Capital Allocators – Inside the Institutional Investment Industry

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

Mar 25, 2019

Jordi Visser, President & CIO of Weiss Multi-Strategy Advisers, shares insights on data visualization for risk management, behavioral alpha, hiring and ranking managers, the future of the hedge fund industry, opportunities in biotech and healthcare, and navigating global economic shifts. Discover how he leads a rigorous approach in improving internal multi-manager teams using data analytics.

01:19:13

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Episode guests

Jordi Visser

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Quick takeaways

Data visualization is crucial for risk management in multi-manager processes.

Cultural alignment and understanding of factor risks are key when hiring managers.

Adapting to evolving risks and embracing transparency is vital in the hedge fund industry.

Deep dives

Investment Platform Overview

An investment platform called TenEast, led by Michael LaFell, provides sophisticated investors access to private markets similar to having a family office without the associated costs. This platform offers opportunities to co-invest in private credit, real estate, venture and private equity, and idiosyncratic investments not typically available through traditional channels. The platform founders and investment team have a strong track record of over a decade in these investment areas across numerous transactions, ensuring ongoing monitoring and reporting similar to institutional investment standards.

Introduction

5min

Unconventional Path to Finance Success

14min

Trust, Vision, and Transition in Asset Management

14min

Navigating Risk and Strategy in Portfolio Management

7min

Criteria and Strategy for Manager Allocation and Portfolio Diversification

2min

Analysis of Market Liquidity and Macro Events

2min

Analyzing Macro Factors for Investment Decisions

10min

Making Bayesian Decisions in Hiring and Marketing Strategies

9min

Navigating Global Economic Shifts and Technological Disruption

10min

10.

Transparency and Value-Added Fees in Hedge Fund Investments

5min

11.

Exploring the Future of Investing and Personal Growth

2min

12.

Personal Reflections on Patience, Trust, and Relationships

1min

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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Capital Allocators – Inside the Institutional Investment Industry

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

Episode guests