Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating the Investment Landscape
This chapter recounts the speaker's unexpected entry into the investment business, starting as a research associate at Sanford Bernstein and evolving through experiences in both public and private markets. It highlights the intersection of technology investing and value philosophy, along with the evolving dynamics of private market investments post-financial crisis. The discussion emphasizes the importance of collaboration and informed decision-making in navigating late-stage investments while illustrating key transitions within notable companies.
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