Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Brett Jefferson Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)

Brett Jefferson Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)

Published: May 25, 2020, 9:30 a.m.

Brett Jefferson is the President and Co-CIO of Hildene Capital Management, an asset manager he founded in 2008 that oversees $9 billion in structured credit strategies and was listed in Barron\u2019s Top 100 Annual Hedge Funds ranking for six consecutive years.

Our conversation starts with Brett\u2019s education, in which he majored in lacrosse and minored in school. We hit on the early days of CDOs, putting his knowledge to work at Marathon Asset Management, taking a break, and then starting Hildene in the aftermath of the GFC. We then turn to Hildene\u2019s success in the inefficient market for bank trust preferred securities, its evolution from a founder-driven firm, success factors in the business, current opportunities and risks in CLOs, and Brett\u2019s involvement in the Premier Lacrosse League founded by Paul Rabil, who discussed the league on Episode 95 that follows in the feed.

Learn More
Read the\xa0Transcript
Subscribe to the\xa0Capital Allocators Blog or Monthly Mailing List
Don't Subscribe, but\xa0Let Us Know Who You Are
Write a review on\xa0iTunes
Follow Ted on twitter at\xa0@tseides
Review past episodes of the\xa0Podcast