In this special audio-only edition of alt.Blend, I was joined by Jeremiah Riethmiller, Chief Investment Officer (CIO) at Sarian Strategic Partners (our Hightower colleagues), and Gregg Loprete, Portfolio Manager (PM) at Water Island Capital.
We touched on a few topics, including:
- Broader considerations of alternatives and how they are used within portfolios
- Challenges investors face in current markets, especially as it relates to traditional fixed income
- An overview of merger arbitrage strategies, and, more specifically, leveraging Gregg’s experience as credit arbitrage PM to help us gain a better understanding of how it works and where it may be useful.
We did our best to alleviate some of our standard jargon and kept it to a relatively high level, but I hope the discussion gives you a “fly on the wall” experience of what it’s like to be walked through an investment strategy and trade examples directly by a PM. In essence, it’s a virtual field trip that allows you to play the role of a novice investment analyst sitting in on a manager meeting.
Until next time, this is the end of alt.Blend.
Thanks for reading and listening,