alternatives industry
3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Sep 28, 2020 by Luke Ellis · across every show →
Everything said about alternatives industry, oldest first
Sep 28, 2020 neutral
Ellis: Alternatives cannot achieve perfect alignment because investors pay and managers receive fees
“Everybody talks about alignment of interest in the alternatives industry, but the reality is, unless you sit around and discuss it, you have a situation where The investors pay the fees and the managers receive the fees, and you can't be perfectly aligned in t…”
Jan 19, 2026
Kleinman: Post-GFC alternatives industry completely ignored investment-grade credit
“We had to figure out how do we earn excess return in AA, in single A, in triple B, which no one in the alternatives industry was thinking about at the time. That left the space wide open for us to be able to go do that.”
May 25, 2026 neutral
Kim: Alternative asset IR compensation weights base and carry across role buckets
“What happens is they look at the professional and they say, what percent of your job is in the associate's bucket? What percent of your job is in the vice president's bucket? What percent of your job is in the senior bucket? And multiply by those percentages, …”