TTU23: Former CEO Reveals How to Thrive in a Challenging Market ft. Anders Lindell of IPM – 1of2

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, News, Business News, Investing

4.8 • 712 Ratings

🗓️ 18 August 2014

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Our next guest turned a challenging market into an opportunity to transform his strategy and build something substantial.

Welcome back to another episode of Top Traders Unplugged. Today we have the former CEO, now Chairman of Informed Portfolio Management on to discuss the road to formation of his firm, their Systematic Global Macro strategy, their unique approach to investor interaction and much much more.

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In This Episode, You’ll Learn:

The relevance of controlling production at paper and pulp mills while Anders was a developing man
His history during his early days at JP bank as an analyst
The impact of the shifts in the fixed income markets of the early 1990’s which inspired a new strategy
The strategic focus that was the starting point for the formation of IPM
Who Anders learned from early on and who helped him cultivate a career in the hedge fund industry
How to find and retain talent and the entrepreneurial spirit drives in house management decisions
How IPM as an organizations manages the in house operations
How Anders hopes to see their potential realized in terms of double or tripling their AUM for future markets
What Anders looks for when spotting talent for new team members
Ideas for incentivizing team members to appreciate their careers
The long term view of IPM’s track record and how to evaluate it
More on the objective of the strategy of IPM and the environment in which it’s been designed to work well
Why the opportunities and volatility in emerging market equity trades is decompressing globally
The meaning of global macro and how they structured all the information into a systematic trading approach
How the IPM model differentiates it’s self from discretionary trading models and how they run them
The role of fundamental information in identifying market strategies

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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 info@toptradersunplugged.com

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.

Follow Anders Lindell on Linkedin.

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1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

Transcript

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0:00.0	You're listening to Top Traders Unplot, episode number 023, with Anas Lindell, co-founder and chairman of informed portfolio management.
0:10.2	This episode is sponsored by Saxo Bank and Swiss Financial Services.
0:15.2	Imagine spending an hour with the world's greatest traders.
0:18.8	Imagine learning from their experiences, their successes, and their failures.
0:23.3	Imagine no more.
0:25.1	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund
0:29.7	managers in the world so you can take your manager due diligence or investment career
0:34.3	to the next level.
0:35.9	Here's your host, veteran hedge fund manager,
0:38.3	Nealz Kastrop Larson.
0:47.4	Welcome to another episode of Top Traders on Plot.
0:51.5	Thanks so much for tuning in today.
0:54.1	I know how valuable your time is, so I do
0:56.8	appreciate you spending some of it here with me. And also thank you so much for sharing the podcast
1:03.4	with your friends and colleagues. It really does help me expand the reach of the podcast so that
1:09.7	more people can learn from my amazing guests.
1:14.1	On today's show, I'm talking to Anas Lindell, co-founder and chairman of IPM.
1:22.3	Anas was influenced early on in his career by some extreme market events such as the equity crash of 1987
1:31.2	and the attack on the Swedish Central Bank in 1992 where overnight rates reach 500%.
1:39.6	To essentially go down the path of finding value in going against price drift and dislocation
1:47.9	away from the fair value or intrinsic value of markets.
1:52.5	This path has taken him to the top of the hedge fund universe with more than $7 billion under management
	...

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