May 29, 2023
Today’s episode is a true hedge fund master class. We convened a panel of three longstanding investors in the space - Craig Bergstrom, CIO and a Managing Partner of Corbin Capital Partners, Adam Blitz, CEO and CIO of Evanston Capital Management and a past guest on the show, and Dan Fagan, portfolio manager at GIC, Singapore’s sovereign wealth fund. All three have been in the space the better part of two decades and have both a wealth of experience and nuanced understanding to share.
Our conversation covers their respective investment approaches,
impact of the higher rate environment, managing liquidity, and the
potential for contagion. From there, we canvass perspectives on
platform hedge funds, long-short equity, credit, and macro
strategies. We close discussing fees, the most interesting
opportunities, and places to avoid going forward.
For full show notes, visit the episode webpage here.
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership