Opalesque

A No-Nonsense Approach to Investing in Crypto & Web3 by EM Veteran Kevin Dougherty: Many investors are intrigued by the potential of cryptocurrencies and Web3, yet experience tells you that a risk-managed approach may take you further by avoiding rookie errors and capital loss due to the inherent risks in this new asset class. That’s why we’re so excited to invite you to the exclusive Opalesque Investor Workshop with Kevin Dougherty, Managing Partner of BR Capital's Digital Assets Hedge Fund (SP2). With over 20 years of experience in financial markets, including Emerging Markets Equities, Commodities, and Cryptocurrencies, Kevin brings a wealth of investment experience and a unique perspective to the world of crypto and #Web3. His emerging markets experience has equipped him with the skills to identify and manage risks while capitalizing on the tremendous growth potential of this new asset class. Webinar: How Emerging Market Fund Manager Kevin Dougherty Outperforms in Crypto & Web3 Tuesday, June 11th Time: 11 am ET (4 pm GMT, 5 pm CET, 6 pm Riyadh, 7 pm Dubai) Free Registration: https://lnkd.in/dAVMWPm In this webinar, Kevin will cover: 1. Why Cryptocurrencies are a Superior Investment Opportunity Discover how cryptocurrencies parallel the early stages of hashtag #emergingmarkets in the 90s/2000s and why they present a superior risk/reward profile with asymmetric upside potential. 2. Crypto Cycles vs. Bubbles Understand why crypto, while cyclical like tech, is not a bubble. Learn how strategic risk management and experience are crucial for controlling volatility and downside risk. 3. Proven Performance of BR Capital's Funds Learn about BR Capital's liquid quant fund that has achieved a CAGR of 66% in BTC and the impressive performance of the BR18 Web3 hashtag #VC fund, which has a gross NAV 6x its initial capital after three years. 4. Institutionalizing Asset Classes Insights from Kevin's experience in institutionalizing other asset classes and how these lessons apply to the crypto space. 5. The Investor-Builder Ethos Discover how BR Capital’s credibility among top Web3 founders has led to early-stage opportunities and a proven track record. 6. Advantages of Decentralized Finance (DeFi) Explore the significant advantages of hashtag #DeFi over traditional finance systems. 7. Improving Global Regulatory Environment Learn why the regulatory landscape for cryptocurrencies has become more favorable, reducing one of the biggest risks to the industry. 8. Cryptocurrencies as Critical Infrastructure Understand why #cryptocurrencies are pivotal for the NextGen Digital Economy and how they offer substantial benefits over a digital future dominated by a few large tech companies. This workshop is an opportunity you don’t want to miss. You can join the webinar from any computer, tablet, or smartphone. Al registered participants will receive a link to replay the webinar. Join here https://lnkd.in/dAVMWPm

The replay of yesterday's webinar Small Managers - BIG ALPHA Episode 14 is now online: https://lnkd.in/e8QFgphF Some feedback we received: "Tight, sharp, clear, passionate." (AG) "Great session and excellent moderation." (TO) "Excellent format." (SE) Investors from 31 countries saw presentations from investment managers Christian D'Urso / TradeWinds Asset Management, David Nazar / Ironshield Capital Management LLP, Eric Chan / Aura Ventures, Thomas Bleimuth / Anbruggen Capital. The replay is a user-friendly video, so you can fast forward and navigate as you wish. How to Access Mission Critical Investments in AI, Aerospace & Defense Please make sure to secure your seat for your next Investor Workshop on Thursday, May 16th 11 am ET (4pm GMT, 5pm CET, 6pm Riyadh, 7pm Dubai): https://www.opalesque.com Whenever topics become 'hot', differentiating substance from opportunism is a key driver of successful long-term investment returns. In this webinar, we will introduce you to some of the leading specialized investment managers in two areas of technology we believe will shape the next decades and are already of significant geopolitical importance: 1. Aerospace & Defence and 2. Artificial Intelligence. Join this live Investor Workshop and learn and interact with investors who have been in these fields for decades and invested in it long before it became flavor of the day. In addition to offering significant potential for financial returns, engaging and participating in these themes empower investors to make a positive impact through investments that align with the continued development and expansion of these themes. Register here: https://www.opalesque.com For any other question or suggestion I look forward to your comment here! Thanks and "see you" at our next webinar 😀 !

