Steve Friedman, Managing Partner, EOS PARTNERS was a panellist on Global Economic Strategies entitled “What Strategies & Opportunities Should We Be Pursuing & How Can The Hedge Fund Industry Ensure That It Delivers In All Markets & Conditions?” moderated by Dr Chris Jones, Chief Investment Officer, KEY ASSET MANAGEMENT (UK) LIMITED. He was joined in the debate by Peter Clarke, CEO, MAN GROUP PLC, Bernard Oppetit, Chairman, CENTAURUS CAPITAL, Leda Braga, President, BLUECREST CAPITAL MANAGEMENT, Lee Robinson, Portfolio Manager & Co-Founder, TRAFALGAR ASSET MANAGERS
Speaking to the Spotlight Series, he explained that credit opportunities post crisis mean focusing less on illiquid long term strategies and more on event driven strategies. While the US economy will grow slowly it should avoid the double dip, Europe may not be so fortunate.
An Interview with Peter Clarke, chief executive, Man Group plc
Peter Clarke, Man Group plc will be speaking at GAIM International 2010, 14 - 17 June in Monaco.
For Peter Clarke his GAIM International 2010 panel session will focus on many of the themes which echo other industry commentators. “I will talk about how people are looking at return streams from hedge fund strategies in the context of how to manage the risk associated with their wider portfolios” he says.
Clarke feels that investors are thinking carefully about how they access hedge fund exposures. “They are asking what format can I use and who do I rely on for generating that return stream and what sort of characteristics do I want from that?”
This trend goes hand in hand with a broadening of access to the benefits of hedge funds. “It’s not just portfolio allocation but also, increasingly, the question of a wider audience looking to access return streams from hedge fund strategies - they are not just the purview of institutions or the very wealthy.”
Clarke also feels that there is greater concern about regulation and safety in investment. Here, he feels that the UCITS vehicle has helped put investors at ease. “The UCITS structure offers a mechanism for a wider investor base here in Europe” says Clarke. Read more »