In this episode, I rekindle my interview with Don Steinbrugge, Managing Partner of Agecroft Partners LLC. I ask Don about his thoughts on Brexit and the long-term impact to asset owners and the hedge fund community. We also dive into where some hedge funds may enter or exit certain markets in Europe when it comes to raising capital.
4:07 – Brexit Will be a Long Event
6:34 – Analyzing Hedge Fund Strategies in this Environment
8:56 – Activist Funds (Shrinkage)
13:22 – Hedge Fund Allocators of Continental Europe
Donald A. Steinbrugge, CFA, is founder and managing partner at Agecroft Partners, a global hedge fund consulting and marketing firm. Previously, he served as the head of sales for one of the largest hedge fund organizations and for one of the largest institutional investment management firms. Mr. Steinbrugge was a founding principal of Andor Capital Management, where he served as head of sales, marketing, and client service and was a member of the firm’s operating committee. He also was a managing director and head of institutional sales at Merrill Lynch Investment Managers and head of institutional sales for NationsBank. Mr. Steinbrugge frequently writes white papers on the hedge fund industry, has spoken at more than 100 hedge fund conferences, and has frequently been quoted in the media and featured on business television. He is a member of numerous boards and committees, including the investment committee for the City of Richmond Retirement System and the board of directors of the Hedge Fund Association and the Lewis Ginter Botanical Garden.