Capital Allocators – Inside the Institutional Investment Industry

Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)

Mar 24, 2022

Chris Heller, Co-Founder of Cordillera Investment Partners, shares insights on investing in unique, non-correlated assets. He discusses the burgeoning market of whiskey aging and how it parallels other commodities. Heller also dives into unconventional investments like alligator farming and spectrum for 5G technology, highlighting the need for specialized knowledge. With a focus on disciplined risk management and portfolio construction, the conversation emphasizes navigating the complexities of these 'weird alternatives,' all while balancing life and family.

42:44

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Episode guests

Greg Dowling

Chris Heller

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Episode notes

Intro

3min

Exploring Niche Alternatives: The Journey of Cordillera Investment Partners

4min

Investing Beyond the Norms

9min

Investing in Whiskey: Aged Assets

4min

Exploring Unconventional Investment Avenues

20min

Investing in Spectrum: Capitalizing on 5G Demand Dynamics

2min

Balancing Family Life and Navigating Niche Investment Strategies

3min

On today’s Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Chris is Co-Founder and Co-Managing Partner at Cordillera Investment Partners, a $1.2 billion alternative investment fund that invests in niche, non-correlated assets, or what Chris calls weird stuff, like whiskey aging, boat marinas, spectrum, and water rights. Their conversation covers Chris’s background and the founding of Cordillera, the evolution of alternative assets and alternative alternatives, sourcing new opportunities, conducting due diligence, measuring risk, portfolio construction, and exit strategy. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

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