An all-star panel of speakers from a host of emerging markets funds held an interesting talk on identifying opportunities within emerging markets at SALT today. Most will agree that some kind of international exposure in your portfolio is important, but how does global exposure work in the managed futures space?
Category: Why Alternatives?
10
May
2012
Attain presents Why Alternatives?: Hedge Fund Mutualization at SALT 2012
If you’ve been reading the blog at all recently, you know we’ve been pretty harsh on managed futures mutual funds lately… but they make it so easy. So when we saw that there was a presentation on the “mutualization” of hedge funds at SALT 2012, there was no way we were going to miss it.
10
May
2012
Attain presents Why Alternatives? The Future of VIX Futures
As our discussion of alternatives continues this week, we took a moment to chat with James Lubin of the CBOE, where he works closely with those promoting VIX futures. James broke down some of the dynamics and history of VIX futures, and if you ask us, it should be an interesting alternatives market to watch over the coming years.
10
May
2012
Attain presents Why Alternatives?: CFA Highlights
The whirlwind that is CFA has ended, leaving us some time to gather our thoughts, and summarize the ideas shared by some of the speakers we found most interesting.
10
May
2012
Attain presents Why Alternatives?: Review of Day One at SALT 2012
SALT 2012, the SkyBridge Alternatives Conference, hit the ground running yesterday, with a full day of interesting speakers and engaging content. It’s a who’s who of alternatives, but by no means is everyone on the same page about what an alternative is and what level of investment there ought to be.
09
May
2012
Attain presents Why Alternatives?: Alternative Coverage at NAPFA
As part of the conference flurry this week, Attain has been popping in at NAPFA for several panels. One that caught our attention was “Understanding Alternative Investing” with David Wright, Managing Director with Sierra Investment Management. It wasn’t what we’d call a love-fest for alternatives, but that made it all the more interesting.
08
May
2012
Attain presents Why Alternatives?: Global Debt Panel at CFA
The CFA conference continued with Barry Ritholtz, John Mauldin, David Rosenberg and Anatole Kaletsky talking about the global debt crisis. If you’ve ever seen any of these folks speak or read their work, you know you can’t do much better than this group on that topic.
08
May
2012
Newsletter: Why NOT Alternatives?
If you follow the blog, you know by now that we’re doing a sort of celebration of alternatives throughout this week, so it only made sense to have a newsletter that stayed in the same vein. We initially set out to celebrate Registered Investment Advisers (RIAs) who were bringing their clients alternatives- particularly managed futures. However, as we journeyed through the interviews for the piece, a more valuable story emerged: the tale of how the RIAs got to a point where they wanted to offer alternatives- and managed futures, in particular- at all.
07
May
2012
More Cooks = Better Soup?
We recently had an opportunity to talk with Elizabeth Flores, the Executive Director of the Asset Managers Group at CME Group, about the effects of higher volume and assets shifting into the futures market, and we think her analysis is spot-on.
07
May
2012
Attain presents Why Alternatives?: Update from the CFA Institute National Conference
The CFA Institute National Conference is underway, and if James Montier’s opening remarks are any indication, we’re in for a great week of research, analysis, and education.
