Jordi Visser – Next Generation of Manager Allocation (EP.92)

Jordi Visser – Next Generation of Manager Allocation (EP.92)

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Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative investment processes and cutting edge thought leadership.

Our conversation covers Jordi’s decade of learning at Morgan Stanley, and then turns to a deep dive on all aspects of Weiss’ equity market neutral, multi-manager process, including the importance of data visualization to risk management, behavioral alpha, improving portfolio manager performance, blending macro insights with a multi-manager team, factor-based replication, hiring managers, ranking managers, and knowing when to move on.  We then discuss issues with the use of analytics outside of public equities, pending problem caused by high corporate leverage, opportunities in biotech and healthcare, the future of the hedge fund industry, and positioning an asset manager for the future.

Jordi leads a rigorous approach to identifying, assessing, and improving an internal multi-manager team using data analytics.  The transparency and tools he employs are a few steps ahead of where most allocators find themselves today, and as such, his insights can shine a light on the path where all allocators can develop going forward.

Book Links

Jim O’Neill, The Growth Map: Economic Opportunity in the BRICs and Beyond

Annie Duke, Thinking in Bets

Michael Milken, Why Capital Structure Matters

Steve Case, The Third Wave

Ray Kurzweil, The Singularity is Near: When Humans Transcend Biology

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