our industry

4 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Oct 18, 2021 by Erik Serrano Berntsen · across every show →

Everything said about our industry, oldest first

Oct 18, 2021 negative

Insight

Berntsen: The Investment Industry Unfairly Penalizes Managers for Changing Their Minds

“Our industry tends to penalize changing your mind because it's seen as some sort of weakness or vulnerability, but actually changing your mind is the most logical thing ever if the evidence is changing as well.”

Erik Serrano Berntsen Oct 18, 2021 ▶ 1:01:21 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

Oct 18, 2021 neutral

Insight

Berntsen: Allocators Have a Higher Bar for Re-Evaluating Discarded Managers

“And in our industry, we see so many opportunities that revisiting something we've discarded actually has a higher bar than looking at something new, which is also kind of an interesting behavioral bias.”

Erik Serrano Berntsen Oct 18, 2021 ▶ 35:50 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

Nov 11, 2021 negative

Opinion

Gulati: The ability to cut risk quickly is lacking across the industry

“Being able to cut risk and move on Is one of those traits that's often talked about, but lacking in a lot of our industry.”

Himanshu Gulati Nov 11, 2021 ▶ 18:34 Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)

Sep 2, 2024 negative

Opinion

Eichhorn: Asset management generational handoffs usually destroy founder-successor relationships

“I think when things go from Gen One to Gen Two in our industry, people don't even speak to each other, much less we have dinner.”

David Eichhorn Sep 2, 2024 ▶ 54:27 David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)

our industry

Everything said about our industry, oldest first

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