On today’s Manager Meeting, Craig Bergstrom interviews Himanshu Gulati. Craig is the Chief Investment Officer at Corbin Capital Partners, a $9 billion investor in hedge funds and opportunistic credit strategies. Himanshu is the Founder and CIO of Antara Capital, an event driven hedge fund that invests across the capital structure in loans, bonds, distressed credit, and special situation equities. Antara combines a fundamental approach with active trading, dynamic asset allocation, and risk management. Before they dive in, Craig and I discuss getting to know Himanshu, investing alongside him as part of due diligence, and the fit of Antara in Corbin’s portfolio. Learn More Subscribe: Apple | Spotify | Google  Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative investment processes and cutting edge thought leadership.  Our conversation covers Jordi’s decade of learning at Morgan Stanley, and then turns to a deep dive on all aspects of Weiss’ equity market neutral, multi-manager process, including the importance of data visualization to risk management, behavioral alpha, improving portfolio manager performance, blending macro insights with a multi-manager team, factor-based replication, hiring managers, ranking managers, and knowing when to move on.  We then discuss issues with the use of analytics outside of public equities, pending problem caused by high corporate leverage, opportunities in biotech and healthcare, the future of the hedge fund industry, and positioning an asset manager for the future. Jordi leads a rigorous approach to identifying, assessing, and improving an internal multi-manager team using data analytics.  The transparency and tools he employs are a few steps ahead of where most allocators find themselves today, and as such, his insights can shine a light on the path where all allocators can develop going forward. Learn More   Discuss show and Read the Transcript   Join Ted's mailing list at CapitalAllocatorsPodcast.com   Join the Capital Allocators Forum   Write a review on iTunes   Follow Ted on twitter at @tseides   For more episodes go to CapitalAllocatorsPodcast.com/Podcast