Alpha Reporter

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Green bond issuance set to rise in 2018

Strengthening green bond market fundamentals are likely to result in a 30 per cent increase in self-labelled instruments globally this year, according to a report by S&P Global Ratings.

Active EFTs/ETPs end 2017 with record asset gains

Assets invested in active exchange traded funds (ETFs) and exchange traded products (ETPs) listed globally increased by 57.3 per cent in 2017 to reach $75.20bn of assets under management (AUM).

German real estate rental market buoyant

Rising rents, falling vacancy rates and GDP growth have combined to give the German rental market a strong positive trend for 2018, according to Catella Research.

Hedge funds report new flows of over $30bn for 2017

December is usually noted for its high redemptions for hedge funds but 2017 reported a tapering with a net $10bn withdrawn from funds over the month, according to eVestment data.

CTAs unimpressed by Bitcoin futures

Commodity trading advisors (CTAs) are uncertain about the investment value of the Bitcoin futures contracts offered from December 2017 by CBOE and CME.

Alternative Investing Summit 2018

When: December 5-7, 2018 Where: Ritz Carlton, Dana Point, CA Organiser: Opal Group Participants and delegates will investigate a range of critical investment issues, including discussion of the risks and benefits of various asset classes and investment vehicles such as hedge funds and private equity, examining means of cutting costs associated with implementation of absolute returns strategies, reviewing the future of commodities and surveying the landscape of emerging international markets. The event will also look into impact investing as a way of obtaining returns that are socially responsible as well as many issues involved with fund management and the importance of education for trustees and other investment officers. This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. No PowerPoint presentations during panel discussions. Any PowerPoints used by stand-alone speakers will be added to the mobile app. Some of the topics to be covered include: liquid alternatives, volatility, risk, asset allocation, real asset investing, real estate opportunities, direct and co-investing opportunities and 1031 exchanges among others.

Marketplace Lending & Alternative Financing Summit 2018

When: November 28-30, 2018 Where: Monarch Beach Resort, Dana Point, CA Organiser: Opal Group The summit is an educational forum designed for investors, issuers, platforms, underwriters, banks rating agencies, lawyers, service providers, accountant and other related industry professionals. At this conference delegates will learn and network with industry leaders to gain insight on the newest techniques to maximise returns and reduce risk exposure in this area of marketplace lending. Delegates will explore the current landscape and hear about rating agency methodology, legal, tax and structural considerations. The conference will serve as an opportunity where a meaningful dialogue can be opened to address concerns regarding this dynamic segment of the market. Potential topics to be covered include: platforms; the current state and outlook of the marketplace lending industry; legal and regulatory issues; raising capital in the current environment; secondary market; the role of technology; platforms partnering with banks; reporting requirements; securitization; valuation methodology and other topics.

CLO Summit 2018

When: November 28-30, 2018 Where: Monarch Beach Resort, Dana Point, CA Organiser: Opal Group The summit is an educational forum designed for investors, issuers, underwriters, rating agencies, lawyers and accountants. At this conference, they can learn the newest techniques to maximise returns and reduce risk exposure in the growing area of asset-backed finance. An in-depth review of recent regulatory changes in addition to rating agency methodology, legal, tax and structural considerations will provide attendees with the tools necessary to stay one step ahead of their competitors. Topics covered will include: the AAA conundrum; the current state and outlook for the CLO market; how to construct a CLO: building a portfolio and negotiating documents; evaluating leveraged loan market performance and direction; CLO equity issuer roundtable; CLO markets in a regulated environment; how to analyse structural features of a CLO; CLO mezzanine tranches / opportunities and relative value; valuation, analysis and communication; secondary CLO market; relative value in the CLO market; launching a CLO platform; and manager screening and evaluation as well as CLOs 2.0; successful CLO management and best practice operational issues include accounting and tax. The event will also include CLO managers, investor hedges and alternative structures researcher’s roundtables.