Opalesque.TV
 

Video not playing? Please email us if you need further help.

Embed Share Comment (1)

00:55
How ballooning hedge fund assets (50bn to 3tn) changed the industry: - Saturation of the market. - No inefficiency or “edge” in mainstream hedge fund strategies. - Changed investor base resulted in modest risk profiles. Berger switched focus already in 2005 to niche and capacity restricted strategies.
02:54
The equity correlation malady: Many major strategies are highly correlated to equities, but certain niches remain.
03:43
The world does not need another hedge fund. Current bull market sustains hedge fund industry - until the next washout.
04:23
What Berger isn’t investing in and why
05:24
How Neal Berger uses hedge funds: Diversification. How to achieve a truly uncorrelated return stream. What to do with the broken 60/40 asset allocation model
08:15
“Indirect beta” of many strategies investors should be aware of. Being the House in the Casino-Gambler relationship.
10:35
Finding inefficiencies and edge in the market microstructure rather than making directional bets. In the observation business, not in the prediction business: “Not spending 10 minutes per year to think about where the market is going”
12:01
What happened to quant trading?. Why Berger doesn’t believe in “robots trading robots”. The allure of capacity constricted strategies.
14:37
Launch of internally traded strategies and multi strat. Opportunities in electricity trading, litigation finance.
17:23
“There is always an edge somewhere”. How Alpha evaporates: Today’s inefficiency can be tomorrow’s loss. The virtues of nimbleness and specialisation.

Neal Berger: Living On the “Edge”

Oct 31 2019 1 Comment

Neal Berger has been working on Wall Street for over 30 years with more than 25 of those years within the hedge fund industry. For over 22 years he has allocated capital to hedge funds both personally and on behalf of wealthy families. Prior to founding Eagle’s View, Neal was the Founder and Director of multi-strategy funds, Apogee Fund, and New Edge Fund. He had previously been employed as a Managing Director and Global Macro trader at Millennium Partners and as VP of Proprietary Trading with Chase Manhattan Bank and Fuji Bank in New York.

...more

More videos about Hedge Fund InvestorsNiche StrategiesResearch/EducationValue/Activist Investing. Location: New York »

jack-schwager

Jack Schwager presents: 15 Hedge Fund Market Wizards trading secrets & insights in their own words
Opalesque.TV interview Part 1

jim-chanos

Jim Chanos: Psychology of short selling; China makes Europe, U.S. debt look like child's play

ted-seides

So You Want to Start a Hedge Fund? Lessons from 120 early stage hedge fund investments, 40 manager seeds

Jeffrey W Ubben

Jeffrey Ubben: The Evolution of the Active Value Investment Style
Opalesque.TV interview Part 1

jack-schwager-3

Schwager sums up key lessons of Market Wizards series, starts global search for ‘undiscovered traders'

More related videos
Video Library
Video Location

Talkback 1 Comment

Please use the comment feature below for your feedback, or email me at knab@opalesque.com. Thank you!

Matthias Knab Posted On Oct 30 2019

Tell us what you think - please logon to add your comments


Most viewed videos Newest Videos

jack-schwager

Jack Schwager presents: 15 Hedge
Fund Market Wizards trading secrets
& insights in their own words
Opalesque.TV interview Part 1

Danny Yong

Meet Danny Yong, Asia's rising
hedge fund titan

Ping Jiang

Dr. Ping Jiang: One of the world's
foremost macro traders
Opalesque.TV interview Part 1

jim-chanos

Jim Chanos: Psychology of short
selling; China makes Europe, U.S.
debt look like child's play

ted-seides

So You Want to Start a Hedge Fund?
Lessons from 120 early stage hedge
fund investments, 40 manager seeds

Julian Robertson

Julian Robertson
Opalesque.TV interview Part 1

Mike Novogratz

Mike Novogratz, President of
Fortress Investment Group
Opalesque.TV interview Part 1

Jeffrey W Ubben

Jeffrey Ubben: The Evolution of the
Active Value Investment Style
Opalesque.TV interview Part 1

Izzy Englander Israel A. Englander

Izzy Englander (Israel A.
Englander)
Opalesque.TV interview Part 1

jack-schwager-3

Schwager sums up key lessons of
Market Wizards series, starts
global search for ‘undiscovered
traders'

Guy Spier

Guy Spier: How Value Investing has
changed -- new strategies of
successful value investors
Opalesque.TV interview Part 1

michael-wexler

Subduing the enemy: The Ins and
Outs of Volatility Trading

jack-schwager-2

Jack Schwager's new book “Market
Sense and Nonsense” – 30 years
observing investment mistakes
Opalesque.TV interview Part 2

Elena Ambrosiadou

Elena Ambrosiadou
Opalesque.TV interview Part 1

David Gerstenhaber

Tiger Cub David Gerstenhaber: The
economist whose passion for markets
began at age 14

bryan-k-johnson

Chronic difficulty and failure
raising assets: Why 89% of all
hedge funds never get over $100m

george-schultze

George Schultze: The Art of
Vulture Investing

Anthony Ward Armajaro

Anthony Ward, Armajaro

William Browder Bill Browder

William Browder (Bill Browder)
Opalesque.TV interview Part 1

Anthony Scaramucci

Anthony Scaramucci/SkyBridge
Capital: Fund of funds &
seeder, finding the next Ray Dalio,
Daniel Och

patrick-wolff

Chess Grandmaster turns hedge fund
manager seeded by Peter Thiel

Karsten Schroeder

Karsten Schroeder, Amplitude
Capital: Can German engineering
drive a CTA?
Opalesque.TV interview Part 1

Doug Barnett

Doug Barnett: The hedge fund
manager of hedge fund managers

Loic Fery

Chenavari Investment Managers: One
of Europe's top performing hedge
funds

francis-frecentese

Citi Private Bank: Ultra high net
worth clients' skepticism of hedge
fund investing may soften

Steve Diggle

Steve Diggle: Artradis Fund
Management, Singapore's largest
hedge fund
Opalesque.TV interview Part 1

Alissa Douglas

Why a family office moves assets
from mega to smaller hedge funds
& the six criteria how to
select hedge funds

kyle-davies

Three Arrows Capital: Fast growing
emerging markets hedge fund

Total  306 video(s) Found More Videos: 1 2 3 4 5 … Next