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The allocators shaping institutional capital have a lot to say. Most of it never gets said. Conviction Capital, hosted by Heather Conforto Beatty and Yon Perullo, is where that changes. Each episode goes inside the thinking of the CIOs, consultants, and investment officers whose decisions shape how institutional money moves. Real perspectives, hard-won judgment, and conversations you won't hear anywhere else.
Episodes
Apr 16, 2025
Apr 16, 2025
32 min
In this episode of Spark, Gary Selz shares insights into Zero Delta Funds, a specialized fund of funds focused on relative value volatility strategies. Gary discusses his unique "Moneyball" approach to selecting volatility traders, risk management philosophy centered on capital preservation, and how his background in electrical engineering shaped his trading career. Explore Zero Delta's methodology for manager selection, their evolving tail hedging strategies, and Gary's perspective on market dynamics. A fascinating look into how a disciplined fund of funds approach can create value in volatile market environments.
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