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Ep 22: Jon Caplis, PivotalPath, on performance trends and LP priorities in a higher rate environment
- 2023/11/29
- 再生時間: 27 分
- ポッドキャスト
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サマリー
あらすじ・解説
Will is joined by Jon Caplis, founder at PivotalPath in New York, to dissect hedge fund performance trends and LP priorities heading into 2024. On the agenda:- Jon's industry background and how he came to start PivotalPath, which empowers institutional investors with the ability to conduct the full cycle of hedge fund investment due diligence- Analysis of hedge fund performance this year- How higher rates affect LP expectations, and create performance tailwinds for some strategies- The future of the multi-strategy approach in the new environment- Investor preference for liquidity and areas of interest heading into next yearThis episode provides mission-critical insights for: managers looking to understand LP priorities; investors focused on the market shift and how it may impact performance; and service providers navigating the industry.*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information*This episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.comYou can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: Weds 29 November 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*
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