Capital Allocators – Inside the Institutional Investment Industry cover image

Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)

Capital Allocators – Inside the Institutional Investment Industry

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Evolving Strategies in Fintech Investment

This chapter examines the transformation of portfolio management with a focus on the Yale model and its relevance amid changing economic conditions. It highlights the significance of investing in stable fintech companies, particularly in Latin America, and emphasizes adaptability in the face of rising inflation and innovative disruptions in the financial sector.

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