How to Access Mission Critical Investments in AI, Aerospace & Defense
Thursday, May 16th 11 am ET (4pm GMT, 5pm CET, 6pm Riyadh, 7pm Dubai)
Whenever topics become 'hot', differentiating substance from opportunism is a key driver of successful long-term investment returns.
In this webinar, we will introduce you to some of the leading specialized investment managers in two areas of technology we believe will shape the next decades and are already of significant geopolitical importance:
- Aerospace & Defence and
- Artificial Intelligence.
Join this live Investor Workshop and learn and interact with investors who have been in these fields for decades and invested in it long before it became flavor of the day.
In addition to offering significant potential for financial returns, engaging and participating in these themes empower investors to make a positive impact through investments that align with the continued development and expansion of these themes.
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.
Markus Federle
Apoorva Pandhi
Shreya Rajpal
Brad Harrison
Shaun Moore
How emerging market fund manager Kevin Dougherty outperforms in Crypto, Web3
Tuesday, June 11th 11 am ET (4pm GMT, 5pm CET, 6pm Riyadh, 7pm Dubai)
Cryptocurrencies and Web3 protocols represent a new and exciting asset class with the potential for explosive growth. Like other early-stage asset classes, such as Emerging Markets during the 1990s and 2000s, institutionalization of crypto is driving significant price gains due to its superior risk/reward and asymmetric upside potential. And with user growth closely mirroring previous transformational technologies, the crypto industry is still in its early stages, with mass adoption yet to come. For example, Web3 is massively undervalued - you can buy the whole of DeFi for less than the market cap of PayPal. In these early days, it’s the builders who see best where the real value lies.
Join us for an Investor Workshop featuring Kevin Dougherty, Managing Partner of BR Capital's Digital Assets Hedge Fund (SP2). With over 20 years of experience in financial markets, Kevin's focus has always been on analyzing and managing assets in emerging asset classes, including Emerging Markets Equities, Commodities, and Cryptocurrencies. His experience as a fundamentally driven emerging market hedge fund manager uniquely qualifies him for the emerging asset class of crypto and Web3.
In this webinar, Kevin will discuss:
- Why cryptocurrencies represent a superior investment opportunity akin to emerging markets in the 90s/2000s.
- While Crypto is cyclical like tech, it's not a bubble like tulips. Bubbles do not repeatedly reflate. At the same time, as with other asset classes, risk management and experience are still key to control volatility and downside risk.
- This shows in the performance of BR Capital's liquid quant fund where proprietary crypto trading technology has produced an CAGR of 66 in BTC (i.e. excluding BTC growth against USD) while BR18 Web3 VC fund's administrator-approved gross NAV at end of Q4 2023 is 6x initial capital after three years.
- Lessons from institutionalizing other asset classes that apply to crypto
- How BR Capital's investor-builder ethos has given the firm credibility among top Web3 founders and teams, resulting in early-stage opportunities and a track record that demonstrates their ability to beat tier 1 VCs to the table.
- The key advantages of decentralized finance (DeFi) over legacy finance
- Why the Global Regulatory environment – the biggest risk to cryptocurrencies – has improved greatly in recent months
- Why Cryptocurrencies are critical infrastructure for the NextGen Digital Economy, with huge advantages over an alternative digital future controlled by a small handful of US and Chinese Big Tech companies
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.
Kevin Dougherty
PAST WEBINARS
Small Managers - BIG ALPHA Episode 14
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Tuesday March 26th 2024
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 14 of this ground breaking webinar series presents you another carefully screened panel of investment managers worth taking a look.
TradeWinds Asset Management is a US-based Registered Investment Advisor run by Founder and Chief Investment Officer, Christian D’Urso, who has been active in the financial markets for twenty years. The firm specializes in constructing portfolios of stocks, mutual funds and ETFs, managing $125m on behalf of investors across the US through their offices in Oregon and Rhode Island.
TradeWinds is the investment advisor to a hedged equity strategy which launched in January 2024, applying a nuanced approach to achieve its objective of significant equity returns with constrained volatility and controlled drawdowns. This long-biased approach is based on an existing stock strategy managed by Tradewinds that has been running live with audited returns for the past four years.
Strategy Highlights:
- Portfolio consisting of 15-30 large cap stocks having strong momentum selected from a global universe of approximately 400 through the application of rigorous quantitative methods.
- Proprietary risk overlay called Adaptive Beta that utilizes a rules-based methodology to adjust leverage, exposure and hedging based on proprietary signals identifying the prevailing market state.
- Dynamic Hedging Program using the combination of put and call spreads designed to constrain volatility and avoid large drawdowns while maintaining the significant opportunity for upside return capture when momentum is dominant.
“The 100s of trillions of dollars in the global financial system contain measurable and actionable trends that produce outsized moves in individual securities over months and years. We have developed a proven and systematic way to identify where the global bull markets are occurring and within those markets which stocks have significantly enhanced potential for outperformance. In addition, we have developed robust and scalable tools for identifying when to add and remove risk from the portfolio.”
