Top Traders Unplugged24 Apr 2019

RT24: The Value of Liquidity ft. John Fidler, Christopher Vogt & Jonathan Miles – 1of2

On today’s episode, guest host Ranjan Bhaduri speaks with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Trust, Christopher Vogt, Director of Equity Strategies at Margaret Cargill Philanthropies, and Jonathon Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. With these experts on managed futures, we will discuss how managed futures is being incorporated into institutional portfolios, illiquid versus liquid investments, and what role alternative investments play in today’s investment landscape.

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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:

What managed future strategies John sees the more successful managers gravitating towards
Why diversification isn’t always the best idea, and what alternative strategies Jonathan recommends
The advantages and disadvantages of having illiquid versus liquid investments
The heuristic crutch of private equity
Why Christopher is wary to always choose emerging managers over more established ones
The importance of a strong operational due diligence in managing portfolios
How trend following will need to evolve amid machine learning and changing markets
How Jonathan’s risk premia strategies transformed how his firm looked at managed futures

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Links Mentioned:

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

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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 John Fidler and Commonwealth Bank and Trust

Learn more about Jonathan Miles and Ascent Private Capital Mgt of U.S. Bank

Learn more about Christopher Vogt and Margaret Cargill Philanthropies

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Disclaimer

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