Jon Caplis

Jon Caplis, CEO of Pivotal Path, shares his expertise in the hedge fund industry, having tracked over 3,000 funds worth $3 trillion. He discusses surprising performance trends in strategies like equities and global macro, while addressing the challenges of data collection in hedge fund research. Caplis reveals how sophisticated investors are navigating this evolving landscape, touching on the significance of transparency in data and the complexities of multi-strategy funds. His insights on talent, capacity, and investor interest offer a captivating look into hedge fund dynamics.

Dennis Lockhart, a former Atlanta Fed President, shares his expectations on the Fed's interest rate moves. Olaolu Aganga, from Mercer, discusses market trends influenced by these decisions. George Ferguson analyzes the Alaska-Hawaiian merger and its implications for the airline industry. Jon Caplis, CEO of PivotalPath, dives into the realm of hedge funds, highlighting emerging investment opportunities. The discussion also touches on FTC challenges in ongoing mergers, blending economic insights with fascinating market dynamics.