2019 SALT Conference: Rothschild CEO Jose Minaya On ESG Opportunities

Notes from Jose Minaya, the CIO & President of Nuveen, presentation at the 2019 SALT Conference called "Smarter Alternatives: How Responsible Investing Drives Long-term Performance." See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc Smarter Alternatives: How Responsible Investing Drives Long-term Performance Jose Minaya - [...]

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2019 SALT Conference: Reinvesting In The Land Of Opportunity

Notes from Russ Bernard, Dan Kowalski, John Lettieri, Emanuel J. Friedman presentation at the 2019 SALT Conference called “Reinvesting In The Land Of Opportunity” See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Reinvesting In The Land Of Opportunity Russ Bernard - Managing Principal, [...]

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2019 SALT Conference: Hiring And Firing Alternative Asset Managers

Notes from Amy C. McGarrity, Pamela Yang and Eric R. Nierenberg presentation at the 2019 SALT Conference called “Hiring And Firing Alternative Asset Managers: Institutional Owners Perspective.” See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Hiring And Firing Alternative Asset Managers: Institutional Owners [...]

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2019 SALT Conference: Canyon Capital’s Joshua Friedman “When things are pricing to perfection, you can see big swings to the downside”

Notes from Keith Haydon, the CIO of Man Solutions, Troy Gayeski, Co-CIO & Senior Portfolio Manager of SkyBridge, Joshua S. Friedman, the Co-Founder, Co-Chairman & Co-CEO of Canyon Partners, John Graham, the Senior Managing Director & Global Head of Credit Investments of CPPIB, presentation at the 2019 SALT Conference [...]

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Black Bear Value Fund April 2019 Tearsheet

Black Bear Value Fund performance update for the month ended April 30, 2019. Q1 hedge fund letters, conference, scoops etc Dear Partners and Friends, The Fund returned +6.2%, net, in April.  YTD +6.2%, net. The S&P 500 returned +4.1% in April.  YTD +18.3%. The HFRI index returned +1.9% in April.  YTD +8.1%. Fund Strategy Black Bear Value Fund, [...]

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2019 SALT Conference: The Future Of Private Equity

Notes from Seth Bernstein presentation at the 2019 SALT Conference called “Illiquid Mettle: The Future Of Private Equity.” See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Illiquid Mettle: The Future Of Private Equity Seth Bernstein - Chairman & Chief Executive Officer, Bernstein [...]

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2019 SALT Conference: Lubin, Novogratz, Roubini Talk Crypto Winter

Notes from Joseph Lubin, Michael Novogratz and Dr. Nouriel Roubini presentation at the 2019 SALT Conference called “Crypto Winter: Ice Age Or Great Thaw?” See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Crypto Winter: Ice Age Or Great Thaw? Joseph Lubin - [...]

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2019 SALT Conference: Angelo Mozilo On Lessons (Supposedly) Learned From The Housing Bubble

Notes from Angelo Mozilo presentation at the 2019 SALT Conference called “Underwater World: Lessons Learned From The Housing Bubble.” See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc TheDigitalArtist / Pixabay Underwater World: Lessons Learned From The Housing Bubble Angelo Mozilo - Former Chairman of the [...]

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2019 SALT Conference: How Digital Payments Drive Entrepreneurship

Notes from Frank Bisignano, the Chairman and CEO of First Data, presentation at the 2019 SALT Conference called "Connecting The World: How Digital Payments Drive Entrepreneurship." See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc Connecting The World: How Digital Payments Drive Entrepreneurship Frank Bisignano [...]

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Alluvial Fund April 2019 Performance Update [Stat Sheet]

Alluvial Fund performance update for the month of April 2019. Q1 hedge fund letters, conference, scoops etc Dear Partners and Colleagues, Alluvial Fund, LP was up 2.6% in April. Year-to-date, Alluvial has returned 10.6% versus 18.3% for the S&P 500 and 18.7% for the Russell 2000. Since inception, Alluvial Fund, LP has [...]

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Horos Asset Management 1Q19 Letter: The Revenge Of The Irish

Horos Asset Management letter to investors for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc Dear co-investor, We ended an important quarter of recovery in the markets, after the strong correction at the end of 2018. In this (almost) year of life of Horos, our co-investors, [...]

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