Stephanie Szymanski
Chief Investment Officer at Lakeview Capital Management and experienced family office allocator focused on asset allocation, manager selection, and portfolio construction across public and private markets.
Best podcasts with Stephanie Szymanski
Ranked by the Snipd community
8 snips
Mar 5, 2025 • 54min
Dakota Live! Podcast: Building Resilient Portfolios: A Live Panel on Manager Selection
Ethan Devitt, a Senior Investment Advisor known for his allocators podcast, joins Stephanie Szymanski, CIO of Lakeview Capital, and Katharine Wyatt, CIO at Loyola University Chicago, for an engaging discussion on investment strategies. They explore the evolving landscape of manager research and the balance between active and passive investing. The trio shares insights on the importance of relationships in due diligence, the challenges faced by emerging managers, and the role of technology and ESG considerations in selecting high-performing funds.
5 snips
Jan 21, 2026 • 1h 8min
Inside a Single Family Office: How CIOs Allocate Capital, Select Managers, and Think Long-Term
Stephanie Szymanski, CIO at Lakeview Capital Management and seasoned family office allocator, discusses portfolio construction, manager selection, and balancing public and private markets. She covers why family offices act differently than institutions, how they vet and narrow managers, the roles of hedge funds and private equity, and practical hiring and team lessons. Short, candid, practitioner-level conversation.
