Impact: Alt Investments Digest

A complete trader covers many bases; besides executing trades, they are the eyes and ears on the market, and keep a pulse on how things are evolving. This also means being aware of evolving technology, data or any other aspect of modern trading.  

BluePrint’s President and Co-founder Brandon Langley shares a story from his childhood and relates to he believes can provide a value lesson about investing. So weed early and weed often. BluePrint Investment Partners

Societe Generale's Capital Consulting team conducts regular surveys among institutional investors, gathering market intelligence to support their capital introduction service. Over the past six months, they've received 472 unique survey responses from 315 investment firms globally. SG Markets

This may not interest many traders, as cause settlement mostly affects us in indirect ways. It is a settlement function that’s going to be working thru a big change, so just be aware, and here are some details. Technology folks…can’t stop it. Schwab

Pretty much anyone who’s anyone in this business has seen the movie Wall Street….sort of at a loss if you haven’t, although perhaps I’m just showing my age. Regardless, Boesky was one of the inspirations behind Gordon Gekko’s character. Forever a follower of current events and finance even when I was a kid, I remember the scandal quite well. Washington Post via MSN

Millennium’s tight “guardrails” are well known throughout the industry. Commodities are cyclical and are natural high volatility plays, so naturally its a tough match. But Citadel seems to have figured it out. Bloomberg via MSN

While borrowing against alternatives has long been available in private banks and wirehouses, it's a feature that has been absent in the independent custodial space. Financial Advisor Magazine

A lot of our readers work with/represent family offices. Or maybe your an RIA, targeting high net-worth individuals…and maybe not. But I’d be interested in learning about what interests’ HNW and suspect as reader of this newsletter, you are too. Keep thinking outside the box. JPM Private Bank

Institutional investors favor alternative assets, with private equity, private debt, and infrastructure leading the pack, according to a Preqin survey. Chief Investment Officer

In this podcast, Giuseppe 'Gappy' Paleologo, an industry veteran, discusses the intricacies of multi-strategy hedge funds, known as "pod shops." With experience from top firms like Citadel and Millennium, Gappy provides insights into the daily activities of multi-strategy traders, attributes of successful candidates, and strategies for excelling in this unique environment.

Michael Melissinos is the founder of Melissinos Trading. He joins Meb Farber, co-founder and the CIO of Cambria Investment Management, to discuss his journey into trend following and his trading approach. Mike highlights the significance of eliminating biases and opinions when observing trends and executing trades. They’ll delve into the intricacies of trend following, adhering to a trading system, and other essential aspects of trading.