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.
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Early Influences
- Jordi Visser grew up in a blue-collar family with an entrepreneurial, contrarian father.
- He developed an early interest in data and analytics, using a Commodore 64 to analyze horse racing data.
Morgan Stanley Beginnings
- Visser's career began at Morgan Stanley in controller and risk management, working with options traders.
- He transitioned to trading, managing the Mexico book during the 1994 devaluation.
Crisis Management
- Visser's experience in the 1994 Mexican devaluation taught him the importance of preparation and patience during crises.
- He later ran Morgan Stanley's Brazil office during the 1997-98 emerging market crisis.