[Webinar] Actionable Investment Opportunities in Distressed Markets
Recent market volatility has created broad based opportunities not seen since the aftermath of the Global Financial Crisis. For investors and families looking to deploy capital in these distressed markets, there are many questions around which opportunities might offer the greatest reward, which are smart bets and which should be avoided all together.
On May 1st, we hosted a panel discussion featuring Scott Solomon, VP – Associate Portfolio Manager at T. Rowe Price, Jeremy Knox, Senior Investment Director at Schroder Adveq, John Lueken and Jesse Kimball, Founder of Windswept Royalties, LLC. These featured panelists represented the investment sectors that have been hit hardest by COVID-19 and in the webinar, discussed the most common questions they are currently being faced with, specific areas where valuations have been unfairly punished, where price arbitrage opportunities exist and the economic indicators that are most telling.
In this webinar we discussed:
1) State of the respective markets
2) Where and when investment opportunities could present themselves
3) Actionable investment ideas for families and investors looking to deploy capital
Some Highlights From The Webinar
In the sectors of Public Equities, Global Fixed Income, Private Equity and Oil & Gas, our panelists revealed where and when investment opportunities could present themselves. Here are the four key takeaways:
1. 40% of companies in the Russell 2000 lose money – this creates a sensible short play
2. New round of TALF funding will create opportunities in the Asset-Backed Securities market
3. Healthcare private equity remains well positioned in a post-COVID world
4. Integrated energy companies that are supermajors in the space will go into acquisition mode, accumulating independent operators and interesting assets
The rare combination of equity markets near all-time highs & elevated volatility has created an unusually favorable environment for certain…
Commercial real estate’s stable nature has always been one of its main attractions and, now more than ever, is drawing in investors.
Our biotech industry has been working at unprecedented speeds to bring a COVID-19 vaccine to market. Most industries, including life sciences,
The secondary market refers to the buying and selling of pre-existing investments. In our first webinar of 2021, Excelsior Capital hosted secondary market…
A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.
Interested in learning more about Excelsior's investment opportunities?
Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.