Investor Workshop: The Seven Keys to Behavioural Investing

Tuesday, Jan. 26th 10 am EST

UPCOMING WEBINARS

Eight Ways Investment Managers Should Be Using Digital Marketing Right Now

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

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

This two-part interactive online workshop with four expert speakers will deliver you eight modules designed to help smaller and mid-sized managers to survive and grow assets during the COVID-19 pandemic (and beyond).

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. 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:

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

1. Assess & Maximize Your Digital Presence - Matthias Knab

2. How to Master Investor-Centric Marketing - Don Steinbrugge

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

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

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

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

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

7. Five Strategies to Improve Attendance at Your Next Virtual Event - Paul Das

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

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.

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Don Steinbrugge
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Benjamin Ball
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Paul Das
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Matthias Knab

PAST WEBINARS

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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

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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

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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
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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."


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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