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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Learn more about Chris Solarz and Cliffwater

Learn more about Adam Duncan and Cambridge Associates

Learn more about Freeman Wood and Mercer

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