In the newest episode of Improving Alpha Innovation in Investing, ESG and Technology, Paul Sohn teams up with Michael Oliver Weinberg. Discover Paul's unique perspective on foreign investment opportunities and what he really thinks about managers who use an outdated "spray and pray" approach to institutional investing.
Michael Oliver Weinberg, co-founder, Improving Alpha Podcast Series
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Mastering the timing of investment markets is a formidable challenge that demands unwavering commitment to a well-defined methodology. It entails navigating through risks, optimizing volatility, and steering clear of managers who adopt a reckless "spray and pray" approach.
Today, allocators must carefully consider the current market cycle, strategically position their incentives, and strike the right balance between liquid and illiquid assets. By embracing this approach, they can shield themselves from the anguish of overallocation in underperforming asset classes.
Join Michael Oliver Weinberg as he engages in a captivating conversation with Paul C. Sohn, Chief Investment Officer at Mont Alto Capital, in the latest episode of the Improving Alpha podcast. Paul provides his front row insight and expertise on what he has observed over the last 20 years in hedge fund investing, macro portfolio management, and the formation of his family office, Mont Alto Capital. Listen to Paul as he discusses:
- his thesis on the Greek recovery trade, what Kyriakos Mitsotakis leadership means for the future of the country, and what the US could learn from his examples.
- how his family’s timber business influenced Paul’s beliefs on ESG and why ESG in its current form is very similar to child brain thinking.
- where is private equity allocations moving now that the wind in the sails has died down in comparison to the last decade of returns.
- if commercial real estate will be a ‘whimper’ or a ‘bang’ in the coming years and does that create an opportunity for distressed buyers.
And more!
About Paul Sohn:
Mont Alto Capital is the family office of Paul Sohn. Paul spent 15 years as a portfolio manager at Soros Fund Management, Kingdon Capital Management, and Duquesne Capital Management. Areas of focus included tech, media, consumer, and macro. Mont Alto Capital seeks out proprietary deal flow in early and growth-stage private companies. Basic investment tenets include a search for asymmetric return profiles, a contrarian desire to be active in areas where other pools of capital are not, and an ability to execute a time arbitrage strategy that can focus on long-term returns.
Paul Sohn takes an active role in a variety of investment projects. Vertical areas of focus include tech, media, natural resources, intellectual property, and real estate. The portfolio page includes a sample of projects where Paul Sohn has either a founding, board, investment, or advisory role.
About Our Host:
For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee and a board member at APG, a Dutch pension provider. Previously he was the Chief Investment Officer at MOV37 and Protege Partners. Michael is also an Adjunct Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing, an advanced MBA course that he created.
Michael is a published author, having written for The New York Times, international investment books and other publications. Michael has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. He is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations and business schools.
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
