SI260: The Voldemort of the Asset Management Business ft. Andrew Beer

We are back with another great conversation where my guests 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 deep dive into the world of Consultants in Alternative Investments.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:If there are there enough assets to go aroundWhat made 2015 such a weak year for hedge fundsWhy 2016 was such a strong year for hedge fundsThe future of hedge fund investingWhat Chris thinks hedge fund managers have done poorlyHow Adam looks at fees as a coin tossWhy Freeman thinks that fees must add value to both partiesThe guest’s biggest takeaways from 2016How the rise of the voter is providing opportunities to hedge fund managersThe coming possibility of an equity correction, and it’s effectsThe question everyone should be asking right nowWhy a client needs a goal and a timeline for their assets-----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.comAnd 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 CliffwaterLearn more about Adam Duncan and Cambridge AssociatesLearn more about Freeman Wood and MercerCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment...

23 Maalis 201738min

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.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:How our guests got to where they are todayWhat challenges Adam sees institutional investors facingThe extra information Chris gives his clientsHow the role of the consultant has changedTwo issues that frustrate consultants, and how our guests solve themFreeman’s view of the role of the financial decision makersHow to bridge the gap between the managers and the investorsWhat your theoretical models can’t account forWhy past hedge fund managers were able to pursue a more “pure” strategyThe practical implications of having a larger fundThe pros and cons of smaller and larger managersHow Chris developed his key business strategiesWhat red flags new startups can avoid-----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.comAnd 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 CliffwaterLearn more about Adam Duncan and Cambridge AssociatesLearn more about Freeman Wood and MercerCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready......

7 Maalis 201741min

On this episode I continue my conversation with Marty Bergin, the owner and President of DUNN Capital Management, Grant Jaffarian, Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss, who is a Director within the Capital Introductions Team at Societe General, where we cover all things trend following and some of the differences to short-term trading.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:How to use your management and incentive fees to competeGrants’s competitive strategy for his flat-fee productWhy a robust risk management system is extremely importantWho is winning the battle between the low-cost products and the traditional trend following offeringsIf the increased number of investors using trend following is impacting returns?How rising interest rates will affect long- and short-term trend followersThe guest’s biggest takeaways from 2016If machine learning is already being used by trend following firms?-----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.comAnd 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 Marty Bergin and DUNN Capital ManagementLearn more about Grant Jaffarian and Crabel Capital ManagementLearn more about Mike Boss and Societe GeneralCopyright © 2025 – CMC AG – All Rights Reserved----PLUS:...

19 Helmi 201731min

Today I'm joined by Marty Bergin, the owner and President of DUNN Capital Management, Grant Jaffarian, Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss, who is a Director within the Capital Introductions Team at Societe General, for a fun and insightful journey into the world of Trend Following.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:Key Insights from arguably the best Trend Follower & the best Short-Term CTAHow the challenges they overcame to get to where they are todayHow trend followers can evolve their strategies to stay aheadThe reason why some trend followers haven’t changed in decadesKey insights to how Marty has allowed DUNN to stay aheadHow Mike & Societe Generale sees the industry changing and it’s new opportunitiesWhy the UCITS Directive started benefitting smaller specialized managersThe challenges with short-term tradingWhy Crabel is strict with its capacityThe research that increased Crabel’s bottom lineHow to ensure that CTA flagship offerings retain value over low-cost alternatives-----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.comAnd 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 Marty Bergin and DUNN Capital ManagementLearn more about Grant Jaffarian and Crabel Capital ManagementLearn more about Mike Boss and <a href="https://www.societegenerale.com/en/home" rel="noopener noreferrer"...

