Opalesque Roundtable Chicago: Dramatic Increases of Activity, Interest and Investment Options in Hard Assets

Many are receptive to the idea of investing in gold in order to hedge against various types of uncertainties, including financial crises, unintended consequences of QE, fiat currency risk, or purchasing power, among others.

New York, NY, November 14, 2013 --(PR.com)-- “Hard Assets” are experiencing dramatic increases in activity and investor interest. Since the financial crisis, this sector has considerably matured and innovated - investors today probably have more choice than they realise.

Many are receptive to the idea of investing in gold in order to hedge against various types of uncertainties, including financial crises, unintended consequences of QE, fiat currency risk, or purchasing power, among others. For those investors, gold is basically an insurance play. Others on the other hand, believe that passive long exposure to the market, be it in bullion or through an ETF, will likely fail to deliver the returns these investors are looking for. To address those issues, a new breed of managers is using options to construct a strategy that is flat or short premium and able to address both issues of tail risk and capital preservation. Tactical strategies have replaced the “long GSCI and bury your head in the sand” type of commodities investing, also in soft commodities.

And who says hard assets are necessarily illiquid? Eurex's new exchange-listed derivatives offer access to diverse assets such as property futures based on commercial real estate sector indexes, or futures based on European Processing Potatoes.

The Opalesque Hard Assets Roundtable also discussed:

• Are ETFs suitable to invest in Hard Assets? What is required from a Diamond ETF?
• What are the primary sources of Alpha in agricultural commodities trading?
• Are there sound entry and exit strategies for the diamond, colored gemstone, fine jewelry and antiquities markets?
• Why was 2013 the year of the “massive gold wealth transfer”?
• “One of the best ROIs”: Why Stephen Silver gave away the Cullinan Blue Diamond Necklace as a donation strategy
• Does De Beers really have a “strategic diamond reserve”?
• What trends are happening in the different Hard Assets markets right now? How do government and central bank policies affect Hard Assets strategies?
• Where do managers find opportunities and generate alpha?

The inaugural Opalesque Hard Assets Roundtable was sponsored by Stephen Silver Fine Jewelry and Eurex and took place in the Chicago office of Cortland Fund Services with:

1. Chad Burlet, Principal and Chief Trading Officer, Third Street AG Investments
2. Paul Sacks, Co-founder and CIO, Aurum Options Strategies
3. Axel Vischer, Product Research and Development, Eurex
4. Stephen Silver, Founder, S.H. Silver Company and Stephen Silver Fine Jewelry
5. Tim Pickering, Founder and CIO, Auspice Capital Advisors

Access the Opalesque Roundtable Chicago 2013: http://www.opalesque.com/RT/HardAssetsRoundtable2013.html

The Opalesque Roundtable Series highlights fundamental developments within the global hedge fund and alternative investment industry, a full archive with over 80 Roundtable scripts can be accessed here: http://www.opalesque.com/Archive-Roundtable.html

Matthias Knab, founder of Opalesque and internationally recognized expert on hedge funds and alternatives, moderates the Opalesque Roundtables.
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