The first day of the Summit was rounded off by a compelling keynote address from Lee Robinson, co-founder of event-driven and credit specialists Trafalgar Asset Managers and CIO of the Trafalgar Catalyst Fund.
Known for his outspoken, provocative and sometimes controversial views, Robinson was a big draw and his speech did not disappoint. Speaking with characteristic enthusiasm and candour, he gave his opinion on the question of inflation versus deflation and challenged the consensus view of how to value gold, as well as expressing his belief that hedge funds are well-positioned to deliver the returns demanded by investors going forward.
Robinson has a 12-year track record as an event-driven investor, which goes back to his days at Tudor Capital, where he built and managed the firm’s risk arbitrage business from 1998 to 2001.
Robinson and his business partner Theo Phanos set up Trafalgar soon afterwards and Trafalgar Catalyst...