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2019 SALT Conference: Opportunistic Alpha Generation In Volatile Markets

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Jacob Wolinsky
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Notes from Andy Ball, Maggie Arvedlund, Charles Carnegie, Adam Rilander and Robert W. Duggan presentation at the 2019 SALT Conference called “Opportunistic Alpha Generation In Volatile Markets.”

See our full coverage of the 2019 SALT Conference here.

Q1 hedge fund letters, conference, scoops etc

Volatile Markets
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Opportunistic Alpha Generation In Volatile Markets

Andy Ball - Portfolio Manager, West Side Advisors

Maggie Arvedlund - Managing Partner, Turning Rock Partners

Charles Carnegie - Portfolio Manager, Context Capital Management

Adam Rilander - Portfolio Manager & Head of Agency MBS Trading, Galton Capital Management

Robert W. Duggan, CFA - Partner & Senior Portfolio Manager, SkyBridge

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid