Building Partners Capital: A New Era in Investment

This chapter explores the founding of Partners Capital, motivated by the desire for transparency and independence in investment management post-tech bubble. The speakers share their journey from private banking to adopting the endowment model, focusing on strategic decision-making and customized asset allocations. It emphasizes the importance of data-driven analysis, understanding client risk profiles, and engaging with specialized asset managers in their growth from a small firm to managing billions in assets.