Searching...
14 results for “investment judgment”
Investment firms are replacing a patchwork of isolated and data order management systems, accounting systems, reporting add ons, and client tools with this fundamentally new operating model, automating complex workflows, scaling personalized client e
32:07 / 33:28
from transcript32:07 – 33:28
...out an investment approach than we really do. If the answer is is you only have a couple of quarters to prove that makes money, you better make sure your investment thesis is aligned to that particular horizon. So there's an example of where
27:46 / 28:51
from transcript27:46 – 28:51
...investment in that sector still can be good and become the headquarters in the platform later. And so it gives that great opportunity, I think, to increase your margin of safety, increase an opportunity for success. So all that stuff together creates
14:51 / 16:05
from transcript14:51 – 16:05
...And if everyone is looking at the same framework for assessing that opportunity cost, then you've got a model for making those investments. The teams will go out and try and find good opportunities. But maybe that when you look across all the differe
44:59 / 46:02
from transcript44:59 – 46:02
...coinvestments, direct investments, and terms without a clear understanding of their investment philosophy in the space? Refining investment beliefs. To develop a game plan going forward, investors must think carefully about what they believe. CIOs ca
3:04 / 4:08
from transcript3:04 – 4:08
I'll give you the answer I would have given to you three years ago, and then I'll give you the answer today. The answer three years ago would have been, we think about asset allocation a little bit differently. We very explicitly and intentionally di
30:45 / 31:48
from transcript30:45 – 31:48
...an investment approach than we really do. If the answer is is you only have a couple of quarters to prove that makes money, you better make sure your investment thesis is aligned to that particular horizon. So there's an example of where we felt embo
28:31 / 29:32
from transcript28:31 – 29:32
...back to the investment committee and say we think we should sell our assets and give this capital over to someone else who's got better opportunities.
23:15 / 24:29
from transcript23:15 – 24:29
...their investment decisions. First, what private equity strategy generates the highest returns? Ownership of great businesses that compound over time or ownership of businesses where sponsors buy, make improvements, and sell? The former implies an inv
3:51 / 4:56
from transcript3:51 – 4:56
...an internal investment office or folks that have used an OCIO where they can they can set the mandate
12:44 / 13:46
from transcript12:44 – 13:46
...out of my $200,000,000 net worth. We're not going to ever fire him. I've had that conversation with particularly a lot of former money managers who now have their own offices. And there's almost a bucket of these are relationship investments. They're
36:46 / 37:49
from transcript36:46 – 37:49
...market investments? It's quite similar. So firstly, equities are our key lever in terms of how much risk we want in the portfolio, and we can dole that up and down relatively easily. Significant overweight to emerging market equities when you just lo
23:54 / 25:03
from transcript23:54 – 25:03
...an investment committee on board with allowing you to do something that was very different from what other people were doing. How does one modulate their behavioral biases in that context? Because we always seem to learn from our mistakes more than o
33:51 / 34:53
from transcript33:51 – 34:53
grind it out through environments like that? Whether it's a low growth and low inflation environment, a stagflation environment. Going back to this bottoms up idea, we're not gonna say, here is what we think is the most likely outcome and second most
14:57 / 16:02
from transcript14:57 – 16:02
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.