“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
