How hedge funds are becoming mainstream investment strategies for a new class of investors, specifically family offices, seeking returns unavailable in traditional markets, will be the focus of the Bloomberg Hedge Funds Summit, which is being held in New York City on 4 June.
The day-long Summit, to be held at The Pershing Square Signature Center, will commence with a discussion about the game-changing impact presented by a number of new investors seeking to include alternatives in their portfolios.
As in past years, the programme will also look at the most pressing issues facing investors today, including credit strategies, regulatory changes and emerging markets of note. A small group of hedge fund managers will also present their strategies for launching funds in the current economic environment.
Bloomberg journalists will have one-on-one discussions with key figures in the industry, including:
• Michael J. Petrick, managing director and head of global market strategies, The Carlyle Group, about the best liquid investment opportunities around the world;
• John Phelan (pictured), co-managing partner/co-founder, MSD Capital, on how Michael Dell’s investment firm is expanding and his long-term outlook for investing and wealth preservation; and
• James S. Tisch, president and chief executive officer, Loews Corporation, on his strategy for managing a portfolio comprised of investments ranging from hospitality to natural resource to insurance.
“This year’s event will take on a different dimension with a new class of investors joining the conversation and will take a 360-degree look at how the industry is evolving,” says Jason Kelly, managing editor of Bloomberg LINK. “We’ll hear insights from some of the biggest names in the industry on new opportunities in the multi-trillion hedge fund business.”
Bloomberg will also convene its first-ever master class for family offices evaluating alternative investments during a break-out session led by Bob Rice, contributing editor, Bloomberg Television. This invitation-only session will offer a framework for looking at alternatives, put the various alternative asset classes into context and offer strategies for mitigating risk.