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 Communication in the Due Diligence Process
Kaya: "We are a numbers industry. And it's a very quantitative industry in terms of how we approach things" She says managers tend to prioritize the quantitative and look at their sharp ratio, drawdown statistics or risk adjusted returns. But allocators focus on what makes you smarter than the competition, she says. Kaya: "If story unlocks sales, then understanding who you're speaking to is super important"
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