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Hedge Fund Halftime Report


Coming off a challenging 2022, investors are exploring multiple avenues for success in 2023. Join us for a discussion about the global secondary market landscape with Chris Bonfield from Jefferies Private Capital Advisory, as well as the fundraising and performance outlook for hedge fund managers in the second half of this year.

July 27, 2023

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Investing in Change: Spotlight on Activism in Japan

Investor discussions for Japanese activists have increased, particularly from family offices and fund of funds. Among the reasons for this surge are the Japanese government's and stock exchange's policies aimed at enhancing corporate governance, creating a potentially more conducive activist environment in Japan. Some allocators believe that opportunistic managers can leverage these market inefficiencies through shareholder activism and constructive engagement with company management to achieve alpha. Despite the opportunity set in Japan, uncertainties and potential challenges remain.

July 21, 2023

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Leor Shapiro

Global Head of Capital Intelligence

Ariel Deljanin

Business Consulting