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
OTG Asset Management
Investment Committee & Advisor
Specialists in Latin America
Kevin Callahan
Fairway Capital Management
Founder / Portfolio Manager
Specialists in private equity / venture
HUNTER HAYES
Intrepid Capital
Portfolio Manager
Specialists in niche credit
KEVIN O'BRIEN
Prospector Partners
Portfolio Manager / Analyst
Specialists in value investing
Dennis Davitt
MDP | Millbank Dartmoor Portsmouth
Co-Founder / Portfolio Manager
Specialists in equity volatility
Jonathan Binder
Consilium Investment Management
Co-founding Partner / CIO
Specialists in frontier / emerging markets
Meet Your Moderators
Stacy Havener
Founder / CEO - Havener Capital
Alicia Purden
Marketing Manager - Havener Capital
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.