Capital Purpose and Governance
Understanding the purpose behind capital is crucial; if clients don’t need complex investments like private equity, there’s no point in pursuing them. Governance poses significant challenges for institutions, as evidenced by a former CIO revealing that 60% of his investment recommendations were rejected, highlighting the importance of alignment between strategy and decision-making.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
Ted with Patrick O'Shaughnessy – Lessons from the World’s Elite Money Managers (Capital Allocators, EP.184)
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