Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Capital Allocators – Inside the Institutional Investment Industry
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Insights from Family in Business
This chapter recounts an enlightening experience of bringing the author's daughter to manager meetings, which transformed communication dynamics and revealed deeper insights about the managers. It emphasizes the value of involving diverse perspectives to foster transparency and accountability in investment discussions. The chapter also highlights lessons learned related to risk oversight and the importance of effective succession planning within management teams.
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