55 min listen
[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
FromCapital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
79 minutes
Released:
Nov 8, 2021
Format:
Podcast episode
Description
Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative investment processes and cutting edge thought leadership. Our conversation covers Jordi’s decade of learning at Morgan Stanley, and then turns to a deep dive on all aspects of Weiss’ equity market neutral, multi-manager process, including the importance of data visualization to risk management, behavioral alpha, improving portfolio manager performance, blending macro insights with a multi-manager team, factor-based replication, hiring managers, ranking managers, and knowing when to move on. We then discuss issues with the use of analytics outside of public equities, pending problem caused by high corporate leverage, opportunities in biotech and healthcare, the future of the hedge fund industry, and positioning an asset manager for the future. Jordi leads a rigorous approach to identifying, assessing, and improving an internal multi-manager team using data analytics. The transparency and tools he employs are a few steps ahead of where most allocators find themselves today, and as such, his insights can shine a light on the path where all allocators can develop going forward. Learn More Discuss show and Read the Transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Join the Capital Allocators Forum Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast
Released:
Nov 8, 2021
Format:
Podcast episode
Titles in the series (100)
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18): Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called “soft skills” often dismissed in the asset management business. After starting an academic career under the wi by Capital Allocators – Inside the Institutional Investment Industry