Conference Discussion Topics 2019

DISCUSSION TOPICS 2019

KEYNOTE: Dr Mark Mobius on emerging markets

Dr Mark Mobius of Mobius Capital Partners delivered a keynote address focused on the evolution of emerging markets. Ranked as one of the 50 most...

KEYNOTE: Building a boutique, CDAM’s Adam Chamberlain

Adam Chamberlain, CEO of established London-based boutique CDAM, which manages close to US$1 billion across both hedge fund and long-only strategies, shared his views...

RESEARCH: Making it big, AIMA and GPP

“To be a billion dollar business, act like one,” noted AIMA’s Tom Kehoe and Sean Capstick of GPP, presenting the results of their recent...

VIEWPOINT: Diversification wanted, Alexander Orr, BlackRock Alternative Investors

Alexander Orr of BlackRock Alternative Investors made the case for alternatives in today’s world during the Symposium’s Hedge Funds 101 Masterclass. A leading global allocator...

VIEWPOINT: Hedge fund replication, Michael Rhodes, GSAM

Michael Rhodes of Goldman Sachs Asset Management presented the case for alternative beta, or hedge fund replication strategies. He noted that alternative beta had...

VIEWPOINT: Gaining the edge, Justin Newdigate

Justin Newdigate of Newdigate Consulting discussed “noise”, with particular reference to the investment management industry, which is a focus of his upcoming book. “I became...

VIEWPOINT: South Africa today, Ralph Mathekga

Ralph Mathekga, the author of Ramaphosa’s Turn, Can He Save South Africa? (published in June 2018), shared his thoughts on the evolution of South...

PANEL SESSION: Where in the world are we?

AIMA’s Tom Kehoe convened the Symposium’s opening panel discussion, with his team of four panelists taking a macro view on investment strategies. Bulent Badsha, who...

PANEL SESSION: Identity crisis

Panellists focused on key issues plaguing the global industry, noting that global returns had been disappointing for some time, and the fund of hedge...

PANEL SESSION: South African equity

Chris Edwards of Absa Capital convened a session focused on South African equities, noting that the domestic market had been plagued with landmines in...

PANEL SESSION: South African fixed income

In a session chaired by RMB’s Elena Ilkova, panellists discussed the benefits of fixed income hedge funds in the current environment, noting that the...

PANEL SESSION: The frontier wars

Investec’s Andrew Schultz convened a discussion on the opportunity set for frontier managers, particularly African markets, with three managers representing diverse approaches. Coronation Fund Managers’...

PANEL SESSION: Private credit

Kris Adams of Momentum Investments looked at the topic of private credit and other forms of debt financing, and how this offered alternative opportunities...

PANEL SESSION: Setting up offshore

Tatenda Chapinduka of Independent Alternative Investment Managers convened a discussion on the evolving global landscape for managers looking to attract investors and expand offshore. He...