the market will continue to change depending on the particular needs of investors, but long-short equities will continue to offer investors the greatest opportunities to participate in growth while protecting them against sharp downdrafts in equities.
Miami, FL (PRWEB) December 16, 2014
The Ivy Family Office Network hosted its December 2014 Family Office and Ultra High Net Worth Outlook Forum in Miami, FL on December 1st. Robert Reitzes, Portfolio Manager of Broad Arch Capital, led a panel discussion on “Alpha Generating Strategies”
Reitzes says “ The market will continue to change based on the particular needs of investors, but long-short equities will continue to offer investors the greatest opportunities to participate in growth while protecting them against sharp downdrafts in equities. Opportunities continue to change and new themes on the long and short side continue to occur and funds like our will be able to take of them.”
Moreover, “ This strategy is scalable and opportunities continually evolve. For example, financial stocks can move higher as interest rates increase. And there are several companies that have merged with other companies that could lead to significantly increased earnings.”
Other speakers on the panel included Michael Fox of Park City Capital, LLC, Oswaldo Lairet of Systemic Risk Averse Fund SPC, Ltd. and Pratik Sharma of Atyant Capital
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Robert Reitzes is the Managing Partner, Senior Portfolio Manager of Broad Arch Capital. Mr. Reitzes was a Senior Managing Director at Bear Stearns, as well as the New Castle family of funds, which he co-managed from 1995 to 2009. From 1991 to 1994, he was Co-Director of Research at C.J. Lawrence / Deutsche Bank. Mr. Reitzes holds a Ph.D. with distinction in Russian History from Georgetown University.
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BroadArch Capital manages a U.S. focused equity strategy. The long/short fund is typically long biased employing both “Alpha” and protective short strategies. The investment team utilizes qualitative, financial, and macro-economic analysis to implement its strategies. Risk control through portfolio construction limits, hedging and stress testing are done on an ongoing basis.
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The Ivy Family Office Network Forum, IvyFON, provides an ongoing dialogue for family offices, ultra high net worths and private investors to support high-value education and information on trends for family office investing, structure and operational excellence. Attendees gain practical strategies and solutions to achieve both short and long-term objectives. The program features off-the-record, peer-to-peer discussions in a non-commercial setting, in-depth and highly interactive sessions.
IvyFON, is a leading peer to peer global family office network with several hundred family offices attending events internationally every year. Some of the more than 2,500 past speakers include most of the top 10 largest asset allocating consultancies, pre-eminent alternative investment funds, leading institutional investors, best-in-class asset management professionals, family office subject matter experts and world-class family offices.
IvyFON is one of the largest global family office networks with more than 3,000 forum attendees annually. More than 20,000 investment, family office and institutional investment professionals have attended forums globally.
For more information on Broad Arch Capital contact Ron Gabriel at PH (212) 612-3007. For more information on the Ivy Family Office Network, contact us at 646-290-8114 or at ivyfon.com/contact.html.