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 from his journey from a blue-collar upbringing to leading a $1.7 billion asset management firm. He discusses innovative strategies in equity market-neutral investments, highlighting the role of data visualization and behavioral alpha. Jordi also dives into the challenges of data analytics outside equities, the impact of high corporate leverage, and exciting opportunities in biotech. His forward-thinking approach offers a roadmap for allocators navigating the evolving hedge fund landscape.

01:19:13

Creator website

Episode guests

Jordi Visser

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

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.

Intro

5min

From Blue-Collar Roots to Financial Innovation

15min

The Evolution of Market Neutral Strategies

17min

Navigating Portfolio Management Risks

25min

Navigating Data Analytics Challenges in Non-Equity Markets

2min

The Impact of Capital Structure on Investment and Globalization

5min

Tech Innovations and Hedge Fund Dynamics

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.

Learn More

Discuss show and Read the Transcript

Join Ted's mailing list at CapitalAllocatorsPodcast.com

Join the Capital Allocators Forum

Write a review on iTunes

Follow Ted on twitter at @tseides

For more episodes go to CapitalAllocatorsPodcast.com/Podcast

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more