In this episode of FEG’s Insight Bridge, Greg is joined by Victor Khosla, founder and CIO of Strategic Value Partners, a private credit firm with investments in both the U.S. and Europe. Victor reflects on the shifts in distressed investing over the past 20-plus years and explores the role of ESG in improving operations. He also shares his thoughts on the differences between distressed debt in Europe and the U.S. and why rescue financing, or DIP loans, is an essential piece of SVP’s toolkit.
This week, Greg is joined by DoubleLine CIO Jeffrey Sherman (also the host of the podcast The Sherman Show) to discuss the current state of the markets and break down areas of opportunity amidst the noise. Jeremy shares his opinions on the latest moves by the Fed (and what he thinks is coming), how the U.S. will fare as the economy slows down, and why there’s no such thing as “bond math.”
We are honored to welcome 30-year investment veteran Jordi Visser to today's FEG Insight Bridge. He is the CIO & President of Weiss Multi-Strategy Advisers, LLC. Weiss, founded in 1978, has been a pioneer in the market-neutral style of investing, offering traditional hedge funds and liquid alternatives. Jordi has been instrumental in Weiss’ success. He has always been an innovative thinker with an uncanny ability to decipher current market trends. Not only will we hear his latest views on the markets and the economy, but we will also discuss hedge funds, mutual funds, baseball cards, NFTs, handicapping horse races, and even green marbles.
From his start with the International Monetary Fund to his current roles as president of Queens College, chair of Gramercy Funds, and chief economic advisor to Allianz, Mohamed El-Erian has a host of experience dealing with global macro issues and assisting policymakers across the globe with difficult economic situations. On this episode of the FEG Insight Bridge, Mohamed talks about his deep respect for central banks (and his disappointment with the Fed), and the intricacies of policymaking which must take into account political, social, and economic issues. He also discusses the seemingly conflicting signals from the stock and fixe income markets and how institutional investors should be repositioning their portfolios in response to market volatility. This is one episode you definitely won’t want to miss!
Sebastian Mallaby, the Paul Volcker senior fellow for international economics at the Council on Foreign Relations and renowned journalist and author whose works include More Money Than God: Hedge Funds and the Making of a New Elite and The Man Who Knew: The Life and Times of Alan Greenspan, among others, joins the FEG Insight Bridge. The focus of this discussion is Sebastian’s most recent book, The Power Law: Venture Capital and the Making of the New Future, and Sebastian shares his thoughts on the unique nature of Silicon Valley, the enormous influence of key venture capitalists on the industry, and the art and responsibility of storytelling. Listen in on this fascinating conversation to better understand the mysteries of venture capitalism, the mindset of successful VCs, and why governance is crucial, even—or especially—for decacorns.
The decorated and well-loved CIO, Jonathan Hook, joins Greg for this riveting episode of the FEG Insight Bridge where the two discuss Jonathan’s broad career from banking to university endowments to private foundations. Jonathan shares his insights on topics ranging from his approach to asset allocation and building out investment offices, his philosophy as a CIO, and plans for his impending retirement. He also discusses the Weinberg Foundation’s highly lauded diverse manager program. You won’t want to miss this engaging episode!
Never one to follow the status quo, Sir Chris Hohn joins Greg for this episode of the FEG Insight Bridge to discuss his unconventional approach to portfolio management, his deep passion for service, and his dedication to improving the world through his efforts in public health and climate change. Chris also explains the importance of philanthropy and why climate change is not only a key issue, it’s also an area ripe for first-mover advantage. Be sure to listen in on this illuminating conversation!
As a former partner and senior portfolio manager at Canyon Capital, a $25 billion hedge fund, Dominique Mielle knows a thing or two about distressed debt. In this episode of the Insight Bridge, Dominique joins Greg to discuss the current fate of distressed investing, how market ups and downs helped her build resilience and a stronger stomach, why a diverse perspective is a powerful value-add, and what prompted her to write Damsel in Distressed, the first memoir of a woman in the hedge fund space.
Laurence B. Siegel, author of Fewer, Richer, Greener and Unknown Knowns, joins FEG’s Greg Dowling in a conversation on how history informs economics, the impact of de-globalization, four investment myths, and why MMT is neither modern, nor monetary, nor a theory. He also gives a behind-the-scenes look into his “debate” with Richard Ennis, and shares his take on what makes someone capable of becoming a billionaire. You won’t want to miss this captivating episode!
This episode of the Insight Bridge features Cara Lafond, multi-asset strategist for Wellington Management. Cara is responsible for researching investment policy and portfolio construction and advising clients on portfolio risks and opportunities, with a focus on Endowments and Foundations. In this episode, Cara details her top five E&F investment trends for 2022, including how institutions are rethinking their strategic asset allocations, what they are doing with fixed income, the private/public crossover, thoughts on China, and how institutions are investing in ESG.
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