▪️Not shying away from Mag 7 or big cap but now it will pay to be selective
▪️PROP, SUN – The top opportunities
▪️Outlook for US small caps in 2024 and beyond – Allocation priorities
The Great Rotation Part II
Robert Maltbie’s fund, Argonaut 2000 has delivered an outstanding 25% 📈 return since his previous webinar of the Great Rotation between December 19, 2023 and 27 March, 2024.
Join Robert Maltbie,CFA from Millennium Asset Management and Chris Sakai, CFA, MBA from Singular Research as they share their investment strategies for 2024 🚀.
Come learn with Robin Thörn and Jens Olsson from SilverDome Investment Partners as they explore 🧭:
▪️Optimizing your portfolio in a trending market 📊
▪️Strategies for effective risk management and diversification
▪️Achieving a consistent and substantial return on your investments 🏦
The recent strong run in equity markets might prompt some investors to reevaluate their strategies. Things to consider and what are the crucial do’s and don’ts?
Considering the current landscape, it is crucial to evaluate portfolio risk effectively.
Robin Thörn, Jens Olsson, and the team at SilverDome Investment Partners boast extensive international experience overseeing some of the largest funds globally 🌎. SilverDome One was established to oversee the founder’s personal savings, leveraging decades of expertise in asset management.
What does Alfonso see as the unique opportunities in fixed income that made him decide to return to asset management in 2024?
▪️ Markets 📊 are partying like it’s 1995, but the Fed only cut 3 times back then and kept rates truly high for long: can the economy really handle this in 2024?
▪️ “When will something break in the US 🇺🇸 is not the most relevant question; the crucial one is where something might break elsewhere in the world.”
▪️ Issues are currently arising in China 🇨🇳, and policymakers are employing ineffective strategies, which could lead to significant spillover effects globally.
▪️ Other economies, such as Europe 🇪🇺, Canada 🇨🇦, Sweden 🇸🇪, the UK 🇬🇧, and New Zealand 🇳🇿 are facing fragility – be prepared for potential macroeconomic volatility.
▪️ Quantitative Tightening has been cautiously managed thus far, resulting in limited impacts on markets…but brace yourself for imminent changes ahead ⏩!
Learn from Alfonso Peccatiello from @The Macro Compass as he delves 💪 into the upcoming challenges faced by Central Banks post the pivotal meetings in March, including the Fed’s update. Adding to the conversation, Søren Haestrup from COHERRA together with Alfonso, will explore strategies aimed at steering clear of the pitfalls of the 1970s era, all while navigating through economic uncertainties.
Join Alfonso as he examines the fiscal landscape for the next decade, analyzes demographic trends, and evaluates bond market indicators 📊, aiming to provide valuable insights for all webinar attendees.
Discover 🧭 the exciting realm of digital assets and extracting alpha from its markets in the next 3-6 months with insights from top hedge fund experts, Jaime Baeza, CEO ＠ ANB Investments and Glenn Rosenberg, COO ＠ ML Tech:
▪️The Current State of the Crypto Markets 📊: Gain exclusive insights into the rapidly evolving world of digital assets. Our speakers will provide a comprehensive analysis of the current market trends, liquidity, volatility, shedding light on the opportunities and challenges that define this moment in the digital asset space.
▪️Accessing Markets: Fund, SMA, ETF… – Pros and Cons: Learn the pros and cons associated with each approach, allowing you to make informed decisions tailored to your investment goals. Whether you’re a seasoned investor or a newcomer, this segment promises valuable insights into optimizing your market entry strategy 🚀.
▪️Alpha Extraction Strategies: Uncover 🔎 the secrets of extracting alpha from digital asset markets. Our experts will unveil various strategies that have proven successful, providing you with actionable insights to enhance your investment portfolio. Discover what sets apart the strategies that are currently delivering superior results in the digital asset space.
▪️A Glimpse into the Future: As we explore the intricacies of digital assets, we’ll also discuss the potential future developments and emerging trends. Stay ahead of the curve 🙌🏽 and position yourself strategically in this ever-evolving landscape.
Join our distinguished speakers representing leading investment houses 🏦, as they bring a wealth of experience and expertise to the discussion. Jaime and Glenn and their deep knowledge of digital assets, will share invaluable perspectives and strategies to help you navigate the markets with confidence.
Dive 🤿 into the pressing topics on our investors’ minds. What are the tax implications of crypto transactions, how to conduct a strategic wealth-building, and the pros and cons of different jurisdictions.
Crypto investors are encouraged to freely ask questions about wealth management to our speakers.
Join us for a follow-up to last month’s “Bit by Bitcoin” webinar, where Samara Alpha Management CIO, Adil Abdulali, will be in conversation with Bespoke Group founder and wealth management expert, Matthew McClintock.
