RT20: The Looming Pension Crisis ft. Jake Barton, Trent Webster & Steven Wilson 1of2

Published: Feb. 20, 2019, 9:53 a.m.

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On today\\u2019s episode Niels Kaastrup-Larsen speaks with Jake Barton, the Senior Portfolio Manager at Promus Capital, Trent Webster, Senior Investment Officer of Strategic Investments at Florida State Board of Administration, and Steven Wilson, Senior Portfolio Manager at Teacher Retirement System of Texas. As managers of the investment of pensions and alternative portfolios, our guests today get in depth on how they use trend following to improve their client\\u2019s capital, from interpersonal strategies in choosing a portfolio, how the funding status of a pension can affect a board\\u2019s strategy, and what guides them in making the choices they do for their holdings.

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In This Episode, You\\u2019ll Learn:

  • How the guests got their start in investing
  • Trent\\u2019s philosophy for choosing his investments
  • What Jake looks for when working with managers
  • The core beliefs and principles that drive each of the guest\\u2019s decisions
  • How the funding level of the pension fund can change investment decisions
  • The varying degrees of differentiation and how it changes with the markets
  • Why our guests are firmly committed to trend following even after a few years of lower returns
  • Why convincing boards to invest in a hedge fund can be so difficult

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Learn more about the Trend Barometer here.

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Learn more about Jake Barton and Promus Holdings

Learn more about Trent Webster and