Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)

Nov 8, 2021

Jordi Visser, President & CIO of Weiss Multi-Strategy Advisers, dives deep into the world of innovative investment processes. He shares insights from his decade at Morgan Stanley and discusses the importance of data visualization in risk management. Topics include improving portfolio manager performance, the evolving landscape of hedge funds, and opportunities in biotech and healthcare. Visser also addresses the challenges of analytics in non-equity markets and the implications of high corporate leverage in a rapidly changing geopolitical environment.

01:19:13

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Jordi Visser

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Episode notes

Intro

5min

From Blue-Collar Roots to Financial Markets

17min

Adapting Investment Strategies Post-Crisis

23min

Evaluating Portfolio Management Effectiveness

16min

Data Analytics Challenges Beyond Equity Markets

2min

Navigating the Challenges of Capital Structure In An Unwinding Globalization

5min

Navigating Investment Frontiers

15min

Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative investment processes and cutting edge thought leadership.

Our conversation covers Jordi’s decade of learning at Morgan Stanley, and then turns to a deep dive on all aspects of Weiss’ equity market neutral, multi-manager process, including the importance of data visualization to risk management, behavioral alpha, improving portfolio manager performance, blending macro insights with a multi-manager team, factor-based replication, hiring managers, ranking managers, and knowing when to move on. We then discuss issues with the use of analytics outside of public equities, pending problem caused by high corporate leverage, opportunities in biotech and healthcare, the future of the hedge fund industry, and positioning an asset manager for the future.

Jordi leads a rigorous approach to identifying, assessing, and improving an internal multi-manager team using data analytics. The transparency and tools he employs are a few steps ahead of where most allocators find themselves today, and as such, his insights can shine a light on the path where all allocators can develop going forward.

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