Capital Firsthand (fka Hedge Interview)

Jennifer Bruno
  • 5.0 (2)
  • Investing

Hedge Interview is now Capital Firsthand.Capital follows connection. Performance gets you the meeting; trust, clarity, and relationships get the allocation, the client, and the long game. Capital Firsthand 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 and communications designed to grow client relationships. Founder of Catalyst Hedge Fund Marketing and CapitalFormation.ai.The show runs six series:• Manager Profiles: emerging and boutique 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 rather than 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.• The Big Picture: the outlook from the people watching markets closest, on the regimes, the risks, and the opportunities they see forming.• Deep Dive: one sector, one theme, all the way down, with the specialists who know their corner of the market best.New conversations twice a month, on video and wherever you listen.Interested in sponsoring the show? Reach me at jbruno@catalysthfm.com.Want to be a guest, or want the next episode by email? Both live at capitalfirsthand.com.

  1. 04/29/2024

    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. If you'd like to be featured on HedgeInterview, please apply here. For fund managers who'd like to be featured on the Manager Profiles series, please apply here.

  2. 04/14/2024

    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 founded in trust and compatibility, legal pitfalls to avoid, how to develop a successful fund management business, and why your intuition can be a worthy guide. If you'd like to be featured on HedgeInterview, please apply here. For fund managers who'd like to be featured on the Manager Profiles series, please apply here.

  3. 03/28/2024

    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 investors faster. Plus, how the FundBox.AI platform can help fund managers get fully registered and launched in 1 month, vs. the usual 6-12 months, and at a fraction of the usual cost. He shares pitfalls to avoid and key considerations for new managers to be successful. If you'd like to be featured on HedgeInterview, please apply here. For fund managers who'd like to be featured on the Manager Profiles series, please apply here.

  4. 03/13/2024

    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 to operate a heathy, successful fund management business that attracts allocators. He shares common misconceptions, pitfalls to avoid and key considerations for new managers. If you'd like to be featured on HedgeInterview, please apply here. For fund managers who'd like to be featured on the Manager Profiles series, please apply here.

    HEDGE INTERVIEW, Service Provider Spotlight: David Gerber, CEO, Wolfgang Capital — CFO Advisory Services

  5. 01/25/2024

    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 managers should consider as they decide which fund administrator is the right fit for their operation. If you'd like to be featured on HedgeInterview, please apply here. For fund managers who'd like to be featured on the Manager Profiles series, please apply here.

  6. 06/07/2023

    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 Thejas Nalval. We dive into their backgrounds, the challenges they faced in attracting institutional investors, and how they overcame these obstacles by prioritizing risk management. Explore their unique approach to navigating the digital asset market as Ed and Thejas share their insights on risk management techniques and operational risks. Learn how they built a team capable of preserving capital for investors while developing an institutional product tailored to the needs of their clients.  Lastly, we reflect on valuable lessons learned, hurdles overcome, and the importance of communication in navigating the digital asset market. Discover how macro volatility impacts digital assets, and how traditional investors have entered the space. Don't miss this insightful discussion about the future of digital asset investing and the role it plays in the wider macro picture. If you'd like to be featured on HedgeInterview, please apply here. For fund managers who'd like to be featured on the Manager Profiles series, please apply here.

    Navigating the Digital Asset Market with Edward Chin and Thejas Nalval

  7. 02/13/2023

    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 convexity while having limited beta to equity markets and limited volatility.How Andrew’s 23 years of investment experience, spanning every corporate-financed-based hedge fund strategy, has culminated into his unique approach at Difesa.How Difesa is not ‘pigeon-holed’ and able to take advantage of multiple verticals.How Difesa manages risk at the position level and at the portfolio level.Lessons learned over 20-plus years of investment experience. Difesa’s focus for 2023.If you'd like to be featured on HedgeInterview, please apply here. For fund managers who'd like to be featured on the Manager Profiles series, please apply here.

  8. 10/09/2022

    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 practices for capital seekers to communicate with family offices and create meaningful relationships. If you'd like to be featured on HedgeInterview, please apply here. For fund managers who'd like to be featured on the Manager Profiles series, please apply here.

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Ratings & Reviews

5
out of 5
2 Ratings

About

Hedge Interview is now Capital Firsthand.Capital follows connection. Performance gets you the meeting; trust, clarity, and relationships get the allocation, the client, and the long game. Capital Firsthand 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 and communications designed to grow client relationships. Founder of Catalyst Hedge Fund Marketing and CapitalFormation.ai.The show runs six series:• Manager Profiles: emerging and boutique 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 rather than 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.• The Big Picture: the outlook from the people watching markets closest, on the regimes, the risks, and the opportunities they see forming.• Deep Dive: one sector, one theme, all the way down, with the specialists who know their corner of the market best.New conversations twice a month, on video and wherever you listen.Interested in sponsoring the show? Reach me at jbruno@catalysthfm.com.Want to be a guest, or want the next episode by email? Both live at capitalfirsthand.com.

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