Alt-Alts – Portfolio Panaceas?
Overview
Alt-alts, or alternative-alternatives, may sound like a made-up name but they are real – basically these alternative investments are newer to investors or in assets not typically available to them in familiar packages – and are differentiated from ‘typical’ alts so get a special moniker. Their return streams and drivers are usually entirely divorced from the long-only markets as well as their alternative brethren (as well as their alt-alts peers, in many cases). Tune in to this panel to get a grounding in these unique opportunities!
Webinar Replay
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CAASA’S Virtual PlatformSpeakers
Alex Felix
CIO
CoinFund
John Fisher
President & Chief Investment Officer
Bridgeport Asset Management
Atul Tiwari
Chief Executive Officer
Cult Wines
Alex Felix
CIO
CoinFund
Seth is Head of Liquid Investments, Managing Partner, and a key member of the Venture Investment Committee. He has twenty years of Wall Street experience, and has been deeply involved in the crypto community since his angel investment in Coinbase in 2012. He is also an angel in Chainalysis, participated in the Ethereum ICO in 2014, and loves traveling globally to developer events as a way to keep a finger on the pulse of the market. His angel portfolio also includes Instacart and DoorDash, and many earlier stage, high growth startups.
Prior to CoinFund, Seth invested in public growth equities over 18 years at Jennison Associates.
He holds a BA in Mathematics and South Asia Studies from the University of Pennsylvania, where he is an Overseer at the School of Nursing and Co-Chair of the Innovation Committee, and serves on the International Advisory Board of the Center for the Advanced Study of India at the School of Arts and Sciences.
John Fisher
President & Chief Investment Officer
Bridgeport Asset Management
John is President and Chief Investment Officer of Bridgeport Asset Management, a Toronto based investment management firm that offers alternative asset strategies focused on private credit, private equity and commercial litigation finance. Through Bridgeport’s Balmoral Wood Litigation finance division, John is a co-founder of the Balmoral Wood Commercial Advocate Fund which provides investors with diversified exposure to hundreds of commercial case investments around the globe using a multi-strategy approach. Prior to starting Bridgeport in 2007, John was a Managing Director at Clairvest Group, a Toronto-based private equity firm, and worked in corporate finance, business valuation and audit at PricewaterhouseCoopers.
Atul Tiwari
Chief Executive Officer
Cult Wines
Atul is CEO of Cult Wines Canada. He brought his wealth of experience as a lawyer, asset manager and wine aficionado together in bringing Cult Wines to Canada as a JV with Tom Gearing, co-founder of Cult Wines UK. Globally, the company has a strong 13 year track record, 6 offices and $300 million in assets under management.
He practiced law in Ontario and England and then moved into the business world by heading up Harris Bank mutual funds in Chicago. He then led the charge for BMO to enter the ETF business as the founding President of BMO Exchange Traded Funds, going on to serve as the founding MD/CEO of Vanguard Investments in Canada.
Atul’s wine experience includes being on the Executive of the Toronto Sous Commanderie of the Confrérie des Chevaliers du Tastevin, and as immediate past Cellérier ( head of the cellar ) looked after its extensive collection of fine Burgundy wines. His wife also enjoys wine, having been the head of the fine wine department at Canada’s largest auction house. Together they raise their two wonderful boys in Toronto
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