Christian D’Urso, Founder & CIO at TradeWinds Asset Management
Ironshield Capital Management LLP is a London based Investment Manager run by Founder and Chief Investment Officer, David Nazar, who has devoted over two decades to credit investments. The firm manages concentrated liquid portfolios of event driven, stressed and distressed credit, focused on actively traded bonds, loans and other corporate securities with events typically crystalising within 3-6 months. The team uses a probability and scenario driven approach to evaluate opportunities and assess risk.
The firm manages range of strategies spanning the liquidity spectrum, offering a platform to investors including UCITs, hedge funds and closed ended structures.
Strategy Highlights:
- Opportunity set at its biggest level ever €700bn+
- Credit indices are priced for 5 to 6% annual default rates over the next 5y.
- Portfolio typically consists of 20-30 bonds, loans and CDS
- Issues from EU and Western European stressed and distressed credits (typically B-CCC-D)
- Consistent returns throughout the market cycle
The investment team’s objective is to achieve high absolute returns across the strategies by exploiting periods of market mispricing caused by operational and capital structure changes in credits. Our strategy is a unique combination of limited downside capture and high absolute returns which is achieved by high-quality, deep and rigorous credit analysis. Given that there is a scarcity of high yield and event-driven credit experts in Europe, there is a growing gap between expanding opportunity sets and the number of people like us exploiting them. Our methodology has been developed, implemented and refined over the past 16 years. It has now been successfully tested throughout several credit cycles.
David Nazar, Founder & CIO at Ironshield Capital Management
Aura Ventures is a thesis led, high conviction investor focusing on Seed stage technology companies in Australia and South East Asia.
Since launching the strategy in 2013, Aura Ventures has deployed c. $55m into 22 companies and delivered an average TVPI of 2.1x and DPI of 0.74x across all fully deployed fund vintages. The Fund’s success in the asset class to date can be attributed to their thesis driven approach to deal origination and selection, due diligence program and an active approach to portfolio management through to exit.
Aura Ventures is part of Aura Group, a Wealth and Funds management firm founded in Australia in 2009 with head office in Singapore and a growing footprint across Asia Pacific.
Since 2013, Anbruggen Capital has been at the forefront of crypto investing, actively involved in the development of crypto-based funds. This translates into a decade of experience, a team driven by continuous learning, and a deep understanding of the crypto landscape.
Anbruggen Capital employs a blend of top-down and bottom-up research to strategically analyze and invest in a wide range of cryptocurrencies. Their core expertise lies in deep value, research-based discretionary strategies focused on:
- Next-generation blockchains
- Decentralized finance (DeFi)
- Blockchain gaming/metaverse
- Adjacent assets
Join the Crypto Revolution with Thomas Bleimuth and Anbruggen Capital.
The Ultimate Alpha Strategy: Mastering Early-Stage Tech Investments
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Tuesday, February 27th, 2024
Investor Workshop with Investment Banker turned "Super Angel" turned VC Ian Sosso
Building direct exposure to early-stage start-ups can not only be a very profitable strategy but is vital for institutional investors, family offices and private investors alike in a world where we are seeing a redistribution of wealth towards tech businesses and tech entrepreneurs.
There is strong evidence that small, emerging managers outperform large established managers in venture capital. But there is also a growing number of investors who are investing directly in early-stage businesses. We have seldom met one that is not either already investing or at least considering it.
Yet, finding the right investment formula has been challenging for many: loss of capital in the first few investments, inadequate deal flow, lack of understanding of the due diligence process and investment process, ticket size too small for institutional investors to warrant the time and effort, etc.
Casual tech investors lose money. However, early stage venture investing is the ultimate alpha generation strategy: There is no index replication strategy. There is no proxy to being an active investor. But there is evidence that the leading angel and venture investors consistently generate substantial returns.
So, we all love tech, we all want to get involved, but how do you intelligently participate in the future of tech? How do you build a strategy that makes sense, how do you get the best of a high performing venture fund and build both exposure and experience in direct investing, and why it is so important that you do?
With a 7 year IRR of 38%, Ian Sosso, the Founder & Managing Partner of Monte Carlo Capital (www.montecarlocap.com), knows what he's talking about. Ian has over 15 years experience as a business angel and 16 years investment banking in Europe and Asia, and has built an award winning strategy that brings together the diversification and performance of a small venture fund, while offering his LPs significant direct co-investment opportunities.
Join this exclusive investor workshop and learn:
- How to identify 20x investments
- Why early-stage investment is the ultimate alpha generation strategy
- What is the full cycle investment process, from deal sourcing, to due diligence, closing a deal and working with the company.
- What is the most difficult in early-stage investing?
- Why deal sourcing and due diligence are the main drivers of return
- The channels to source high value tech deals across verticals
- Why building tech investing know-how is not done by being a passive investor in funds. What you can do instead
Small Managers - BIG ALPHA Episode 13
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Tuesday, January 16th 2024
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 13 of this ground breaking webinar series presents you another carefully screened panel of investment managers worth taking a look.
