Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investments.

Conducted at the AltsLA Conference in March, here is a brief interview with Bill Kelly re: Alternative investments, the industry and the role of CAIA.  Bill was a speaker and panel moderator at the conference, and always has interesting insights to offer.

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Since 1980, Louis has been analyzing and recommending investments for his newsletter subscribers, and managing investments for institutions and individuals since 1987. Using Fundamental and Quantitative Analysis in a bottom-up process. Louis recommends equity and other investments to his subscribers and in his investment management service.  Louis seeks to find the inefficiencies and anomalies in the markets, and recommends/uses these positions for his subscribers and clients. Never one to shy away from expressing an opinion, Louis discusses a variety of subjects re: the world of investing.  You won't want to miss this.

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Ted learned the investmentment industry from John W. Henry, successful Commodities Trader who now owns the Boston Globe , Boston Red Sox, Liverpool Football Club, and other ventures.  In 2012 he formed Incline with his partner, and they created a unique strategy to combine equity investments together with Commodity Trading , and call it the Systematic Hybrid Investment Strategy.  You will enjoy this conversation about a unique way to invest in both of these markets.  He reveals a key trait of JWH that everyone in the investment world should remember.  Listen to this interview. 

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Following stints at some of Wall Street's largest and most prestigious investment firms - Goldman Sachs, Bridgewater Capital and AQR Hedge Fund - Nate started CAM with his partner to focus on little followed, niche markets in the Commodities markets, i.e. nickel, zinc, lead, palladium, aluminum and other even lesser known commodities.  Able to be long or short, mostly in the Futures market, they use fundamental analysis and quantitative metrics, and do not pursue trend following, which is the more typical approach for commodities trading.  Investors today often seek a low-correlated investment for their portfolio, and many are turning to commodities for diversification from equity and fixed income markets.  Listen to this conversation to learn about this unique way to add diversification to a portfolio, and able to create profits in rising or declining markets.

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David tells the story of CCM, an independent impact investment money management firm, speciallizing in fixed income (Bond investing), paying market rate returns, but they allow the investors to focus on particular geographical or impact themes in deploying their investment funds.  CCM started with banks and others covered by the Community Re:Investment Act in the 1990's, moving into the Foundations and other institutional investors, and now wealth management world and other private investors.  He discusses the themes and locales of some of their projects, as well as the goals and desires of the investors.  For many investors, it is very important to align their investments with their values, and David tells this story as well as anyone, providing specific examples of projects that listeners will find to be very interesting.

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The Director of Investor Relations, Paul discusses BP's  L/S funds, especially the unique Emerging Markets L/S fund, part of their $100 Billion in Assets Under Management.  While L/S funds are fairly commong, few apply this strategy to international markets, especially Emerging Markets.  On a bottom up basis, they look for companies with rich valuations and potential catalysts to move the price, both on the long and short side.  They allow the market to determine the net exposure, with the short side usually between 30-70% of the Long side.  He also discusses the unique challenges and features of the opportunities in Emerging Markets.  An enlightening interview on a subject receiving much less attention than most in the financial markets.

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As an early pioneer in Alternative Investments, Rick has had a focus on Alternative Investments for the 29 year life of their firm.  Having establish their Alternative Investments focused LASSO mutual fund twenty years ago, he is a frequent speaker in the industry and often a Co-Chair of conferences, and shares with us his views of the industry, current conditions of the financial markets, and other insights in this investment space.  Rick's experience in this segment of the financial world for several decades creates a rich background for him to hold forth on this important subject. 

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As an insider in the world of Fixed Income securities management on Wall Street  prior to, during , and since the 2008 credit crisis, Mark has had a view of this epoch period as few others (as he tells us, he had dealings with each of the four parties whose stories are told in the book and movie "The Big Short).  He identifies what he sees as the major causes of the crisis, and shares insights and unique views that few can claim to have from that period. We loved doing this and are sure you will enjoy it as well.

