Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)

Capital Allocators – Inside the Institutional Investment Industry · May 25, 2020 · 1h 11m

Brett Jefferson is the President and Co-CIO of Hildene Capital Management, an asset manager he founded in 2008 that oversees $9 billion in structured credit strategies and was listed in Barron's Top 100 Annual Hedge Funds ranking for six consecutive years.

Our conversation starts with Brett's education, in which he majored in lacrosse and minored in school. We hit on the early days of CDOs, putting his knowledge to work at Marathon Asset Management, taking a break, and then starting Hildene in the aftermath of the GFC. We then turn to Hildene's success in the inefficient market for bank trust…