25 min listen
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
ratings:
Length:
72 minutes
Released:
Feb 2, 2023
Format:
Podcast episode
Description
Our guests today are Dan Rasmussen and Bob Elliott. This is the first time both Dan and Bob have shared a podcast stage and they did not disappoint. In today’s episode, we discuss Dan and Bob’s time at Bain Capital and Bridgewater and how that experience led to founding their respective firms. We then discuss the idea of return smoothing in venture capital, whether active management has an edge in this market environment, is alpha just beta waiting to be discovered, the flaws of private market indices, and much more. Our host today is Steve Curley, CFA. Please enjoy the episode. BIO's: Dan is the Founder of Verdad, which is an independent research driven global asset management firm seeking to replicate private equity exposure in public markets. Prior to Verdad, Dan spent time at Bain Capital Private Equity and Bridgewater Associates. In 2017, Dan was named to the Forbes 30 under 30 list. Dan earned an AB from Harvard College and a MBA from Stanford. Bob is Co-Founder, CEO and CIO of Unlimited Funds, which uses machine learning to create low cost ETF’s to replicate the returns of classic hedge fund strategies. Prior to Unlimited, Bob was at Bridgewater Associates, where he served on Bridgewater’s investment committee, led Ray Dalio’s personal research team and authored hundreds of Bridgewater’s widely read Daily Observations. Bob holds a BA in History and Science from Harvard. Follow CFA Society of Orlando on Twitter at @CFAOrlandoFL
Released:
Feb 2, 2023
Format:
Podcast episode
Titles in the series (82)
Barry Ritholtz and Steve Curley, CFA: Part I of II - Bailout Nation: This is Part I of a two-part episode; check back for Part II. This episode features , co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management. He is also the creator and host of the Masters in Business podcast/show on... by The Investors First Podcast