Virtual Tactical Trading Investor Forum December 2020

Panels from our third Virtual Tactical Trading Investor Forum

Our third and final virtual event of the year took place on December 9, 2020 via Zoom. We live streamed the panels from the event, and they can be replayed here:

ESG and Tactical Trading

James Koutoulas – Conference Host, CEO, Typhon Capital Management
Adam Phillips – UN Joint Staff Pension Fund, Former Head of Sustainable Invesments
Ranjan Bhaduri – CEO, Bodhi Research Group

Big Fracking Deal – Risks and Opportunities in Energy

Evarist Byberi – Portfolio Manager, Valbona Energy System
George Michalopolous – Portfolio Manager, Leonidas Energy Strategy
Nuno Mendes – Former Family Office CIO
Diego Parrilla – Portfolio Manager, Quadriga Asset Managers

Risk Management of Tactical Trading Managers

Neal Berger – CIO, Eagle’s View Capital Management
Peter Bremberg – COO, Boothbay Fund Management
Markian Zyga – Lighthouse Partners
John Culberston – CIO, Context Capital Partners

Quants and Crisis Alpha: How Have Quantitative Traders Responded to 2020’s Wild Markets?

Francois Moreau- Head of Quantitative Trading, Typhon Capital Management
Rufus Rankin- MD of Research and Deputy CIO, Ampersand Investments
Artemiza Woodgate, PhD- Founding Partner, Integrated Quantitative Investments LLC
Vasilis Petropoulos- Investment Research, Falcon Money Management

Bitcoin is Back Over $18k – Is This Rally Different Than 2017?

George Michalopolous – Portfolio Manager, Leonidas Cryptocurrency Fund
John O’Brien, JR – OBIG
Christine Sandler – Fidelity Digital Assets
Matthew Fox – Director of Digital Asset Strategies, Titan Advisors

Red to Blue – Expectations on Tax Law Changes

Maurice Berkower – Founder, Berkower LLC
Bob Enck – CEO, US Gold Opportunity Zone Fund
Phil Gross – Partner, Kleinberg, Kaplan, Wolff & Cohen, P.C.

COVID and Demand – Changes in Energy, Agriculture, and the Economy At Large

Bernie Kane- Portfolio Manager, County Cork
Jerod Leman- Portfolio Manager, Plutus Grain Strategy
Andrew Waranch- Operational Due Diligence, Typhon Capital Management

2021 Outlook: What Are Your Predictions for Next Year?

Michael Dubin- Managing Partner, Dorset Management
Joe Wade- Brown Advisory
David Klusendorf- CIO, Typhon Capital Management