TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management
On our next year-in-review, Mike Dever talks about how 2014 evolved for his firm and what they learned from the year. He discusses the changes they made to their program as well as the recent Swiss Fr...
1 Feb 201527min
TTU67: Institutional Investors and CTAs: A Look Forward ft. Aref Karim of Quality Capital Management
Aref Karim has been on the institutional investing side and the fund manager side for many years, so he has some great insights into how each group thinks and ways they can understand each other bette...
29 Jan 201535min
TTU66: Trade Innovation for the future ft. Luc van Hof of Capital Hedge
In this year-end review, Luc van Hof discusses what he learned from 2014 and how his firm innovated to create better gains for customers in 2015. He also talks about the Swiss Franc and why he was not...
28 Jan 201538min
TTU65: Trend Following Offers Diversification & Risk Mitigation ft. Jerry Parker of Chesapeake Capital
Jerry Parker takes us inside 2014 for his firm, and how his models reacted to the Swiss Franc move in January of 2015. He looks at the year and makes a case for trend following as an asset class, as w...
26 Jan 201535min
TTU64: The Trader-less Hedge Fund ft. Dave Sanderson of KFL Capital Management
In this year-end-review, we take a look at how 2014 might be seen many years into the future. Is this when “trader-less” systematic trading caught on? We take you into the workings of a 1-year-old tra...
23 Jan 201529min
TTU63: Every Assumption Should Be Questioned ft. Nigol Koulajian of Quest Partners
In this year-end-review, we discuss the year for CTAs and short term traders, as well as the recent collapse of the Euro/Swiss Franc peg and how that affected the models of Quest Partners. Nigol discu...
22 Jan 201537min
TTU62: Why Huge Market Shifts Are Great Reminders ft. Scot Billington of Covenant Capital Management
In this Year End Review, we discuss the major events and unexpected market trends in 2014 as well as the major Swiss Franc move at the start of 2015. Scot Billington discusses his firm’s performance w...
20 Jan 201544min
TTU61: CTAs as Portfolio Diversifiers ft Peter Kambolin of Systematic Alpha Management
Peter Kambolin comes from the short term CTA space, and thus has a different perspective than some of our previous guests for our Year in Review theme this month. He discusses how the events in Crimea...
20 Jan 201537min
