Maya Rodriguez (Managing Partner, AZR Capital Ltd)
Paul Donovan, Global Chief Economist at UBS Wealth Management, discusses the meaning of mediocre growth, why inflation may be back as an issue, policy divergence and policy confusion, as well as politics as a new problem.
Paul Donovan (Global Chief Economist, UBS Wealth Management)
How has volatility been managed/traded during 2016 between important spikes and ultra-low levels. What are the latest and most efficient ways of trading volatility & harvesting the volatility premia? What structural changes in the volatility space and strategies are favourable in this environment? How has the liquidity of the underlyings changed?
Manager: Pascal Spielmann (Executive Director & Senior Investment Strategist, LGT Capital)
Manager: Pierre de Saab (Partner, Dominicé & Co - Asset Management)
Investor: Jerome Berset (Head of Hedge Funds Research, EFG Asset Management)
Investor & Moderator: Benedict Goette (Partner, Crossbow Partners)
As markets evolve and Central Banks become ever more involved how has the landscape for Long Volatility strategies changed? What are the latest opportunities and what mistakes have been learnt since the last financial crisis? A quick discussion on latest ideas, counterparty risk, trading volumes, the new volatility regime and asset correlations.
Manager: Deepak Gulati (CIO, Argentiere Capital)
Manager: Anthony Limbrick (Principal & Head of Quantitative Research, 36 South Capital Advisors)
Investor & Moderator: Marcel Oldenkott (Portfolio Manager, Pinechip Capital)
With only 1 month to go until the US Presidential Election, William M. Daley, who formerly served as President Obama’s Chief of Staff and as U.S. Secretary of Commerce under President Clinton will discuss the current status of the election campaign and the implications of the outcome for US politics, geopolitics, and global markets.
William M. Daley (Managing Partner, Argentière Capital & Former Chief of Staff to President Obama)