Jeffrey Dow Jones over at Cognitive Concord has a great post continuing the theme of politics influencing investing we witnessed last week at SALT. If China is really the potential disaster he describes, now is the time to ask whether or not your portfolio is buckled in.
CFTC chairman Gary Gensler’s testimony for the Senate Banking Committee focused on the swaps regulation debate, but his comments could be important to another high-profile controversy: the MF Global bankruptcy.
While attending the CFA Conference in Chicago, we had the distinct pleasure of meeting with Gary Fencik, who is a partner of the firm and Head of Business Development at Adams Street Partners, LLC. We took the opportunity to get his thoughts on Private Equity, global diversification, and of course, pro football.
A few months back we took notice when Winton led the pack on bringing managed futures to China – they were the first CTA to move into the market, which up until recently was blocked by Chinese laws. Winton may have been first, but it doesn’t look they’re going to be alone for long.