18min chapter

Capital Allocators – Inside the Institutional Investment Industry cover image

David Salem - Investment Wisdom from the Owner's Box (EP.409)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Navigating Investment Transitions

This chapter examines the journey from a secure role at a prestigious investment firm to launching a new initiative focused on financial management for non-educational foundations. It outlines the strategic framework for selecting investment managers and emphasizes the need for proactive communication and adaptability in investment management. Personal reflections on leadership transitions highlight the mix of professional ambition, emotional complexity, and the importance of preparation for successors.

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