ヘッジファンドはまだ死んでいない
The news last week that legendary trader Steve Cohen is working on launching a massive new fund is not only welcome but long expected. Cohen is clearly one of the sharpest tools in the shed when it comes to managing money. He’s able to provide investors with exactly what they are looking for — true alpha generation. It looks like a potential match made in heaven for both manager and potential investors and it sends a clear message to the investment management world that the demise of the hedge fund industry has been clearly overstated. It is very simple – investors need managers who zig when the markets zag. I […]
少し塩辛い
Last week’s ninth annual SALT Conference in Las Vegas was quite a show. Once again the folks at Skybridge showed the world how to put together a star-filled program of substance and entertainment. SALT is unique, as it gathers managers, investors, politicians, service providers and entertainers from across the globe to discuss relevant issues and how the market is reacting and will react in the days, weeks and months ahead. This year’s lineup included speakers from the across the investment management spectrum, politics and entertainment. The program was engaging, well thought-out and delivered flawlessly. And while more then 1500 people participated in the conference, nearly as many took part in […]