Boutique Week

You are invited to

Boutique Week™


September 26-29, 2023  

Discover investment talent in niche asset classes.
Get fresh, candid perspectives in our live webinar series.   

 

  REGISTRATION NOW CLOSED  

6 investment boutiques 

Live calls with 6 top-tier investment boutiques on topics
like frontier markets, niche credit, private equity, value investing, and more. 

no pitch books

We're not walking through pitch books.
We're not hyping performance or numbers.
We're talking markets, solutions to problems, opportunities to harness.

exclusive opportunity

Each boutique brings a unique strategy that may add something special to your portfolio.
Ask questions and get honest answers from best-in-class experts who aren't afraid to be real. 

Investment Boutique Speaker Line-Up

Sergio Unzueta

 Sergio Unzueta 

OTG Asset Management
Investment Committee & Advisor
Specialists in Latin America

Kevin Callahan

 Kevin Callahan 

Fairway Capital Management
Founder / Portfolio Manager

Specialists in private equity / venture

Hunter-outside-3

 HUNTER HAYES 

Intrepid Capital
Portfolio Manager

Specialists in niche credit

KevinOBrien.HeadshotBW

 KEVIN O'BRIEN 

Prospector Partners
Portfolio Manager / Analyst
Specialists in value investing

Dennis Davitt

 Dennis Davitt 

MDP | Millbank Dartmoor Portsmouth
Co-Founder / Portfolio Manager
Specialists in equity volatility

Jonathon Binder BW-1

 Jonathan Binder 

Consilium Investment Management
Co-founding Partner / CIO

Specialists in frontier / emerging markets

 

Meet Your Moderators

2-2

Stacy Havener

Founder / CEO - Havener Capital

14-1

Alicia Purden

Marketing Manager - Havener Capital

16-1

Emily Boyle

Director of Content - Havener Capital

Join one call or join 'em all

Schedule


tuesday, 9/26, 11 am EST

 private equity & venture 

Navigating Today’s Private Equity Ecosystem

Private companies represent a significant share of the investible universe, offering a diverse and robust opportunity set. In an upcoming webinar, Fairway Capital founders Kevin Callahan, Tom Gladden, and Kathy Wanner will share their unique perspectives on the opportunities they’re most excited about in private equity markets.  

 

wednesday, 9/27, 11 am EST

 RESCHEDULED FOR WEDNESDAY 10/25, 11 AM EST 

 latin america 

Returns You Can Savor!

A unique opportunity for culinary investors to indulge in the rising trend of Peruvian-inspired cuisine, as well as partner alongside celebrity Peruvian chef, Gastón Acurio! Investment boutique OTG's Investment Committee & Advisor, Sergio Unzueta, will guide you through the prospect of their AR Expansion restaurant fund. 

 

wednesday, 9/27, 2pm EST

 NICHE CREDIT 

FINDING HIDDEN GEMS IN NICHE CREDIT

Intrepid Capital's portfolio managers, Hunter Hayes, Joe Van Cavage, Matt Parker, and co-founder, Mark Travis, will share their unique approach to fixed income investing, focusing on non-indexed strategies and untapped asset classes. Discover new alpha sources through their contrarian view on short-duration and small-cap credits.

 

thursday, 9/28, 11 am EST

 EQUITY VOLATILITY 

Championing Efficient Derivative Strategies for Risk-Adjusted Returns

Meet Dennis Davitt, who established investment boutique MDP to revolutionize hedge fund allocations. Discover how MDP's streamlined derivative strategies could reduce volatility and boost your investment returns.

 

thursday, 9/28, 2 pm EST

 Frontier & emerging markets 

new ideas in the next emerging markets

Emerging Markets veterans Jonathan Binder and Charlie Cassel, co-founders of Consilium Investment Management, will lead a discussion on how their equity strategies provide institutional investors with differentiated access to an untapped opportunity set in under-represented markets.

 

friday, 9/29, 2pm EST

 VALUE INVESTING 

Contrarian Strategies for a Hype-driven Market  

Wild optimism about the economic potential of AI has led to a meteoric rise of the so-called Magnificent 7 stocks in 2023. There will no doubt be some big winners in AI, but also many, many losers. Investors should tread with caution. The portfolio management team from Prospector will discuss why the distortions created by this year’s narrow market rally present attractive opportunities for active managers in less-followed sectors of the market.  

 

Boutique Week