For readers in the Sacramento area and Northern California – my friend and past guest author Jonathan Lederer of Lederer PWM is hosting hedge fund manager Rick Campagna of 300 North Capital here in town for a presentation on his fund’s risk on / risk off investing strategy (one that’s impressively yielded 44% returns since the fund’s inception 18 months ago).
Attendance is free for Contrary Investing readers, and lunch is included to boot. If you’d like to attend, please RSVP directly to: Jonathan-at-ledererpwm-dot-com.
Tactical Investing in Risk On, and Risk Off Markets
DATE: June 14, 2012
LOCATION: CalPERS, 400 Q Street, Lincoln Plaza East, Room 4735 (Downtown Sacramento)
Lunch will be served.
Rick Campagna, Chairman, CEO and CIO of 300 North Capital LLC.
As a result of markets changing from “risk on” to “risk off” sometimes within a matter of months it has become essential to develop a tactical approach to investing as an alternative to the outdated buy and hold mentality. Rick Campagna, Chairman, CEO and CIO of 300 North Capital has established himself as a world-class tactical investor as a result of his +35% performance in the first 18 months of his tactical long-short global macro fund. Rick will explain his tactical investment process and how he uses short-term and long-term business and economic cycles to determine market direction and timing. Rick will also outline the most serious challenges facing the global economy and their likely impact on financial markets and major asset classes.
Rick Campagna started his career working for Vikram Pandit at Morgan Stanley on trading desks around the globe. Rick later spent 10 years building fundamental investment platforms at Shaker investments , Manning and Napier Advisors and McKinley Capital Partners.
Rick took over as CEO of 300 North Capital in 2008 and has utilized his unique combination of fundamental investing and global trading expertise to create an investment firm which manages close to $1 billion in both traditional and tactical alternative investments. Rick did his undergraduate work at Duke University and achieved his MBA at Harvard University. Rick is a Chartered Financial Analyst and a member of the CFA Institute.