Alternative Angles

Fidelity
  • 4.8（17則評分）
  • 商業
  • 每月更新
Alternative Angles

Your go-to source for the latest alternative investment insights from Fidelity. Hear from leading portfolio managers and researchers as they discuss current market trends and emerging alternative strategies to help you unlock new ways to drive portfolio returns. These seasoned investment professionals have all earned their stripes in their highly nuanced markets as investment managers and institutional investors, their knowledge and savvy are extremely valuable, and we want to share their perspectives with you.

集數

  1. 2024/12/03

    Diving Into High Yield Private Real Estate Lending

    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: Trends in credit conditions and property market fundamentals. Strategies Bill believes offer strong risk-adjusted returns, and his investing philosophy and approach. The property type Bill is focused on right now.  Why Bill prefers a mezzanine loan structure.  Bill’s investment rationale and underwriting process for a loan his team closed on earlier this year.

    41 分鐘

  2. 2024/11/26

    Pattern Breaking (and Following) in Venture Capital

    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: How to spot ideas that try to create a radically different future. The strength in making binary choices in late-stage investments—why a company is either a “home run” or a “pass.” Why simply being better than an incumbent isn’t good enough for start-ups. Identifying management teams that can navigate the inevitable challenges that arise, and even pivot when necessary.

    48 分鐘

  3. 2024/10/07

    Direct Lending

    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: Introduction to the Direct Lending Market  David Gaito's Journey into Middle Market Credit, an all-weather asset class Ariel Goldblatt's Path to Direct Lending and the stability and resilience it brings to a portfolio The Investment Culture at Fidelity and StepStone  Selection and Evaluation of Direct Lending Managers  David Gaito on Fidelity's Direct Lending Strategy  Market Dynamics and Future Outlook  Conclusions and Final Thoughts

    47 分鐘
  • 共 3 集

評分與評論

4.8
（滿分 5 顆星）
17 則評分

簡介

Your go-to source for the latest alternative investment insights from Fidelity. Hear from leading portfolio managers and researchers as they discuss current market trends and emerging alternative strategies to help you unlock new ways to drive portfolio returns. These seasoned investment professionals have all earned their stripes in their highly nuanced markets as investment managers and institutional investors, their knowledge and savvy are extremely valuable, and we want to share their perspectives with you.

資訊

  • 創作者
    Fidelity
  • 活躍年代
    2024年
  • 集數
    3
  • 年齡分級
    兒少適宜
  • 版權
    © Fidelity
  • 節目網站
    Alternative Angles

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