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Episode Description:

Jon Harris is the CEO of Alternative Investment Management, a twenty year-old investment firm that started as a family office and has evolved into managing $1 billion in hedge fund and private equity strategies on behalf of a range of fascinating business and investment executives.

Our conversation starts with the formation of AIM and its people-based investment approach. We discuss building a network to source and diligence managers, filtering the universe of prospects, understanding the motivations of managers, conducting reference checks, and using the information they gather. We then turn to AIM’s private equity strategy, including selecting managers, the misalignment of interests in co-investments, and the death by a thousand cuts of hidden fees. We close talking about the continued purpose of hedgeD funds, due diligence tricks, preparing for unexpected risk, managing time, and philanthropy.

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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.