The War for Yield
With the challenging environment of “lower for longer” interest rates greatly impacting asset allocation and little expected upside remaining in most fixed income assets, where can investors turn for alternative sources of yield, stability and diversification? Niche alternative strategies uncorrelated to traditional equity or fixed income markets can help meet those investment objectives. With equity markets peaking, the time to address head-on is now. Please join us for an enlightening discussion on ways investors can achieve their investment objectives outside of traditional asset classes.
- How are non-correlated niche strategies able to generate relatively meaningful income in a weak fixed income investment environment?
- With equity markets at peak or near-peak levels, how can investors achieve non-correlated fixed income portfolio diversification in order to be defensive for when market volatility returns?
- A discussion of various strategies that are largely uncorrelated to broader markets, producing predictable, attractive yields regardless of equity or fixed income market performance.
- What are the main risks of these types of non-correlated alternative yield strategies?
- How does their liquidity differ from the more correlated traditional fixed income strategies?
- How does an investor effectively find these type of investments and effectively due diligence them?
- How has social distancing and the economic impact of Covid-19 affected these alternative fixed income investments?
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About
ASG Capital is a Registered Investment Advisor in the State of Florida. Special focus is placed on Preferred Securities, Junior/Senior Subordinated Debt, Hybrid Securities, Contingent Convertible Bonds of Investment Grade Issuers. ASG’s Team Objective is to achieve Risk Adjusted Income Returns that are higher than Static Bond Portfolios.
Star Mountain is a specialized asset management firm focused exclusively on the U.S. lower middle-market by investing debt and equity directly into established operating companies, making strategic investments into fund managers and purchasing secondary fund positions. Star Mountain Capital, founded in 2010 by Brett Hickey, is a specialized asset management firm focused exclusively on the large and fragmented U.S. lower middle-market. Backed by some of the world’s most sophisticated institutional and high-net-worth investors, Star Mountain has developed a unique and proprietary platform to provide investors with highly diversified access to the attractive risk-reward opportunities available from established businesses that are not large enough to access the more efficient U.S. capital markets.
Northvest Capital is a private investment fund that specializes in mid-market PE deals, series A venture capital investment and opportunistic investment in distressed deals. Our objective is to identify platforms – management teams, businesses, and sectors – where we can invest to build leading enterprises. We gravitate toward growing companies that have demonstrated market traction and require a partner to help them achieve clear industry leadership.
AIR Asset Management is a rapidly growing hedge fund management firm based in downtown Chicago. AIRAM is the US-strategic partner of Carlisle Management, a $2.3B global investment firm solely dedicated to the life settlement space since inception in 2008 with senior management having a combined 80 years of experience in the asset class. We focus on providing investors attractive returns that are non-correlated to traditional asset classes through open-end hedge fund and private equity style closed-end vehicles. AIRAM is a strong believer in socially responsible investment strategies, and we promote these efforts through our voluntary membership in the Principles for Responsible Investment.
Brainvest is an independent multi-family office with locations in Switzerland, Brazil and the US.