About the Author

Julian Freeman, CFA

Vice President, Manager Research Group

Julian is a member of the Manager Research Group at Wilmington Trust Investment Advisors. He conducts third-party manager due diligence on alternative investment strategies, including hedge funds and private markets.

Julian joined Wilmington Trust in 2013 after earning an MBA from the University of Virginia Darden School of Business. Prior to business school, Julian worked with United Technologies Corporation where he held corporate finance and investor relations responsibilities.

Julian holds a B.S. from the University of Hartford with a dual concentration in Economics/Finance and Insurance. He is a CFA charterholder and a member of the CFA Society Philadelphia.


By the Author

A Look Inside an Elusive Investment Alternative

Julian Freeman, CFA and Jordan Strauss, CFA |
Investment Management

Private markets. Sounds like a secret club. And in many ways, it is—but today we are going to lift the veil of secrecy and let light in upon the mystery. To help break down this complex topic, we have Senior Portfolio Manager Jordan Strauss and Senior Research Analyst Julian Freeman. Let’s first lay out the basics. Julian, what exactly is meant by private markets investing—and how does it differ from public markets?Private markets (PM) fits within the alternatives asset class.

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Investing in Private Markets: A Primer

Julian Freeman, CFA and Jordan Strauss, CFA |
Investment Management

For many, the private markets asset class represents a road less traveled.* Typically, investors focus on more traditional asset classes, like stocks and bonds, where information is often readily available and digestible, as it can often seem like the path of least resistance. However, of late many large and sophisticated investors have been increasing their capital allocations to private markets for reasons they believe are compelling enough to make it worth taking the risk.

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Hedged Equity Strategies-A Defensive Approach for Prudent Investors

Julian Freeman, CFA |
Wilmington Wire

June 11, 2020—Often times the best defense is a good offense. As we endure this period of heightened volatility and continue to monitor and evaluate emerging data that can provide clarity into the full impact of the COVID-19 crisis, it is essential for investors to understand how important it can be to stay invested. That is to say, how important it can be that investors continue to play offense, even if they do so through a more defensive approach.

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Stay Invested with Liquid Alternatives

Julian Freeman, CFA |
Wilmington Wire
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March 7, 2018 – Recent fluctuations in markets, including large single-day declines, have served as a reminder to investors that markets don’t always march steadily upward and that drawdowns can be swift and violent. Most notable were market declines early last month when on Monday, February 5, and Thursday, February 8, the S&P 500 fell by 4.10% and 3.75%, respectively.

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