Alternative

Third Eye Capital – President’s Letter – 4Q 2018

March 28, 2019

On a quarterly basis, Mr. Arif N. Bhalwani, Co-Founder, CEO, Portfolio Manager, Managing Director of Third Eye Capital (TEC) entertains clients with an alternative view on the markets. In this quarter’s edition, Mr. Bhalwani discusses:

  • Powell’s Put – (The Fed’s recent stance on interest rates and its impact on markets)
  • Today’s Deals, Tomorrow’s Meals – (Views on the duration and severity of the next default cycle)
  • Oiling Up – (The 30% decline in oil prices in 2018 and ramifications)
  • Private Debt Market Activity and Outlook

 

To access the President’s Letter, please click here. Please note that this letter is available only in English.

 

Arif N. Bhalwani, Co-Founder, CEO, Portfolio Manager, Managing Director

Prior to co-founding TEC in 2005, Mr. Bhalwani ran Pinnacle Capital (1998), an early-stage venture capital and specialty finance firm (now SFO). Prior to that, he founded or invested in and successfully harvested turnaround and growth companies within construction services, automotive, and technology industries with combined exit value of more than $500 Million (1988-1998). Mr. Bhalwani is an MBA graduate from Queen’s University and is a CFA Charter holder.

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