Tom Holliday

Tom Holliday, founder and CIO of HIP Investments, shares his extensive background in commodities, from Refco to working with George Soros. He discusses the evolution of investment strategies, transitioning from fund-of-funds to multi-strategies tailored for commodities. Holliday highlights the critical role of active management in this asset class and the importance of risk management. He explains innovative incentive structures for traders and why institutions may be under-allocated to commodities. The conversation delves into current market trends and the future of the commodity landscape.