Latest Portfolio allocation Podcast Episodes
HEDGE INTERVIEW: Investor Views Series, APR 2024: Terry Purcell, Partner & Co-CIO, Longwall Family Office
HEDGE INTERVIEW - April 29, 2024 21:00 - 33 minutesTerry Purcell discusses how Longwall Family Office qualifies hedge funds, why they are partial to emerging managers, how they typically source managers, the best practices new managers should follow, and common mistakes to avoid. If you'd like to be featured on HedgeInterview, please apply here...
HEDGE INTERVIEW, Service Provider Spotlight, APR 2024: Ron Geffner, Founding Partner, Sadis & Goldberg
HEDGE INTERVIEW - April 14, 2024 18:00 - 57 minutesThis is a do-not-miss episode! Attorney Ron Geffner of Sadis & Goldberg talks about the most important legal and business aspects of running a private fund. Plus, how to choose a securities lawyer, the importance of building relationships founded in trust and compatibility, legal pitfalls to avo...
HEDGE INTERVIEW, Service Provider Spotlight: Scott Treloar, CEO, Novisicent & FundBox.AI — providing Fund Registration & Infrastructure
HEDGE INTERVIEW - March 28, 2024 17:00 - 36 minutesScott Treloar, Co-Founder & CEO of Novisicent & FundBox.AI, talks about how their platform leverages technology to cost-effectively provide critical infrastructure to new fund managers, which allows them to get started and attract investors faster. Plus, how the FundBox.AI platform can help fund...
HEDGEINTERVIEW, Jan. 2024 Kevin Fu, Co-Founder & CEO, Repool, providing modern hedge fund solutions
HEDGE INTERVIEW - January 25, 2024 00:00 - 32 minutesIn this episode of the Service Provider Spotlight series on Hedge Interview, Kevin Fu talks about modernizing fund administration and what makes Repool different. He shares common fund manager misconceptions and important things new fund managers should consider as they decide which fund adminis...
HEDGE INTERVIEW; Investors Views, DEC 2023: Cathy Dong, Director, LIG Capital (Single Family Office)
HEDGE INTERVIEW - December 29, 2023 00:00 - 38 minutesIn this episode of the Investor Views series, Cathy Dong and I talk about how she and her team qualify hedge funds and other investment opportunities. She also shares important tips for capital seekers looking to build relationships with family offices. If you'd like to be featured on HedgeInte...
Navigating the Digital Asset Market with Edward Chin and Thejas Nalval
HEDGE INTERVIEW - June 07, 2023 19:00 - 41 minutesHow does a multi-strategy investment firm focused on the digital asset sector find success in today's challenging environment? Join us as we uncover the secrets behind the success of Parataxis Capital Management with founders Edward Chin and Thejas Nalval. We dive into their backgrounds, the cha...
HEDGE INTERVIEW, Manager Profiles, FEB 2022: Andrew Cohen, Co-Founder, CIO, Difesa Capital
HEDGE INTERVIEW - February 13, 2023 19:00 - 18 minutesIn this 'Manager Profiles' interview, I spoke with Andrew Cohen of Difesa Capital. He and I talked about: Difesa's unique special situations strategy that uses a 'three-legged stool’ approach, designed to capture equity-linked convexity while having limited beta to equity markets and limited vo...
HEDGE INTERVIEW: Investors Views, OCT 2022: Saad Hassan, President, Hassan Family Office
HEDGE INTERVIEW - October 09, 2022 19:00 - 36 minutesIn this episode of the Investor Views series, Saad and I talked about the Nvestiv platform which uses a proprietary algorithm to match family office investors with the specific investment opportunities they are seeking. We discussed best practices for capital seekers to communicate with family o...
Hedge Interview: Investor Views Series, NOV 2020: Ryan Kalish, Founder & CEO, Allocator.com
HEDGE INTERVIEW - November 09, 2020 12:00 - 28 minutesIn this episode of the Investor Views series, Ryan Kalish and I discuss how institutional investors are becoming more data-driven, how Allocator’s product developments are a direct result of client requests for data technology solutions and Allocator’s new alliance with Morningstar. We also talk...
Hedge Interview: Investor Views Series, OCT 2020: Nitin Shakdher, Founder & CEO, Green Capital Single Family Office
HEDGE INTERVIEW - November 04, 2020 20:00 - 21 minutesIn this episode of the Investor Views series, Nitin Shakdher and I talk about some of the challenges and opportunities he’s faced this past year and what he looks forward to in 2021.
Hedge Interview: Investor Views Series, JUL 2020: Aradhna Dayal, CIO, Regal Ford Asia (Single-Family Office)
HEDGE INTERVIEW - July 03, 2020 16:00 - 36 minutesIn this episode, Aradhna Dayal and I talk about some of the keys to her family office’s success and important lessons learned. She also shares 3 tips for family offices to consider in the new post-COVID 19 world as well as potential areas of investment opportunity.
Hedge Interview: Manager Profiles Series, DEC 2019: Eric Munson, Chief Investment Strategist & Founder, ADIT Ventures
HEDGE INTERVIEW - January 26, 2020 16:00 - 59 minutesIn this episode of the Manager Profiles series, Eric Munson, Chief Investment Officer & Founding Partner of ADIT Ventures, talks about ADIT's focus on late-growth companies, how they identify trends set to change the world and how they carefully select companies for their investment portfolio.
Hedge Interview: Investor Views Series, NOV 2019: Jeff Tumolo, Chief Investment Strategist, TAG Associates
HEDGE INTERVIEW - November 25, 2019 13:00 - 16 minutesIn this episode of the Investor Views series, Chief Investment Strategist Jeff Tumolo talks about TAG Associates’ asset manager evaluation process, plus where they stand on blockchain technology, artificial intelligence and ESG.
Hedge Interview: Investor Views Series, Oct. 2019: Catherine Shiang, Managing Director, Single Family Office
HEDGE INTERVIEW - November 23, 2019 13:00 - 35 minutesHedge Interview presents Catherine Shiang, Managing Director of a large Asian family office. In this episode of the Investor Views series, Catherine discusses how her firm evaluates hedge fund investments, how they make allocations and how they manage portfolio construction.
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