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

Nurturing Future Portfolio Managers

This chapter delves into the essential elements of grooming new talent in investment portfolio management through mentorship and hands-on experience. It highlights the differences in succession planning between boutique firms and larger organizations, emphasizing the need for adaptive strategies and effective communication with younger generations.

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