AFI: Donald Pepper on hedge fund growth, talent and multi-strategy

Topics (minute:second placement in episode):

1:50 – Introduction to Donald Pepper’s career background and Trium Capital.
3:55 – His take on the industry outlook in 2025 and the role of hedge funds in a portfolio.
5:37 – Recent industry performance drivers and market volatility.
7:47 – Zooming in on multi-strategy – Trium’s approach and how it finds and partners with trading talent. Key differences with pod-shops.
14:00 – Why he sees simplicity in the multi-strategy model.
16:27 – Appeal and significance of the Ucits offering.
20:00 – Increased use of dedicated managed accounts.
23:12 – Donald’s view of the future evolution of the hedge fund space.
25:57 – Perspective on private markets.
27:54 – Global nature of hedge fund industry – his take.
30:44 – Focus on growth and attracting talented PMs to further grow the business.