Legends 4 Legends helps A4C raise one million euros since launch
Now in its third year, Legends 4 Legends has helped leading investment industry charity, Alternatives 4 Children, raise more than €1 million since the charity was founded. The 2018 event alone raised more than EUR 100,000 from nearly 200 speakers and attendees who attended the EYE Film Museum location.
Titled Tomorrow’s Vision, this year’s event brought together legends such as Sir Michael Hintze, Russell Clark, Dr. Mark Mobius, Harold de Boer and Dan Morehead, to build futures for children.
An unrivalled line-up of top-tier hedge fund managers covered topics across the spectrum of credit, cryptocurrencies and the emerging markets, all to highlight where returns can be made in a world of shrinking balance sheets and central bank action.
With sessions titles aptly themed around photography, the one day-event opened with Graham Neilson of Fulcrum Asset Management and Emmanuel Weyd of Eiffel Investment Group discuss where to find value in the world of credit.
Sir Michael Hintze, chief executive and Senior investment officer at CQS, gave the audience a global macro overview, while later in the day Russell Clark, partner at Horseman Capital Management took a look at a few global macro trades in greater detail. Bill Ackman and Pierre Andurand shared their investment views through video messages. Transtrend’s Harold de Boer covered the topic of responsible investing in commodities.
Despite the overall performance of the emerging markets, David Amaryan, of Balchug Capital, Sumeet Nagar of Malabar and Peter Leger of Coronation shared their favourite stock picks in Russia, India and Africa, respectively. In the afternoon, Dr. Mark Mobius shared his insights of more than 40 years investing in the emerging markets and why ESG is so important today.
Chief executive officer and co-chief investment officer of Pantera Capital, Dan Morehead talked about the future of finance from a blockchain and cryptocurrency perspective, while Gabor Gurbacs, director digital assets strategy at VanEck, talked live via Skype about the challenges of building a Bitcoin ETF.
Anne-Sophie d’Andlau, Co-founder of CIAM covered some activist trades and also how CIAM supports charities, while Tony Davis Founder of Inherent Group talked about using ESG as a value tool. Dutch allocator Remko van der Erf of Kempen interviewed Zaaba’s Mohan Rajasooria on the opportunities in the Asian long/short space.
“We are delighted to have raised more than €1 million since we were founded in 2011 in particular with the added contribution from Legends4Legends a unique donation-based investment conference,” said Marc de Kloe, Co-Founder of Alternatives4Children and co-organiser of the event. “The level of speakers willing to donate their time and money to this event that supports Alternatives4Children continues to amaze us year after year. We are truly grateful,” said Ruud Smets, portfolio manager at Theta Capital, co-organiser of the conference.
“We wish to thank our partners: Theta Capital Management, Inherent Group, CQS, EnTrustPermal, Mobius Capital Partners, CIAM, Pantera, Coronation, Fulcrum, Balchug Capital, Privium Fund Management, Transtrend, VanEck, Andurand and Malabar Investments, Kempen Capital Management & Horseman Capital. As well as our Media Partners: Opalesque, HedgeFund Journal, Positivity, IEX Media, Designcorp and FondsNieuws and InInk and all those that attended and spoke making our third event a critical success,” said de Kloe.
We would like to thank all of our speakers who helped us to raise over EUR 100,000!
Legends4Legends 2017 was covered in detail in leading industry magazine the Hedge Fund Journal.
Read the article here
We would like to thank all of our speakers who helped us to raise over EUR 90,000!
With an unrivalled line-up of top-tier hedge fund managers we tried to get behind the reasons for recent struggling hedge fund performance and to the answer the main question for the day:
“How to achieve returns in today’s environment without exposing yourself to the Great Unwind”
We got candid answers from some of the most established names in the industry and got away with an increased enthusiasm for the opportunity set at hand, that looks to be quite different than the buy&hold strategy of equities and bonds which has been the winning strategy for the last few years.
“It’s not the central banks that are stupid, it’s the investors that all put so much emphasis on their words.”
– Harold de Boer, Architect of Transtrend’s Diversified Trend Program
“The one real structural challenge I find to what we are doing, especially here in Europe, is the difficulty of finding real talent. With the barriers to start a hedge funds much higher, it’s much tougher to find talent that you’ve seen develop at other funds. I see no evidence that industry size, the growth of passive investing or instant information for everyone would limit the opportunity for hedge funds.”
– Stuart Roden, Chairman Lansdowne Partners
“We’re cautious on equity markets and turned net short, especially in Europe. Especially the upcoming referendum in Italy worries us as well as the complacent view of a Clinton win in November. A 30 percent correction in Europe wouldn’t surprise us as perceptions change. It will be a buying opportunity.”
– Rob Citrone, Founder & CIO Discovery Capital
“Hedge funds have to get their act together so they once again live up to the fees they charge. Those who can’t have no right to exist.”
– Andries Nieuwland, Senior partners Providence Capital
“Through Porsche, one can buy Volkswagen at a PE of 3, which is tremendous value no matter the costs of the emission scandal.”
– Phil Green, Partner TCI
“We have invested 20bln in hedge funds and are happy with the results that have been in line with expectations.”
– Erik van Houwelingen, Board member ABP
Speakers at Legends4Legends 2016 included
- Stuart Roden, Chairman, Lansdowne Partners
- Rob Citrone, Founder, Discovery Capital
- Harold de Boer, Managing Director, Transtrend
- Gerlof de Vrij, CIO/CEO, Blenheim Capital Management
- Philip Green, Partner, The Children’s Investment Fund
- Omar Kodmani, Senior Executive Office, EnTrustPermal
- Graham Neilsen, Chief Investment Strategist, Cairn Capital
- Jeroen Tielman, CEO, Qstone Capital
- Niels Oostenbrug, Business Development, Amundi
- Erik van Houwelingen, Board member, Pensioenfonds ABP
- Alex Roepers, Founder and CIO, Atlantic Investment Management
- Jerome Lussan, CEO, Laven Partners
- Khing Oei, CIO, Eyck Capital
- Iwan Vink, Founder, WinCap
- Barry Lau, CIO, Adamas Asset Management
- Gennaro Pucci, Founder & CIO, PVE Capital
- Sean Shepley, Head of Research, Glen Point Capital
- Andries Nieuwland, Responsible for Fiduciary Management, Providence Capital
- Willem de Vlugt, Managing Partner, EValuation Capital Management
- Ashley Dodd-Noble, Portfolio Manager, London Diversified Fund Management
In addition representatives of leading allocators such as APG, Univest, Kempen, Multi-Fund, HB Capital, Providence Capital, ABN AMRO attended.