Summit Notebook

Exclusive outtakes from industry leaders

from Funds Hub:

Watch Pi Capital CEO David Giampaolo give his investment outlook

Giampaolo was speaking today at the London leg of the Reuters Hedge Fund and Private Equity Summit.

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from Funds Hub:

Watch hedge fund manager Colin McLean give his market outlook

McLean was speaking today at London leg of the Reuters Hedge Fund and Private Equity Summit.

from Funds Hub:

Written in the stars

It is not often that Reuters journalists carefully take down the words of an investor who regularly consults an astrologer, but then not every investor recorded a 32 percent increase in his portfolio in 2008.

As head of Eclectica Asset Management, Hugh Hendry cuts a figure not often seen in modern-day financial investing: a besuited Malcolm McLaren-esque counter-culture figure rather than a pointy-headed quant analyst.

from Funds Hub:

An unpleasant prospect

rtxd578There's no shortage of ill will towards bankers at the moment.

But some executives in the private equity and hedge funds industries feel they are getting beaten with the same stick by politicians and the public, despite feeling relatively blameless in this crisis.

BC Partners managing partner Andrew Newington, speaking at the Reuters Hedge Fund & Private Equity Summit in London today, explained.

from Funds Hub:

$3 trillion of hedge fund talent? “Absolute nonsense!”

The once-booming hedge fund industry has shrunk rapidly over the past 9 months to roughly $1-$1.4 trillion, as investors have pulled out their cash following some pretty lacklustre returns.

kfd05However, according to Mark Kary, chief executive of Polar Capital, the industry never really deserved to have grown to the best part of $3 trillion in the first place.

from Funds Hub:

Reuters Fund Summit: Will hedge fund regulation open the door to retail investors?

 

By Huw Jones

 

Hedge funds are nothing if not optimistic – they have to be in the current climate.

 

 

rtxcvygWhile holed up in an English country resort last weekend, finance ministers and central bankers from the G20 group of countries agreed that the $1.4 trillion hedge funds sector should be made to register, be directly supervised and provide information about their holdings to regulators who track risk in markets.

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