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Succession - Sarah Samuels on Generational Transitions (EP.400)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

The Evolution of Succession Planning in Investment

This chapter explores how perceptions of succession planning in the investment industry have changed, highlighting its current recognition as a critical risk factor. The discussion also emphasizes the need to empower younger generations and introduces a children's book initiative to instill investing concepts early.

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