Listen in and learn about the systematic effort to harness Fidelity’s proprietary fundamental data, alternative data, and quantitative capabilities in new ways to produce pure alpha strategies for investors. Join Alternative Angles host Steve Rosen for a sit-down with Gilbert (Gil) Haddad, Fidelity’s chief investment officer of advanced strategies and research, as they dig into what makes alpha capture strategies tick.
Among other insights, their conversation focuses on:
Investor preferences and strategies always matter, and in real estate that means getting the risk appetite right. In this episode of Alternative Angles, Ellen Hall, head of direct real estate at Fidelity, and David Kozlicki, global head & CIO of real estate, Unified Global Alternatives at UBS Asset Management, join host Steve Rosen to discuss the levels of risk and potential return in direct real estate investing, and the argument for owning the asset class as a component of a diversified portfolio. Ellen and David share a wealth of experience and knowledge, including:
This episode of Alternative Angles visits the fascinating and nuanced world of opportunistic credit and distressed debt. Harley Lank, head of Fidelity’s High Income & Alternatives Division, Nate Van Duzer, Fidelity Managing Director, Special Situations, and Bill Wall, Fidelity Managing Director, Special Situations, join host Steve Rosen to discuss how they work closely with their team of analysts and traders to find inefficiencies and unlock potential in stressed and distressed credit.
Topics include:
In this episode of Alternative Angles, host Steve Rosen, a former portfolio manager in Fidelity’s High Income & Alternative Investing division, talks equity options with Eric Granat, Fidelity portfolio manager and derivatives analyst. Eric has spent more than twenty years trading, analyzing, and investing in options and shares his insights on how he constructs options-based strategies to enhance portfolio performance and risk attributes.
Listen in as Eric and Steve dive into options-based investing strategies, including:
In this episode of Alternative Angles, host Steve Rosen, a former portfolio manager in Fidelity’s High Income & Alternative Investing division, digs into convertible arbitrage. Along with guests Seth Gold, a portfolio manager in Fidelity’s Arbitrage and Hedging Solutions group, and Michael Youngworth, a director in Global Equity Derivative Research and the Head of Global Convertibles and Preferreds Strategy at Bank of America, Steve explores an investment discipline worth considering as a potential source of uncorrelated absolute return with low volatility.
Drop in as Seth and Michael trade insights on this relative value alternative investment strategy, including:
In this latest episode of Alternative Angles, host Steve Rosen, a former Fidelity portfolio manager in Fidelity’s High Income & Alternative Investing division connects with Bill Maclay, a senior portfolio manager and key business builder of Fidelity’s high yield real estate debt investing platform.
Listen in as Steve and Bill, who co-managed portfolios and worked closely for more than two decades, dive into high yield and private real estate lending, including:
The newest episode of Alternative Angles features a conversation that highlights the differences—and similarities—between pattern breakers and pattern followers in venture capital investments. Chris Pariseault, head of institutional portfolio managers at Fidelity, hosts Karin Fronczke, global head of private equity at Fidelity and Mike Maples, co-founding partner at Floodgate and author of Pattern Breakers.
Listen in as Maples, a seed investor, and Fronczke, a late-stage investor, share their views from opposite ends of the spectrum, including:
Chris Pariseault hosts the first episode of "Alternative Angles," a podcast series on alternative investments, featuring David Gaito of Fidelity Investments and Ariel Goldblatt of StepStone Group. They discuss the direct lending market, which is a $1.2 trillion segment of the $1.8 trillion private debt market. Direct lending involves private debt issued by small and mid-sized companies, often due to inaccessibility to public markets. The conversation highlights the importance of culture, the inefficiencies in the market, and the need for a disciplined approach to investment. They also discuss the challenges and opportunities in the current market environment, including the impact of rising interest rates and the importance of diversification. Here is a breakdown of this episode: