RT05: What Consultants look for in a manager ft. Chris Solarz, Adam Duncan & Freeman Wood – 1of2

Mar 7, 2017

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My guests today are Chris Solarz, Managing Director, Global Macro Hedge Fund Strategies at Cliffwater, Adam Duncan, Managing Director at Cambridge Associates as well as Freeman Wood, who is a Partner and Head of North America, at Mercer, for a fun and insightful conversation into the world of Consultants and their role in Alternative Investments.

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In This Episode, You’ll Learn:

How our guests got to where they are today
What challenges Adam sees institutional investors facing
The extra information Chris gives his clients
How the role of the consultant has changed
Two issues that frustrate consultants, and how our guests solve them
Freeman’s view of the role of the financial decision makers
How to bridge the gap between the managers and the investors
What your theoretical models can’t account for
Why past hedge fund managers were able to pursue a more “pure” strategy
The practical implications of having a larger fund
The pros and cons of smaller and larger managers
How Chris developed his key business strategies
What red flags new startups can avoid

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Learn more about Chris Solarz and Cliffwater

Learn more about Adam Duncan and Cambridge Associates

Learn more about Freeman Wood and Mercer

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