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Nordic Insights: 2014 – A Good Time For Hedge Funds?

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Stockholm (HedgeNordic.com) – We were delighted when Amundi Asset Management invited us to co-organize a round table discussion among distin- guished representatives of the Nordic hedge fund industry to discuss the current state and environment for hedge funds, with a special emphasis on the Nordic region.

In the current environment where recovery is there but still fragile and interest rates are on a rising trend, investors are looking for yields. Hedge funds so far in 2014 largely struggle to deliver performance and meet investors demands. The hedge fund industry in summer saw significant regulatory changes, notably with the end of the AIFMD transition period for European hedge fund participants on July 22.

But which of the two main regimes for European hedge funds will win the race for performance. Alternative market partici- pants will have to choose their team and their bid: UCITS or AIFM. And the impact of regulatory changes will not end here.

Nordic Insights Group Pic

Next to other interesting topics we discussed the role of managed futures in portfolios, the impact of fees, criteria for hedge fund selection, asset allocation strategies, and how managed accounts and bespoke solutions are changing the industry.

We are pleased to present you an excerpt of the session in this paper. The format chosen to compose this summary intends to let the reader participate as close as possible and “listen in” to the discussion among industry professionals in their own words. You can download the entire paper here: A Good Time For Hedge Funds?

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Kamran Ghalitschi
Kamran Ghalitschi
Kamran has been working in the financial industry since 1994 and has specialized on client relations and marketing. Having worked with retail clients in asset management and brokerage the first ten years of his career for major European banks, he joined a CTA / Managed Futures fund with 1,5 Billion USD under management where he was responsible for sales, client relations and operations in the BeNeLux and Nordic countries. Kamran joined a multi-family office managing their own fund of hedgefunds with 400 million USD AuM in 2009. Kamran has worked and lived in Vienna, Frankfurt, Amsterdam and Stockholm. Born in 1974, Kamran today again lives in Vienna, Austria.

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