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Off the Radar: Finding Opportunity in Niche Strategies
Law Offices of K&L Gates
925 4th Ave #2900
Seattle, WA 98104
USA
Thursday, April 11, 2019, 5:00 PM - 7:30 PM PDT
Category: Panel Discussion

OFF THE RADAR: FINDING OPPORTUNITIES IN NICHE STRATEGIES

Electricity power trading, litigation finance, specialty lending, and royalties. Niche asset classes have emerged offering enticing return prospects and risk diversifying characteristics compared to mainstream alternatives. Join us for a night reviewing the landscape of pre-institutional and undercapitalized market niches with our expert panel and moderator.

PANELISTS:

Andrew Tsai - Managing Principal, CIO at Chalkstream Capital Group

Andrew Tsai is the Co-Founder and Chief Investment Officer of Chalkstream Capital Group which was founded in 2004 as the investment arm for quant guru and PDT Partners founder Peter Muller’s family office. Andrew has an extensive 25+ year background in investments and management including fixed income arbitrage trading for Lehman in the 1990s, managing the quantitative long/short hedge fund Integrity Capital, running the on-demand logistics company Urbanfetch, and CEO of a Carlyle backed technology company in the early 2000s.  Andrew received his BS in Economics from the Wharton School of The University of Pennsylvania. 

 

Bob Elsasser - Principal at Variant Investments

Bob Elsasser is a principal and co-founder of Variant with over 26 years of experience in the industry. Prior to founding Variant, Bob was the Director of Fixed Income Research at CTC | myCFO. Before joining the organization in 2006, Bob was the Senior Vice President of Fixed Income and Foreign Exchange at the Federal Reserve Bank of New York. Bob received his BA in Finance from the University of Washington and his MBA in Finance from New York University. 

 

 

 

 Cory Pulfrey - Partner at Cloverlay

Cory serves as a Partner at Cloverlay and is a member of the Firm’s Investment Committee and Board of Directors. Prior to founding Cloverlay, Cory spent twelve years as a Managing Director with Morgan Stanley Alternative Investment Partners (AIP), a division of Morgan Stanley’s institutional asset management business. Cory was a co-founder and business head of AIP in addition to serving on AIP’s Private Equity Investment Committee as a Portfolio Manager focused on special situations globally. Prior to AIP, Cory was a Managing Director with the Weyerhaeuser Company Pension Fund Group, where was responsible for a $2 billion private markets portfolio, comprised of primary fund commitments and co-investments in all strategies on a global basis. Cory is Chair of the Board of Governors for the Montana State University Alumni Foundation and is the former Chair of its Investment Committee.

MODERATOR:

 Bill Bracamontes - Managing Director at Wilshire Associates

Mr. Bracamontes serves on WPM’s Investment Committee and is responsible for monitoring existing private markets investments and analysis of new private markets investment opportunities in the U.S., for primary and secondary partnership investments, as well as direct co-investments.  In recent years, Mr. Bracamontes has played an integral role in WPM’s investments in the venture capital and growth equity segments of the U.S. market.  He received his Bachelor of Arts in Economics from Stanford University.  Mr. Bracamontes joined Wilshire in 2007.

 

   

EVENT DETAILS:

DATE: THURSDAY, APRIL 11TH

5:00 - 6:15pm

REGISTRATION AND NETWORKING

INCLUDING OPEN BEER AND WINE BAR AND HORS-D OEUVRES

6:15 - 7:30pm

PANEL DISCUSSION AND Q & A

FREE TO SAIA MEMBERS

$75 FOR NON-MEMBERS

CLICK HERE TO REGISTER