Jonathan Glidden - Saving Delta's Pension with Portable Alpha
Episode publishedPodcast: Flirting with ModelsFlirting with Models
Transcript preview
Preview only
Hey, everyone. Corey here. I've got a special crossover episode. I've launched a new podcast with my friends over at Resolve Asset Management called Get Stacked, all about the world of return stacking. If you're interested in alternatives and the idea of using capital efficiency to introduce additional return streams to your portfolio, whether that's for diversification or growth, then this is the podcast for you. And don't worry. Future episodes of the show won't show up on this feed. But if you do enjoy this episode, please consider subscribing. You can find Get Stacked on just about every m
Hello, and welcome everybody to another episode of the Get Stacked Investment podcast. Today, Corey and I had the privilege of speaking with Jonathan Glidden. He is the chief investment officer of the Delta Airlines pension plan and since joining the Delta, pension plan in 2011, John has been absolutely instrumental in transforming the company's pension plan from a 38 percent funded status to over a 100% funded status today. And John actually attributes a large part of his success in this turnaround to his targeted implementation of portable alpha strategies. And so in this conversation, we go
Hello, and welcome to the Get Stacked Investment Podcast, where we delve into the exciting new world of return stacking. Join us as we break down complex financial concepts into accessible insights, speak with leading experts in the space, and analyze real world applications for return stacking. Get Stacked is here to help you break out of the traditional portfolio construction mold and get you to start thinking differently about the path to successful investment.
Corey Hofstein is the cofounder and chief investment officer of Newfound Research. And Rodrigo Gordillo is the president and portfolio manager of Resolve Asset Management Global. Due to industry regulation, we will not discuss any funds managed or sub advised by these firms on the podcast. All opinions expressed by podcast participants are solely their own opinion and do not reflect the opinion of neither Newfound Research or Resolve Asset Management Global. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of these firms
Alright, everybody. Welcome to another episode of the Get Stacked Investment Podcast. And today, we have very special guest. We have a Jonathan Glidden from the Delta Pension Plan. John, the audience has already heard a a big long intro about your expertise. 1st, thank you for coming, and then maybe we could start with introducing you to the audience and tell us a little bit about your professional journey and how your experiences have led you to become the CIO of the Delta Pension Plan and the way you run it today. Alright.
Well, thanks, Rodrigo. It's great to be here. I mean, I really appreciate what you guys do kind of having this forum for people to to kinda get together and talk about using you know, unlocking the power of leverage and derivatives to build better asset allocations and to bring more alpha to bear. You know, I think it's a great service that you guys do, and, you know, I love the, you know, I love the return stacking concept. It's not it's not the way that I phrase it, but, you know, I feel kinda like we're kindred spirit, so it's great to be here. In terms of my background, I'd have to go with
is that is astounding. I love for you to keep expanding on as you were initially approaching the Delta opportunity, you started to touch on it, but why you thought Portable Alpha in particular compared
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.