55 min listen
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
FromCapital Allocators – Inside the Institutional Investment Industry
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
72 minutes
Released:
May 25, 2020
Format:
Podcast episode
Description
Brett Jefferson is the President and Co-CIO of Hildene Capital Management, an asset manager he founded in 2008 that oversees $9 billion in structured credit strategies and was listed in Barron’s Top 100 Annual Hedge Funds ranking for six consecutive years. Our conversation starts with Brett’s education, in which he majored in lacrosse and minored in school. We hit on the early days of CDOs, putting his knowledge to work at Marathon Asset Management, taking a break, and then starting Hildene in the aftermath of the GFC. We then turn to Hildene’s success in the inefficient market for bank trust preferred securities, its evolution from a founder-driven firm, success factors in the business, current opportunities and risks in CLOs, and Brett’s involvement in the Premier Lacrosse League founded by Paul Rabil, who discussed the league on Episode 95 that follows in the feed. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast
Released:
May 25, 2020
Format:
Podcast episode
Titles in the series (100)
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