Listen "RT24: The Value of Liquidity ft. John Fidler, Christopher Vogt & Jonathan Miles – 1of2"
Episode Synopsis
On today’s episode, guest host Ranjan Bhaduri speaks with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Trust, Christopher Vogt, Director of Equity Strategies at Margaret Cargill Philanthropies, and Jonathon Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. With these experts on managed futures, we will discuss how managed futures is being incorporated into institutional portfolios, illiquid versus liquid investments, and what role alternative investments play in today’s investment landscape.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:What managed future strategies John sees the more successful managers gravitating towardsWhy diversification isn’t always the best idea, and what alternative strategies Jonathan recommendsThe advantages and disadvantages of having illiquid versus liquid investmentsThe heuristic crutch of private equityWhy Christopher is wary to always choose emerging managers over more established onesThe importance of a strong operational due diligence in managing portfoliosHow trend following will need to evolve amid machine learning and changing marketsHow Jonathan’s risk premia strategies transformed how his firm looked at managed futures-----Links Mentioned:The Impact of Crowding in Alternative Risk Premia InvestingHedge Funds Are Not an Asset Class: Implications for Institutional PortfoliosFollow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or
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