I recently spoke at the World Alternative Investment Summit in Niagara, Canada, and for such a prestigious, well organized event, I was somewhat surprised by the lack of attendance and the overall mood of the conference.   We all know that times are tough for hedge funds right now, but the performance numbers don’t speak as [...]

Summer is over. The children are getting back to school and the world is getting back to business.  One of the things that caught my eye last week before the long weekend was that Warren Buffet’s Berkshire Hathaway, is down around 20%.  If we were talking about anyone else, I wouldn’t be very surprised in [...]

By: Dominic Mazzone, Managing Partner, Regent Global Funds
Distressed Debt is starting to make a lot of noise in the alternative investment arena and with everyone jumping on the boat; it might be ready to tip.  I have seen numerous announcements of new distressed debt funds and I think we will keep seeing more down the [...]

By: Dominic Mazzone, Managing Partner, Regent Global Funds
Lately, a lot of investors and friends have asked my opinion about the effects of the credit crisis on commercial real estate. You’d have to be living in a cave not to know about residential values falling, but there doesn’t seem to be a general consensus about [...]

By: Dominic Mazzone, Managing Partner, Regent Global Funds
This “Investment Perspective” comes straight from the rooms in banks that are filled with the proverbial bean counters known as underwriters that are making the lives of hard money lenders very easy and very profitable.  It’s clear that the banks are running out of both good decisions and [...]

By: Dominic Mazzone, Managing Partner, Regent Global Funds
Today’s Idea comes from an offshoot of an article I wrote a while back called, “Euro’s Have Two Ways of Profiting in U.S. Dollar Investments” where I discussed US dollar investments as a long term hedge for investors holding Euros.  I made a basic argument for the U.S. [...]

By: Dominic Mazzone, Managing Partner, Regent Global Funds
Today’s Idea is just a quick thought about the current market schizophrenia.   On July 12th I saw a headline that read “Oil Hits Record High on Supply Fears” “.  If you were living in a cave and saw this headline you would probably think that there is a [...]

By: Dominic Mazzone, Managing Partner, Regent Global Funds
I think investors and the financial sector as a whole need to become educated on the profitability of Asset Based Lenders and the hedge they represent.    The lack of liquidity in the financial sector seems to be getting daily press and for every bank that tightens guidelines or [...]