Episode Details

Today Niels continues his conversation with Jake Barton, the Senior Portfolio Manager at Promus Capital, Trent Webster, Senior Investment Officer of Strategic Investments at Florida State Board of Administration, and Steven Wilson, Senior Portfolio Manager at Teacher Retirement System of Texas. Listen in to learn when our guests use investment theory versus data, new standards for management fees, and what our guests look for in maintaining a reliable team for their investors.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

• When to use investment theory versus data, and how you know when you have chosen correctly
• How the guests review their managers and analyze their results
• What organizations of different sizes can do to prepare for a crisis
• How Steven sees the new fee structure for hedge funds, that TRS helped develop, as more reasonable than the standard 2&20
• How a race to the bottom for management fees can remove much of the creative energy from the alternative manager space
• What excites Trent about the BBB section of the investment grade bond market
• What is new and upcoming in the hedge fund space
• The reading that our guests never miss inside and outside of the investment space

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Learn more about Jake Barton and Promus Holdings

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