Alternative Asset Classes

topic on 1 show · 4 statements across 3 episodes

Capital Allocators

4 statements about Alternative Asset Classes, every show

CAPITAL ALLOCATORS Assertion Not checkable as stated
Heller: Mainstream alternative asset classes failed to provide diversification in 2008
“When we went through 2008, we got very little diversification from our quote unquote alternative asset classes.”
Chris Heller Mar 24, 2022 ▶ 9:28 Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Heller: Broad institutional adoption steadily degraded returns across traditional alternative assets
“And as there became more and more adoption of those assets and asset classes, You know, what you would expect happened. Returns came down, whether you were trying to do individual deals or make investments in those spaces, or whether you were investing in mana…”
Chris Heller Mar 24, 2022 ▶ 8:55 Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
Berntsen: Alternative Asset Consolidation Is Driven by Allocator Career Risk
“I actually think a lot of the consolidation of assets in the industry is more correlated to the allocator side of the equation. Like I mentioned, this career risk and desire to play it safe.”
Erik Serrano Berntsen Oct 18, 2021 ▶ 47:24 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
Seides: Investors lacking diligence processes should avoid alternative asset classes
“So generally speaking, I think the answer to that is no.”
Ted Seides Jan 27, 2020 ▶ 13:25 Ted Seides – A Rational Reminder (Capital Allocators, EP.121)

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