5 Helmi 201733min

Today I continue my conversation with Amy Elefante Bedi, Director of Hedged Strategies at Washington University Investment Management Company in St. Louis, Ernest Jaffarian, the CEO of Efficient Capital Management as well Phil Hatzopoulos , who is the Global Head of Buyside Sales at the CME Group.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:What the response has been to lower performance of hedge funds in recent yearsHow managers have dealt with the challenging performance environmentWhat institutional investors are looking to get out of the Managed Futures spaceHow Smart Beta is being usedIf its true that you get what you pay forThe movement towards BIG dataThe concern of investors about the fixed income sectorWhat would happen if interest rates starts going upWhat the biggest opportunities are for the Managed Futures industry in 2017How regulations could destroy the industryThe biggest challenge that institutions face before they embrace CTAsHow to overcome the fear of investing in the Managed Futures 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 info@toptradersunplugged.comAnd 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 Amy Elefante Bedi and Washington University’s Investment Management CompanyLearn more about Ernest Jaffarian and Efficient Capital ManagementLearn more about Phillip Hatzopoulos and <a href="https://www.cmegroup.com/%22%20%5Ct%20%22_blank"...

16 Tammi 201724min

On this episode I'm joined by Amy Elefante Bedi, Director of Hedged Strategies at Washington University Investment Management Company in St. Louis, Ernest Jaffarian, the CEO of Efficient Capital Management as well Phil Hatzopoulos , who is the Global Head of Buyside Sales at the CME Group - to explore the world of Alternative Investments and why they are so valuable to investors.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:Key Insights from industry leaders in Managed FuturesHow they got where they are todayWhat Ernest did to change his career to Managed FuturesThe hesitations that endowments have had when investing in the CTA industryWhat is the state of the fund-to-fund model todayThe importance of diversifying your portfolioHow to find and access talent in the Managed Futures spaceQuestions to ask a manager when deciding on your allocationsThe issue of fees and the debate surrounding itThe performance of CTAs in the last decade-----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.comAnd 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 Amy Elefante Bedi and Washington University’s Investment Management CompanyLearn more about Ernest Jaffarian and Efficient Capital ManagementLearn more about Phillip Hatzopoulos and CME GroupCopyright © 2025 – CMC AG – All Rights...

4 Tammi 201726min

Thanks for tuning in to the second part of our roundtable conversation with three of the leading voices in the trend following industry today. In this episode, we discuss how the industry has evolved, what the future looks like, and how to educate investors on the merits of trend following.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:How has trend following evolved in the past decadeThe different kinds of diversification and how important they areThe concept of divergent strategiesDifferent ways of generating signalsWhy entries are the least importantHow to figure out what are the most robust parameters to useWhy you should try to debunk any new trading ideasHow trend following CTAs perform risk controlHow to educate investors on trend following firms and methodsHow many trend following managers should you invest in-----Resources & Links Mentioned in this Episode:Trend Following with Managed Futures: The Search for Crisis AlphaReturn Dispersion, Counterintuitive Correlation (PDF)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.comAnd 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.Follow Katy Kaminski on <a...

19 Touko 201642min

Thanks for tuning back into our show, we know it has been a while since we’ve published an episode. However, you are in for a real treat: this is the first episode where we have a roundtable of guests, representing some of the most prominent firms in the trend following space. Our guests have a combined 100 years of track record, and we’ll explore it all in this episode.We discuss the history of trend following, what it takes to practice trend following, and the human biases that effect our trading.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:The history of trend-followingThe phenomenon of momentumWhen the concept of trend following that we know today came aboutWhy Katy & Alex gathered data from hundreds of years agoKaty talks about their book on Trend FollowingWhy markets are not getting more efficientWhy the edge in Trend Following is “knowing what you don’t know”How long it took for Alex to start believing in trend followingRoberto’s first exposure to trend followingWhy humility is necessary to practice trend followingThe importance of taking the human emotion out of the decision processKaty’s voodoo finance and heuristicsAre all CTA’s trend-followers?Alex’s Random Entry System that uses coin flipsThe three decisions that are involved in a tradeThe fact and fiction of how difficult it is to do trend-followingWhy humans suffer from representative biasThe factor of simplicity when making a trend following system-----Resources & Links Mentioned in this Episode:Trend Following with Managed Futures: The Search for Crisis AlphaMarket WizardsTulip maniaDavid RicardoLake Wobegon syndromeFollow 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 <a...

6 Touko 201654min