
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Co-Investments and Market Dynamics
This chapter explores the evolving role of co-investments in portfolios, emphasizing active engagement for successful venture capital strategies. It discusses the intricacies of investing with smaller, innovative managers, the appeal of contrarian strategies, and the necessity of adaptability in asset allocation amidst market fluctuations. The speakers highlight the importance of understanding manager motivations and balancing experience with emerging talent in today's investment landscape.
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