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Ep 29 - Two Seas Capital founder Sina Toussi on his unique event-driven strategy
Discover the 25 most influential global hedge fund allocators: https://alternativefundinsight.com/power25-hedge-fund-allocator-ranking-2024/
In episode 5 of the second series of the AFI podcast, host Will Wainewright is joined by Sina Toussi, founder and CIO at US event-driven manager Two Seas Capital, which trades on legal and regulatory catalysts. See topics covered in the notes at the bottom of this section.
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.
Contact Will: [email protected] Visit the AFI website: www.alternativefundinsight.com. More on Two Seas Capital: https://twoseascap.com/
Follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 5 January 2024 (recorded on 9 December 2024)
*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*
1:49 - Introduction to Two Seas Capital, background on Toussi's career and strategy
5:55 - Update on location, AuM, strategy at Two Seas (just passed $1bn)
7:28 - Trading priorities for next year (most fertile territory in commercial litigations, esp. biotech sector)
12.12 - Breaking down the strategy simply. Example of Esperion Therapeutics.
17:25 - How do you handle the uncertainty associated with these cases?
20.50 - How the firm uses FOIAs in its research process.
23.46 - Approach in UK.
27.13 - Thoughts on Argentina under Milei.
31.42 - Impact of Trump's second term.
34.19 - Advice on building a firm/to young people entering the industry.
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By Will WainewrightDiscover the 25 most influential global hedge fund allocators: https://alternativefundinsight.com/power25-hedge-fund-allocator-ranking-2024/
In episode 5 of the second series of the AFI podcast, host Will Wainewright is joined by Sina Toussi, founder and CIO at US event-driven manager Two Seas Capital, which trades on legal and regulatory catalysts. See topics covered in the notes at the bottom of this section.
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.
Contact Will: [email protected] Visit the AFI website: www.alternativefundinsight.com. More on Two Seas Capital: https://twoseascap.com/
Follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 5 January 2024 (recorded on 9 December 2024)
*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*
1:49 - Introduction to Two Seas Capital, background on Toussi's career and strategy
5:55 - Update on location, AuM, strategy at Two Seas (just passed $1bn)
7:28 - Trading priorities for next year (most fertile territory in commercial litigations, esp. biotech sector)
12.12 - Breaking down the strategy simply. Example of Esperion Therapeutics.
17:25 - How do you handle the uncertainty associated with these cases?
20.50 - How the firm uses FOIAs in its research process.
23.46 - Approach in UK.
27.13 - Thoughts on Argentina under Milei.
31.42 - Impact of Trump's second term.
34.19 - Advice on building a firm/to young people entering the industry.
Hosted on Acast. See acast.com/privacy for more information.