Alternative Asset Management

topic on 1 show · 3 statements across 3 episodes

Capital Allocators

3 statements about Alternative Asset Management, every show

Clarke argues immense scale generates alpha in alternative asset management
“I used to think that you had to be small in the alternative space to generate alpha. But I've found that there's alpha in scale. There's relevancy in scale. When you're large, you command a tremendous amount of attention from people. You can't do that if you'r…”
James Clark May 15, 2025 ▶ 29:35 James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
Connaughton: Alternative asset management success depends 100% on talent
“It's a hundred percent people. Look, I do think the all asset space, there's a long time between when the active management public space went from being a really people driven business to becoming a more distribution business and more commoditized. I think in …”
John Connaughton Jul 8, 2024 ▶ 49:16 Training Grounds: Bain Capital, John Connaughton (EP.395)
Breitfelder: Alternative Asset Managers Were Late to Human Capital Practices
“So asset management was late, and I think Alts was also late as a group of companies.”
Matt Breitfelder Jun 26, 2023 ▶ 44:42 Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)

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