Ep 29 - Two Seas Capital founder Sina Toussi on his unique event-driven strategy

Discover the 25 most influential global hedge fund allocators: https://alternativefundinsight.com/power25-hedge-fund-allocator-ranking-2024/

In episode 5 of the second series of the AFI podcast, host Will Wainewright is joined by Sina Toussi, founder and CIO at US event-driven manager Two Seas Capital, which trades on legal and regulatory catalysts. See topics covered in the notes at the bottom of this section.

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Contact Will: will@alternativefundinsight.com Visit the AFI website: www.alternativefundinsight.com. More on Two Seas Capital: https://twoseascap.com/

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Release date: 5 January 2024 (recorded on 9 December 2024)

*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

1:49 - Introduction to Two Seas Capital, background on Toussi's career and strategy

5:55 - Update on location, AuM, strategy at Two Seas (just passed $1bn)

7:28 - Trading priorities for next year (most fertile territory in commercial litigations, esp. biotech sector)

12.12 - Breaking down the strategy simply. Example of Esperion Therapeutics.

17:25 - How do you handle the uncertainty associated with these cases?

20.50 - How the firm uses FOIAs in its research process.

23.46 - Approach in UK.

27.13 - Thoughts on Argentina under Milei.

31.42 - Impact of Trump's second term.

34.19 - Advice on building a firm/to young people entering the industry.

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