Alternative Investments: Clubhouse Sessions
11 episodes - English - Latest episode: over 2 years ago -The Alternative Investments Club on Clubhouse has access to the world's leading investors, fund managers, finance experts and market wizards. With this podcast we make the Club sessions available to a wider audience as we dive into the exciting world of Alternative Investments - financial assets beyond the traditional equity/income/cash categories, e.g. hedge funds, private equity, venture capital, commodity trading advisors, private debt/alternative credit, CTAs, collectibles, digital assets, etc. Moderated by Matthias Knab, the founder of niche publisher Opalesque, we also introduce thought leaders on related themes such as impact investing, ESG, Diversity, Value/Growth Investing and family office centric themes like succession, governance, diversification.
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Episodes
Investor Workshop: Why & How to Protect Yourself From Apocalyptic Thinking with Larry Siegel, David S. Rose and Ric Edelman
August 16, 2021 07:00 - 1 hour - 41.5 MBSave the Children (and Your Investments) From Apocalyptic Thinking: Why the Bad News is Mostly Wrong Doomsday scenarios can cloud our thinking and misguide our investments. Why do so many people fear the future? Is their concern justified, or can we look forward to greater wealth and continued improvement in the way we live? Many people believe that our world is experiencing stagnant economic growth, climatic deterioration, dwindling natural resources, and an unsustainable level of populat...
Tipping Points and the Transition to Net Zero
July 14, 2021 07:00 - 53 minutes - 36.6 MBAs global momentum builds towards thinking about the effects of climate change, we are beginning to see early innings of convergence between regulations, global policy, and alignment between businesses and public institutions in trying to find solutions to help mitigate a potential "green swan event." What are these inflection points that are driving early innings of change? Join us to better understand the physical and transition risks associated with climate change, along with the opportun...
More Money & Meaning: Incorporating ESG into your Personal Portfolios
May 04, 2021 07:00 - 50 minutes - 34.6 MBWith Nidhi Chadda, Kristen O’Grady and Megahan Peterson Discover how incorporating sustainability measures can improve your personal portfolio’s investment performance and lead to positive outcomes in the world. Many of us unknowingly support the very companies that aren’t practicing what we believe in and are inconsistent with our own personal core values. What can we do about it? From large corporations and investment funds, to financial advisors and investors, we can all make slight ...
How Creative Investors Address Alpha Erosion - Masterclass in Skillful Investing
April 20, 2021 10:00 - 58 minutes - 40.5 MBA Masterclass in Skillful Investing with Prof. François-Serge Lhabitant and Panayiotis Lambropoulos, CFA, CAIA, FRM Key Content: The erosion of alpha in a challenging return environment - how can investors think differently or creatively? Hedge Funds make sense - but you need the right process to select them Seeking alternative sources of return from smaller managers Emerging managers: The Why and How. Case studies and advice on how to research and approach this segment Alpha is dynami...
VC & Angel Investing: Three female leaders unveil 1000s of opportunities in FemTech, female entrepreneurship, LatAm, and ESG
April 13, 2021 09:00 - 37 minutes - 25.8 MBHear investment veterans Rachel Brannan, Francesca Whalen and Nidhi Chadda on: - Investing in areas like FemTech and female entrepreneurship are increasingly seen as ESG opportunities. We'll discuss the investment opportunity and potential for outsized returns in these areas, and share success stories. - What specific sectors within the women's health and/or the life sciences are underfunded and ripe for innovation? - What can the venture capital industry do in general to help support fem...
ART INVESTING with JAMES HEDGES, a Top 100 Collector
March 30, 2021 05:00 - 34 minutes - 23.7 MBJames R. ("Jim") Hedges, IV has been an active art collector and patron for over 25 years. His activities in the art world led Art and Antiques magazine to name Mr. Hedges as one of "The Top 100 Collectors in America.” With a specialized focus on photography by Andy Warhol, Jim has acquired and placed more Warhol photography than any other collector, private dealer or gallery in the world. In this session, Jim shares his thoughts and insights about: - How big is the art world in financial...
ART INVESTING with JAMES HEDGES, a Top 100 Collector
March 30, 2021 05:00 - 34 minutes - 23.7 MBJames R. ("Jim") Hedges, IV has been an active art collector and patron for over 25 years. His activities in the art world led Art and Antiques magazine to name Mr. Hedges as one of "The Top 100 Collectors in America.” With a specialized focus on photography by Andy Warhol, Jim has acquired and placed more Warhol photography than any other collector, private dealer or gallery in the world. In this session, Jim shares his thoughts and insights about: - How big is the art world in financial...
Innovations in ESG Investing: World's first ETF focusing on carbon AVOIDANCE, a much better impact than carbon reducers
March 23, 2021 12:00 - 18 minutes - 12.4 MBMeet Gabriela Herculano who created a new ETF (CLMA) that focuses on companies that directly enable CARBON AVOIDANCE in order to reach climate change goals, unlike other ESG or climate change products that might focus on companies reducing their own carbon footprint or lack quantification of potential carbon avoidance. It is therefore the world’s first climate change UCITS ETF that shifts the focus from companies’ emission reduction actions, to companies offering products and services that ...
Women in Finance: Three outperforming female investment managers on what's their edge
March 16, 2021 12:00 - 45 minutes - 31.6 MBMany studies, some more recent and also older ones, demonstrate the solid outperformance of female managed funds versus their male counterparts. The idea of today's show is to break it down and make it real by presenting you three outperforming female managers on the panel. We discuss how they invest and also try to examine what is behind this outperformance. Kim Forrest has had an unusual path that led her to this point – where she started her own asset management firm, Bokeh Capital Ma...
AI in Trading & How to Crowdsource Traders & Market Wizards with Jack Schwager
March 13, 2021 11:00 - 48 minutes - 33.4 MBMarket Wizards legend Jack Schwager, FundSeeder CEO Emanuel Balarie and Qantumrock CIO Michael Zeller on AI in Trading and how to crowdsource traders and market wizards. - How the revolutionary platform FundSeeder democratizes asset management - When you source traders "off Wall Street", what do you find? - AI driven investment processes versus discretionary strategies - How will investors (institutional investors especially) get comfortable allocating to “Reddit” traders or “crowdsourced, ...
HEDGE FUNDS: Best & Worst Experiences with elite investors
March 13, 2021 10:00 - 52 minutes - 36.3 MBHEDGE FUNDS: Best & Worst Experiences with elite investors Francois Lhabitant, Dimitri Sologoff, Khing Oei, Robert Zuccaro. Join media veteran Matthias Knab and his guests for a candid & fun discussion on hedge funds and the fascinating world of Alternative Investments: - How to Analyze Hedge Funds - Quantitative Analysis of Funds versus "Guts" - Mistakes Investors Make Looking at Managers - Berkshire Hathaway versus Growth Investing - Company PE and Stock Selection: Is There A New Parad...