Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 16 January 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group and Roberto is a Risk and Portfolio Manager. Wellington began its hedge fund strategies in the mid-1990s. Their activities started with a series of long-biased sector specialist strategies, added a multi-asset fund-of-funds, and most recently, built a market-neutral platform overseen by Mark and Roberto.

Our conversation covers the history and current state of hedge fund investing at Wellington, including the client-led development of product offerings and the manager selection, portfolio construction, and risk management of the group’s third-generation strategy.

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Transcript

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0:00.0	Hello, I'm Ted Sides, and this is Capital Allocators.
0:10.1	This show is an open exploration of the people and process behind capital allocation.
0:16.1	Through conversations with leaders in the money game, we learn how these holders of the keys to the
0:21.7	kingdom allocate their time and their capital. You can join our mailing list and access premium
0:27.8	content at capital allocators.com. All opinions expressed by TED and podcast guests are
0:35.0	solely their own opinions and do not reflect the opinion of capital
0:37.7	allocators or their firms. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
0:44.5	Clients of capital allocators or podcast guests may maintain positions and securities discussed on this podcast.
0:51.5	My guests on today's sponsored insight are Mark Sullivan and Roberto Ish, partners at Wellington Management, the $1.3 trillion privately owned firm.
1:02.0	Mark is the head of the hedge fund group, and Roberto is a risk and portfolio manager.
1:07.9	Wellington began its hedge fund strategies in the mid-1990s. Their activities started
1:13.2	with a series of long-biased sector specialist strategies, added a multi-asset fund of funds,
1:19.7	and most recently built a market-neutral platform overseen by Mark and Roberta. Our conversation
1:26.2	covers the history and current state of hedge fund investing at Wellington,
1:30.3	including the client-led development of product offerings and the manager selection,
1:35.2	portfolio construction, and risk management of the group's third generation strategy.
1:41.1	Before we get going, we have some exciting news at capital allocators.
1:45.0	We're hiring. We are looking for a head of business development to really lead all relationship building efforts with you, our community, the followers in the institutional investment space.
1:56.9	The role will involve all aspects of external facing engagements. That's our gatherings,
2:02.9	whether it's our summits or our universities, from planning to leading correspondence
2:07.4	with managers and allocators, to marketing the events that have open registration, to hosting.
2:12.4	The role will also collaborate with existing sponsors and establish new sponsor relationships.
	...

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