That was a useful webinar. (AM)

A really good educational session on Total Return Futures which have seen increasing volumes and market share from players who previously used Total Return Swaps. (MF)

Tuesday, November 30th 10:30 am ET

1. Alpha DNA: Seeks to balance capital appreciation and downside protection by combining cutting-edge stock selection research with a disciplined index hedging program

2. Ocean Park: All-weather hedged equity strategy investing in North American and Western European large-cap, liquid, listed companies with hard assets and cash flows

3. Strix Leviathan: Quantitative crypto hedge fund algorithmically trading digital assets

4. Carbon Cap: Generating absolute returns from global carbon markets with direct climate impact



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Master Class: The New Frontiers of Factor Investing

These webinars are excellent! (OB)

Great presentations! Thank you! (DL)

Excellent webinar! (CK)

Thursday Nov. 18th 11am ET

Recognizing that Quantamental has become the final frontier in investing, concepts like RORO (risk on, risk off) Regimes, Smart Betas and ML driven Alphas are defining the new frontiers of Factor Investing.

At the same time, the factor woes of 2020 prove need for better timing, which has always been a key focus of QuantZ. Based on 25 years of experience in quantitative investing and a mission to democratize access to hedge fund alphas, the company is a global market leader in Quantamental signal generation. QuantZ's extensive factor library includes over 600 factors and 22 years of clean data which is used by trillion-dollar asset managers as well as prominent hedge fund pods.

This Master Class, led by QuantZ founder Milind Sharma, is a hands-on introduction and walk-through of today's state-of-the-art quant techniques. We will also cover how RORO regime-based Factor Investing outperformed during the 2020 Covid crash and how such Smart Betas can be combined to outperform popular strategies such as Q+GARP, Q+Val, Val+Mo, Qual+Mo etc., as well as powerful hedge fund signals. We will also touch on the Great Factor Rotation of 2021 & Q1 Gamestop histrionics - going well beyond the basic Fama-French constructs:

  • The compression & commoditization of alpha
  • Traditional stock-picking vs ML Enhanced Smart Betas (ESBs)
  • ESB characteristics -- How QuantZ's 18 ESBs (which combine 600+ factors into ML enhanced cohorts) have outperformed naïve factors
  • How to express any view on Equities via a spanning set of ESBs
  • Quantamental signal generation: Off the shelf vs. Customized signals
  • Hedge Fund in a Box - From signal spreads to fully optimized HF portfolios
  • Sector rotation with QMIT signals
  • RORO regime detection via ML & the classification of ESBs
  • From RORO regimes to a Universal Crash Factor
  • Case Study: Shorts from the Fabulous 14 signal vs. Cathy Wood's Top 10

Milind Sharma is Founder & CEO of QuantZ. His 25 years of market experience span running prop desks at RBC & Deutsche Bank (Saba unit) as well as hedge funds (QuantZ) & mutual funds (MLIM) + the QMIT fintech. His funds have won many awards over the years including those from Morningstar, Lipper, WSJ, Battle of the Quants & BattleFin. He was also a co-founder of Quant Strategies at MLIM (now BlackRock) & Manager of the Risk Analytics and Research Group at Ernst & Young where he was co-architect of Raven TM.

Milind's publications have appeared in the Journal of Investment Management, Risk, Elsevier, World Scientific, Wiley etc. His educational background includes Oxford, Vassar, Carnegie Mellon & Wharton. He has also lectured, presented and/ or taught Capstone courses at Columbia, Carnegie Mellon, Courant, Georgia Tech, Johns Hopkins, NYU Tandon, UCSD, UCLA etc. He is founder & President of the quant society (QWAFAxNEW) (formerly QWAFAFEW New York).



