The Absolute Return Revival with Tony Yoseloff

Masters in Business

Bloomberg

Business, Investing

4.4 • 2.2K Ratings

🗓️ 11 April 2025

⏱️ 93 minutes

🔗️ Recording | iTunes | RSS

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Summary

Barry speaks with Anthony Yoseloff, Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He holds a J.D. from Columbia Law School and an M.B.A. from Columbia Graduate School of Business Administration. Aside from his time at Davidson Kempner, Tony also holds various board seats, including the Board of Trustees of Princeton University and the Board of Directors of PRINCO. Additionally, he serves as a member of the Board of Trustees and Chair of the investment committee of The New York Public Library. He is also a member of the Council on Foreign Relations. In this episode, Barry and Tony discuss his path in finance and how it led him to over 20 years at the same firm, the importance of absolute return in a portfolio, and the rise of alternative investing.

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Transcript

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0:40.0	This is Mass in Business with Barry Rittholds on Bloomberg Radio.
0:46.7	This week on the podcast, strap yourself in for another spectacular conversation.
0:52.7	Tony Osloff has been with Davidson Kempner, pretty much
0:56.2	his entire career. Past 27 years. What a knowledgeable expert about all things we used to call it
1:04.3	distressed credit. Now it's opportunistic investing, much more than merely being credit-driven.
1:11.3	They focus on everything from M&A arbitrage to real estate investing, to private equity,
1:19.2	to public debt, a masterclass in how to think about risk, how to think about diversification,
1:26.3	how to put together a portfolio of alternatives
1:30.4	that is both non-correlated to your core equity portfolio, but simultaneously creates a form of
1:39.5	offset or ballast to the volatility of equities.
1:51.7	In addition to being CIO and managing partner at Davidson Kempner, he's also chairman of the Investment Committee for the New York Public Library.
1:55.8	He's vice chairman for the Investment Committee for New York Presbyterian, as well as sitting on the
2:02.8	Board of Trustees and the Investment Committee of Princeton University. I thought this
	...

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