 

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Listen to Sal, Chief Investment Officer and responsible for investment strategies for the twenty plus ETF's at IndexIQ, a New York Life company, as he discusses their various factor based Alternative Investment ETF's.  He discusses the core competencies needed in this area of investing.  A combination of Fundamental, Technical and Quantitative Analysis, these strategies are multi faceted and anything but buy and hold, simple strategies.  He also discusses their Merger Arbitrage strategy, and the opportunities and challenges in creating a set of rules for managing these assets.  Anyone interested in factor based investing will find this interview to be very interesting.

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As the Managing Director and Senior Portfolio Manager over Real Estate securities strategies @ Salient Partners, Joel is responsible for their investments into listed stocks whose underlying business is commercial real estate investment and management.  Focused on the rent collecting commercial property development and management market, thru REIT's and stocks, Joel discusses the benefits of investing into this space.  Joel has seen this industry grow from $6 Billion to almost $ 1 Trillion in assets over almost thirty years and offers unique and valuable insights into this market.  

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Listen to Matt, Director of Research @ Kaizen, discuss his 6 year old strategy, The Alpha Seeker, trading Volatility.  He discusses the recent meltdown of VIX inverse strategies that created some major market disruptions.  The Alpha Seeker uses a "Volatility Dashboard" to direct on investing in VIX ETF's and their inverse.  They manage equity exposure thru Volatility trading.  Fascinating stuff, and not for the faint-hearted.  Anyone interested in protecting equity exposure will find this interview to be very interesting.

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As the founder and CEO, Will tells about their HIPS strategy, investing in an index of High Income investments.  In the current low yield environment investors strive for almost any level of yield that is above ground.  The HIPS strategy includes REIT's, Master Limited Partnerships, Business Development Companies, and Closed End Funds, and provides a diversified set of about 300 of these companies, paying high yield/income.  He also discusses the changes to the tax treatment of some of these categories of investments from the recent tax reform. Anyone needing income or looking for alternatives to the current low yields of traditional fixed income investments will find this interview to be very interesting.

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Alex is a Founder and the COO, and explains the opportunities in the digital asset world.  He discusses the quant and data driven aspects of DAS, using  data models, AI, machine learning, quant driven apporaches to Cryptocurrencies investing.  He discusses the major misperceptions of investing in this area, including a leveling of expectations, and the added trading sophistication in space.  Saying that it is about the technology, he differentiates between Cryptocurrencies and Blockchain and discusses the applications and opportunities of each.  They are seeking to bridge the gap between the world of finance and technology, with research backed, quant driven strategies. Wondering what ICO really means, listen here for your answer.

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As the Chief Investment Officer of Index IQ, Sal will be speaking at the conference on the subject of equity hedging thru Hedge Fund Strategies.  Index IQ uses ETF's in an effort to replicate the returns of productive Hedge Fund strategies.  Addressing the major objections to the more aggressive reputation of Hedge Funds, Sal discusses how to reduce risk to a portfolio thru these types of strategies.

For more information re: the conference - – www.jveventsgroup.com/liquidalts

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Founder and CEO Will Rhind will be a speaker at the conference, to be held in NYC on May 1.  He will be speaking about the importance of adding commodities to a well diversified portfolio, either as a hedge against inflation or for pure diversification.  He discusses with us who invests in Granite Shares and why.  

For more information about the conference – www.jveventsgroup.com/liquidalts

 

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As CIO of Infinity Q, James will be speaking at the Conference on May 1 to be held in NYC, and will be addressing Volatility in the Equity Markets.  Discussing investing thru Volatility, a specialty of Infinity Q, he tells us who invests thru Volatility, and why.   

For more information about the conference – www.jveventsgroup.com/liquidalts

 

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No stranger to Alternative Investments, as a 29 year Alternative Investment specialist firm, author of books on Alternative Investments, founders of a two decade old Alternative Investment Portfolio,  Rick will again be the Co-Chair of this conference, scheduled for May 1 in NYC, Rick will be speaking at the conference several times, including on the subject of "Liquid Alts 2.0".  Here, he briefly discusses the role of Alternative Strategies in risk management.  

