Credit has been a hot area since the financial crisis, even during a surge in the equity markets. With Europe still in turmoil and the U.S. economy still in existential crisis, where the best opportunities are and what are the best strategies to take advantage of those situations. What is the trade and how do you play it? We will look at long/short credit strategies, debt and capital markets.
Hector Negroni, Co-Founder, Co-Chief Executive Officer, and Chief Investment Officer, Fundamental Credit Opportunities (FCO)
Top value fund managers are ready for the small cap bear market to be done
During the bull market, small caps haven't been performing well, but some believe that could be about to change. Breach Inlet Founder and Portfolio Manager Chris Colvin and Gradient Investments President Michael Binger both expect small caps to take off. Q1 2020 hedge fund letters, conferences and more However, not everyone is convinced. BTIG strategist Read More
Bruce Richards, CEO and Founding Partner, Marathon Asset Management, LP
Thomas Wagner, Co-Founding Partner and Co-Managing Member, Knighthead Capital Management, LLC
Philip Weingord, Founder, Managing Principal & CEO, Seer Capital Management
Stephanie Ruhle, Anchor, Bloomberg Television; Host, “Market Makers” (@SRuhle)