The Ultimate Alpha Strategy: Mastering Early-Stage Tech Investments: Why should you register for the next Opalesque Master Class on Tuesday, February 27th 2024 at 11am ET (4pm GMT, 5pm CET, 7pm Riyadh, 8pm Dubai): https://lnkd.in/dAVMWPm We'll have our first trillionnaire in just ten years. Just look around you: The truth is that we're seeing a massive redistribution of wealth towards tech businesses and tech entrepreneurs. Therefore, building direct exposure to early-stage start-ups cannot only be a very profitable strategy but is vital for institutional investors, family offices and private investors alike. Yet, finding the right investment formula has been challenging for many: loss of capital in the first few investments, inadequate deal flow, lack of understanding of the due diligence process and investment process, ticket size too small for institutional investors to warrant the time and effort, etc. Casual tech investors lose money. But there is evidence that the leading angel and venture investors consistently generate substantial returns. So, we all love tech, we all want to get involved, but how do you intelligently participate in the future of tech? How do you build a strategy that makes sense? That's why we have Ian Sosso - an investment banker turned "Super Angel" turned VC - as our next speaker. He has a 7 year IRR of 38%, and won the best performing new member award European Business Angels Network in 2017 and the "best European early stage investor" award in 2019. Register here with our FAST registration: https://lnkd.in/dAVMWPm

Seasoned hedge fund investor Neal Berger joins Opalesque's Small Managers - BIG ALPHA investor workshop on Jan 16th (4pm GMT, 5pm CET, 7pm Riyadh, 8pm Dubai) where we present you another carefully screened panel of alternative investment managers worth taking a look: https://bit.ly/49bAFel Neal is the Founder/Chief Investment Officer of @Eagle's View Asset Management. He has been working on Wall Street for over 30 years and allocated capital to hedge funds for over 28 years on behalf of wealthy families and institutions. Eagle's View Capital Partners invests predominantly in 'niche oriented' hedge fund strategies that seek to exploit an 'edge' or a structural inefficiency in the marketplace and which show little or no correlation to mainstream asset classes such as equities, fixed income, or commodities markets. Strategy Highlights: - Outperforming: Since inception in Jan 2011, Eagle's View's cumulative return has been approx. 162% (HFR Composite Hedge Funds of Funds Index approx. 52%) - Annualized Sharpe Ratio of 1.33 (HFR Composite Hedge Funds of Funds Index: 0.50) - Non correlated: Beta to S&P 500: -0.01 (HFR Composite Hedge Funds of Funds Index: 0.26) "We do not rely on market predictions to generate alpha and absolute returns. Instead, we seek to capitalize on market inefficiencies which are overlooked by most traditional hedge fund investment vehicles. We believe that significant opportunities currently exist in such 'under the radar', less widely followed strategies. In addition, our investments are diversified amongst an array of strategies. Underlying liquidity within the portfolio is a paramount consideration." Individual High Net-Worth Investors; Wealth Managers / RIA; Single Family Offices; Fund of Funds; Multi Family Offices; Private Pension Funds; Foundations and Sovereign Wealth Funds from 21 countries... ... will dial in. Join here: https://bit.ly/49bAFel

Is your team still standing? 🤔 Coping with the new SEC mandate for SERVICE PROVIDER REVIEWS: The U.S. SEC’s proposed rules will require registered investment advisors (asset managers) to conduct BOTH INITIAL and ONGOING DUE DILIGENCE on their SERVICE PROVIDERS. This proposal sits alongside other global rules which impact outsourcing (such as Prudential Standard CPS 230 in Australia) and the inter agency guidance recently issued by the US Federal Reserve, the Federal Deposit Insurance Corporation and the Office of the Comptroller of the Currency. IOSCO, the International Organization of Securities Commissions has also issued a global guide to outsourcing. These rules have similar themes and objectives. They seek to clarify that THE ENTITY OUTSOURCING – be it an asset manager or an investor – remains responsible for the activities outsourced. Then, rules seek to apply a structured, third-party vendor risk management framework to those third party providers, driven by effective due diligence. Find out how the rules will affect you at the next Opalesque Investor Workshop with Chris Addy FCA CFA from Castle Hall as we'll explore the SEC’s rules and their impact on: 1. Asset managers / GPs 2. Investors conducting due diligence on asset managers 3. Investors’ own due diligence on their own service providers. The session is live and interactive. Please add any comment or question below, or send me a private message. At the last Opalesque Investor Workshop our panelist managed to answer 20+ questions from the audience. 😀 👍

