Capital Allocators – Inside the Institutional Investment Industry Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Sep 27, 2021
Join Brett Barth, a partner at BBR Partners, Jon Harris from Alternative Investment Management, and Casey Whalen, partner at Truvvo Partners, as they mix fun with finance. They reflect on the lasting impacts of COVID-19, share candid views on cryptocurrency, and discuss the importance of mentorship in shaping their careers. The conversation dives into the evolving landscapes of private equity and hedge funds, ethical investing practices, and the urgent need for diversity in the finance industry, all with a spirit of friendship and camaraderie.
AI Snips
Chapters
Transcript
Episode notes
Fiduciary Responsibility
- Fiduciaries need to underwrite investments and explain them to clients.
- Personal investments can be made with less due diligence, but fiduciaries have different standards.
Frontier Markets
- Meredith would personally invest in frontier markets in sub-Saharan Africa.
- She's had both good and bad experiences, but sees potential given low valuations.
Non-US Long-Short
- Long-short equity opportunities exist outside the US, especially in less efficient markets.
- Seek managers focused on self-improvement and adapting their approaches.