Beyond Markowitz, every mention
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Capital Allocators 4
every year every show Capital Allocators 4
Verbatim, from the transcripts: passages where Beyond Markowitz comes up on Capital Allocators
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 15:40 Ted Seides I know you wrote this very well-regarded paper called Beyond Markowitz, which distilled this goals-based framework. 2 times in the scene
- ▶ 21:18 Ashvin Chhabra By then, I had moved to Merrill, and I had the Thundering Hood to work with, and that was a great experience, and I developed, I wrote Beyond Markowitz there, and we began to apply it.
- ▶ 45:03 Ashvin Chhabra But yes, it's an expansion on the work of Beyond Markowitz, and it really was written with the hope of sort of bringing a larger message that investing is about you, of the institution, and you've got to get the portfolio to work for them.