RT20: The Looming Pension Crisis ft. Jake Barton, Trent Webster & Steven Wilson – 1of2

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 20 February 2019

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today’s episode Niels Kaastrup-Larsen speaks with Jake Barton, the Senior Portfolio Manager at Promus Capital, Trent Webster, Senior Investment Officer of Strategic Investments at Florida State Board of Administration, and Steven Wilson, Senior Portfolio Manager at Teacher Retirement System of Texas. As managers of the investment of pensions and alternative portfolios, our guests today get in depth on how they use trend following to improve their client’s capital, from interpersonal strategies in choosing a portfolio, how the funding status of a pension can affect a board’s strategy, and what guides them in making the choices they do for their holdings.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

How the guests got their start in investing
Trent’s philosophy for choosing his investments
What Jake looks for when working with managers
The core beliefs and principles that drive each of the guest’s decisions
How the funding level of the pension fund can change investment decisions
The varying degrees of differentiation and how it changes with the markets
Why our guests are firmly committed to trend following even after a few years of lower returns
Why convincing boards to invest in a hedge fund can be so difficult

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Learn more about Jake Barton and Promus Holdings

Learn more about

Transcript

Click on a timestamp to play from that location

0:00.0	Imagine spending an hour with the world's greatest traders. Imagine learning from their experiences,
0:07.7	their successes, and their failures. Imagine no more. Welcome to Top Traders Roundtable,
0:14.4	the place where you can learn from the best hedge fund managers and investors in the world,
0:18.5	so you can take your manager due diligence or investment career
0:22.0	to the next level. Before we begin today's conversation, remember to keep two things in mind.
0:27.2	All the discussion that will have about investment performance is about the past, and past
0:31.4	performance does not guarantee or even infer anything about future performance. Also understand
0:36.6	that there's a significant risk
0:38.1	of financial loss with all investment strategies, and you need to request and understand the
0:42.8	specific risks from the investment manager about their products before you make investment
0:47.2	decisions. Now here's your host, veteran hedge fund manager, Nealz Kostrup Larson.
0:56.1	Welcome to another edition of Top Traders Roundtable, a podcast series on managed futures.
1:01.3	My name is Niels Kastrow Larson.
1:02.9	I'm delighted to welcome you to today's conversation with industry leaders and pioneers
1:07.2	in managed futures, which is brought to you by CME Group.
1:10.8	Today's conversation is taking place at one of the most important events of the year,
1:14.8	namely the MFA Network 2019 conference in Miami.
1:18.8	It's a great event where hundreds of investors and managers meet in a wonderful setting
1:23.3	that allows for some very productive conversations.
1:26.8	One of them is my conversation today with Stephen Wilson,
1:30.4	who is a senior portfolio manager in the public's market group
1:34.1	at the teacher retirement system of Texas.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Niels Kaastrup-Larsen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Niels Kaastrup-Larsen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.