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Trader of the Year Hedge Fund: Conversant Capital’s David Alfred

The TRADE

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity.

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Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts

Mergers and Inquisitions

Being in your country’s top ~5% of earners will make a FAR bigger difference than fancy strategies, day trading, or finding the occasional meme coin that goes up by 100x. Clearly, that was a mistake because the S&P 500 roughly doubled over that period. Yes, you will spend more money on rent, food, vacations, etc.,

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Financial advisors are turning to this asset class for diversification and stability as uncertainty rocks markets

CNBC: Investing

The results arrive as investors grapple with an S & P 500 that's up just 2% this year, and volatile movements in Treasury yields, as well as escalating conflict between Israel and Iran. "We aren't reinventing the wheel, but instead we're trying to smooth out people's results," he said.

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The political tide in Brazil is changing again. How to trade it

CNBC: Investing

How to trade it Published Thu, Jun 12 2025 10:30 AM EDT Michael Khouw @Michael_Khouw WATCH LIVE Luiz Inácio Lula da Silva's influence in Brazil has shown signs of weakening recently, as indicated by polling data, political challenges, and public sentiment. Lula's foreign policy stances (e.g.,

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Bitcoin is primed for a surge to fresh all-time highs above $130,000, according to the charts

CNBC: Investing

With such strong fundamental, macro and technical backdrops, I think it's time to increase the position size for our investors. To start, let's outline three fundamental reasons why bitcoin is reapproaching all-time highs. Michael Saylor's firm MicroStrategy holds over 500,000 bitcoin and is adding consistently.

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The Activism Vulnerability Report – Q4 2022

The Harvard Law School Forum

stock market in 2022 experienced increased volatility relative to 2021. Persistently high inflation, coupled with the fastest Fed tightening cycle seen since 1988, contributed to making 2022 the worst performing year for the S&P 500 Index since 2008, thrashing growth and technology stocks in particular. [1]

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So you want to pursue a role in Growth?

OfficeHours

Growth Equity (ex-TCV Investor) Webinar TOMORROW at 12PM ET! Come listen to Alice speak about her time recruiting as a Lazard IB Associate into TCV Growth Equity! Join us as Alice Shang shares her insights and journey TOMORROW 8/24 AT 12PM ET regarding her journey from Investment Banking to Growth Equity to Entrepreneurship.

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