Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investment Challenges
This chapter explores the complexities of deploying capital in the current market, focusing on the struggle to balance risk and return in infrastructure investments. It highlights the importance of building long-term relationships with fund managers, which can lead to improved opportunities and reduced risks. The discussion also reflects on the evolution of private equity strategies and the growing appeal of Australian venture capital in the post-dot-com era.
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Transcript
