We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
IDW Group CEO Ilana Weinstein Talks Hedge Funds
2025/5/28
Bloomberg Talks
I
Ilana Weinstein
Ilana Weinstein: 作为IDW集团的CEO，我认为多策略基金不受市场涨跌的束缚，擅长管理波动性并保持稳定的业绩。在过去几个月极不稳定的时期，它们表现出色，表明顶尖基金已经实现了“点球成金”。多策略基金是人才的最大收购者，因为它们需要多个管理者来管理资本。那些所谓的巨额薪酬并非一次性支付，而通常包括签约奖金、递延支付和团队建设预算，以及基于业绩的额外分成。我认为，多策略基金不应过分依赖竞价战来获取人才，因为这可能导致为平庸之才支付过高的薪酬。培养内部人才比高价购买外部人才更明智，因为外部人才的实际能力可能不如表面上看起来那么出色。像Point72和Citadel这样的公司是培养“alpha制造者”的工厂。并非所有多策略基金都能平等地培训、发展和指导人才，并提供职业发展路径。在 Citadel 和 Point72，员工可以从分析师晋升为投资组合经理，甚至可以运营业务，这非常令人兴奋。并非所有多策略基金都一样，这会影响人才的稳定性和持久性。顶尖对冲基金，尤其是多策略基金，正在积极锁定大学二年级的学生，并提供高额薪酬，人才争夺战已经向下游蔓延。
Deep Dive
Multi-strategy hedge funds are not as dependent on market fluctuations as other investment strategies. Their ability to manage volatility and deliver consistent performance has been particularly impressive during recent market uncertainty. Their success highlights the skill of top multi-strategy fund managers.
- Multi-strat hedge funds are less tethered to market ups and downs.
- They excel at managing volatility and providing consistent returns.
- Top multi-strategy funds have successfully navigated recent market volatility.
Shownotes Transcript