Capital Allocators – Inside the Institutional Investment Industry cover image

Succession - Sarah Samuels on Generational Transitions (EP.400)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Intro

This chapter explores the vital issue of generational transitions within investment firms, focusing on the necessity of succession planning as founders retire. It shares valuable insights from experienced allocators on assessing investment risks during these transitions, along with frameworks addressing performance, age, and economic influences.

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