Succession in Investment
Succession planning is crucial in asset management, but it often unfolds more smoothly than anticipated, especially in well-structured partnerships. Transitioning leadership can be seamless if the next leader is prepared in advance. Looking ahead, there are promising opportunities for direct investing that could enhance client benefits while maintaining the firm’s core principles.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
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