Is It Time for Hedge Fund Managers to Be More Defensive?

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There's been so much money made that some of these managers have become a little bit more defensive and are looking to keep their businesses. I try so hard to make sure you're not always investing in the new shiny penny, but things have run their course. And by the way, a lot of the managers are people we grew up with in the business. Now it's time to go to people who are a lot younger than us. That's a big change.

Last year, four of my oldest friends in the business and I got together to banter about a range of investment topics. Now admittedly, I pretty much had to pull their teeth to make it happen that first time, but after having so much fun with it, our old gang didn’t hesitate to do it again. Our dinner crew - Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management and I - gathered and riffed on long/short hedge funds, private markets, Africa and other empty rooms, potential canaries in the coal mine, continuation funds, co-investments, our favorite investment types, and blind spots. At the end, we had a chance to pay a tribute to Jon’s father, the legendary Ira Harris, who graduated from his amazing life here on Earth earlier in the year.

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