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Conference

Alternative Investment 2022 – Art Basel Edition

December 02, 2022
16:00 PM - 18:00 PM
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FLAIA is excited to present Alternative Investments Forum - Art Basel Edition on December 2. This conference serves as a great forum for all participants in the alternatives community to explore macro economic trends, geo political risks, portfolio allocation strategies, niche alternative investment strategies and networking with peers from all over the world.

  • Group RMC - Office Master Co-Invest
    13:30 PM - 14:00 PM
    Keynote
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    During this session, we will be hearing from the next generation of one of the US’s largest private office landlords, a NYC based real estate group headed by a Canadian family. Group RMC’s Mike Mangione will be discussing their company’s history and what it means to be value investors in turbulent times.

    • History of the firm, why co-investment structure
    • Taking a value investing approach – Geography, metrics & application
    • Future of Office – Perspectives and data points from our 20M SF portfolio of office
    • Case Study: The Americana Portfolio IX LP
    • Q&A & Discussion

    Speakers: Vali Lazarescu

  • Societe Privee D'investissement S.A. - City of the Future
    11:00 AM - 11:30 AM
    Webcast
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    PERUGIADUE is born to create a healthy lifestyle, which is becoming more and more indispensable to guarantee a better future, respecting the expectations of all people who live in a rare environment and in a real estate where their wellbeing and the environment environment always responds to “ecological” and “biogreen” criteria.

    PERUGIADUE in its implementation has followed the dictates provided by the Strategic Environmental Assessment (VAS) introduced by the European Directive 2001 / 42 / EC, which refers to the assessment of the effects of interventions in the territory on the environment and on man.

    VAS is a continuous process that will take place throughout PERUGIADUE’s lifecycle, integrating it into specific housing needs. The main goal is to ensure PERUGIADUE’s environmental and human health sustainability, ensuring a high level of protection of the environment, people and property. PERUGIADUE is the FUTURE CITY as it has strictly combined the respect for the environment, human health and the innovative structural and architectural features of the property, particularly as regards:

    • Quality of air
    • Quality of the field (soil)
    • Quality of the water
    • Quality of the noise
    • Quality of the building
    • Strict construction and building code

    Speakers: Sergio Mazzocchi, Fabrizio Lauro, and Leone Recchi

  • Practical VC - Portfolio Allocation in 2023 and Beyond
    12:00 PM - 12:30 PM
    Webcast
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    Most of the last 40 years in the US have seen both low inflation and steady economic growth, a combination that is historically very good for stocks. But the global economy is now in an unusual low-growth / recession and high inflation environment, which means that investors have to re-think their allocation strategy. 

    Join us for an in-depth discussion with Aman Verjee, JD, CFA, co-founder and managing partner of Practical Venture Capital, a Silicon Valley venture secondary firm. Here are some of the topics that will be covered: 

    • Which asset classes have performed the best during different macro-economic periods in US history (e.g., stagflation, growth periods, recessions)?
    • Should money managers follow the traditional 60-40 split between equity and fixed income?
    • What are the lessons from the "lost decade" of stock market returns (1966 to 1982)?
    • How can investors identify alpha-producing investments to diversify risk across future market cycles?
    • New data over the past several years shows the correlation between realized investment returns from venture and large cap equity returns is close to zero.

    Speakers: Aman Verjee

  • Outlook for 2023: The Inflationary Slog Unexpectedly Continues
    10:00 AM - 10:30 AM
    Keynote
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    Bob Elliott, Co-Founder, CEO & CIO of Unlimited, presented about the outlook for 2023 at the FLAIA Alternative Investment Forum – Art Basel Edition on December 2, 2022

    • Perspective on today’s inflationary cycle and where we are today
    • The benefit of allocating to diversified alpha strategies during uncertain times
    • Unlimited’s proprietary approach to inferring hedge fund positioning
    • How investors can add diversified alpha views to their portfolios

    Speakers: Bob Elliott

  • Stone Family Office - Rick Stone Fireside Chat - The State of Alternatives
    12:30 PM - 13:30 PM
    Panel
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    Fireside chat with Rick Stone of Palm Beach Investment Research Group, a membership based not-for-profit corporation consisting of a large group of family offices and other active investors. The discussion will cover a range of trends emerging from single family office investment appetite. Rick will provide insights into his family office and the club of families that invest in various alternative investment strategies. The conversation will cover macro economic trends like rates and foreign exchange, listed equities and debt, direct lending, private debt, hedge funds, private equity, cryptocurrencies and more.

