Description

In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Jeff Vale, founding partner and chief investment officer at Infinity Capital Partners. They provide an introduction to hedge funds, what they are and how they can be incorporated into an investor’s portfolio. They also discuss the media’s portrayal of hedge funds.

“Hedge funds are actually a good thing if they’re run correctly. Due diligence is key. You definitely have to do your work and find the very top managers.” -Jeff Vale [36:06]

What You Will Learn:

• [01:12] Hedge funds 101: the basics
• [07:04] Criteria to meet from an income or asset perspective
• [09:11] Long and short positions and hedge fund fees
• [15:08] How hedge funds did in 2020
• [19:40] What is illiquidity
• [22:45] What happened with GameStop
• [29:34] What happened with Archegos Capital

Our Contacts:

Website: bethesda.hightoweradvisors.com

LinkedIn: Hightower Bethesda

Facebook: HightowerBethesda

Twitter: @LeahPlans4You

Guest’s Contacts:

Website: infinityfunds.com

LinkedIn: Jeff Vale