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2019 SALT Conference: Canyon Capital’s Joshua Friedman “When things are pricing to perfection, you can see big swings to the downside”

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Jacob Wolinsky
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Notes from Keith Haydon, the CIO of Man Solutions, Troy Gayeski, Co-CIO & Senior Portfolio Manager of SkyBridge, Joshua S. Friedman, the Co-Founder, Co-Chairman & Co-CEO of Canyon Partners, John Graham, the Senior Managing Director & Global Head of Credit Investments of CPPIB, presentation at the 2019 SALT Conference called "Multi-Strategy Asset Allocation In A Fragmented World."

See our full coverage of the 2019 SALT Conference here.

Q1 hedge fund letters, conference, scoops etc

Multi-Strategy Asset Allocation

Multi-Strategy Asset Allocation In A Fragmented World

Keith Haydon - Chief Investment Officer, Man Solutions

Troy Gayeski - Co-Chief Investment Officer & Senior Portfolio Manager, SkyBridge

Joshua S. Friedman - Co-Founder, Co-Chairman & Co-Chief Executive Officer, Canyon Partners

John...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid