Shownotes
This week we spoke with Glen Burella, PhD, Vice President, Business Development at Abbey Capital (US). Glen previously worked on the investment research side of Abbey Capital having a background in quantum computing and a theoretical physics PHD.
Our conversation with Glen covered the following themes:
- The incredible combination of stocks and trend following
- Glen’s attraction to science and math
- A glimpse inside a PhD in quantum physics
- First days at a new quant firm
- Behind the scenes at Abbey Capital’s research division
- Launching new products and taking business risk
- Abbey Capital’s focus on multi-manager portfolios
- Why multi-manager instead of single ensemble?
- Dealing with performance fees in a multi-manager portfolio
- Segregated accounts vs trade netting
- Selecting managers and assembling portfolios
- The role of CTAs in institutional mandates
- How CTAs are an optimal solution for the coming inflation volatility regime
Thank you for watching and listening. See you next week.
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.
*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.