RT05: What Consultants look for in a manager ft. Chris Solarz, Adam Duncan & Freeman Wood – 1of2

RT05: What Consultants look for in a manager ft. Chris Solarz, Adam Duncan & Freeman Wood – 1of2

My guests today are Chris Solarz, Managing Director, Global Macro Hedge Fund Strategies at Cliffwater, Adam Duncan, Managing Director at Cambridge Associates as well as Freeman Wood, who is a Partner and Head of North America, at Mercer, for a fun and insightful conversation into the world of Consultants and their role in Alternative Investments.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

  • How our guests got to where they are today
  • What challenges Adam sees institutional investors facing
  • The extra information Chris gives his clients
  • How the role of the consultant has changed
  • Two issues that frustrate consultants, and how our guests solve them
  • Freeman’s view of the role of the financial decision makers
  • How to bridge the gap between the managers and the investors
  • What your theoretical models can’t account for
  • Why past hedge fund managers were able to pursue a more “pure” strategy
  • The practical implications of having a larger fund
  • The pros and cons of smaller and larger managers
  • How Chris developed his key business strategies
  • What red flags new startups can avoid

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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 info@toptradersunplugged.com

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 Chris Solarz and Cliffwater

Learn more about Adam Duncan and Cambridge Associates

Learn more about Freeman Wood and Mercer

Copyright © 2025 – CMC AG – All Rights Reserved

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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

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