Investing in People
The discussion delves into the importance of understanding the individuals behind investment strategies rather than solely focusing on the strategies themselves. Key insights highlight that the core characteristics of a person are more likely to remain constant over time compared to market fluctuations. This perspective emphasizes the value of long-term partnerships in investment management and the critical role of behavioral underwriting.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
Related Questions
How should I think about hiring the right people for my VC growth fund, given the difference in underwriting processes from the seed/early stage investing I currently do, as discussed in the episode How an $80B Asset Manager Seeds the Growth of New GP Talent and the clip Fundraising Challenges?
How should I think about hiring the right people for a growth stage investment fund, based on the episode How an $80B Asset Manager Seeds the Growth of New GP Talent and the clip Fundraising Challenges?
How should I think about hiring the right people for my VC growth fund, given the difference in underwriting processes from the seed/early stage investing I currently do, as discussed in the episode Kim Lew – The Carnegie Way (Capital Allocators, EP.52) and the clip Shifts in CIO Role?