TTU23: Former CEO Reveals How to Thrive in a Challenging Market ft. Anders Lindell of IPM – 1of2
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 18 August 2014
⏱️ 73 minutes
🧾️ 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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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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