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3 Elements most managers MISS in their E-Capintro/Webinar/
Video presentations

Thank you very much. That was a useful webinar. (AM)

A really good educational session on Total Return Futures which have seen increasing volumes and market share from players who previously used Total Return Swaps. (MF)

Thursday Nov. 4th 11am ET

Also in 2022, cap-intro events and digital platforms such as online ("Zoom") meetings, webinars or videos will be used by investment managers and allocators as meeting and marketing channels.

However, few firms have given thought to how to strategize and optimize their online marketing efforts and presentations. As a result, an exceeding number of investment managers are not fully reaping the benefits of the new communication channels, or worse, fail to score because of simple failures in their overall process, their presentation, or their attitude.

ONE SHOT ONLY!

Institutional investor Panayiotis Lambropoulos, CFA, CAIA, FRM, from the Employees Retirement System of Texas explained in our podcast, "There are only 250 trading days in the year, and you may only get one shot in one calendar year to speak to us given the voluminous amount of meeting requests that we get in addition to our other responsibilities."

Therefore, every single presentation should be flawless and convincing.

The three of us (Donald Steinbrugge of Agecroft Partners, Matthias Knab from Opalesque and ProfundCom's Paul Das) have been part of thousands of manager presentations and have identified three elements most managers miss in their E-Capintro/Webinar/Video presentations.

Join this free MANAGER WORKSHOP (because every (online) meeting counts) and learn:

  • Why Pitching and Presenting is NOT a Side Act
  • Presentation Failures, Process Failues, Attitude Failures: 50 Ways to Disappoint Your Audience (and how to fix them)
  • How fund managers can increase the probability of success at cap intro events
  • The Ultimate 27-Point Check List for Successful Virtual Meetings
  • How to create a create a which puts your audience into a highly receptive "flow" state
  • The best place to put your performance information in a presentation
  • A Guerrilla Tactic that accelerates your sales process and helps you reach thousands of investors outside of your current reach


...

Small Managers - BIG ALPHA Episode 4

"I consider the Opalesque webinars relevant and interesting, I enjoy each of them as they enrich my intellectual horizon each time. I actually push the "Join this webinar" button as soon as I get their invitation. My best to Matthias Knab and the Opalesque team." Gregory Chernizer, Ph.D.

These webinars are excellent! (OB)

Great presentations! Thank you! (DL)

Excellent webinar! (CK)

Thursday, October 21st 10:30 am ET

1. Multi-Discipline Market Timing: Doshi Capital Management

Heeten Doshi, CFA, Managing Partner & Portfolio Manager, Doshi Capital Management

2. Absolute Return Private Debt: Prestige Funds

Craig Reeves, Board Director & Founder, Prestige

3. Disruptive Growth with International Small Cap: Pinnacle Associates


Randy Baron, Lead Portfolio Manager, Pinnacle Associates

4. Investing in secured SME trade finance assets: Artis Trade Invest

Andreas Schweitzer, Managing Director, Arjan Capital



...

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

This webinar was excellent, and I look forward to more. (RD)

Thank you very much. That was a useful webinar. (AM)

A really good educational session on Total Return Futures which have seen increasing volumes and market share from players who previously used Total Return Swaps. (MF)

Thursday, October 7th 10:30 am ET

A MASTER CLASS for hedge funds, active investors with Stuart Heath, Nicolas von Kageneck, Natasha Sibley and Antoine Deix

The Eurex Total Return Future (TRF) on the EURO STOXX 50 index is a prime example of the ongoing 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


...

MASTER CLASS for Investors:

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

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, 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.


...

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:

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.

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.

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.



...

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.



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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.

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.

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.

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.



...

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.



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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 Real Estate Lending

  • Michelle Leung, CEO, Xingtai Capital
    Value Driven Investor in Chinese Growth

  • Tony Bremness, CFA, Managing Director Laureola Advisors
    Life Settlements as Bedrock investments

  • 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.


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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)


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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



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Investor Workshop: The Keys to Asymmetric Returns

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.

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."



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...
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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



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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



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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.



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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



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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



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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



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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



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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