Savin Investment Partners is an Amsterdam based investment boutique founded in March 2020, specializing in relative value and volatility trading strategies. Savin launched its first fund, the Savin Multi-Strategy Arbitrage Fund, in February of 2021. Aiming for absolute returns and true portfolio diversification by delivering on an uncorrelated and differentiated return profile compared to the broader market. Currently managing €40m from around 60 international investors, ranging from HNWI, family offices, wealth managers, and fund of funds. The fund was awarded a EuroHedge Award (best new Relative Value fund) in 2022.
The Savin Credit Opportunities Fund will launch Q2 2024 to invest in high yield / distressed debt and exploit mispricing’s across the capital structure. Market volatility, higher interest rates and the upcoming debt maturity wall will fuel the pipeline of the fund’s credit opportunities. The existing strategy will be carved out from the Multi-Strategy Fund, to scale and capitalize on the growing opportunity set.
Strategy Highlights:
- Non-crowded strategy and mostly overlooked by bigger hedge funds due to sizing constraints given mid-market company’s debt size and option liquidity
- Asymmetric and uncorrelated return profile
- Targeting IRR 12% net of fees after hurdle
“The investment landscape is evolving with heightened uncertainty and volatility. Market direction is becoming a less reliable return source. Relative value and volatility strategies offer a low correlation to general market direction. We aim to deliver a differentiated return profile with strategies that can capitalize on opportunities that are surfacing in a changing environment.”
Bas Emmerig - Founding Partner / PM
Southview is an Atlanta, USA based investment manager focused on the acquisition, sustainable management, and disposition of investment grade timberland properties in the Southeast United States.
Southview’s real assets investment strategy is in direct contrast to the opaque world of digital assets and complex financial products.
The Southview team has 30 years of experience, leverages proprietary deal flow in the Southeast USA, employs little to no debt/leverage, and has a track record with many profitable exits on investments.
The founders of Southview currently manage personal land holdings of 10,000 acres in the Southeast USA; the value of these holdings is over $100m.
Southview’s opportunistic and value add strategy has natural tailwinds in the current and future growth of the region, and based on highly disciplined and repeatable processes.
The firm’s ability to source proprietary opportunities & focused land management boosts overall returns is supported by a strong network of landowners and forestry industry contacts. Unlike other timberland investment managers that rely solely on timber returns, Southview optimizes gains from both timber and non-timber components including agricultural leases, hunting & recreation leases, harvesting pine straw, and more.
“Southview’s investment strategy is in direct contrast to the opaque world of digital assets and complex financial products. Timberland is a real asset and your investment dollars will purchase assets in the United States that are productive, fixed, and necessary.”
John Brenard, Managing Director & Founder at Southview Timberland Investments
Strix Leviathan has been created by a team of seasoned technologists and experienced finance professionals that recognized the opportunity for algorithmic trading within the cryptocurrency markets.
The company seeks to deliver SUPERIOR RISK-ADJUSTED RETURNS to a buy and hold basket of digital assets by applying a systematic approach to portfolio allocation through the use of proprietary statistical models.
Runs directional-focused strategies that take both long and short positions which are best placed to extract alpha from the massive volatility in this asset class. Relies on a diversified set of signals across multiple markets:
- Cryptocurrencies
- DeFi
- Smart Contract Platforms
- Decentralized Apps
“Blockchain technology has given birth to a new world of investable assets. This dynamic and emerging asset class presents investors with unique opportunities and challenges. Capturing alpha in this inefficient and immature asset class requires sophisticated technology and active management by an experienced team. Founded in early 2018, Strix Leviathan has years of experience under its belt.”
Nico Cordeiro, CIO Strix Leviathan
Eagle’s View Capital Partners invests predominantly in 'niche oriented' hedge fund strategies that seek to exploit an 'edge' or a structural inefficiency in the marketplace and which show little or no correlation to mainstream asset classes such as equities, fixed income, or commodities markets.
The manager seeks to generate a consistent source of uncorrelated alpha by combining a diversified portfolio of uncorrelated hedge fund strategies with robust risk management and due diligence.
Strategy Highlights:
- Outperforming: Since inception in Jan 2011, Eagle's View's cumulative return has been approx. 162% (HFR Composite Hedge Funds of Funds Index approx. 52%)
- Annualized Sharpe Ratio of 1.33 (HFR Composite Hedge Funds of Funds Index: 0.50)
- Non correlated: Beta to S&P 500: -0.01 (HFR Composite Hedge Funds of Funds Index: 0.26)
"We do not rely on market predictions to generate alpha and absolute returns. Instead, we seek to capitalize on market inefficiencies which are overlooked by most traditional hedge fund investment vehicles. We believe that significant opportunities currently exist in such 'under the radar', less widely followed strategies. In addition, our investments are diversified amongst an array of strategies. Underlying liquidity within the portfolio is a paramount consideration."
Neal Berger, Founder/Chief Investment Officer of Eagle’s View Asset Management