Service Provider Due Diligence: The Next ODD Challenge: In October 2022, the United States Securities and Exchange Commission proposed a new rule related to oversight of services outsourced by investment advisors. The SEC's rules will require registered investment advisors (asset managers) to conduct both initial and ongoing due diligence on their service providers. Our next INVESTOR WORKSHOP with Castle Hall will explore the SEC's rules and their impact on: 1. Asset managers / GPs 2. Investors conducting due diligence on asset managers 3. Investors' own due diligence on their own service providers. The new SEC proposal sits alongside other global rules which impact outsourcing (such as Prudential Standard CPS 230 in Australia) and the inter agency guidance recently issued by the US Federal Reserve, the Federal Deposit Insurance Corporation and the Office of the Comptroller of the Currency. IOSCO, the International Organization of Securities Commissions has also issued a global guide to outsourcing. These rules have similar themes and objectives. They seek to clarify that the entity outsourcing - be it an asset manager or an investor - remains responsible for the activities outsourced. Then, rules seek to apply a structured, third-party vendor risk management framework to those third party providers, driven by effective due diligence. Tuesday, December 12th, 11:00am ET (4pm GMT, 5pm CET), free registration: https://lnkd.in/d5mUq5K Presenter: Chris Addy FCA CFA, President and CEO of Castle Hall Diligence Chris Addy FCA CFA is the Founder and CEO of Castle Hall , where he leads a team of almost 100 professionals conducting operational, ESG, risk and cyber due diligence on behalf of 200+ asset owners worldwide. Chris is one of the industry's very first operational due diligence professionals. After audit experience with both Deloitte and PwC, Chris began his due diligence career in 1997 with the The Atlantic Philanthropies (a multi billion dollar foundation and early hedge fund investor). Chris then joined UBP - Union Bancaire Privée (2001) and co-founded Amber Partners (2004). Chris is an advocate for enhanced best practices across the asset management industry. In addition to his work at Castle Hall, Chris served for 6 years as a member of the CFA Institute Capital Markets Policy Council, acting as Chair for a maximum three-year term.

Service Provider Due Diligence: The Next ODD Challenge: In October 2022, the United States Securities and Exchange Commission proposed a new rule related to oversight of services outsourced by investment advisors. The SEC's rules will require registered investment advisors (asset managers) to conduct both initial and ongoing due diligence on their service providers. Our next INVESTOR WORKSHOP with Castle Hall will explore the SEC's rules and their impact on: 1. Asset managers / GPs 2. Investors conducting due diligence on asset managers 3. Investors' own due diligence on their own service providers. The new SEC proposal sits alongside other global rules which impact outsourcing (such as Prudential Standard CPS 230 in Australia) and the inter agency guidance recently issued by the US Federal Reserve, the Federal Deposit Insurance Corporation and the Office of the Comptroller of the Currency. IOSCO, the International Organization of Securities Commissions has also issued a global guide to outsourcing. These rules have similar themes and objectives. They seek to clarify that the entity outsourcing - be it an asset manager or an investor - remains responsible for the activities outsourced. Then, rules seek to apply a structured, third-party vendor risk management framework to those third party providers, driven by effective due diligence. Tuesday, December 12th, 11:00am ET (4pm GMT, 5pm CET), free registration: https://lnkd.in/d5mUq5K Presenter: Chris Addy FCA CFA, President and CEO of Castle Hall Diligence Chris Addy FCA CFA is the Founder and CEO of Castle Hall , where he leads a team of almost 100 professionals conducting operational, ESG, risk and cyber due diligence on behalf of 200+ asset owners worldwide. Chris is one of the industry's very first operational due diligence professionals. After audit experience with both Deloitte and PwC, Chris began his due diligence career in 1997 with the The Atlantic Philanthropies (a multi billion dollar foundation and early hedge fund investor). Chris then joined UBP - Union Bancaire Privée (2001) and co-founded Amber Partners (2004). Chris is an advocate for enhanced best practices across the asset management industry. In addition to his work at Castle Hall, Chris served for 6 years as a member of the CFA Institute Capital Markets Policy Council, acting as Chair for a maximum three-year term.

INVESTOR WORKSHOP: Opalesque Small Managers - BIG ALPHA Episode 12 on Wednesday, November 08th 11am ET (4pm GMT, 5pm CET): https://lnkd.in/d3xe6sD With larger quantities of capital chasing the same Alpha strategies and continuing to erode Alpha, savvy investors are turning to smaller and/or emerging managers as they look for alternative sources of return. Episode 12 of this ground breaking webinar series presents you another carefully screened panel of investment managers worth taking a look. In one hour, you'll meet them all, get to know their top quartile strategies, and - since this an interactive session - can ask your questions on 1. Private Credit: Asset-backed SME loans (Aura Group - see the Opalesque Strategy Report on Aura here: https://lnkd.in/eh5vwGMe) 2. Venture Capital: Food and Biotech (Beyond Impact VC) 3. Hard Assets: Gemstones (quantumrock) 4. Life Settlements: Genuine non-correlation (Laureola Advisors) Check out the four panelists and their uncorrelated strategies here: https://lnkd.in/d3xe6sD You will be able to tune in from any computer, tablet, or smartphone. The session will be recorded - in case you are not able to join, all registered participants will be provided a user friendly video link to replay the workshop. #esginvesting #environmentalimpact #investing #familyoffice #climatetech