There has been strong growth in investment in private credit markets. Opportunities in spaces such as real estate and structured specialty lending can prove attractive to investors, PIMCO senior vice-president…
Absolute Returns Conference
SEPTEMBER 17-18, 2019
InterContinental Double Bay, Sydney
FINDING ALPHA IN A WORLD OF COMMODITISED BETA
No alpha is safe. With computing power growing exponentially, all alpha will eventually morph into beta. With beta ubiquitous, easily replicable and cheap, it makes sense to pay more for genuine alpha. But what opportunities exist for asset owners and what types of premia are worth the fees?
The Absolute Returns Conference is designed for chief investment officers, heads of investment strategy, heads of alternatives, portfolio managers, analysts and consultants.Registration is open to institutional investors, chairs of investment committees and specialist consultants.
Content, ideas from key thinkers in the Australian marketplaceTravis SchoenleberManaging director, Cambridge Associates
Level of expertise of speakers and participants were highly beneficialStephen ChristieChairman, investment committee, QSuper
Networking and market intelligence. What topics people are thinking aboutScott PappasSenior portfolio manager, opportunistic growth, Cbus Super
Meeting and hearing from new and international managers. Their presence indicates a commitment to the Australian landscapeSimon McKeanPortfolio manager, fund of funds, Blue Sky Alternative Investments
Peer-to-peer learning, knowledge sharingAnastassia JuventinResearch analyst, BT Funds Management NZ (Westpac NZ)
Asset owners seek diversification in distressed markets, but when considering tail hedging and offsetting portfolio positions, clients must consider cost, reliability, reactivity and upside potential, an expert panel has said.