In episode 7, listen to Julie and David discuss:
The rise in private market investments and how that reflects a fundamental change in how economies are being funded. And why an understanding of that dynamic is necessary to answer the question of whether or not investors have too much in alternatives.
How to create a place where investors can outperform by being encouraged to come up with “ideas that aren’t necessarily accepted as truth at the time”
An answer to one of “the fundamental conundrums of investing: that size can be the enemy of performance but businesses need scale
Why net flows don’t tell you much, and what measure is valuable
How investors can have the cash to be opportunistic even as liquid private assets become a bigger part of institutional portfolios.
Listen Here:
Follow on Spotify or Apple Podcasts
About
In Conversation with Julie Segal is a dialogue with the people who have shaped and continue to influence the world of institutional investors. The podcast features both familiar names talking about new ideas and upstarts who want to do things differently.
Note: Our sponsors do not have input as to topics discussed.
