SlideShare una empresa de Scribd logo
1 de 3
Descargar para leer sin conexión
Credit Suisse Capital Services
Americas Investor Update
February 2013

Manager Roadshows:
Manager                           Fund/Travel Dates                         Strategy

Altavista Investment Management   Altavista Global Equity Fund              Global Equity Long/Short
New York                          February 25 – 28                          Arun Agarwal, Portfolio Manager
Boston                            March 1


BlueBay Asset Management          BlueBay Emerging Market                   Emerging Market Debt
                                  Fixed Income Opportunity Fund
Washington DC area                February 25                               David Dowsett, Co-Head of Emerging
                                                                            Markets and Senior Portfolio Manager
New York                          February 26 – 27
Los Angeles                       February 28


BlueBay Asset Management          BlueBay Credit Alpha                      Credit
                                  Long/Short Fund
New York                          March 4 – 5                               Geraud Charpin, Portfolio Manager


CFP Partners                      CFP Equity Fund                           Equity Long/Short
New York                          March 6 – 7                               Alvaro Ventosa, Portfolio Manager


Daruma Capital Management         Daruma Hinoki Fund                        Equity Long/Short
San Francisco                     February 25 –28                           Ellen Andrews, Portfolio Manager
                                                                            Daniel Sheridan, Portfolio Manager


Golub Capital                     GC Synexus Fund                           Credit Long/Short
Washington DC                     March 4 – 5                               Daniel Posner, Portfolio Manager


Grandmaster Capital               Grandmaster Capital Fund                  Equity Long/Short
New York                          February 26 – 27                          Patrick Wolff, Portfolio Manager
South Florida                     February 28
Washington DC area                March 1



Instinct Capital                  Instinct Japan Opportunity and Instinct   Japan Long/Short and Japan Long Only
                                  Dark Horse Fund
New York and Chicago              March 11 – 14                             Diane Lin, Portfolio Manager




                                                                                                                 Confidential
                                                                                                                 Page 1 of 3
JGP (Brazil)                                  Brax Equity Fund                               Brazil Equity Long/Short
Montreal                                      February 25 – 26                               Maurício Werneck – Partner, Head of
San Francisco / Los Angeles                   February 27 – March 1                          Relations
                                                                                             James Eckrich, Investor Relations


Lanin Partners                                Pacific Opportunities Fund                     Pan LatAm Equity Long/Short
Miami                                         March 11 - 13                                  Alessandro Citterio, Partner
                                                                                             Sonia Villalobos, Co – Portfolio Manager


Nest Investimento                             Nest Master Fund                               LatAm Long/Short
New York                                      February 4 – 16                                Francisco Andrade, Portfolio Manager
                                                                                             Felipe Prata, Partner


Polar Capital                                 Polar European Conviction Fund                 European Equity Long/Short
Boston                                        March 19                                       Rob Gurner, Chief Investments Officer
Connecticut                                   March 20
New York                                      March 21


Sprott Asset Management                       Sprott Macro Managers Fund                     Macro and Multi-Portfolio Manager Fund
New York                                      February 20 – 21                               Scott Colbourne, Senior Portfolio Manager
                                                                                             Paul Wong, Portfolio Manager


UFG Asset Management                          All Funds                                      EM Credit, EM Equity, Real Estate
New York                                      February 25                                    Florian Fenner, Chief Investment Officer




New Launches and New Relationships in Americas:
Firm Name                Fund Name             Strategy          Portfolio Manager Launch Date        Current AUM       Head Office

Clearline Capital, LLC   Clearline Capital,    Catalyst –        Marc Majzner         March 2013      TBC               New York
                         LP                    driven value
                                               long/short

Marc Majzner is opening Clearline Capital to external capital after Henry Swieca, co-founder and former CIO of Highbridge Capital, provided
a $50M anchor investment in January 2012. Clearline is an opportunistic catalyst-driven value strategy investing across liquid asset classes
with core focus on equity long/short.




