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98. Has multi-manager mania peaked?
This week on The Long-Short, hosts Tom Kehoe and Drew Nicol are joined by Sean McGould, CEO and CIO of Lighthouse Group, for an insightful conversation on the future of multi-manager platforms. Sean unpacks the key differences between multi-manager and multi-strategy, highlighting what the model offers and how Lighthouse fits into the constellation of mega managers.
Sean also gives his perspective on what we can learn from Trump's first administration as Trump 2.0 gets underway regarding how markets may behave in 2025. Plus, hear why he’s optimistic about a resurgence in equity capital markets in 2025.
Disclaimer: Lighthouse Investment Partners, LLC (Lighthouse) and its wholly owned subsidiaries are collectively referred to as the “Lighthouse Group.” Any Lighthouse views presented in this podcast are for educational purposes only. Any information provided is not intended as investment advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation, or sponsorship of any company, security, advisory service or fund. Information is based on the opinions of Lighthouse which is subject to change based on the markets or other conditions. Certain information contained in this podcast constitutes “forward-looking statement” which is inherently uncertain and actual events or results may differ from those projected. Therefore, undue reliance should not be placed on such forward-looking statements and information. Past results are not necessarily indicative of future outcomes. Lighthouse views and statements included in this podcast do not purport to address the financial objectives or specific investment needs of any investor or organization and should not be relied upon for investment decisions.
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127. 127. Decoding quant: Why systematic strategies matter for modern investment portfolios
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126. 126. Iran’s Chokepoint Strategy: Oil Market’s Breaking Point?
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125. 125. Hedge funds just had their best year in decades. But, why and what's next?
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124. 124. Understanding the Evolution of Private Credit
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123. 123. What HBO’s Industry gets right (and wrong) about short selling and investigative journalism
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122. 122. EM-pire of opportunity: How alternative asset managers are unlocking opportunities in emerging market debt
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121. 121. Why Japan is back in focus for alternative investments
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120. 120. Inside the UAE job market: Trends, tips, and talent shifts
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119. 119. What do allocators want from hedge funds in 2026?
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