money managers

5 statements across 5 episodes · 1 bullish · 2 bearish · 5 people on the record · first statement Jun 19, 2017 by Mario Therrien · across every show →

Everything said about money managers, oldest first

Jun 19, 2017 bullish
Prediction Not checkable as stated
Therrien: Top-growing future asset managers will combine quant and fundamental strategies
“I think that, you know, there's been some people talking about sort of the mix between quant and fundamental. I think in the future, the managers or the money managers that will sort of grow the best will be the people that will marry both discipline.”
Mario Therrien Jun 19, 2017 ▶ 46:12 Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
Mar 26, 2018
Insight
Seides: Top-performing investment managers are motivated by curiosity, not money
“The people who are good at this actually aren't doing it because of the money.”
Ted Seides Mar 26, 2018 ▶ 17:44 It's Not About the Money (Capital Allocators, EP.45)
Jun 18, 2018 negative
Opinion
Portnoy: Vast majority of money managers refuse to accept luck plays a role
“It drives me crazy that I would say a vast majority of money managers I've met over the years, and it's a big number, simply will not accept that luck is part of the equation.”
Brian Portnoy Jun 18, 2018 ▶ 58:37 Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
Aug 6, 2018
Insight
Brilliant fund managers have significant shortcomings and require sane partners as ballast
“And this is an interesting thing about truly brilliant people. They typically have a flat side. So when I'm assessing money managers, and I've met a lot of them with huge egos and flat sides, I look for A partner. Do they recognize their own shortcoming, and d…”
Roz Hewsenian Aug 6, 2018 ▶ 56:34 Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
Nov 25, 2024 negative
Insight
Bank: Successful money managers often make poor committee members
“The more important things tend to be the soft skills. Is this person a good listener? Is this person open-minded? Do they work well and collaboratively in a group? Those are things, interestingly, that often aren't typical of really successful money managers b…”
Matt Bank Nov 25, 2024 ▶ 20:13 Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
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