                                                                                                                                  Confidential
                                                                                                                                  Page 2 of 3
Global Capital Introduction Events:
Americas:
Date                     City         Event Description


May 17, 2013             New York     Hedge Fund Manager Forum - Macro

Asia:
Date                      City        Type of Event
March 18 – 19, 2013       Hong Kong   Asian Hedge Fund Forum

Europe:
Date                      City        Type of Event
March 7, 2013             London      Hedge Fund Manager Roundtable – Global Macro




                                                                                     Confidential
                                                                                     Page 3 of 3

Más contenido relacionado

Más de Brian Shapiro

JPM Prime Brokerage Global Hedge Fund Trends September 2013
JPM Prime Brokerage Global Hedge Fund Trends September 2013JPM Prime Brokerage Global Hedge Fund Trends September 2013
JPM Prime Brokerage Global Hedge Fund Trends September 2013Brian Shapiro
 
JPM prime brokerage global hedge fund trends august 2013
JPM prime brokerage global hedge fund trends august 2013JPM prime brokerage global hedge fund trends august 2013
JPM prime brokerage global hedge fund trends august 2013Brian Shapiro
 
Citi prime services report on liquid alternatives
Citi prime services report on liquid alternativesCiti prime services report on liquid alternatives
Citi prime services report on liquid alternativesBrian Shapiro
 
HSBC Hedge weekly2013 no22
HSBC Hedge weekly2013 no22HSBC Hedge weekly2013 no22
HSBC Hedge weekly2013 no22Brian Shapiro
 
JPM Prime Brokerage Global Hedge Fund Trends May 2013.pdf
JPM Prime Brokerage Global Hedge Fund Trends May 2013.pdfJPM Prime Brokerage Global Hedge Fund Trends May 2013.pdf
JPM Prime Brokerage Global Hedge Fund Trends May 2013.pdfBrian Shapiro
 
Opg keys to establishing a cost efficient & institutional quality hedge fun...
Opg   keys to establishing a cost efficient & institutional quality hedge fun...Opg   keys to establishing a cost efficient & institutional quality hedge fun...
Opg keys to establishing a cost efficient & institutional quality hedge fun...Brian Shapiro
 
HSBC Hedge Weekly 2013 No12
HSBC Hedge Weekly 2013 No12HSBC Hedge Weekly 2013 No12
HSBC Hedge Weekly 2013 No12Brian Shapiro
 
JPM Prime Brokerage Global Hedge Fund Trends March 2013
JPM Prime Brokerage Global Hedge Fund Trends March 2013JPM Prime Brokerage Global Hedge Fund Trends March 2013
JPM Prime Brokerage Global Hedge Fund Trends March 2013Brian Shapiro
 
MS Weekly US PB Mkt Clr Summary 2013.03.18
MS Weekly US PB Mkt Clr Summary 2013.03.18MS Weekly US PB Mkt Clr Summary 2013.03.18
MS Weekly US PB Mkt Clr Summary 2013.03.18Brian Shapiro
 
Credit suisse 2013 investor survey report final
Credit suisse 2013 investor survey report finalCredit suisse 2013 investor survey report final
Credit suisse 2013 investor survey report finalBrian Shapiro
 
Hedge weekly2013 no07
Hedge weekly2013 no07Hedge weekly2013 no07
Hedge weekly2013 no07Brian Shapiro
 
HSBC Hedge weekly2013 no05
HSBC Hedge weekly2013 no05HSBC Hedge weekly2013 no05
HSBC Hedge weekly2013 no05Brian Shapiro
 

Más de Brian Shapiro (12)

JPM Prime Brokerage Global Hedge Fund Trends September 2013
JPM Prime Brokerage Global Hedge Fund Trends September 2013JPM Prime Brokerage Global Hedge Fund Trends September 2013
JPM Prime Brokerage Global Hedge Fund Trends September 2013
 
JPM prime brokerage global hedge fund trends august 2013
JPM prime brokerage global hedge fund trends august 2013JPM prime brokerage global hedge fund trends august 2013
JPM prime brokerage global hedge fund trends august 2013
 
Citi prime services report on liquid alternatives
Citi prime services report on liquid alternativesCiti prime services report on liquid alternatives
Citi prime services report on liquid alternatives
 
