Alternative Investments

The Search for Returns: Niche Investment Strategies

Monday, December 16 | 5:30 PM - 8:00 PM

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Overview

Niche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or any traditional set of parameters. It requires unique expertise and sophistication to be pursed, managed and evaluated. It’s likely to involve investments with complexities that make it more difficult to understand, or that run counter to traditional norms/trends and are often private and relatively illiquid; and therein lie the opportunities. Investments lacking traditional mainstream appeal are likely to provide premiums for those capable of—and willing to—handle the eccentricities. Private equity, prior to its eventual boom in popularity evident today, provides one such historic example.

Today, the most sophisticated investors are allocating assets in unique, non-traditional ways.

This conference will introduce you to experts across a variety of niche investments, who will speak to and discuss their respective investment specialties, and reinforce the case for “thinking outside the box” when considering how best to generate return premiums.

Agenda

5:30 PM |REGISTRATION & CHECK-IN


6:00 PM |INTRODUCTION & WELCOMING REMARKS

William Enright, CFA, Director of Sales and Marketing at Gore Range Capital


6:05 PM | KEYNOTE SPEAKER

Neil Hohmann, Ph.D., Head of Structured Products and a portfolio manager for BBH Investment Management


6:35 PM | PANEL DISCUSSION

Moderator

Neil Hohmann, Ph.D., Head of Structured Products and a portfolio manager for BBH Investment Management

Panelists

James D. Lavelle, CFA, Partner- Orthogon Partners Investment Management LLC

Javier Lumbreras, CEO, Artemundi

Maximilian F. Niederste-Ostholt, Co-Founder & Chief Financial Officer, Rally Road 

Jennifer Williams-Bulkeley, Founder- Vinolytics


7:25 PM |  Q & A


7:35 PM | CLOSING REMARKS & NETWORKING RECEPTION

Additional Details

Learning Outcomes

  • Why to invest in Niche Strategies
  • How Niche Strategies generate return premiums
  • Who are the Niche Strategy investors