Investing in Europe – Balter Capital – 6.12.17

Summary:

Now On Demand.

Europe may arguably present the best opportunity in developed equity markets today. Long/short investment strategies allow investors to exploit inefficiencies wherever they may exist. This flexibility coupled with lower valuations creates an ideal scenario for investors. Join us for this in-depth discussion that will cover:

• Long/Short Liquid Alts For Alpha Generation
• Understanding European Equity Markets
• Small Cap Opportunities in Europe

Speakers:

Jamie is a Partner of S. W. Mitchell Capital and the Investment Manager of two funds; the S. W. Mitchell Small Cap European Fund and the SWMC Small Cap European Fund.

Jamie joined SWMC in early 2006 and launched the S. W. Mitchell Small Cap European Fund in November 2007 after a year and a half of researching European markets, and finding himself gravitating towards the small cap space. In June 2011 Jamie went on to launch the SWMC Small Cap European Fund, a UCITS fund which is generally run pari passu with the hedge fund.

Jamie joined JO Hambro Investment Management (JOHIM) in 1997. During his time at JOHIM he managed private client portfolios and researched US companies, with a particular emphasis on technology, media and telecommunications.

Jamie was born in England and educated at Radley College, where he was a scholar, and at Oxford University where he read Classics.

S.W. Mitchell is the sub-adviser to the Balter European L/S Small Cap Fund (BESMX) to which Jamie is the Portfolio Manager.

Ben began his investment career in 1998 and has experience in both mutual fund and hedge fund investing. At Balter Liquid Alternatives (BLA), Ben is responsible for managing the firm’s mutual fund products and is a portfolio manager of each BLA Fund. Ben has experience working for hedge fund allocators as well as directly within a hedge fund, which provides him a differentiated perspective of seeing hedge funds from both sides of the business.

Prior to joining Balter Capital Management (BCM) in 2012, Ben was a Managing Director at Sabretooth Capital Management, LLC, a global multi-strategy hedge fund affiliated with Tiger Management. Prior to Ben’s time at Sabretooth he spent 10 years at Federal Street Advisors, a Boston based wealth management firm, leading their alternative investment research. At Federal Street, Ben was the portfolio manager for Federal Street’s Saltbox Partners, LP, an internal long/short equity hedge fund of funds.

Prior to Federal Street Ben was an Analyst at Principal Financial Group and NQP Administration Services. He is a graduate of Bentley University with a B.S. and M.S. in Finance. Ben has earned the Chartered Alternative Investment Analyst designation.

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds.

Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology. He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternative Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as the co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.