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RT05: What Consultants look for in a manager ft. Chris Solarz, Adam Duncan & Freeman Wood – 1of2

RT05: What Consultants look for in a manager ft. Chris Solarz, Adam Duncan & Freeman Wood – 1of2

Published 8 years, 10 months ago
Description

My guests today 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, for a fun and insightful conversation into the world of Consultants and their role in Alternative Investments.

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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:

  • How our guests got to where they are today
  • What challenges Adam sees institutional investors facing
  • The extra information Chris gives his clients
  • How the role of the consultant has changed
  • Two issues that frustrate consultants, and how our guests solve them
  • Freeman’s view of the role of the financial decision makers
  • How to bridge the gap between the managers and the investors
  • What your theoretical models can’t account for
  • Why past hedge fund managers were able to pursue a more “pure” strategy
  • The practical implications of having a larger fund
  • The pros and cons of smaller and larger managers
  • How Chris developed his key business strategies
  • What red flags new startups can avoid

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Send your questions to info@toptradersunplugged.com

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Learn more about Chris Solarz and Cliffwater

Learn more about Adam Duncan and Cambridge Associates

Learn more about Freeman Wood and Mercer

Copyright © 2025 – CMC AG – All Rights Reserved

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