Investment Process

topic on 2 shows · 3 statements across 3 episodes

Invest Like the Best Capital Allocators

3 statements about Investment Process, every show

NYU's endowment shifts core internal diligence debate to the 70% completion mark
“We've changed that where the big conversation isn't at the end. It's about 70% of the way through the research process, where the deal team has gone away, they've done a lot of work, they've probably decided this is something that they think they want to do, s…”
Michelle Knudsen Jul 27, 2026 ▶ 59:44 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Running the Business Dwarfs the Investment Process in Third-Party Fund Management
“When you're in a fund cycle, when you have to deliver returns to a fund and to your investors, and then think about the next one, you are consumed by the business that you're running. Investment outcomes are kind of a product. That you sell, but you are ultima…”
Vlad Barbalat Jun 23, 2026 ▶ 1:07:44 Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best
CAPITAL ALLOCATORS Assertion Not checkable as stated
Biscardi: Investors rank process as the top criterion in fund surveys
“In our investor surveys, investors Constantly put that as the number one or number two most important criteria when they're evaluating a fund.”
Ron Biscardi Jan 21, 2019 ▶ 18:49 Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.