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,...
May 29, 2023
Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $4.5 billion hedge fund of funds manager with a decade and a half of experience managing hedge fund portfolios. Adam joined Evanston at its inception in 2002 and leads investment research and portfolio management. Previously, he worked...
May 27, 2023
I share a bunch of questions on my mind for which my best answer is “I Don’t Know.” These include issues around sovereign debt, asset allocation, an economic slowdown, the stock market, private credit, and life itself.
May 25, 2023
Today’s sponsored insight is
another empty room, an opportunity ignored by most investors
because they either don’t want to or can’t participate. This time
around, we’ll discuss investing where capital is truly scarce - the
frontier of the frontier markets.
Kiyan Zandiyeh is the CIO of Sturgeon Capital, a
+$300...
May 22, 2023