7: $18T in Alternative Investments, 1 Premier Association Serving the Industry – Conversation with Aaron Filbeck of CAIA | How to Think Like An Allocator | Why Allocators and Asset Managers Fail to Communicate | Research on Qualitative vs Quantitative Due Diligence (aka Culture Eats Sharpe Ratio for Breakfast)
Billion Dollar Backstory
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The Importance of Thinking Like an Allocator
Stephanie Lang is chief investment officer from Hommack-Berg, an $11 billion RIA headquartered in Atlanta. She says high net worth clients tend to be significantly under allocated to both hedge funds and private markets relative to institutional investors. We'll hear more about the creative fund conversion work that made it possible later in the show.
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