Curiosity and Mentorship in Investing

Jake Walthour is the Co-Founder and CEO of Blueprint Capital Advisors, an alternative investment manager that advises, sources, and oversees portfolios of managers on behalf of institutional clients. Jake launched Blueprint after two decades of experience on Wall Street, including senior roles at investment consultants Aksia and Cliffwater, and at investment managers Cowen, Citadel, Moore Capital, and Morgan Stanley Asset Management. Black Enterprise Magazine recognized him as one of the Most Influence Blacks on Wall Street. Our conversation discusses Jake's path through investment banking to investment management, lessons from top alternative managers, and the business at Blueprint. Along the way, we address examples of structural and unconscious racial bias on Wall Street, points of sensitivity for Black professionals, and Blueprint's current lawsuit alleging racial discrimination. Jake's experience sheds terrific insight into some of the subtle problems causing Diversity and Inclusion challenges in finance.

Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast