Alternative Investments
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A US state with a sovereign wealth fund? Utah’s new approach to old money with Peter Madsen
In this first episode of 2025, we’re plunging right into the fascinating world of sovereign wealth funds with Peter Madsen,…
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What’s on Allocators Minds
Our Managing Director & Partner, Jeff Malec, recently shared his perspective on “What Allocators Look For in Evolving Managers” at…
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Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations
In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into…
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Does your Multi-PM Portfolio need an All Star? Or a Team of Role Players?
With the NFL’s football season in full swing after a bevy of $100 million plus signings of All Star quarterbacks,…
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Is there Alpha in boring old Muni-Bonds, with Riverbend Capital
In this episode of the Derivative podcast, our host Jeff Malec sits down with Tim McGregor and Tom Hession from…
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Trend, Prop, and Being Allergic to Optimization with Bill Gebhardt of 10Dynamics
In todays episode, Jeff Malec (@AttainCap2) sits down with Bill Gebhardt (@BillGebhardt1) , the founder of 10dynamics, to discuss his…
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Unpacking the Sell-Off! Awesome Insights from discretionary macro trader Asim Ghaffar
This week’s episode of The Derivative features an in-depth discussion with discretionary global macro trader Asim Ghaffar, founder and CIO…
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Global Macro vs Trend vs Quantitative: What’s the Difference?
We couldn’t stop thinking about our discussion with Joe Kelly on The Derivative Podcast in which we delineated between Global…

