Chris Schindler: Hedge Fund Sorcerer Schindler Shares Secrets from his Spellbook

In this episode, Adam Butler and Mike Philbrick of ReSolve Asset Management havean in-depth conversation with Chris Schindler, a seasoned investmentprofessional. They delve into a range of topics, from the intricacies ofinvesting in tech and the dynamics of the credit market, to the complexities ofportfolio construction and the impact of market forces on investmentstrategies.Topics Discussed•The challenges of investing in tech and the role of analysts in creatingcrowding effects•The importance of understanding the dynamics of the credit market and theimplications of holding credit right through maturity•The intricacies of portfolio construction, including the importance ofdiversifying across strategies, assets, and time•The impact of market forces on investment strategies and the role ofbenchmarking in driving investor behavior•The evolution of the volatility market and the influence of large players onmarket dynamics•The concept of 'netting' in multi-strategy portfolios and its impact on tradingcosts•The challenges of attribution in multi-strategy portfolios and the importanceof understanding the underlying strategies•The potential pitfalls of short-term investment strategies and the importanceof a long-term perspectiveThis episode is a must-listen for anyone interested in gaining a deeperunderstanding of the complexities of the investment landscape. Chris Schindlerprovides valuable insights into the nuances of portfolio construction, thedynamics of the credit market, and the impact of market forces on investmentstrategies, offering strategies to navigate the ever-evolving financiallandscape.This is “ReSolve Riffs” – published on YouTube Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.