Annual Review Process
Charley emphasizes the importance of rigorous preparation for the annual review, likening it to planning for Christmas. He highlights how bringing thoughtful questions to the table can lead to a productive day, often resulting in reaffirmed strategies rather than drastic changes. The process is a vital opportunity for comprehensive examination of assumptions and practices.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
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