HSBC Hedge weekly2013 no22
HSBC Hedge weekly2013 no22HSBC Hedge weekly2013 no22
HSBC Hedge weekly2013 no22
 
JPM Prime Brokerage Global Hedge Fund Trends May 2013.pdf
JPM Prime Brokerage Global Hedge Fund Trends May 2013.pdfJPM Prime Brokerage Global Hedge Fund Trends May 2013.pdf
JPM Prime Brokerage Global Hedge Fund Trends May 2013.pdf
 
Opg keys to establishing a cost efficient & institutional quality hedge fun...
Opg   keys to establishing a cost efficient & institutional quality hedge fun...Opg   keys to establishing a cost efficient & institutional quality hedge fun...
Opg keys to establishing a cost efficient & institutional quality hedge fun...
 
HSBC Hedge Weekly 2013 No12
HSBC Hedge Weekly 2013 No12HSBC Hedge Weekly 2013 No12
HSBC Hedge Weekly 2013 No12
 
JPM Prime Brokerage Global Hedge Fund Trends March 2013
JPM Prime Brokerage Global Hedge Fund Trends March 2013JPM Prime Brokerage Global Hedge Fund Trends March 2013
JPM Prime Brokerage Global Hedge Fund Trends March 2013
 
MS Weekly US PB Mkt Clr Summary 2013.03.18
MS Weekly US PB Mkt Clr Summary 2013.03.18MS Weekly US PB Mkt Clr Summary 2013.03.18
MS Weekly US PB Mkt Clr Summary 2013.03.18
 
Credit suisse 2013 investor survey report final
Credit suisse 2013 investor survey report finalCredit suisse 2013 investor survey report final
Credit suisse 2013 investor survey report final
 
Hedge weekly2013 no07
Hedge weekly2013 no07Hedge weekly2013 no07
Hedge weekly2013 no07
 
HSBC Hedge weekly2013 no05
HSBC Hedge weekly2013 no05HSBC Hedge weekly2013 no05
HSBC Hedge weekly2013 no05
 

Último

Stock Market Brief Deck for "this does not happen often".pdf
Stock Market Brief Deck for "this does not happen often".pdfStock Market Brief Deck for "this does not happen often".pdf
Stock Market Brief Deck for "this does not happen often".pdfMichael Silva
 
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...Amil baba
 
SBP-Market-Operations and market managment
SBP-Market-Operations and market managmentSBP-Market-Operations and market managment
SBP-Market-Operations and market managmentfactical
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Sonam Pathan
 
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证rjrjkk
 
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdfmagnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdfHenry Tapper
 
fca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdffca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdfHenry Tapper
 
NO1 Certified kala jadu karne wale ka contact number kala jadu karne wale bab...
NO1 Certified kala jadu karne wale ka contact number kala jadu karne wale bab...NO1 Certified kala jadu karne wale ka contact number kala jadu karne wale bab...
NO1 Certified kala jadu karne wale ka contact number kala jadu karne wale bab...Amil baba
 
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...Henry Tapper
 
(中央兰开夏大学毕业证学位证成绩单-案例)
(中央兰开夏大学毕业证学位证成绩单-案例)(中央兰开夏大学毕业证学位证成绩单-案例)
(中央兰开夏大学毕业证学位证成绩单-案例)twfkn8xj
 
Managing Finances in a Small Business (yes).pdf
Managing Finances  in a Small Business (yes).pdfManaging Finances  in a Small Business (yes).pdf
Managing Finances in a Small Business (yes).pdfmar yame
 
House of Commons ; CDC schemes overview document
House of Commons ; CDC schemes overview documentHouse of Commons ; CDC schemes overview document
House of Commons ; CDC schemes overview documentHenry Tapper
 
Role of Information and technology in banking and finance .pptx
Role of Information and technology in banking and finance .pptxRole of Information and technology in banking and finance .pptx
Role of Information and technology in banking and finance .pptxNarayaniTripathi2
 
