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AHEAD OF THE CURVE

Anticipate Tomorrow, Invest Today 

As our world undergoes rapid transformation, staying ahead of trends and anticipating market shifts is crucial for sustained success. "Ahead of the Curve" is designed to provide you with invaluable insights, innovative strategies, and networking opportunities to help you navigate the evolving financial landscape.

Haven Green and OpenFunds have partnered to bring 6 investment boutiques from the US, Asia and Europe to Switzerland to help you.

Join us on Sept. 10 in Zurich and Sept. 11 in Geneva for 2 exclusive lunch events. 

The 6 managers cover a broad range of strategies and have built successful track records in their markets. Have a look at our event page to find out whom you will be meeting. 

Don’t miss this opportunity to gain unique insights and network with your peers. 

📅Mark your calendar and stay tuned for more details.

 

TUE 10 SEPTEMBER, ZURICH

Park Hyatt Zurich
Beethovenstrasse 21, 8002 Zürich

11.45 AM - 02.00 PM

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WED 11 SEPTEMBER, GENEVA

Mandarin Oriental
Quai Turrettini 1, 1201 Geneva

11.45 AM - 02.00 PM

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Hotchkis & Wiley

Hotchkis & Wiley is a global investment manager specializing in value equity and high-yield strategies. With over 40 years of experience, the firm focuses on bottom-up, fundamental research to uncover undervalued investment opportunities. Their disciplined approach aims to deliver long-term capital appreciation for institutional and individual investors.

For more detailed information, you can visit their website

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Lion Global

Based in Singapore, Lion Global Investors is a leading asset management company with over 38 years of experience. Lion Global is the asset manager within the OCBC Group and manages around USD 51 bn, mainly for institutional investors. Lion Global will present their Asian Bond strategy, an interesting mix of investing in high-quality names from Japan, Singapore and Australia, coupled with exposure to higher-yielding markets like India and the Philippines. Their strong credit research has help create outstanding long-term track records.

For more detailed information, you can visit their website

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NXT Capital

NXT Capital is a leading direct lender specializing in providing middle-market financing solutions. They focus on offering customized, hassle-free financial solutions to borrowers with complex and time-sensitive needs. NXT Capital supports private equity, sponsor-owned, and other middle-market companies through its comprehensive direct lending services. The team is composed of seasoned professionals with an average of over 30 years of industry experience, ensuring reliable and effective service​.

For more detailed information, you can visit their website

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GAMA Asset Management

GAMA Asset Management is a Swiss investment boutique based in Geneva, focusing on fixed income.
Their funds can invest in any country, currency, or credit rating. This flexibility allows them to make full use of the diversified opportunities offered by the global bond universe. They apply a rigorous investment process that combines in-depth fundamental analysis with reliable quantitative models. Relevant ESG considerations are integrated into the investment process.

For more detailed information, you can visit their website

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ICP Asset Management

ICP Asset Management is a financial services firm based in Norway.

The core team was part of Norges Investment Bank, the manager of the norwegian sovereign wealth fund, for more than a decade prior to forming ICP. Now ICP is part of Aker, one of the leading industrial conglomerates in Norway with a strong focus on renewable energy.   

ICP's investment focus is the transition to a low-carbon economy. The investment process combines top-down analysis of economic activities that will benefit from the transition with bottom-up analysis of quality companies with sound growth. 

For more detailed information, you can visit their website

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ABR Dynamic Funds

ABR Dynamic Funds, a NY-based asset manager specialising in volatility investing, has the prime objective of delivering Crisis Alpha in their daily traded UCITS funds.

Their flagship strategy ABR 75/25 combines a long investment in US equities (via S&P futures) with a long/short strategy in VIX futures. An algorithm is used to build the positions, following a set of indicators that help to “read the mood of the market”, i.e. are investors euphoric, fearful or even in panic. Their flagship strategy was able historically to keep close to the returns of the S&P500 in good equity markets, as the short vol part of the strategy (i.e. selling insurance) helped returns during those times. The true strength is the delivery of "crisis alpha", i.e. insurance when you most need it, in market crashes, as best seen during 2008/2009 and during March 2020 (Covid crash). As the strategy invests in some of the most liquid instruments out there like S&P futures and treasury futures, it can offer its investors daily liquidity.

For more detailed information, you can visit their website

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