5min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

Succession - Sarah Samuels on Generational Transitions (EP.400)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Navigating Succession in Investment Management

This chapter explores the critical framework for succession planning in investment management, focusing on the transition between generations. It emphasizes the importance of qualitative analysis, performance evaluation, and team dynamics in ensuring a smooth leadership transition and the sustainability of investment strategies.

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