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MAR Hedge and Institutional Investor Alpha Hedge sponsored the 15th Annual Institutional Investment Conference at the Ritz Carlton in San Francisco.
Pictured above from left to right:
- Noam Leslau, Head of Business Development for Blue Mountain Capital LLC
- Eric Pedde, MBA, CFA, Portfolio Manager, Hedge Funds and External Equities,
Alberta Investment Management Corporation
- Lynnelle Jones, Director, Hathersage Capital Management
Following Noam’s participation on the panel, Is Debt the New Equity?, the three discussed the importance of not only looking at what assets to invest in, but also how those assets are financed. Collateral requirements from prime brokers, counterparty risks, co-investor risks and how valuations are calculated for distressed debt and other credit instruments are very different from either equity long short investments or currency absolute return investing.
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