
ART's Ian Patrick: Capturing The Benefits of Scale
The Don't Get Fired Podcast by Stanford Long-Term Investing
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The Three Body Problem and the Future State
Custody integration has so much implication for what we can do in terms of bringing together the underlying infrastructure asset pools and underlying real estate asset pools. Unless we understand their pathway and can sequence our response accordingly which goes to capital deployment we're going to be in trouble. We just landed on this concept of an investment ecosystem and that the ecosystem needed to be joined up on an ongoing basis for this integration to succeed. It's very real i think we've done it imperfectly in terms of conceptually you understand that there will be three the curiosity and let's call a creativity to imagine how tough those three could be.
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