“Don’t buy the view, buy the process. Views change, process persists.”
Ahead of the Hedgeweek US Summit in New York on 8 October, George Evans of Aksia, Jackie Rosner of PAAMCO Prisma and Paul Zummo of J.P. Morgan Alternative Asset Management joined Hedgeweek for a pre-event Coffee Chat on manager selection, due diligence and portfolio construction. The discussion explores how allocators distinguish luck from skill, why managers need to perform beyond the prepared pitch, and how crowding, leverage and shifting exposures are changing the way hedge fund portfolios are built. George, Jackie and Paul will continue the conversation live during the closing allocator panel at the Hedgeweek US Summit.
Explore the agenda and join us in New York: https://events.hedgeweek.com/us-summit/agenda
Brevan Howard Digital's CIO on what it actually takes to run digital assets
Chris Rayner-Cook is clear about what running digital assets actually asks of a manager, and it is less about the instruments than most…
More
Where deep modelling meets mortgage credit
Greg Valli has been part of two of the three decades of Ellington Management Group. During that period, the firm has enjoyed a rapid rise…
More
Exploiting the volatility premium through systematic strategies
With over $2bn in AUM just two years after launch, Empureon is leveraging volatility premiums, portfolio hedging and portable alpha to…
More