The Road Less Traveled: Investing in Special Situations
Wednesday, May 3, 2017 / 11:15 am - 12:15 pm
International Terrace
   
   

Moderator
Julian Salisbury, Head of the Global Special Situations Group (GSSG), Goldman Sachs

Speakers
Maria Boyazny, Founder and CEO, MB Global Partners
Justin Chang, Senior Partner, Colony NorthStar
Jeff Robinson, Managing Director, Head of the Distressed and Special Situations Group, Bain Capital Credit

This session will examine special situation investment opportunities across the globe and in the full spectrum of sectors. Across the world there are pockets of opportunities for investors with the right expertise. Which ones are turning up the best values?

  • Which asset classes are providing the best bargains?
  • Which geography presents the most attractive risk-reward proposition?
  • How do investors incorporate a margin of safety in their calculations, and what role does contrarian analysis play in digging up treasure where others see trash?