Skip to main content

Thursday, 6 October 2016

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)

Our speakers…

William M. Daley
William M. Daley
Former Chief of Staff to President Obama & Managing Partner
Argentière Capital
Read Bio
Jerome Berset
Jerome Berset
Head of Alternatives
EFG Asset Management
Read Bio
Paul Donovan
Paul Donovan
Managing Director and Global Chief Economist
UBS Wealth Management
Read Bio
Benedict Göette
Benedict Göette
Partner
Crossbow Partners
Read Bio
Deepak Gulati
Deepak Gulati
Chief Investment Officer
Argentière Capital
Read Bio
Anthony Limbrick
Anthony Limbrick
Principal, PM, Head of Quantitative Research
36 South
Read Bio
Marcel Oldenkott
Marcel Oldenkott
Senior Portfolio Manager
Pinechip Capital
Read Bio
Maya Rodriguez
Maya Rodriguez
Managing Partner
AZR Capital
Read Bio
Pierre de Saab
Pierre de Saab
Partner
Dominicé & Co - Asset Management
Read Bio
Pascal Spielmann
Pascal Spielmann
Executive Director and Senior Investment Strategist
LGT Investment Partners Ltd
Read Bio