Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Over Lunch, Hailer Shifts the Conversation From Alts, Per Se, to Risk Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, October 24, 2013

Over Lunch, Hailer Shifts the Conversation From Alts, Per Se, to Risk

Reported by Neil Anderson, Managing Editor

With alternatives on the rise, it's more important than ever for fundsters, advisors and reporters to help investors properly understand risk and the different ways of dealing with it.

John Hailer, president and CEO for the Americas and Asia for Natixis Global Asset Management [profile], used that key message to frame the discussion at the firm's third annual press lunch at the exclusive Per Se restaurant in New York City's Columbus Circle, overlooking Central Park. Hailer and the Natixis team gathered four bigwig PMs from Natixis subsidiaries to speak to a packed room of about 50 journalists. Publications represented included trade press like FinancialAdvisorIQ and InvestmentNews, personal finance publications like Money, and wire services like Dow Jones and Reuters.

Hailer and the rest of the Natixis crowd mingled with reporters over champagne and hors d'oeuvres before sitting down for a meticulous, four-course meal that included duck breast, roasted figs and a crepe soufflee. Hailer kicked off the speeches with his opening remarks on the rise of alternatives.

"This whole idea of alternatives is kind of getting more confusing going forward, not less," Hailer said. "Individual investors are starting to get confused."

Hailer stressed refocusing investors' attentions on issues like their own risk tolerance and needs to come up with personal benchmarks, in the same way that institutional investors come up with their own benchmarks.

"The clients really don't know what's the benchmark," Hailer said. "It should be based on their knowledge of what they need to live on."

"Risk and volatility are two very different things." Hailer added:
Risk has never left the marketplace. It's always there. Risk equals return.
Hailer urged the propagation of a principal of building portfolios based on individual clients' comfortable levels of risk.

Also speaking at the event were: Michael Buckius, chief investment officer, senior vice president and PM at Cincinnati-based hedged equity shop Gateway Investment Advisers [profile]; Dawn Mangerson, vice president and senior PM at Illinois-based fixed income shop McDonnell Investment Management; Win Murray, partner and director of U.S. equity research for Chicago-based value shop Harris Associates [profile]; and Scott Schweighauser, partner, president and PM for Chicago-based hedge-fund-of-fund shop Aurora Investment Management. Hailer handed off the MC duties to David Snowden, vice president of public relations for Natixis. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  2. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  3. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  4. IMEA Portfolio Construction Roundtable, September 24
  5. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  6. IMEA Models Roundtable, September 25
  7. Expect Miracles Atlantic Coast Classic 2025, September 29
  8. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  9. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  10. 10th annual Fuse Forum, October 8
  11. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  12. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  13. 2025 MMI Annual Conference, Oct 15-17
  14. Samfund Soiree Manhattan 2025, October 23
  15. Tiburon CEO Summit XLIX, Oct 27-29
  16. 2025 Sohn San Francisco Investment Conference, October 28
  17. Schwab Impact 2025, Nov 2-4
  18. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  19. MFDF In Focus webinar - Audit Committee Chair, November 5
  20. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  22. ALFI Roadshow to Houston, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use