Small Managers/Big Alpha 11-Jan-20201 ATuesday, January 11th 10:30 am ET | 3:30 pm UK time | 4:30 pm CET With larger quantities of capital chasing the same Alpha strategies and […]
ATuesday, January 11th 10:30 am ET | 3:30 pm UK time | 4:30 pm CET
With larger quantities of capital chasing the same Alpha strategies and continuing to erode Alpha, savvy investors are turning to smaller and/or emerging managers as they look for alternative sources of return.
Episode 6 of this ground breaking webinar series presents you another carefully screened panel of investment managers worth taking a look.
In one hour, you’ll meet them all, get to know their top quartile strategies, and – since this an interactive session – can ask your questions.
Duo Reges:Exploiting Human-Machine Biases in Financial Markets with a Quantamental Behavioral Equity Long / Short Strategy
Founded in 2018, Duo Reges is a division of Alpha Innovations and is comprised of senior professionals from highly respected technology and capital market firms, all with a demonstrated track record managing assets for firms including Point72, OMERS, Morgan Stanley, and Goldman Sachs and leadership data science roles at venerable technology firms such as Microsoft, Intel, and as a Chief Data Scientist at Amazon.
Alpha Innovations Launches Turnkey Platform for Best-in-Class Investment Managers Seeking to Build or Grow Investment Businesses
Global Asset Manager Offers Institutional-Quality Asset Management Solution for Top Hedge Fund, Private Equity, Venture Capital and Real Estate Portfolio Managers
Asset management firm AI Global Investors (USA) LLC (“AI”) today announced the onboarding of its newest portfolio management team, IVI Capital Management (“IVI”), to AI’s New York-based asset management platform. The IVI management team members each bring more than 20 years of experience in capital markets and trading from venerable firms including Morgan Stanley, BlueCrest Capital and Citigroup, and have deep expertise in extracting alpha through global macro strategies. Senior members of the IVI team include Ken Tremain, Bart Brooks and Chris Eagle.
“We are excited to be partnering with IVI to help them scale on our platform. They are a perfect example of the type of team we select for in our due diligence process: highly experienced and pedigreed, with proven ability to manage significant assets and generate persistent alpha,” noted Lawrence Newhook, Chief Investment Officer of AI.
IVI will lever the AI team and infrastructure to facilitate offering IVI investment strategies to on and offshore investors via both separately managed accounts and investment funds on AI-affiliated fund platforms. The initial fund is anticipated to be launched in early Q2 2021.
“We at IVI are looking forward to relaunching on the AI platform. Their support and infrastructure allow us to keep focused on research and trading and generating strong returns for investors,” stated Ken Tremain, CIO of IVI. “Having AI’s seasoned team of senior professionals behind us gives us an enormous leg up so we can scale quickly with institutional support.”
Chris Eagle of IVI stated, “We see tremendous opportunities in macro markets going forward. This is an ideal environment for our strategies to shine, and we are eager to continue our track record of success on the AI platform.”
About IVI Capital Management and AI Global Investors (USA) LLC IVI Capital Management is a division of AI Global Investors (USA) LLC, a New York-based investment advisor and commodity trading advisor which provides turnkey asset management support to a growing number of best-in-class investment management teams. Founded in 2019, the company is a subsidiary of Alpha Innovations Ltd., which is a global asset management firm designed to provide institutional investors and high net worth individuals access to diverse sources of true alpha. The core team consists of talent from blue chip firms including Point72, Balyasny Asset Management, Goldman Sachs, and Morgan Stanley. Alpha Innovations Ltd. was founded in 2018 and is headquartered in Bermuda. It serves as the Platform Manager of the Laureates fund platform and Investment Manager of the Alpha Innovations ICAV. For further information please visit AIGI.io or Alphainnovations.io.
TRADING IN FUTURES AND OPTIONS INVOLVES SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR EVERYONE. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. We do not make any representations as to the accuracy or completeness of the information contained in this press release and undertake no obligation to update the information. This press release does not constitute an offer to sell or a solicitation of interest to purchase any securities. Any solicitation or offer may only be made via a prospectus to Qualified Eligible Persons as defined in CFTC Rule 4.7.
Alpha Innovations Launches Turnkey Platform for Best-in-Class Investment Managers Seeking to Build or Grow Investment Businesses
Global Asset Manager Offers Institutional-Quality Asset Management Solution for Top Hedge Fund, Private Equity, Venture Capital and Real Estate Portfolio Managers
NEW YORK AND HAMILTON, BERMUDA (PRWEB)JANUARY 14, 2021
Global asset management firm Alpha Innovations Ltd. (“Alpha Innovations” or “AI”) today announced the inception of its Laureates fund platform (“Laureates”), which enables select investment firms to launch new funds quickly and inexpensively with the support of top service providers. This is Alpha Innovations’ second institutional fund platform brought to market in the last two years.
