Don Steinbrugge - Chairman of Agecroft Partners by ValueWalk's ValueTalks hosted by Raul Panganiban published on 2018-02-06T18:27:11Z Hello Listeners, Today is a very special episode. I have Don Steinbrugge and we will be discussing his recent report on industry trends with hedge funds. This is a great listen if you want to know more about what it takes to build a successful hedge fund and factors to consider. 1:25 – How did you get started in this profession and why did you choose hedge funds? 6:15 – What do you enjoy most about your work? 13:43 – Do you notice any commonalities that the good hedge funds do even though they have different strategies? 15:27 – You recently came out with a forecast, can you tell me about it and how you came up with it? 21:28 – Can you tell me about the out of favor hedge fund strategies heading into 2018 and why they are losing their luster? 30:53 – Do you find any of those strategies hard to market to institutional investors? 32:43 – Can you tell me about the arms race for alpha and how data scientist are becoming increasingly important? 36:09 – How are pension funds using hedge funds and can you tell me about the endowment model and how the use of hedge funds has evolved? 39:41 – Can you tell me about the growth in hedge fund distribution and what is leading to this new trend? 44:29 – Can you tell me about the rise of crypto hedge funds and the challenges they face in terms of operations and marketing? 54:21 – What are your favorite books? 1:00:30 – Do you have any advice for upcoming hedge fund managers or anyone wanting to pursue this profession? Enjoy and thank you for the listen!