HEDGE INTERVIEW
Capital follows connection. Performance gets you the meeting — trust, clarity, and relationships get the allocation, the client, and the long game. Hedge Interview is the stories behind standout firms: real conversations with the people who built them, from every side of the table.
Hosted by Jennifer Bruno — 25+ years of raising assets and building the marketing strategy/communications designed to grow client relationships. Founder of Catalyst Hedge Fund Marketing and CapitalFormation.ai
The show runs four series:
• Manager Profiles — boutique fund managers on the story behind the fund: how it came together, the first allocator meetings, and what finally worked.
• Investor Views — family offices and allocators on what really makes them say yes (and what quietly makes them pass).
• Advisor Angle — independent RIAs and wealth advisors on building a standout practice: winning clients, communicating through drawdowns, and growing a book on trust, not transactions.
• Service Provider Spotlight — the support behind the builders: the lawyers, administrators, CFOs, and platforms that standout firms run on, and how to choose them well.
New conversations twice a month, on video and wherever you listen.
Interested in sponsoring the show? Reach me at jbruno@hedgeinterview.com.
Want to be a guest, or want the next episode by email? Both live at hedgeinterview.com.
Episodes
15 episodes
HEDGE INTERVIEW: Investor Views Series, APR 2024: Terry Purcell, Partner & Co-CIO, Longwall Family Office
Terry Purcell discusses how Longwall Family Office qualifies hedge funds, why they are partial to emerging managers, how they typically source managers, the best practices new managers should follow, and common mistakes to avoid.
HEDGE INTERVIEW, Service Provider Spotlight, APR 2024: Ron Geffner, Founding Partner, Sadis & Goldberg
This is a do-not-miss episode! Attorney Ron Geffner of Sadis & Goldberg talks about the most important legal and business aspects of running a private fund. Plus, how to choose a securities lawyer, the importance of building relationships f...
HEDGE INTERVIEW, Service Provider Spotlight: Scott Treloar, CEO, Novisicent & FundBox.AI — providing Fund Registration & Infrastructure
Scott Treloar, Co-Founder & CEO of Novisicent & FundBox.AI, talks about how their platform leverages technology to cost-effectively provide critical infrastructure to new fund managers, which allows them to get started and attract inves...
HEDGE INTERVIEW, Service Provider Spotlight: David Gerber, CEO, Wolfgang Capital — CFO Advisory Services
In this episode of the Service Provider Spotlight series, David Gerber, Founder and CEO of Wolfgang Capital, talks about the costs involved in running a fund management business. Plus, what it takes t...
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HEDGE INTERVIEW, Jan. 2024 Kevin Fu, Co-Founder & CEO, Repool, providing modern hedge fund solutions
In this episode of the Service Provider Spotlight series on Hedge Interview, Kevin Fu talks about modernizing fund administration and what makes Repool different. He shares common fund manager misconceptions and important things new fund manage...
Navigating the Digital Asset Market with Edward Chin and Thejas Nalval
How does a multi-strategy investment firm focused on the digital asset sector find success in today's challenging environment? Join us as we uncover the secrets behind the success of Parataxis Capital Management with founders Edward Chin and Th...
HEDGE INTERVIEW, Manager Profiles, FEB 2022: Andrew Cohen, Co-Founder, CIO, Difesa Capital
In this 'Manager Profiles' interview, I spoke with Andrew Cohen of Difesa Capital. He and I talked about:Difesa's unique special situations strategy that uses a 'three-legged stool’ approach, designed to capture equity-linked convex...
HEDGE INTERVIEW: Investors Views, OCT 2022: Saad Hassan, President, Hassan Family Office
In this episode of the Investor Views series, Saad and I talked about the Nvestiv platform which uses a proprietary algorithm to match family office investors with the specific investment opportunities they are seeking. We discussed best practi...
HEDGE INTERVIEW: Investor Views Series, NOV 2020: Ryan Kalish, Founder & CEO, Allocator.com
In this episode of the Investor Views series, Ryan Kalish and I discuss how institutional investors are becoming more data-driven, how Allocator’s product developments are a direct result of client requests for data technology solutions and All...
HEDGE INTERVIEW: Investor Views Series, OCT 2020: Nitin Shakdher, Founder & CEO, Green Capital Single Family Office
In this episode of the Investor Views series, Nitin Shakdher and I talk about some of the challenges and opportunities he’s faced this past year and what he looks forward to in 2021.
HEDGE INTERVIEW: Investor Views Series, JUL 2020: Aradhna Dayal, CIO, Regal Ford Asia (Single-Family Office)
In this episode, Aradhna Dayal and I talk about some of the keys to her family office’s success and important lessons learned. She also shares 3 tips for family offices to consider in the new post-COVID 19 world as well as potential areas of...
HEDGE INTERVIEW: Manager Profiles Series, DEC 2019: Eric Munson, Chief Investment Strategist & Founder, ADIT Ventures
In this episode of the Manager Profiles series, Eric Munson, Chief Investment Officer & Founding Partner of ADIT Ventures, talks about ADIT's focus on late-growth companies, how they identify trends set to change the world and how they care...
HEDGE INTERVIEW: Investor Views Series, NOV 2019: Jeff Tumolo, Chief Investment Strategist, TAG Associates
In this episode of the Investor Views series, Chief Investment Strategist Jeff Tumolo talks about TAG Associates’ asset manager evaluation process, plus where they stand on blockchain technology, artificial intelligence and ESG.
HEDGE INTERVIEW: Investor Views Series, Oct. 2019: Catherine Shiang, Managing Director, Single Family Office
Hedge Interview presents Catherine Shiang, Managing Director of a large Asian family office. In this episode of the Investor Views series, Catherine discusses how her firm evaluates hedge fund investments, how they make allocations and how they...
HEDGE INTERVIEW: Investor Views Series, November 2018, Brian DeLucia, Managing Director, Arrivato, LLC
In this episode of the Investor Views series, Single-Family Office Managing Partner, Brian DeLucia talks about the benefits of family office collaboration, how companies need to differentiate themselves in order to succeed and the mistakes capi...