[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Evolving Investment Strategies
This chapter explores the need for adaptive investment strategies in response to shifting macroeconomic conditions, emphasizing reevaluation of outdated paradigms. Discussions include managing liquidity, the importance of cash flow, and the role of secondary sales in portfolio management. It highlights the significance of strong relationships with general partners and proactive risk management to navigate potential market changes.
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