70 min listen
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
FromCapital Allocators – Inside the Institutional Investment Industry
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
59 minutes
Released:
Aug 5, 2021
Format:
Podcast episode
Description
On today’s manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam Blitz, was a past guest on the show. She’s spent the last eighteen years at Evanston alongside Adam and the team. Jonathan co-founded Diameter Capital four years ago alongside Scott Goodwin and today manages a $6 billion credit-focused hedge fund alongside $1 billion in CDOs and a $1 billion drawdown fund. The two were colleagues at Anchorage Capital, and Jonathan spent some time at Centerbridge Capital as well before starting Diameter. Their conversation includes insights into the credit markets, Diameter’s approach, and how it all comes together. Before we dive in, Kristen and I discuss how Evanston came to back Diameter on day one and how it fits into their portfolio. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List Read the Transcript
Released:
Aug 5, 2021
Format:
Podcast episode
Titles in the series (100)
The Bet with Buffett (Capital Allocators, EP.05): Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made a bet with a certain Oracle, in Omaha, that pitted the performance of a group of five hedge fund of fun by Capital Allocators – Inside the Institutional Investment Industry