II Communities on Alternative Investments
In Partnership
with:
Disclosure
This podcast series is part of a collaboration between Institutional Investor and Fidelity Investments. Fidelity Investments and Institutional Investor are not affiliated. Fidelity Investments, Institutional Investor, StepStone Group and Floodgate and other third-parties listed are not affiliated.
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The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA® is a trademark owned by CFA Institute.
Past performance is no guarantee of future results.
This information is intended for the sole use of institutional investors. Retail investors and any other persons who are not institutional investors should not act or rely on this information.
Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program. Alternatives may be relatively illiquid; it may be difficult to determine the current market value of the asset; and there may be limited historical risk and return data. Costs of purchase and sale may be relatively high. A high degree of investment analysis may be required before investing.
Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer.
Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.
1167011.1.0
Finding Extra
Yield Potential in
Real Estate
Mezzanine Debt
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Alternative Angles Podcast
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Your go-to source for the latest alternative investment insights from Fidelity. Hear from leading portfolio managers and researchers as they discuss current market trends.
EPISODE 1
Direct Lending: Capitalizing on middle market credit
EPISODE 1 Direct lending: Capitalizing on middle market credit
PREVIOUS EPISODES
In this first episode of Alternative Angles, Chris Pariseault, CFA, Head of Institutional Portfolio Managers at Fidelity Investments, leads a conversation on the importance of culture in successful direct lending partnerships, especially in the middle market. His guests are David Gaito, Fidelity's Head of Direct Lending, and Ariel Goldblatt, Partner at StepStone Group.
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EPISODE 2
Pattern Breaking (and following) in Venture Capital
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EPISODE 3
Diving Into High Yield Private Real Estate Lending
More Investment Insights
Institutional insights, investing ideas, and market research on alternative investing.
4 Liquidity Risk Management
Principles for Endowments and Foundations
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Active Asset
Allocation for Endowments and Foundations
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What Endowments
and Foundations
Should Know about Investing in Private Assets
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Tailoring Strategies
for Nonprofits: Research, Resiliency, and OCIOs
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3 Investing Considerations for Endowments and Foundations Today
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Alternative Angles episode 2 features a conversation highlighting the differences — and similarities — between pattern breakers and pattern followers in venture capital investments. Chris Pariseault, head of institutional portfolio managers at Fidelity, hosts Karin Fronczke, global head of private equity at Fidelity and Mike Maples, co-founding partner at Floodgate and
author of Pattern Breakers.
EPISODE 2 Pattern Breaking (and following) in Venture Capital
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In this latest episode of Alternative Angles, host Steve Rosen, a former Fidelity portfolio manager in Fidelity’s High Income & Alternative Investing division connects with Bill Maclay, a senior portfolio manager and key business builder of Fidelity’s high yield real estate debt investing platform. Listen in as Steve and Bill, who co-managed portfolios and worked closely for more than two decades, dive into high yield and private real estate lending, including:
EPISODE 3 Diving Into High Yield Private Real Estate Lending
Why and How
Nonprofit Investment Committees May
Benefit from an OCIO Partnership
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Considerations
Around Fossil Fuel Divestment for Endowments and Foundations
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Unlocking
OCIO Value for
Endowments and Foundations
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In this episode of Alternative Angles, host Steve Rosen, a former portfolio manager in Fidelity’s High Income & Alternative Investing division, talks equity options with Eric Granat, Fidelity portfolio manager and derivatives analyst. Eric has spent more than twenty years trading, analyzing, and investing in options and shares his insights on how he constructs options-based strategies to enhance portfolio performance and risk attributes.
EPISODE 5 Exploring Options and Options-based Investing Strategies
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EPISODE 4
Deconstructing Convertible Bond Arbitrage