Overview of Inkel Unlisted Shares Price.
Overview of Inkel Unlisted Shares Price.Overview of Inkel Unlisted Shares Price.
Overview of Inkel Unlisted Shares Price.Precize Formely Leadoff
 
NO1 Certified Black Magic Specialist Expert In Bahawalpur, Sargodha, Sialkot,...
NO1 Certified Black Magic Specialist Expert In Bahawalpur, Sargodha, Sialkot,...NO1 Certified Black Magic Specialist Expert In Bahawalpur, Sargodha, Sialkot,...
NO1 Certified Black Magic Specialist Expert In Bahawalpur, Sargodha, Sialkot,...Amil baba
 
Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024Champak Jhagmag
 
Tenets of Physiocracy History of Economic
Tenets of Physiocracy History of EconomicTenets of Physiocracy History of Economic
Tenets of Physiocracy History of Economiccinemoviesu
 
The Triple Threat | Article on Global Resession | Harsh Kumar
The Triple Threat | Article on Global Resession | Harsh KumarThe Triple Threat | Article on Global Resession | Harsh Kumar
The Triple Threat | Article on Global Resession | Harsh KumarHarsh Kumar
 

Último (20)

Stock Market Brief Deck for "this does not happen often".pdf
Stock Market Brief Deck for "this does not happen often".pdfStock Market Brief Deck for "this does not happen often".pdf
Stock Market Brief Deck for "this does not happen often".pdf
 
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
 
Q1 2024 Newsletter | Financial Synergies Wealth Advisors
Q1 2024 Newsletter | Financial Synergies Wealth AdvisorsQ1 2024 Newsletter | Financial Synergies Wealth Advisors
Q1 2024 Newsletter | Financial Synergies Wealth Advisors
 
SBP-Market-Operations and market managment
SBP-Market-Operations and market managmentSBP-Market-Operations and market managment
SBP-Market-Operations and market managment
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713
 
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
 
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdfmagnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
 
🔝+919953056974 🔝young Delhi Escort service Pusa Road
🔝+919953056974 🔝young Delhi Escort service Pusa Road🔝+919953056974 🔝young Delhi Escort service Pusa Road
🔝+919953056974 🔝young Delhi Escort service Pusa Road
 
fca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdffca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdf
 
NO1 Certified kala jadu karne wale ka contact number kala jadu karne wale bab...
NO1 Certified kala jadu karne wale ka contact number kala jadu karne wale bab...NO1 Certified kala jadu karne wale ka contact number kala jadu karne wale bab...
NO1 Certified kala jadu karne wale ka contact number kala jadu karne wale bab...
 
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
 
(中央兰开夏大学毕业证学位证成绩单-案例)
(中央兰开夏大学毕业证学位证成绩单-案例)(中央兰开夏大学毕业证学位证成绩单-案例)
(中央兰开夏大学毕业证学位证成绩单-案例)
 
Managing Finances in a Small Business (yes).pdf
Managing Finances  in a Small Business (yes).pdfManaging Finances  in a Small Business (yes).pdf
Managing Finances in a Small Business (yes).pdf
 
House of Commons ; CDC schemes overview document
House of Commons ; CDC schemes overview documentHouse of Commons ; CDC schemes overview document
House of Commons ; CDC schemes overview document
 
Role of Information and technology in banking and finance .pptx
Role of Information and technology in banking and finance .pptxRole of Information and technology in banking and finance .pptx
Role of Information and technology in banking and finance .pptx
 
Overview of Inkel Unlisted Shares Price.
Overview of Inkel Unlisted Shares Price.Overview of Inkel Unlisted Shares Price.
Overview of Inkel Unlisted Shares Price.
 
NO1 Certified Black Magic Specialist Expert In Bahawalpur, Sargodha, Sialkot,...
NO1 Certified Black Magic Specialist Expert In Bahawalpur, Sargodha, Sialkot,...NO1 Certified Black Magic Specialist Expert In Bahawalpur, Sargodha, Sialkot,...
NO1 Certified Black Magic Specialist Expert In Bahawalpur, Sargodha, Sialkot,...
 
Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024
 
Tenets of Physiocracy History of Economic
Tenets of Physiocracy History of EconomicTenets of Physiocracy History of Economic
Tenets of Physiocracy History of Economic
 
The Triple Threat | Article on Global Resession | Harsh Kumar
The Triple Threat | Article on Global Resession | Harsh KumarThe Triple Threat | Article on Global Resession | Harsh Kumar
The Triple Threat | Article on Global Resession | Harsh Kumar
 

Credit Suisse investor update february 2013 final

  • 1. Credit Suisse Capital Services Americas Investor Update February 2013 Manager Roadshows: Manager Fund/Travel Dates Strategy Altavista Investment Management Altavista Global Equity Fund Global Equity Long/Short New York February 25 – 28 Arun Agarwal, Portfolio Manager Boston March 1 BlueBay Asset Management BlueBay Emerging Market Emerging Market Debt Fixed Income Opportunity Fund Washington DC area February 25 David Dowsett, Co-Head of Emerging Markets and Senior Portfolio Manager New York February 26 – 27 Los Angeles February 28 BlueBay Asset Management BlueBay Credit Alpha Credit Long/Short Fund New York March 4 – 5 Geraud Charpin, Portfolio Manager CFP Partners CFP Equity Fund Equity Long/Short New York March 6 – 7 Alvaro Ventosa, Portfolio Manager Daruma Capital Management Daruma Hinoki Fund Equity Long/Short San Francisco February 25 –28 Ellen Andrews, Portfolio Manager Daniel Sheridan, Portfolio Manager Golub Capital GC Synexus Fund Credit Long/Short Washington DC March 4 – 5 Daniel Posner, Portfolio Manager Grandmaster Capital Grandmaster Capital Fund Equity Long/Short New York February 26 – 27 Patrick Wolff, Portfolio Manager South Florida February 28 Washington DC area March 1 Instinct Capital Instinct Japan Opportunity and Instinct Japan Long/Short and Japan Long Only Dark Horse Fund New York and Chicago March 11 – 14 Diane Lin, Portfolio Manager Confidential Page 1 of 3
  • 2. JGP (Brazil) Brax Equity Fund Brazil Equity Long/Short Montreal February 25 – 26 Maurício Werneck – Partner, Head of San Francisco / Los Angeles February 27 – March 1 Relations James Eckrich, Investor Relations Lanin Partners Pacific Opportunities Fund Pan LatAm Equity Long/Short Miami March 11 - 13 Alessandro Citterio, Partner Sonia Villalobos, Co – Portfolio Manager Nest Investimento Nest Master Fund LatAm Long/Short New York February 4 – 16 Francisco Andrade, Portfolio Manager Felipe Prata, Partner Polar Capital Polar European Conviction Fund European Equity Long/Short Boston March 19 Rob Gurner, Chief Investments Officer Connecticut March 20 New York March 21 Sprott Asset Management Sprott Macro Managers Fund Macro and Multi-Portfolio Manager Fund New York February 20 – 21 Scott Colbourne, Senior Portfolio Manager Paul Wong, Portfolio Manager UFG Asset Management All Funds EM Credit, EM Equity, Real Estate New York February 25 Florian Fenner, Chief Investment Officer New Launches and New Relationships in Americas: Firm Name Fund Name Strategy Portfolio Manager Launch Date Current AUM Head Office Clearline Capital, LLC Clearline Capital, Catalyst – Marc Majzner March 2013 TBC New York LP driven value long/short Marc Majzner is opening Clearline Capital to external capital after Henry Swieca, co-founder and former CIO of Highbridge Capital, provided a $50M anchor investment in January 2012. Clearline is an opportunistic catalyst-driven value strategy investing across liquid asset classes with core focus on equity long/short. Confidential Page 2 of 3
  • 3. Global Capital Introduction Events: Americas: Date City Event Description May 17, 2013 New York Hedge Fund Manager Forum - Macro Asia: Date City Type of Event March 18 – 19, 2013 Hong Kong Asian Hedge Fund Forum Europe: Date City Type of Event March 7, 2013 London Hedge Fund Manager Roundtable – Global Macro Confidential Page 3 of 3