Herb Wagner

Herb Wagner, Managing Partner of Finepoint Capital, shares insights from his journey in distressed investing and hedge funds, having built his expertise under legendary investors. He discusses the evolution of value investing, emphasizing catalyzed investments and strong leadership. The conversation highlights Finepoint's strategies in Japan, focusing on governance reforms and engagement tactics. Herb also explores opportunistic reinsurance post-Hurricane Ian and anticipates credit volatility, showcasing the firm’s disciplined approach to sourcing and decision-making.