RT21: What's next for Hedge Funds? ft. Jake Barton, Trent Webster & Steven Wilson – 2of2

Today Niels continues his conversation with Jake Barton, the Senior Portfolio Manager at Promus Capital, Trent Webster, Senior Investment Officer of Strategic Investments at Florida State Board of Administration, and Steven Wilson, Senior Portfolio Manager at Teacher Retirement System of Texas. Listen in to learn when our guests use investment theory versus data, new standards for management fees, and what our guests look for in maintaining a reliable team for their investors.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

In This Episode, You’ll Learn:

When to use investment theory versus data, and how you know when you have chosen correctlyHow the guests review their managers and analyze their resultsWhat organizations of different sizes can do to prepare for a crisisHow Steven sees the new fee structure for hedge funds, that TRS helped develop, as more reasonable than the standard 2&20How a race to the bottom for management fees can remove much of the creative energy from the alternative manager spaceWhat excites Trent about the BBB section of the investment grade bond marketWhat is new and upcoming in the hedge fund spaceThe reading that our guests never miss inside and outside of the investment space

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Learn more about Jake Barton and Promus Holdings

Learn more about Trent Webster and

Today Niels continues his conversation with Jake Barton, the Senior Portfolio Manager at Promus Capital, Trent Webster, Senior Investment Officer of Strategic Investments at Florida State Board of Administration, and Steven Wilson, Senior Portfolio Manager at Teacher Retirement System of Texas. Listen in to learn when our guests use investment theory versus data, new standards for management fees, and what our guests look for in maintaining a reliable team for their investors.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

In This Episode, You’ll Learn:

When to use investment theory versus data, and how you know when you have chosen correctlyHow the guests review their managers and analyze their resultsWhat organizations of different sizes can do to prepare for a crisisHow Steven sees the new fee structure for hedge funds, that TRS helped develop, as more reasonable than the standard 2&20How a race to the bottom for management fees can remove much of the creative energy from the alternative manager spaceWhat excites Trent about the BBB section of the investment grade bond marketWhat is new and upcoming in the hedge fund spaceThe reading that our guests never miss inside and outside of the investment space

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Learn more about Jake Barton and Promus Holdings

Learn more about Trent Webster and State Board of Administration of Florida

Learn more about Steven Wilson and Teacher Retirement System of Texas

Copyright © 2024 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer