Institutional Investor's Alpha Magazine - February 2008 - (Page 1) February 2008 Institutional Investor’s Alpha Contents www.alphamagazine.com 24 COVER STORY: ENERGY AND COMMODITIES Fueling Opportunity In their haste to promote biofuels, Europe and the U.S. are driving up crop prices and setting the stage for bountiful profits in commodities. By Loch Adamson JIM RICHARDSON/CORBIS 3 5 18 Alternative fuels are in: A ripple effect feeds a price surge in commodities LETTER FROM THE EDITOR LONGS & SHORTS Countrywide intrigue; hedging is up Down Under; and others. PENSION CORNER Alternative Perspective The Cincinnati Retirement System views its foray into hedge funds as merely an addition of shorting to its portfolio. By Katie Gilbert 24 22 THE GOOD GUYS A Simple Plan John Nicholas is helping cancer survivors cope with the not-so-basic pressures of daily life. By Danielle Beurteaux 32 EDEL RODRIGUEZ REGULATION: ENERGY TRADING The Brawl on the Hill The Commodity Futures Trading Commission and the Federal Energy Regulatory Commission are vying for first crack at penalizing Amaranth Advisors. By Darrell Delamaide 38 Face-off: Two top regulators duke it out for first rights to a high-profile case INTERVIEW Master of Values Cheah Cheng Hye’s undiscovered China. By Henry Scott Stokes 32 43 REGULATION: HEDGE FUND REGISTRATION Way Out West As states weigh in on hedge fund registration, California has become the latest battleground. By Imogen Rose-Smith 47 RESEARCH CENTER Top Hedge Fund Analysts The job of a hedge fund analyst isn’t easy, but it can be highly lucrative — for the analyst and the hedge fund. By Hillary Jackson 53 ROBYN TWOMEY ALPHA BYTES Rocket Man Paul Algreen on custom trading platforms. By Irwin Speizer 56 Law and Order: A proposed rule in California could force funds to register UNHEDGED: COMMENTARY 43 Structured for Success By Brian James and Joseph Messineo Cover illustration by John Ritter for Alpha http://www.alphamagazine.com
Table of Contents Feed for the Digital Edition of Institutional Investor's Alpha Magazine - February 2008 Institutional Investor's Alpha Magazine - February 2008 Contents Letter from the Editor Longs & Shorts Pension Corner: Alternative Perspective The Good Guys: A Simple Plan Cover Story: Energy and Commodities: Fueling Opportunity Regulation: Energy Trading: The Brawl on the Hill Interview: Master of Values Regulation: Hedge Fund Registration: Way Out West Research Center: Top Hedge Fund Analysts Alpha Bytes: Rocket Man Unhedged: Commentary: Structured for Success Institutional Investor's Alpha Magazine - February 2008 Institutional Investor's Alpha Magazine - February 2008 - Institutional Investor's Alpha Magazine - February 2008 (Page Cover1) Institutional Investor's Alpha Magazine - February 2008 - Institutional Investor's Alpha Magazine - February 2008 (Page Cover2) Institutional Investor's Alpha Magazine - February 2008 - Contents (Page 1) Institutional Investor's Alpha Magazine - February 2008 - Contents (Page 2) Institutional Investor's Alpha Magazine - February 2008 - Letter from the Editor (Page 3) Institutional Investor's Alpha Magazine - February 2008 - Letter from the Editor (Page 4) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 5) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 6) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 7) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 8) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 9) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 10) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 11) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 12) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 13) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 14) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 15) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 16) Institutional Investor's Alpha Magazine - February 2008 - Longs & Shorts (Page 17) Institutional Investor's Alpha Magazine - February 2008 - Pension Corner: Alternative Perspective (Page 18) Institutional Investor's Alpha Magazine - February 2008 - Pension Corner: Alternative Perspective (Page 19) Institutional Investor's Alpha Magazine - February 2008 - Pension Corner: Alternative Perspective (Page 20) Institutional Investor's Alpha Magazine - February 2008 - Pension Corner: Alternative Perspective (Page 21) Institutional Investor's Alpha Magazine - February 2008 - The Good Guys: A Simple Plan (Page 22) Institutional Investor's Alpha Magazine - February 2008 - The Good Guys: A Simple Plan (Page 23) Institutional Investor's Alpha Magazine - February 2008 - Cover Story: Energy and Commodities: Fueling Opportunity (Page 24) Institutional Investor's Alpha Magazine - February 2008 - Cover Story: Energy and Commodities: Fueling Opportunity (Page 25) Institutional Investor's Alpha Magazine - February 2008 - Cover Story: Energy and Commodities: Fueling Opportunity (Page 26) Institutional Investor's Alpha Magazine - February 2008 - Cover Story: Energy and Commodities: Fueling Opportunity (Page 27) Institutional Investor's Alpha Magazine - February 2008 - Cover Story: Energy and Commodities: Fueling Opportunity (Page 28) Institutional Investor's Alpha Magazine - February 2008 - Cover Story: Energy and Commodities: Fueling Opportunity (Page 29) Institutional Investor's Alpha Magazine - February 2008 - Cover Story: Energy and Commodities: Fueling Opportunity (Page 30) Institutional Investor's Alpha Magazine - February 2008 - Cover Story: Energy and Commodities: Fueling Opportunity (Page 31) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Energy Trading: The Brawl on the Hill (Page 32) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Energy Trading: The Brawl on the Hill (Page 33) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Energy Trading: The Brawl on the Hill (Page 34) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Energy Trading: The Brawl on the Hill (Page 35) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Energy Trading: The Brawl on the Hill (Page 36) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Energy Trading: The Brawl on the Hill (Page 37) Institutional Investor's Alpha Magazine - February 2008 - Interview: Master of Values (Page 38) Institutional Investor's Alpha Magazine - February 2008 - Interview: Master of Values (Page 39) Institutional Investor's Alpha Magazine - February 2008 - Interview: Master of Values (Page 40) Institutional Investor's Alpha Magazine - February 2008 - Interview: Master of Values (Page 41) Institutional Investor's Alpha Magazine - February 2008 - Interview: Master of Values (Page 42) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Hedge Fund Registration: Way Out West (Page 43) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Hedge Fund Registration: Way Out West (Page 44) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Hedge Fund Registration: Way Out West (Page 45) Institutional Investor's Alpha Magazine - February 2008 - Regulation: Hedge Fund Registration: Way Out West (Page 46) Institutional Investor's Alpha Magazine - February 2008 - Research Center: Top Hedge Fund Analysts (Page 47) Institutional Investor's Alpha Magazine - February 2008 - Research Center: Top Hedge Fund Analysts (Page 48) Institutional Investor's Alpha Magazine - February 2008 - Research Center: Top Hedge Fund Analysts (Page 49) Institutional Investor's Alpha Magazine - February 2008 - Research Center: Top Hedge Fund Analysts (Page 50) Institutional Investor's Alpha Magazine - February 2008 - Research Center: Top Hedge Fund Analysts (Page 51) Institutional Investor's Alpha Magazine - February 2008 - Research Center: Top Hedge Fund Analysts (Page 52) Institutional Investor's Alpha Magazine - February 2008 - Alpha Bytes: Rocket Man (Page 53) Institutional Investor's Alpha Magazine - February 2008 - Alpha Bytes: Rocket Man (Page 54) Institutional Investor's Alpha Magazine - February 2008 - Alpha Bytes: Rocket Man (Page 55) Institutional Investor's Alpha Magazine - February 2008 - Unhedged: Commentary: Structured for Success (Page 56) Institutional Investor's Alpha Magazine - February 2008 - Unhedged: Commentary: Structured for Success (Page Cover3) Institutional Investor's Alpha Magazine - February 2008 - Unhedged: Commentary: Structured for Success (Page Cover4)
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