This webinar aims to foster an open dialogue 🗣️, so we welcome all participants to ask questions during the session as we dive into topics such as:
▪ the tax implications of crypto transactions
▪ strategic wealth-building techniques
▪ exploring the pros and cons of different jurisdictions
▪ any other burning questions you may have.
Let’s cut through the hype and get straight to the point 🫵. Why is the BTC ETF so important? What does it mean for the progress of the crypto industry? Will it have a long-term positive impact?
On January 10, 2024, the SEC approved a spot BTC ETF, marking a significant moment in crypto history. This news 📰 was met with enthusiasm within the crypto community. The approval of this ETF brings traditional investment exposure to crypto, legitimizes the asset class, increases its mainstream presence, and indicates further institutionalization.
In our upcoming webinar, we will discuss this matter with key 🗝️ players closely involved: Jeffrey Park, CFA from Bitwise Asset Management, Megan Rust, CFA from Franklin Templeton, and David Lawant from FalconX.
Join Valmar Capital LLC and its guests to delve into these questions.
Explore 🧭 the nexus of critical minerals, energy ⚡️ security, and the global energy transition in Energizing the Future: Critical Minerals at the Crossroads of Security and Sustainability.
This webinar offers an in-depth analysis of the strategic challenges and opportunities at the intersection of geopolitics and the green 🌱 economy. Industry leaders and investors will gain insights into navigating the competitive dynamics shaped by global market 📉 forces and policy decisions, underscored by Amvest Terraden’s commitment to driving sustainable and secure energy solutions.
Here are some key 🗝️ takeaways you’ll get from attending the webinar:
Markets are priced for perfection. You need a strategy that can deliver high alpha because beta (market) returns are unlikely to be great in the next two years. 🚀 That’s exactly what we’ll be uncovering next week with Lukasz Tomicki, Founder at LRT Capital Management, LLC.
Here are 3 key takeaways you’ll get from attending the webinar:
Learn how to navigate today’s priced-for-perfection markets and set your portfolio up for success in 2024.
In this webinar Adil and Adam will discussed:
• Brief overview of the digital asset market, particularly following the approval of spot bitcoin ETFs.
• BTC investment opportunities, including alternative ways of generating wealth from bitcoin.
• How seasoned asset managers address concerns such as counterparty risk and managing tax implications.
Get answers to key questions about the success of the HUMAN EDGE Investment Technology Sustainable Growth fund:
GEIM explains why they are marrying two different types of traditional oil and gas investment strategies; why hard assets make a lot of sense right now.
Watch now to learn more!
In our upcoming session, we will bring together representatives from leading service providers within the crypto space to discuss industry pain points, critical solutions, and the ongoing evolution of the crypto ecosystem. For the asset class to truly thrive, it will require a strong community and the collaboration of top-notch service providers. Hear from them and their numerous positive developments for the space.
The 21Shares Bytetree BOLD ETP (BOLD) aims to deliver inflation protection by tracking an index that gives optimal risk-adjusted exposure to bitcoin and gold. Learn about it in this webinar.
Understanding the geopolitical and capital market challenges faced by investors in critical minerals. What is the shape of the opportunity set?
Don’t miss out on this unique opportunity to explore the potential of hyper-concentrated portfolios to outperform the market.
Join Valmar for our second webinar on advanced crypto hedge fund strategies. Gain actionable insights from top traders and managers.
In the fast-paced world of cryptocurrency, staying informed and making informed investment decisions is more crucial than ever. Our webinar will be your compass in this exciting yet volatile landscape.
A corporate bond is a debt instrument issued by companies in the capital markets.
pays an interest rate annually to compensate investors for the risk
allows for multiple investors
can be held in various sizes usually in units of 100,000, eg $300,000
can be traded in the market at any time
bond will be repaid at 100% of its original value at maturity
Watch now to learn more!
We used our A.I. expertise and research framework to build a model capable of forecasting ETFs returns.
We then used these predictions in a long-short strategy obtaining a consistent profit.
Watch now to learn more!
Have you ever wondered if there was something you could easily do that would give you an edge? An XX / Female edge to achieve better performance? Well there absolutely is!
In this interview with Coherra’s founder Søren Haestrup, we discuss a variety of trading and investment opportunities in digital assets. We cover a wide spectrum of strategies, from various arbitrage models to DeFi yield and MEW, and why Valmar is building a multi-strategy platform for institutional investors.
Join Lawson Steele, one of the leading experts on EUAs, as he shares his insights on the future of EUAs and the Kakubi ecosystem built around KKBs. This is a must-attend event for anyone interested in the intersection of carbon trading and blockchain.
The Head of Research, Eliézer Ndinga will explain the use of blockchain technology, the development of the crypto market, and how to navigate the digital asset space.
Join us to find out why AuAg Funds considers gold and silver investments to be true winners in the…
This is your chance to meet the people and stakeholders from Coherra and learn the latest about how we build…
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