    • Performance review of various alternative investment strategies
    • Expectations and outlook for various alternative investment strategies
    • What do family office want at this point of the economic cycle?
    • How have higher interest rates changed the way family offices think about risk?
    • Liquidity profiles and what family office want from their investment managers?

    Speakers: Michael Corcelli and Rick Stone

  • Dream America - Why Now is a Good Time to Buy a Rental Home?
    11:30 AM - 12:00 PM
    Keynote
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    The Dream America fund offers investors the opportunity to earn attractive quarterly distributions and future home price appreciation while helping front-line workers, Veterans and others on the path to realizing the American Dream of Homeownership. The fund invests in single family homes in major metro areas in Florida, Georgia and Texas that enjoy strong rental demand backed by their local economy and demographic trends that are expected to continue for the next decade and beyond. Dream America underwrites applicants with an eye towards future mortgage-readiness. This process gives our tenants concrete steps they can take to become homeowners while allowing Dream America to have a better understanding of and relationship with its tenants than traditional landlords.  Since launching in 2018, the company has expanded with the support of its investors and a growing network of 3,700 real estate agents that promote Dream America to their clients.

    • Dream America offers an attractive strategy to invest in competitive rental property markets
    • Quarterly distributions backed by high cash-flow from rent, upfront fees and re-sale profits
    • Tenants have “skin in the game” due to upfront downpayment
    • Low-maintenance vs. traditional landlord. Tenants maintain “their home”
    • Defensive asset class. In times of stress, tenants prioritize rent payments

    Speakers: Chris Innes

  • A Matter of Taste: A Collective Vision for the World of Fine Wine
    10:30 AM - 11:00 AM
    Keynote
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    Today Chimera is pleased to present the current landscape of how fine wines are bought and sold, as well as our plans to shape the future of this incredibly diverse and endlessly fascinating industry. During the presentation Kyle will discuss several of their portfolio companies:


    CruRated 

    CruRated is a technology-based wine auction application. CruRated provides the opportunity for serious wine buyers and collectors to acquire exclusive wines by the barrel or fractional barrel and well as limited edition vintages. These wines are usually only purchased by extremely high net worth individuals since the limited-edition bottles could be worth thousands of U.S. dollars each and barrels into the hundreds of thousands and sometimes even over $1 million to purchase.


    Parcelle Vino Co

    Full service company that handles imports, retail sales, auctions and distribution, wholesale sales, auctions and distribution, CruRated USA, storage and events.


    Precision Viticulture

    Precision Viticulture is focused on operating exclusive, small-batch vineyards and wine producers acquired by Kantara’s investment fund, Chimera Investissements

    Many vineyards and wine producers, particularly in Europe, have been family run businesses for generations. The newest generation of these family run vineyards do not have the same passion or interest in running the family business. This provides a unique opportunity to acquire the vineyards and rebrand them for higher sales in “non-local” markets.


    Precision Viticulture will be an offshore company to take advantage of potential tax benefits as the production and revenue will be outside of the U.S.



    Chimera 

    Chimera Investments is an investment fund focused on the acquisition of wine as a portfolio investment or asset for long-term holdings similar to the art industry. 


    The fund will also be the acquirer of the vineyards and wine producers.

    • An Overview of the American Wine Market
    • Overview of Kantara's portfolio companies
    • Learn about CruRated, a technology-based wine auction application
    • Exciting opportunities regarding wine imports, retail sales, auctions and distribution, wholesale sales, auctions and distribution, CruRated USA, storage and events.
    • Investment opportunities that are focused on operating exclusive, small-batch vineyards and wine producers acquired
    • A investment fund focused on the acquisition of wine as a portfolio investment or asset for long-term holdings similar to the art industry.

    Speakers: Kyle Sellers