Investing in the Hedge Fund Space

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I like scrappy managers who are in this space because they have a skill set that no one really pays attention to. That's what we really love to look for and a lot of our opportunities fit that dynamic, whether it's within the hedge fund space or even in real estate or private equity. I think it's where can we reduce the downside risk through utilizing our network to answer some questions otherwise might not be answered. It's almost like being an activist and where we feel like we can increase the odds of success.

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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