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Top Traders Round Table – Solarz | Duncan | Wood #06

“I think people lose sight of the fact that hedge funds have done a very good job over the last 15 years.” – Adam Duncan (Tweet)

We are back with another great episode of Top Traders Round Table, a series of conversations with industry leaders on the subject of Managed Futures. On this episode my guests are Chris Solarz, Managing Director, Global Macro Hedge Fund Strategies at Cliffwater, Adam Duncan, Managing Director at Cambridge Associates as well as Freeman Wood, who is a Partner and Head of North America, at Mercer.

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In This Episode, You’ll Learn:

  • If there are there enough assets to go around
  • What made 2015 such a weak year for hedge funds
  • Why 2016 was such a strong year for hedge funds
  • The future of hedge fund investing
  • What Chris thinks hedge fund managers have done poorly
  • How Adam looks at fees as a coin toss
  • Why Freeman thinks that fees must add value to both parties
  • The guest’s biggest takeaways from 2016
  • How the rise of the voter is providing opportunities to hedge fund managers
  • The coming possibility of an equity correction, and it’s effects
  • The question everyone should be asking right now
  • Why a client needs a goal and a timeline for their assets
  • The views expressed in this program are solely those of the host and speakers in their individual capacity and they do not necessarily reflect the views of the program’s sponsors or the entities with which any of the participants are affiliated. The contents of this program are for informational and educational purposes only. They do not constitute and should not be considered legal, tax, investment advice or a solicitation of the sale or purchase of any futures, options or swaps contracts.

This episode was sponsored by CME Group:

Connect with our guests:

 

Learn more about Chris Solarz and Cliffwater

Learn more about Adam Duncan and Cambridge Associates

Learn more about Freeman Wood and Mercer

“I think some of the high performance culture is contributing to a lack or unwillingness to take risk.” – Adam Duncan – (Tweet)

2 Comments

  1. Jim Beam on 04/13/2017 at 8:31 PM

    I like most episodes. these guys are worthless. Proof that most consultants aren’t worth anything.

    • Niels Kaastrup-Larsen on 05/09/2017 at 8:06 AM

      I think it highlights the challenge of they feel is the right thing to do…such as allocation a high percentage to Trend Following…but they simply can’t get their clients to do it…but I think a lot of people share your sentiment

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