May 25, 2020
Brett Jefferson is the President and Co-CIO of Hildene Capital
Management, an asset manager he founded in 2008 that oversees $9
billion in structured credit strategies and was listed in Barron’s
Top 100 Annual Hedge Funds ranking for six consecutive years.
Our conversation starts with Brett’s education, in which he majored
in lacrosse and minored in school. We hit on the early days of
CDOs, putting his knowledge to work at Marathon Asset Management,
taking a break, and then starting Hildene in the aftermath of the
GFC. We then turn to Hildene’s success in the inefficient market
for bank trust preferred securities, its evolution from a
founder-driven firm, success factors in the business, current
opportunities and risks in CLOs, and Brett’s involvement in the
Premier Lacrosse League founded by Paul Rabil, who discussed the
league on Episode 95 that follows in the feed.
Learn More
Read the Transcript
Subscribe to the Capital Allocators
Blog or Monthly Mailing List
Don't Subscribe, but Let Us Know Who You
Are
Write a review on iTunes
Follow Ted on twitter at @tseides
Review past episodes of the Podcast