Capital Allocators – Inside the Institutional Investment Industry cover image

Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

Capital Allocators – Inside the Institutional Investment Industry

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From Loss to Legacy: A Journey in Investing

This chapter reflects on the speaker's personal journey shaped by early influences and profound loss, particularly the impact of their mother's career in finance. It explores their transition from humanitarian work in Jordan to professional investing, highlighting the importance of education, networking, and core values in achieving success. The narrative emphasizes adapting to change, embracing technology, and maintaining a commitment to meaningful work in the finance industry.

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