To help generate greater returns, more and more pension funds are increasing allocations to ‘alternative’ investments. In this interactive morning workshop, we are bringing together experts to share their insights on four fascinating topics:
- Bitcoin, Crypto and the future of currency
- Settlement Fund as an uncorrelated long-term growth opportunity
- Uncorrelated returns from football mezzanine
- Why microfinance matters to investors
Registration, tea and coffee
Welcome address and introductions
Stuart Breyer, CEO | mallowstreet
Investment Masterclass I: Why microfinance matters to investors, Symbiotics
Most professional investors have never considered making an investment in Rwanda, Pakistan or Myanmar, yet these three and many other countries are good examples of some of the main asymmetries between the developed and the developing world today; all three have strong demographics, low indebtedness and hence strong economic growth, in stark contrast to many of the markets to which we allocate the main part of our investments. The presentation will deal with these asymmetries, why it makes sense to consider frontier markets both for financial and social returns, and what are the most effective ways of doing so.
Investment Masterclass II: The emergence of the crypto-economy, and it’s impact on macroeconomics and monetary policy, CoinShares
Within 9 years of existence, the crypto-economy has burst onto the scene. While many have been caught up in the noise associated with a surging price of bitcoin, few have noticed the signals of an emerging cryptoeconomy starting to take form. Today, there are now over 180 crypto exchanges and the largest single crypto exchange now equals the daily volume of the London Stock Exchange. All over the world, crypto companies and consumers are lending and borrowing in cryptocurrency, companies are accepting revenues and paying bills exclusively in cryptocurrency, an entirely new economy is detaching from the legacy financial system. Additionally, cryptocurrencies’ new approach of calculated, math based monetary policies coupled with the re-emergence of equity based money is causing a stir in the economic community, as the lure of debt based, human-run monetary policy has come into question.
Coffee, tea and networking
Investment Masterclass III: Uncorrelated returns from football mezzanine, Quattrex
Quattrex will give an insight into the fast-growing football market - the most valuable sport in the world with increasing revenues each year. Since 2005 Quattrex has been partner of several football clubs in Germany, providing them with mezzanine capital and in return participating in growing revenues from TV rights. Quattrex shows you the process of acquiring new clubs and the strategy to maintain a successful cooperation during the time of the partnership, which benefits both investors and clubs. Furthermore, we introduce you to the new investment vehicle “QUATTREX S.C.A., SICAV-SIF”, which is a highly regulated product especially designed for pension funds to profit from the growing European football market.
Investment Masterclass IV: Life Settlement Fund as an uncorrelated long term growth opportunity, Carlisle
This Masterclass will explain the Carlisle Life Settlement Fund that buys US life insurance policies via brokers at a discount. This long term growth fund seeks to build large diversified portfolios across numerous sectors, including carrier concentration, expected maturities, gender, age, medical impairment, geography, and face value size.
Lunch and networking