Q & A

Exclusive Q&A with Tom Clarke of William Blair – Part 1

Exclusive Interview Tom Clarke of William Blair

I recently had the opportunity to speak with Tom Clarke, partner and co-portfolio manager of the William Blair Macro Allocation Fund, about macro investing, risk management, and some of the key themes William Blair is seeing in the market today. Here’s what Tom had to say: Brian Haskin:  Hi Tom. Can you get us started with a quick overview of ... [read more]

Q&A With Jason Steuerwalt of Litman Gregory – Part 2

Jason Steuerwalt Litman Gregory

I recently had the opportunity to speak with Jason Steuerwalt, CFA, of Litman Gregory. Jason is a Senior Research Analyst for the firm and has a focus on alternative manager research, and has oversight responsibilities for the managers in the Morningstar 5-star Litman Gregory Masters Alternative Strategies Fund (ticker: MASFX). Prior to joining ... [read more]

Q&A With Jason Steuerwalt of Litman Gregory – Part 1

Jason Steuerwalt Litman Gregory

I recently had the opportunity to speak with Jason Steuerwalt, CFA, of Litman Gregory. Jason is a Senior Research Analyst for the firm and has a focus on alternative manager research, and has oversight responsibilities for the managers in the Morningstar 5-star Litman Gregory Masters Alternative Strategies Fund (ticker: MASFX). Prior to joining ... [read more]

Portfolio Risk: It’s More Complicated Than You Think

Portfolio Risk It’s More Complicated Than You Think

Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that’s not always an accurate gauge. Analytic Investors’ Harin de Silva explains the better approach to risk assessment, the value of long/short strategies and the investing trends that worry him now. Q: Do you think investors are taking on too much ... [read more]

Gotham’s Joel Greenblatt to Keynote Liquid Alts Event in NYC

Greenblatt to Keynote 1-Day Educational Event in NYC

A consistent theme heard from advisors and other professional investors looking to invest in liquid alternatives is the need for more education. And that is exactly what JV Events Group looks to provide in its upcoming one-day conference: Investing in Liquid Alternatives. I recently had the opportunity to speak with both Don Friedman, founder of ... [read more]

DailyAlts Exclusive: Q&A with Jim Dilworth of Simple Alternatives

Jim Dilworth CEO Simple Alternatives S1 Fund

I recently had the opportunity to speak with Jim Dilworth, CEO and founder of Simple Alternatives, about the origins of the firm he established in 2010, and the S1 Fund, a multi-manager long/short equity mutual fund the firm launched just over three years ago. Here’s what Jim had to say: Tell me about the genesis for Simple Alternatives and the ... [read more]

Insights from Litman Gregory CIO Jeremy DeGroot

Insights from Litman Gregory CIO Jeremy DeGroot

FINalternatives recently published a Q&A with Jeremy DeGroot, the Chief Investment Officer of Litman Gregory. The interview focused primarily on Litman Gregory's liquid alternative fund, the Litman Gregory Masters Alternative Strategies Fund, that is sub-advised by First Pacific Advisors, DoubleLine, Loomis Sayles and Water Island. In ... [read more]