1/ OUT NOWは、マーロウ・パートナーズのCIOに@PeterLakeSounds彼の会社の集中戦略が資金調達へのアプローチをどのように形作っているかについて@opmpodました。 彼は元ソロスであり、マイロン・スコールズのようなレジェンドがマーロウの取締役会に座っているので、彼はさまざまなタイプのアロケーターに会ってきました... 🧵👇

3/ -彼の会社全体が投資戦略に合わせて長寿するように構成されている理由 -非標準構造がアロケーターにとって「優れている」としても、実際に頭痛の種となる方法 -個人投資家向けの新しい株式クラス -そして、研究にAIを使用する独自のアプローチ

「すべてが詐欺師だ」 – EU記者会見に対するトランプ大統領の風車暴言

JOBS AT START-UP HEDGE FUNDS: Prior to starting my own fund, I worked at 3 start-up funds. 1 was good but didn’t scale, 1 was bad and shut down, and 1 was amazing and made my career. I'd define a start-up fund as one with either less than 1-2yrs in business or less than 100m in aum (regardless of age). While sometimes risky or destined to fail, they can also be unusually exciting and lucrative. A 🧵: Most hedge funds fail or close eventually, regardless of whether or not they are start-ups. I think the goal of any analyst is to find a good fund to work for run by a talented, passionate, and ethical PM. If you can find one you believe in, I think you should generally join them regardless of their size. If you aren't working for one, you should try to find one ASAP.

HEDGE FUND GP ECONOMICS The most important factor for GP economics over time is performance. A GP should comp their team and build their firm towards maximizing investment performance, not maximizing their share. A HF is a “non-zero sum” game. Let’s play with #s. A 🧵: