smaller investment offices
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 1, 2022 by Sarah Samuels · across every show →
Everything said about smaller investment offices, oldest first
Aug 1, 2022 positive
Samuels: Generalist model works best for smaller investment offices
“We were generalists at Wellesley, which I think is a really good model. It works really well with smaller investment offices, and I learned a lot about how to think like a CIO and allocate capital across the liquidity spectrum and have perspectives on everythi…”