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Episode TimeStamps:02:37 – Introduction to John Jackson
05:40 – A changed environment for hedge funds?
08:42 – Best strategies for a high rates environment
11:50 – Are clients stuck in the past?
13:40 – A framework for building hedge fund allocations
18:13 – More art than science
19:15 – Define your objectives clearly
20:51 – A multi-strat dominance – pros and cons
25:14 – Getting comfort in your hedge fund strategies
28:32 – How to incorporate diversifying strategies in your portfolio
30:48 – How Jackson approaches return expectations
33:13 – Typical number of managers
34:00 – The role of hedge funds
35:44 – Their process of selecting managers
38:56 – What makes an opportunity compelling to them?
43:28 – How they trade in the systematic space
45:10 – Quant managers – are they any different?
47:08 – AI and machine learning in the quant space
49:25 – How important is transparency?
50:54 – Their process of deselecting and changing their manager roster
54:07 – Identifying talents in the manager space
56:18 – How much capital is needed to launch a macro fund?
57:52 – The pros and cons of committees
01:00:21 – Getting through the committee

01:02:12 – Advice for other investors

The post Master Your Hedge Fund Allocation ft. John Jackson appeared first on Top Traders Unplugged.