Lessons from Concessions
Ross shares a compelling story about navigating a challenging investment in a Spanish ports concessionaire during the GFC. He emphasizes the importance of private asset data in understanding market cycles and how cross-collaboration among different asset classes can enhance investment strategies. The discussion highlights the unique insights gained from private equity, real estate, and infrastructure, revealing the interconnectedness of various sectors in the investment landscape.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Ross Israel - Stable, Predictable Cash Flows (EP.53)
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