RT20: The Looming Pension Crisis ft. Jake Barton, Trent Webster & Steven Wilson – 1of2
On today’s episode Niels Kaastrup-Larsen speaks with Jake Barton, the Senior Portfolio Manager at Promus Capital, Trent Webster, Senior Investment Officer of Strategic Investments at Florida State Board of Administration, and Steven Wilson, Senior Portfolio Manager at Teacher Retirement System of Texas. As managers of the investment of pensions and alternative portfolios, our guests today get in depth on how they use trend following to improve their client’s capital, from interpersonal strategies in choosing a portfolio, how the funding status of a pension can affect a board’s strategy, and what guides them in making the choices they do for their holdings.
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
- How the guests got their start in investing
- Trent’s philosophy for choosing his investments
- What Jake looks for when working with managers
- The core beliefs and principles that drive each of the guest’s decisions
- How the funding level of the pension fund can change investment decisions
- The varying degrees of differentiation and how it changes with the markets
- Why our guests are firmly committed to trend following even after a few years of lower returns
- Why convincing boards to invest in a hedge fund can be so difficult
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Learn more about Jake Barton and Promus Holdings
Learn more about Trent Webster and State Board of Administration of Florida
Learn more about Steven Wilson and Teacher Retirement System of Texas
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