TTU39: President of Famous CTA Firm Tells All ft. Mike Harris of Campbell & Company – 1of2

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 27 October 2014

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This episode goes in-depth into the history of one of the most well-known managed futures firms in the world, Campbell & Company. We explore the beginnings of the company, how they have dealt with challenges a long the way and how they have succeeded to overcome them, as well as the current state of the company and the systematic models their products are built on. Our guest is current President of the company, Mike Harris, and you’ll hear about how he entered the industry as well as his path to becoming Campbell’s President.

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In This Episode, You’ll Learn:

How Mike explains what he does.
How his grandfather gave him money to invest in his first stock as a child.
How his interest in the financial markets started young and how he structured his whole education around working in this industry.
About his first job out of college.
About his time as a Futures Broker.
How he joined Campbell & Company in 2000, starting at the European Trading desk.
How he came to be President.
The story of how Keith Campbell started the firm in 1972.
The history of Campbell & Company.
How they dealt with drawdowns in 1994 and ’95.
Why Mike has always been an avid reader.
How Campbell’s 2nd President, Bruce Cleland ran the business for 20 years and how I met him back in 1993.
What the company’s product offering looks like today.
How the company’s 130+ employees are organised.
How they outsource things on the technology side of the business.
What he looks for when adding staff to his research team.
How Mike builds a strong company culture.
How investors should make sense of the track record of Campbell & Co since they have such a long history.
Changes they have made to the trading models after 2007 and 2008.
The ways the company uses long term, medium term, and shorter term systems.
Where the company wants to grow and how big it wants to get.

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Resources & Links Mentioned in this Episode:

Learn about a Carry Trades.
Learn more about short-term mean reversion.

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Transcript

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0:00.0	You're listening to Top Traders Unplogged.
0:02.5	Episode number 039 with Mike Harris, president of Campbell and Company.
0:09.0	This episode is sponsored by Swiss Financial Services.
0:13.0	Imagine spending an hour with the world's greatest traders.
0:16.6	Imagine learning from their experiences, their successes, and their failures.
0:21.1	Imagine no more.
0:22.9	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world,
0:28.7	so you can take your manager due diligence or investment career to the next level.
0:33.7	Here's your host, veteran hedge fund manager, Niels Kastrop Larson.
0:45.2	Thank you. Here's your host, veteran hedge fund manager, Niels Kastrop Larson. Welcome to Top Traders on Plot, where my goal is to give you the clarity, confidence, and courage you need when it comes to investing like or investing with
0:57.0	one of the top traders in the world. And I also want to acknowledge you for taking the time
1:02.9	out of your busy day to spend some of it with me and today's guest. Almost every day I wake up
1:09.9	to a new message or email with very kind and
1:13.2	encouraging comments about the podcast and trust me when I say this really does mean a lot. So thank
1:20.0	you very much. If I could ask you one favor, it would be to share the podcast with your friends
1:27.2	and colleagues via email or social media.
1:30.9	Not only will it help me, but it will also help all of my previous and future guests, as well as
1:38.0	yourself, since the bigger the audience, the more great traders would like to come and share their stories on the podcast.
1:46.6	So please take a moment now to share the podcast with a handful of your friends and colleagues.
1:52.5	On today's show, I'm talking to Mike Harris, president of Campbell and Company.
1:58.2	Mike has an unusual background in that he has been involved in the
2:01.9	managed futures industry ever since he left college. So he knows this area pretty well and has
	...

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