“Launching new funds is known to be an arduous and expensive endeavor. The Laureates platform offers the efficiency and economies of scale afforded by a typical fund platform, but takes it to the next level by accelerating fund launch to within weeks rather than quarters, and by providing uncommon flexibility through the innovative structure we have developed. It can accommodate virtually any type of regulated fund, including both open and closed-ended, SPVs, masters and feeders taxed as U.S. partnerships or corporations, as well as funds marketed toward institutional or retail investors globally” stated Lawrence Newhook, AI’s Chief Executive Officer.
This new platform complements AI’s existing onshore European platform (Alpha Innovations ICAV) and is designed for funds that are not directly marketing into the EU and seek a greater cost-efficiency. “While the platforms were originally built to host funds launched by AI and our subsidiary, AI Global Investors (“AIGI”), we have decided to make them available to select top-tier asset managers, subject to regulatory approval, so that they may benefit from our economies of scale and distribution” noted Nicole Biernat, Chief Operating Officer.
“In addition to the unparalleled flexibility, this new platform provides a far more robust segregation of assets and liabilities than any other type of umbrella fund platform, including Cayman segregated portfolio companies (SPCs)” added Chief Financial Officer, Gene Fisch Jr.
“A considerable amount of thought has gone into the architecture of this platform to enable new funds to launch with the minimum of effort but to give them the greatest amount of optionality, flexibility and a degree of control. Bermuda’s innovative regulatory framework has proved to be very nimble for this structure and we were delighted to work with such a talented team” added Sarah Demerling, Partner at Walkers (Bermuda) Limited.
Mr. Newhook continued “we considered other jurisdictions, but none could compete with Bermuda’s preeminent international reputation and regulatory rigor, which is of utmost importance to our global network of institutional investors.”
Laureates is scheduled to launch its first two funds in the coming weeks, with several additional strategies under consideration for inclusion on the platform in Q1.
About Alpha Innovations Ltd. Alpha Innovations is a global asset management firm designed to provide institutional investors and high net worth individuals access to diverse sources of true alpha. The core team consists of talent from blue chip firms including Point72, Balyasny Asset Management, Goldman Sachs, and Morgan Stanley. Alpha Innovations serves as the platform manager to The Laureates fund platform and the investment manager to the Alpha Innovations ICAV. The company was founded in 2018 and is headquartered in Bermuda. For more information on Alpha Innovations, visit http://www.alphainnovations.io. Further information on the fund platforms can be found at https://aigi.io/ai-fund-platforms/.
About AI Global Investors (USA) LLC AI Global Investors (USA) LLC is a New York-based investment advisor which provides turnkey investment management solutions to a growing number of best-in-class portfolio management teams. Founded in 2019, the company is a subsidiary of Alpha Innovations Ltd. For more information, visit http://www.AIGI.io.
Alpha Innovations Launches Turnkey Platform for Best-in-Class Investment Managers Seeking to Build or Grow Investment Businesses
Global Asset Manager Offers Institutional-Quality Asset Management Solution for Top Hedge Fund, Private Equity, Venture Capital and Real Estate Portfolio Managers
Alpha Innovations Launches Turnkey Platform for Best-in-Class Investment Managers Seeking to Build or Grow Investment Businesses Global Asset Manager Offers Institutional-Quality Asset Management Solution for Top Hedge Fund, Private Equity, Venture Capital and Real Estate Portfolio Managers
Responding to a growing demand from investment managers for support, global asset management firm Alpha Innovations Ltd. (“Alpha Innovations” or “AI”) said today it has launched its new AI Global Investors (“AIGI”) platform.
“More than 4,000 hedge funds have closed their doors in the last five years, setting loose a vast torrent of talent into the marketplace,” AI CEO Lawrence Newhook said. “They’re going out on their own and they need infrastructure. The new AI Global Investors platform provides that, speeding them to market.”
“There’s a big problem in the industry. The large shops have the infrastructure required to win mandates from institutional investors, but most haven’t been putting up the returns. The smaller shops can put up the numbers, but don’t have the infrastructure. We solve that problem.”
“Smaller and independent PMs get the support they need to be attractive to investors and investors get access to PMs who produce stronger returns.”
“The talent flight has been exacerbated by the pandemic but the pandemic has also created dislocations in the market which top PMs want to capitalize upon,” Newhook said. “PMs want to get to market as quickly as possible given the opportunities they see, and investors want to put their money to work as soon as possible. For proven investment managers, AI Global Investors makes that happen.”
AI’s platform satisfies the stringent infrastructure requirements of institutional investors by providing an institutional-quality turnkey solution for PMs who want to focus on generating returns without the distractions of running an investment management business. The platform allows them to manage money within weeks rather than the months they would face if they had to build their own infrastructure, and at a lower cost due to economies of scale.
