RT05: What Consultants look for in a manager ft. Chris Solarz, Adam Duncan & Freeman Wood – 1of2

My guests today are Chris Solarz, Managing Director, Global Macro Hedge Fund Strategies at Cliffwater, Adam Duncan, Managing Director at Cambridge Associates as well as Freeman Wood, who is a Partner and Head of North America, at Mercer, for a fun and insightful conversation into the world of Consultants and their role in Alternative Investments.

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In This Episode, You’ll Learn:

  • How our guests got to where they are today
  • What challenges Adam sees institutional investors facing
  • The extra information Chris gives his clients
  • How the role of the consultant has changed
  • Two issues that frustrate consultants, and how our guests solve them
  • Freeman’s view of the role of the financial decision makers
  • How to bridge the gap between the managers and the investors
  • What your theoretical models can’t account for
  • Why past hedge fund managers were able to pursue a more “pure” strategy
  • The practical implications of having a larger fund
  • The pros and cons of smaller and larger managers
  • How Chris developed his key business strategies
  • What red flags new startups can avoid

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Learn more about Chris Solarz and Cliffwater

Learn more about Adam Duncan and Cambridge...

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