This episode of Capital Allocators features a summer series focused on CIOs, specifically an asset class twofer covering hedge funds and private equity. The episode includes a hedge fund panel with Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital, discussing their investment approaches, the impact of the rate environment, liquidity management, and various hedge fund strategies. The panelists delve into the nuances of platform hedge funds, long-short equity, macro strategies, and credit investing, while also addressing structural issues like fees and the importance of hurdles. They share their perspectives on emerging managers, interesting opportunities, and strategies to avoid, concluding with their biggest investment pet peeves.
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