CFA Society of New York
CFA Society of New York, 1540 Broadway #1010, New York, NY 10036, USA

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Event Date Mon Dec 16 EST (almost 2 years ago)
Location CFA Society of New York
1540 Broadway #1010, New York, NY 10036, USA
Region Americas

Niche Strategy Investing could be defined as any investment that doesn’t fit neatly into a defined category or traditional set of parameters. It requires unique expertise and sophistication to pursue it, to manage it and to evaluate it. It’s likely to involve investments that are harder to understand, complex, go against traditional norms/trends and are often private and relatively illiquid. But therein lie the opportunities. Investments that are not popular or mainstream, are likely to provide premiums for those who can handle the eccentricities. Think of private equity back in the day before everyone was doing it.


2019 Speaker


William Enright


Neil Hohmann, Ph.D.
Head of Structured Products and a portfolio manager for BBH Investment Management


James D. Lavelle, CFA
Partner- Orthogon Partners Investment Management LLC