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.
The Talas Turkey Value Fund returned 9.5% net for the first quarter on a concentrated portfolio in which 93% of its capital is invested in 14 holdings. The MSCI Turkey Index returned 13.1% for the first quarter, while the MSCI All-Country ex-USA was down 5.4%. Background of the Talas Turkey Value Fund Since its inception Read More
Hector Negroni, Co-Founder, Co-Chief Executive Officer, and Chief Investment Officer, Fundamental Credit Opportunities (FCO)
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)