DailyAlts Videos

Video: Interview with Thomas Clarke of William Blair – Part 3

Interview with Thomas Clarke of William Blair

This video concludes the three part interview with Thomas Clarke of William Blair, co-portfolio manager of the William Blair Macro Allocation Fund, and Brian Haskin, Publisher and Editor of DailyAlts. Their discussion begins with Mr. Clarke offering his opinion on measuring geopolitical risk in currencies, considering the possibility of unforeseen ... [read more]

Video: Interview with Thomas Clarke of William Blair – Part 2

Video Interview with Thomas Clarke of William Blair - Part 2

In this continuation video of Brian Haskin's discussion with William Blair Macro Allocation Fund manager Thomas Clarke, Mr. Clarke uses the euro as an example of how to dynamically manage a currency position on a long/short basis. The euro has been overvalued for the last few years, but the additional geopolitical pressure between Greece and its ... [read more]

Video: Interview with Thomas Clarke of William Blair – Part 1

Thomas Clarke William Blair Part 1

In this video, Brian Haskin of DailyAlts sits down with Thomas Clarke, co-portfolio manager of the William Blair Macro Allocation Fund, at the Investing In Liquid Alternatives conference in New York City. Mr. Clarke begins by discussing how his fund differs from other macro funds, mainly by allocating more of their risk budget to currency. Mr. ... [read more]

Video: An Interview with Michael Granoff of Pomona Capital – Part 3

An Interview with Michael Granoff of Pomona Capital – Part 3

This video is the third installment of Brian Haskin’s interview with Michael Granoff, CEO of Pomona Capital. In it, Mr. Granoff explains how Pomona’s approach to private equity (“PE”) investing has four levels of diversification:Vintage-year diversification Company-level diversification Industry diversification Stage-of-development ... [read more]

Video: An Interview with Michael Granoff of Pomona Capital – Part 2

Michael Granoff of Pomona Capital – Part 2

In this video, the second in a series of three with Michael Granoff, CEO of Pomona Capital, Mr. Granoff further explains how his firm applies a “value” approach to private equity (“PE”) investing. Since Pomona buys its investments from other private sellers, it receives a price discount and a time discount on its investments. By practicing ... [read more]

Video: An Interview with Michael Granoff of Pomona Capital – Part 1

Michael Granoff Pomona Capital Part 1

In this video, DailyAlts publisher and editor Brian Haskin sits down with Michael Granoff, CEO and founder of Pomona Capital. Pomona operates eight private equity (“PE”) limited partnerships (“LPs”) that are distinct from direct investments in PE, in that the Pomona LPs take a “value” approach to private equity and spread smaller investments across ... [read more]

Video: Interview with Walter Davis of Invesco – Part 3

Video Interview with Walter Davis of Invesco - Part 3

This video is the third installment of Brian Haskin’s conversation with Invesco’s Walter Davis. They begin by discussing the pressure that liquid alts, most notably alternative mutual funds, put on traditional hedge funds. Managers are under more scrutiny than ever, and when they’re charging more than their liquid counterparts, they need to ... [read more]

Video: Interview with Walter Davis of Invesco – Part 2

Walter Davis Invesco Part 2 Video

This video continues Brian Haskin’s discussion with Walter Davis of Invesco, and they begin by discussing how an investor can get started in the alternatives market. Mr. Davis suggests starting by using the internet to self-educate as much as possible, as advisors and investment companies are still occasionally under-educated about liquid ... [read more]

Video: Interview with Walter Davis of Invesco – Part 1

Interview with Walter Davis of Invesco

In this video, Brian Haskin of DailyAlts sits down with Walter Davis, Alternatives Investment Strategist at Invesco, at the Investing in Liquid Alternatives Conference in New York City. Mr. Davis begins by outlining some of the ways he works to educate advisors on liquid alternatives, including categorizing the alternative genre to better help ... [read more]

Interview with Rick Lake of Lake Partners – Part 2

Video Interview with Rick Lake of Lake Partners Part 2

Stocks are richly valued and increasingly volatile, while low-yielding bonds have increasing duration risk, and cash has no yield – these are the reasons investors should consider investing in liquid alternatives, despite their comparatively poor performance over the past few years, according to Rick Lake of Lake Partners. Liquid alternatives can ... [read more]