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Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)

Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)

FromCapital Allocators – Inside the Institutional Investment Industry


Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)

FromCapital Allocators – Inside the Institutional Investment Industry

ratings:
Length:
72 minutes
Released:
May 29, 2023
Format:
Podcast episode

Description

Today’s episode is a true hedge fund master class. We convened a panel of three longstanding investors in the space - Craig Bergstrom, CIO and a Managing Partner of Corbin Capital Partners, Adam Blitz, CEO and CIO of Evanston Capital Management and a past guest on the show, and Dan Fagan, portfolio manager at GIC, Singapore’s sovereign wealth fund. All three have been in the space the better part of two decades and have both a wealth of experience and nuanced understanding to share. Our conversation covers their respective investment approaches, impact of the higher rate environment, managing liquidity, and the potential for contagion. From there, we canvass perspectives on platform hedge funds, long-short equity, credit, and macro strategies. We close discussing fees, the most interesting opportunities, and places to avoid going forward. Show Notes 04:36    Firm and investment approach overview 11:07    Impact of higher rate environment 14:41    Asset allocation vs. manager selection 17:32    Market liquidity and contagion risk 23:54    LP liquidity 31:35    Platform hedge funds 43:52    Long-short equity 50:44    Credit opportunities 52:54    Macro strategies 57:56    Fees 1:04:29 Best ideas 1:08:22 Risks   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Released:
May 29, 2023
Format:
Podcast episode

Titles in the series (100)

Through conversations with leaders in the money game, we explore how these holders of the keys to the kingdom allocate their time and their capital. New episodes release on Monday's