Client-Centric Strategies and Portfolio Evolution in Wealth Management

Chris Dion, Co-Chief Investment Officer and Managing Partner at Brockenbrough sits down with David Weisburd to discuss what makes small buyout funds resilient, how small buyouts outperform big private equity deals, and why the deal leader matters more than the firm. (0:00) Introduction to Buyout Strategies and the Endowment Model (1:23) Client-First Approach and Long-Term Retention Strategies (3:03) Evolving Practices in OCIO and Endowment Success Factors (8:05) Team Decision-Making and Future Endowment Performance (9:26) Deep Dive into Small Buyouts and Manager Performance (17:49) LPs' Focus on Small vs. Large Buyouts and Anatomy of Returns (20:40) Conclusion and Repeatable Small Buyout Processes (20:51) Sponsor: ${name}