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RT24: The Value of Liquidity ft. John Fidler, Christopher Vogt & Jonathan Miles – 1of2
Manage episode 231960854 series 2464808
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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EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
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
-----
Links Mentioned:
- The Impact of Crowding in Alternative Risk Premia Investing
- Hedge Funds Are Not an Asset Class: Implications for Institutional Portfolios
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.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
Copyright © 2024 – CMC AG – All Rights Reserved
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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
756 episodes
Manage episode 231960854 series 2464808
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.
-----
EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool
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
-----
Links Mentioned:
- The Impact of Crowding in Alternative Risk Premia Investing
- Hedge Funds Are Not an Asset Class: Implications for Institutional Portfolios
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.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
Copyright © 2024 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
756 episodes
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