Research & Insights

The Source Podcast: How small managers can attract & retain assets during the pandemic

The Source Podcast: How small managers can attract & retain assets during the pandemic

Kai Hong, Managing Partner and Chief Investment Strategist at Bivium Capital, recently participated in a podcast called The Source, produced by eVestment, providing his insights on how small managers can attract and retain assets in such volatile times.

See below for more information on the podcast and click HERE to listen to a recording.

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The Source recently released a webcast with eVestment Client Success Manager Susannah Haisley, “Navigating Market Volatility as a Small Manager,” where they discussed best practices for using eVestment tools to position yourself to clients and prospects during the uncertain times of the Coronavirus Pandemic and beyond.

With Kai Hong, The Source continued this conversation, focusing on how Kai and his team at Bivium evaluate small managers; what they’re hearing from clients on allocations to small managers; and the best ways for managers to communicate with them during the pandemic.

As chief investment strategist, Kai leads the investment process for his firm and is responsible for manager research and due diligence, portfolio construction and risk management. He ensures a consistent implementation and ongoing refinement of Bivium’s investment philosophy and process by guiding strategy implementation, portfolio allocation and investment optimization. He is also actively involved in client portfolio management, industry research and product development.