“Countless research papers show that smaller and emerging managers outperform their larger peers,” said AI’s Chief of Risk and Investment Sciences, Dr. Mark Antonio Awada, “but most institutional investors cannot invest in them due to the inherent risks of managers who don’t have a robust infrastructure. Alpha Innovations was established to mitigate this risk, solving this problem and making high quality portfolio managers investible for institutions.”
“Preqin reported last year that investors ‘systematically avoid early investments in hedge funds,’ even though Preqin also reports that hedge funds often produce their best returns early on in their lifecycle. What we’re doing is accelerating the opportunity for elite PMs to access investors while at the top of the cycle.”
Newhook said, “This gets rid of a big hurdle. The AIGI platform enables portfolio managers to get up and trading with managed accounts, stand-alone funds, or master-feeder structures quickly and inexpensively, complete with the support of top-shelf service providers typically out of the reach of all but the largest managers.”
“We’re already seeing tremendous interest from both new and established PMs that want to scale, and have been working hard to identify those which can meet our high bar. Right now we’re on track to launch a new PM team every four weeks,” said Gene Fisch, Jr., AI’s CFO.
Newhook added, “Investment managers enjoy another vital feature: they get to keep their own businesses and branding, which is of critical importance to many managers, but come to market quickly and with the requisite level of support needed to succeed.”
AI launched in 2018 and creates bespoke multi-strategy funds and managed accounts for investors.
“AI continues to find and diligence investment talent,” said Newhook. “While the platform is designed to make world-class managers’ strategies available to investors, it also provides ready access to a stable of high-quality alphas from which we can create bespoke products to suit specific investor mandates.”
In addition to serving as sub-advisor to Alpha Innovations, AI Global Investors will market strategies via managed accounts or funds on the platform to investors worldwide.
AI Global Investors (USA) is the first of several platform launches Alpha Innovations is planning, with similar Asia and Europe-based structures to follow in the future.
About Alpha Innovations Ltd. Alpha Innovations is a global asset management firm designed to provide institutional investors and high net worth individuals access to diverse sources of true alpha. The core team consists of talent from blue chip firms including Point72, Balyasny Asset Management, Goldman Sachs, and Morgan Stanley. The company was founded in 2018 and is headquartered in Bermuda. For more information, visit alphainnovations.io.
About AI Global Investors (USA) LLC AI Global Investors (USA) LLC is a New York-based investment advisor which provides turnkey infrastructure support to a growing number of best-in-class investment management teams. Founded in 2019, the company is a subsidiary of Alpha Innovations Ltd. For more information, visit http://www.AIGI.io.
Hear thoughts on investment themes, risk mitigation and strategies for what we believe will be an extended period of elevated volatility. Sharing insights are our CEO, Lawrence Newhook; our Chief Risk and Investment Sciences Officer, Mark Antonio Moustapha Awada Ph.D..; the CIO of Lynncroft Capital, William Schatten; and our Chief Financial Officer, Gene Fisch, Jr.
Investors need compelling returns, and the big box shops have been struggling to provide them. Now more than ever, investors are interested in new and novel sources of returns, but need managers who have institutional quality infrastructure. Alpha is the core of what we do. Its’ probably best that we define it here. A simplified definition is the return of a portfolio in excess of the relevant market. Its corrolory is beta – the returns that can be explained by the market. Alpha is what we seek to extract from our strategies.
Small Managers/Big Alpha 11-Jan-20201 ATuesday, January 11th 10:30 am ET | 3:30 pm UK time | 4:30 pm CET With larger quantities of capital chasing the same Alpha strategies and
Alpha Innovations Launches Turnkey Platform for Best-in-Class Investment Managers Seeking to Build or Grow Investment Businesses
Global Asset Manager Offers Institutional-Quality Asset Management Solution for Top Hedge Fund, Private Equity, Venture Capital and Real Estate Portfolio Managers
AI’s Chief Risk and Investment Sciences Officer, Dr. Mark Antonio Awada presented AI Framework for Alpha Generation and Dynamic Risk Controls at the 2019 AI & Emerging Tech for Finance Conference in New York on November 19th.
Alpha Innovations CEO, Lawrence Newhook, co-hosts the Emerging Manager Table Talk at the 2019 Global Fund Forum. On Day 2, Lawrence served as Ring Master on GFF’s Deal Ring where four talent emerging managers presented in a Shark Tank-type structure. All managers did a great job and took well the tough feedback from Lawrence and the other acclaimed Ring Masters:
Dr. Mark Antonio Awada presented insights into Alpha Innovations’ use of artificial intelligence at the 2019 AI, Data Science and Trading Conference in London. Many asset management firms are eager to attempt to deploy AI to generate alpha, and many more want to capitalize on using AI in marketing pitches. Dr. Awada takes a rare, pragmatic view on where AI can actually be a useful tool in portfolio construction/asset allocation, risk premia strategies and trading execution, while cautioning against the pitfalls of focusing machine learning for signal generation and predictions.
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