ALO23: Behind the Scenes of a High Net Worth Investor ft. Tad Fallows

Top Traders Unplugged

May 8 2024 • 1 hr 8 mins

In this episode, Tad Fallows, Founder of Long Angle, a community for high-net-worth and ultra-high-net-worth investors, joins Alan Dunne for a fascinating chat on how they approach asset allocation and find niche investment opportunities. Tad speaks about the typical risk appetite of his co-investors, highlighting how age and generation of wealth shape the risk profile of members. He talks about investments in private equity, alternative assets, and their investment strategies in the shifting macro landscape. Tad highlights why hedge funds may seem less appealing to them but why he has a lot of interest in trend following. He also speaks to some of the more esoteric investments his group makes such as whiskey aging, and talks about their crypto exposure. Finally, he highlights the importance of intuition and high conviction when making investment deals.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

-----


Follow Niels on Twitter, LinkedIn, YouTubeor via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Follow Tad on LinkedIn.

Episode TimeStamps:

02:34 - Introduction to Tad Fallows

12:38 - The risk appetite of Long Angle investors

15:45 - What defines the Long Angle community?

19:52 - Why not the traditional route?

23:14 - How are they allocated?

27:20 - How they incorporate private equity in their portfolio

35:02 - How much of their returns are resilient to changes in global macro?

40:18 - Micro or macro?

45:08 - Taking advantage of inefficiencies in...