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Top Traders Unplugged - Niels Kaastrup-Larsen 7th March 2017
RT05: What Consultants look for in a manager ft. Chris Solarz, Adam Duncan & Freeman Wood – 1of2
00:00:00 00:40:59

RT05: What Consultants look for in a manager ft. Chris Solarz, Adam Duncan & Freeman Wood – 1of2

“I think the key to any business is having a repeatable process.” – Chris Solarz (Tweet)

Welcome to another edition of Top Traders Round Table, a series of conversations with industry leaders on the subject of Managed Futures. On this episode my guests are Chris Solarz, Managing Director, Global Macro Hedge Fund Strategies at Cliffwater, Adam Duncan, Managing Director at Cambridge Associates as well as Freeman Wood, who is a Partner and Head of North America, at Mercer.

In This Episode, You’ll Learn:

  • How our guests got to where they are today
  • What challenges Adam sees institutional investors facing
  • The extra information Chris gives his clients
  • How the role of the consultant has changed
  • Two issues that frustrate consultants, and how our guests solve them
  • Freeman’s view of the role of the financial decision makers
  • How to bridge the gap between the managers and the investors
  • What your theoretical models can’t account for
  • Why past hedge fund managers were able to pursue a more “pure” strategy
  • The practical implications of having a larger fund
  • The pros and cons of smaller and larger managers
  • How Chris developed his key business strategies
  • What red flags new startups can avoid

Connect with our guests:

Learn more about Chris Solarz and Cliffwater

Learn more about Adam Duncan and Cambridge Associates

Learn more about Freeman Wood and Mercer

“I think understanding managers and what’s important to them is as important as understanding your clients as well.” – Freeman Wood – (Tweet)

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This episode was sponsored by CME Group.

The views expressed in this episode are solely those of the host and speakers in their individual capacity and they do not necessarily reflect the views of the program’s sponsors or the entities with which any of the participants are affiliated. The contents of this episode are for informational and educational purposes only. They do not constitute and should not be considered legal, tax, investment advice or a solicitation of the sale or purchase of any futures, options or swaps contracts.