Published Dec 9, 2019

[REPLAY] Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)

Kip McDaniel delves into the art of client service in asset management, unraveling consultant dynamics and the strategic use of partnerships by CIOs for superior investment outcomes, while reflecting on the potent influence of media and literature on financial narratives and personal growth.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)

Topics covered

Popular Clips

Intelligent Risk Taking

Calm Perspective

Rowing and Life Lessons

Client Service Disconnect

Long-Term Investing Insights

Legal Battles in Media

Meaningless Solutions

Career Paths in Investing

Performance Pressure

Trust in Journalism

Risk Parity Debate

Power and Influence

Long-Term Success

Insights from Allocators

Episode Highlights

Client Service in Asset Management

Investment Strategies

Power and Influence

Related Episodes

Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)

Kip McDaniel – How to Get an Allocator’s Attention (Capital Allocators, EP.115)

[REPLAY] - Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)

Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)

[REPLAY] - Larry Kochard – Endowment Professor (Capital Allocators, EP.11)

[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)

[REPLAY] Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)

[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

[REPLAY] Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

[REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)

[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

Gary Sernovitz - Inside the CIO Seat (EP.357)

[REPLAY] Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

[REPLAY] Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)

Topics covered

Popular Clips

Episode Highlights

Client Service in Asset ManagementKip McDaniel explores the intricacies of client service standards and consultant dynamics within asset management. He highlights the importance of proactive client engagement and the nuanced relationships between CIOs and consultants.

Client Service in Asset Management

Investment StrategiesKip McDaniel provides a deep dive into the complexities of capital allocation, focusing on the debates surrounding risk parity and factor models. He also highlights the strategic use of partnerships by CIOs to enhance investment outcomes.

Investment Strategies

Power and InfluenceKip McDaniel explores the media's impact on investment narratives and the influential reads that have shaped his career. He shares personal anecdotes about legal challenges in journalism and the profound influence of Robert Caro's works on his understanding of power.

Power and Influence

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