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Cian Walsh
Head of Hedge Funds and Private Debt at Formue, a large independent wealth manager in the Nordic region. Previously an emerging market debt portfolio manager at BlueBay.
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Jul 9, 2025
• 1h 5min
ALO30: The Quiet Rewire of Portfolio Construction ft. Cian Walsh
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Cian Walsh, Head of Hedge Funds and Private Debt at Formue, shares his wealth management expertise rooted in a diverse career spanning multiple global markets. He challenges the conventional 60/40 asset allocation model, emphasizing the need for adaptability in today's dynamic environment. The discussion also delves into innovative portfolio strategies, the transition from vintage private credit to evergreen solutions, and the importance of viewing hedge funds as functional elements rather than mere categories. It's a deep dive into building resilient portfolios amid shifting macro conditions.
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