Capital Allocators – Inside the Institutional Investment Industry

Deep Dive into Hedge Funds (Capital Allocators, EP.34)

Dec 18, 2017
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
The Hero's Journey Retreat
04:24 • 2min
3
The Monomyth Cycle
06:40 • 3min
4
The Importance of Diversification in Investing
09:34 • 2min
5
The Importance of Independent Ownership in Hedge Fund Investments
11:22 • 3min
6
Yale's Early Investment Model
13:59 • 3min
7
The Competitive Landscape for Protégé
17:03 • 3min
8
The Most Important Attributes of a Potential Manager
20:22 • 3min
9
The Importance of Operations in Investing
23:15 • 2min
10
The Challenges of Raising Money for a Hedge Fund
25:25 • 3min
11
The Role of Charisma in Successful Hedge Fund Launches
28:32 • 2min
12
The Evolution of Hedge Funds
30:49 • 4min
13
The Innovation in Fee Structures for Hedge Funds
34:43 • 3min
14
The Paradox of Skill
37:43 • 5min
15
How to Incorporate Mutual Thinking Into a Hedge Fund Business
42:19 • 3min
16
The Importance of Fee Structure in Asset Management
45:24 • 2min
17
The Different Styles of Hedge Funds
47:53 • 4min
18
How to Find Interesting Opportunities From an Allocator's Perspective
51:53 • 2min
19
The Portability of Skill in Hedge Funds
54:08 • 4min
20
How Much Diversification Should There Be in a Seating Business?
58:25 • 2min
21
The Most Memorable Investment in the Protege a Day
01:00:39 • 3min
22
How to Start a Hedge Fund
01:03:22 • 2min
23
The Psychology of Hedge Fund Allocation
01:05:42 • 4min
24
How to Win Friends and Influence People
01:09:38 • 4min
25
The Importance of Habits
01:13:17 • 2min
26
How Meditation Can Help You Feel Happier
01:15:39 • 4min