CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)
Capital Allocators – Inside the Institutional Investment Industry
00:00
Strategic Investment Evolution
This chapter explores the systematic approach to developing investment strategies, emphasizing the importance of thoughtful planning and gradual growth in asset classes. The speakers share lessons learned from past experiences, including challenges in commodities and public equity investing, while discussing the significance of risk management and due diligence in evaluating investment options. By employing a structured analysis and fostering relationships, they highlight their commitment to custom-tailored investment solutions for a diverse client base.
Transcript
Play full episode
