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…”
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…”