Future of Multi-Strategy Hedge Funds | BlackRock, Hudson Bay, Boothbay & Aksia | Global Alts Miami скачать в хорошем качестве

Future of Multi-Strategy Hedge Funds | BlackRock, Hudson Bay, Boothbay & Aksia | Global Alts Miami

Multi-strategy hedge funds have outperformed the hedge fund index for five consecutive years. With hedge fund AUM hitting $5 trillion, multi-strats command an outsized share. But what's next? Four industry leaders discuss talent wars, AI disruption, and whether synthetic intelligence will replace human portfolio managers. Featuring: • Nora Richardson, MD, Membership & Investor Services, MFA (Moderator) • Jeff Shen, PhD, MD & Co-CIO, Systematic Active Equities, BlackRock ($380B AUM) • Ari Glass, Founder, CEO & CIO, Boothbay Fund Management • Yoav Roth, Co-Founder & Managing Partner, Hudson Bay Capital • David Sheng, MD, Portfolio Advisory, Aksia TIMESTAMPS: 0:00 - Multi-strats: Outperforming for 5 years straight 1:16 - How multi-strats fit in a portfolio (Aksia's framework) 3:35 - Talent, technology, and alpha generation 4:20 - BlackRock: $380B across systematic strategies 5:17 - "Today's alpha is tomorrow's beta" 5:42 - Boothbay: $3B, first-loss platform, open architecture 7:29 - Hudson Bay: 25 years, true multi-strat across credit/equity/vol 8:49 - How Aksia evaluates multi-strats 10:24 - "Contemporary art in pass-through expenses" 11:18 - 50%+ of multi-strats now use external SMAs 12:22 - How each firm differentiates 13:25 - "Not competing for 29-year-old hot hands" 14:37 - Boothbay's innovation: Structure matters 15:11 - The Billy Beane conversation: "Three dollar beer nights" 16:47 - "The options on talent market is mispriced" 18:09 - BlackRock's tech edge: Scale as enabler 19:11 - 30,000 databases tracking the global economy 20:21 - "AI can mimic 70% of active management" 21:39 - Waymos and autonomous trading agents 21:50 - Market dispersion creating opportunities 23:30 - "COVID-like movements" under the surface 23:59 - Prediction markets: The next frontier 24:38 - Intersection of public and private markets 26:10 - What the experts read and listen to 27:04 - Ari Glass on biohacking and longevity 27:34 - "I failed organic chemistry" → Daniel Kahneman 28:24 - The dystopian AI scenario: 40% unemployment by 2028 #HedgeFunds #MultiStrategy #AI #BlackRock #AlternativeInvestments #iConnections #GlobalAltsMiami -- Welcome to iConnections—where the alternative investment industry comes to connect, learn, and grow. iConnections’ Global Alts is the world’s largest cap intro event, hosted at the Miami Beach Convention Center. This premier gathering features insights from top minds in investment, finance, and economics, while giving attendees exclusive access to the global alternative investment community. But we’re more than just events. iConnections is a platform built to connect allocators, managers, and the alternative investment industry year-round. Through innovative technology and curated connections, we make it easier than ever to network, schedule meetings, and grow your business—all in one place. Join us as we transform the way the alternative investment world connects and collaborates. Let’s shape the future of the industry together. Discover iConnections Today: Learn more about our platform: https://www.iconnections.io Stay connected through our social channels: LinkedIn:   / 53118918   Twitter:   / iconnections_io   Instagram:   / iconnections_io