2000 Redux – The Playbook to Capitalize on the Aftermath of the New Biggest Tech Bubble in History – Invenomic – Now On Demand

Overview:
Title: 2000 Redux – The Playbook to Capitalize on the Aftermath of the New Biggest Tech Bubble in History
Date: Tuesday, August 11, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

The valuation spread between tech/growth and value stocks has rarely, if ever, been as wide as it is today. We believe the opportunity set for an actively managed long/short value strategy has never been more robust. Please join us as we discuss:

  • Ways to potentially profit from one of the biggest tech/growth bubbles in history
  • Why companies that generate free cash flow are as attractive as they have ever been
  • The inevitable growth to value rotation

Speakers:
Ali Motamed, CFA Ali Motamed, CFA Managing Partner & Portfolio Manager Invenomic Capital Management

Ali is the Founder, Managing Partner, and Portfolio Manager of Invenomic. Prior to founding Invenomic, Ali was Co-Portfolio Manager of the Boston Partners Long/Short Equity Fund. He was awarded Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014. Prior to joining Boston Partners, he was a member of the global mergers and acquisitions teams at Deutsche Bank and BT Wolfensohn. Mr. Motamed holds a B.A. degree in economics with a minor in accounting from the University of California, Los Angeles, and an M.B.A. degree from Harvard Business School. He holds the Chartered Financial Analyst designation. He has seventeen years of experience.

Ben Deschaine Ben Deschaine, CAIA President Invenomic Capital Management

Ben is responsible for all non-investment related business activities at Invenomic. Ben began his investment career in 1998 and has experience in both hedge funds and mutual funds. Prior to Invenomic, he was Chief Investment Officer at Balter Liquid Alternatives, responsible for managing all aspects of the firm’s mutual fund business. Before joining Balter Capital Management in 2012, Ben was a Managing Director at Sabretooth Capital Management, a global multi‐strategy hedge fund affiliated with Tiger Management. Prior to Ben’s time at Sabretooth he spent ten years at Federal Street Advisors, a Boston based wealth management firm, leading their alternative investment research. He is a graduate of Bentley University with a B.S. and M.S. in Finance and holds the Chartered Alternative Investment Analyst designation.