For more information about the conference – www.jveventsgroup.com/liquidalts

 

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Don is the founder and CEO of JV Events Group, and the producer of the conference, to be held in NYC on May 1.  Having produced conferences for sixteen years, including the Inside ETF's Conference, he discusses the unique model that their conference model follows.  With several conferences planned for 2018, this conference is well timed for buyers/allocators/advisors, with an all star set of presenters.

For more information about the conference – www.jveventsgroup.com/liquidalts

 

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Director of Investor Relations, Paul will be one of the speakers at the May 1 Conference in NYC.  He will be speaking about the BP Emerging Markets Long/Short Strategy. He discusses the role of Alternative Investments in a properly diversified portfolio, and who invests in their fund, and why.  

For more information about the conference – www.jveventsgroup.com/liquidalts

 

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With a background in creating indexes, Scott took the United Nations' 17 Sustainable, Development Goals and created an ETF containing those companies that address one or more of the these U.N. Goals.  After providing his insight into the accuracy of index ETF's, Scott discusses the genesis of Serenity Shares formation.  Filtering all stocks, looking to identify those companies that  focus on achieving one or more of these SDG's, resulted in the selection of 110 companies, who form the index and ETF.  Very interesting, especially for those who seek to "...invest for a return while making a difference."  Scott gave presentations at the Annual Sustainable, Responsible Impact Investing Conference in late 2017.

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Founder and CEO Mark Landis tells about Wavelength Capital's strategy, or focus, to have a low volatility fixed income portfolio that is immune from rising and falling interest rates.  They invest into four different portfoios, designed to perform in eachof four  economic environements, dealing with growth and inflation. Then, they apply market neutral long/short strategies  and apply factors to hedge out changes in interest rates.  Their investors are looking to create profits in any and all economic markets.  With the expectation of rising interest rates, and most investors having some portion of their portfolio in Fixed Income, this is a story that investors and Advisors will find to be very intersting and is very applicable to their investment portfolios.

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As CEO of Wunder Capital, Bryan discusses the opportunities of providing capital to the commercial projects solar energy market.  Wunder raises funds from investors to fund commercial solar energy projects. Starting with private, retail investors, they now have Family Offices, RIA's and other professionals as investors.  Issuing notes, they offer yields that are greater than many market fixed income offerings.  This appears to be a unique way to contribute to the expansion and implementation of  renewable energy systems while offering to investors a higher than typical yield.  We recommend that everyone listen to this unique investment opportunity.

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Listen to David, a CFA charterholder and designated speaker for the CFA Institute, Managing Member and CIO of Coloma, a Commodity Trading Advisory firm (CTA), discuss the role and opportunity of commodities investing thru the futures markets. Coloma uses quantitative methods plus fundamental analysis, applied with discretion, to create investment strategies. Discussing the misconception by many investors of the futures marketplace, David explains the role of commodities in adding a non-correlated strategy/asset class to an investment portfolio.  Coloma offers two strategies, one focusing on commodities and the other on volatility.  Using fundamental analysis, which is rarely applied to commodities, Coloma offers an alternative approach to commodity investing vs. the usual trend-following method.  Anyone interested in adding truly low-correlated assets in a portfolio will find this interview to be very interesting.

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Yes, that is his real name - Max is the Director of Investment Strategies @ ETF Securities.  Headquartered in London, with about $24 Billion in assets under managemetn, they offer commodity investments thru ETF's.  Discussing the role of commodities in a truly diversified portfolio, helping to offset the volatility that can be created in other markets (i.e. S&P 500) Max identifies misconceptions of commodity investing.  He also discusses "Tracking Error" in ETF's in certain commodities, an issue for many investors.  Listen to Max tell us about the opportunities in the commodities world thru ETF's.

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Brian, an attendee at a half dozen previous conferences, discusses the panels, attendees and quality of the content at the conference.  He talks about the increase in 1031 Exchange business and the opportunities of this market for investors.  Investing in student housing at universities, typically thru 1031 Exchanges, Brian discusses this investing opportunity, moving into the less congested markets.

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