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Daniel Loeb: Hedge Funds and Investment Approach

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Published on Feb 21, 2017

A speech and Q&A with billionaire hedge fund (Third Point) founder, Daniel S. Loeb. In this speech Daniel talks about his early interests i business and investing before moving on to questions from the audience. The question mostly relate to finance and range from inflation to philosophy of investing.

2016 Hedge Fund Letters

Video Segments:
0:00 Introduction
1:13 Start of Daniel Loeb
2:06 Obsessed with stories
5:07 Approach to investing/ running a business
12:58 Early interest in investing/ Starting Third Point
17:41 Financial crash
24:26 Turning point of the crash
28:35 Start of Q&A
28:43 Is the current market rally sustainable?
30:17 Thoughts on inflation risk?
31:20 Opinion on Goldman Sachs?
32:07 Farmers will be the richest in the future?
34:37 Will the hedge fund fee structure evolve?
37:08 Motivation for letters to shareholders/ explanation of activist investing?
40:30 Favourite place to surf?
40:55 Taking cues from the market?
43:10 Transition of Citigroup to starting your own company?
45:58 Objective v Subjective investing in risk arbitrage, how does that relate to paintings?
49:09 Favourite investing books?
50:20 Do you foresee a consolidation of smaller hedge fund?
52:06 Do you invest your own money, do you see more regulation?
53:53 What’s your motivation and the most difficult part of running Third Point?
55:40 Philosophy as a Jew?
1:00:36 How long to take to analyse a security?
1:01:59 Employees and investors?
1:02:31 Benefitting from inflation?
1:04:22 Going from philosophy to finance?
1:06:33 Letter about clearing derivatives?
1:07:54 Outlook on how stakeholder are being treated?
1:13:40 Motivation to give back?
1:17:20 Will the US dollar be replaced?
1:18:26 Philosophy of detecting and rewarding to performers?
1:20:20 If you were in our shoes, how would you get ahead?

Interview Date: June 10th, 2009
Event: Birthright Israel Alumni Community Wall Street Series
Original Image Source:http://bit.ly/DLoebPic

By Hedge Funds [CC BY 3.0], via Wikimedia Commons

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