Name
How to Take Advantage of Innovative Non-Correlated and Niche Fund Strategies
Date & Time
Tuesday, September 22, 2020, 11:30 AM
Maximilian (Max) Doyle Nancy Hoi Bertrand
Description

Niche strategy investing could be defined as any investment that doesn’t fit neatly into a defined category or traditional set of parameters. It requires unique expertise and sophistication to pursue, manage and evaluate it. It’s likely to involve investments that are harder to understand, complex and go against traditional norms and trends and are often private and relatively illiquid. But therein lie the opportunities. Investments that are not popular or mainstream are likely to provide premiums for those who can handle the eccentricities — just like private equity back in the day before everyone was doing it. In this session, hear experts in a variety of niche investments who will discuss how to “think outside the box” when considering how to generate return premiums.

Discover:

  • What are today’s niche strategies and how niche can become mainstream?
  • What role do non-correlated investments play in a well-dressed allocation and risk model?
  • What are the key drivers of return and what are the key risks?
  • Current strategies and opportunities that exist in the world against which non-correlated investments mitigate or eliminate risk
  • Two unique niches: the value of institutional investment into art and litigation funding
  • Considering alpha, does investing in private or direct alternatives offer a premium significant enough to warrant the perceived or real risks associated with these investments?

Speakers:

  • Max Doyle, Country Manager - Augusta Ventures Canada Ltd.

  • Nancy Hoi Bertrand, Managing Director - Citi