Hedge Funds "Under-perform" why?
The structural changes when liquidity withdrew... a bad combination with style drift. Also continuing on my lonely quest to point out...


Hedge Funds "Under-perform" why?
The structural changes when liquidity withdrew... a bad combination with style drift. Also continuing on my lonely quest to point out...


Fortress Fund Liquidation
Fortress shuts down a founders fund. AUM decline from $8BN to $2bn was part of it, but also an inflexible style as demand changed. A...


Fortress Fund Liquidation
Fortress shuts down a founders fund. AUM decline from $8BN to $2bn was part of it, but also an inflexible style as demand changed. A...


Clinton Wall St. Reform
Some thoughts on tax market impact of tax reforms proposed by Secretary Clinton


Clinton Wall St. Reform
Some thoughts on tax market impact of tax reforms proposed by Secretary Clinton


De-risking in a divergent world – is the current economic environment making some strategies obsolet
A long interview targeted at pensions and institutional investors is at http://pensionrisk.prudential.com/pdfs/clear-path_derisk_north_am...


De-risking in a divergent world – is the current economic environment making some strategies obsolet
A long interview targeted at pensions and institutional investors is at http://pensionrisk.prudential.com/pdfs/clear-path_derisk_north_am...


Greek crisis discussion on CNN
Without doubt the most intense reaction I have ever received to an interview. Apparently many Greek nationals feel everything was going...


Greek crisis discussion on CNN
Without doubt the most intense reaction I have ever received to an interview. Apparently many Greek nationals feel everything was going...










