
E57: Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets
How I Invest with David Weisburd
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Analyzing Asset Allocation and Predicting Future Trends in Investment
The chapter explores the distribution of assets totaling 6 trillion dollars, with 60% in marketable securities and 40% in alternative investments like private equity and real estate, noting the rise of private equity over the years. It discusses Addepar's shift towards predictive analytics, offering insights into capital allocation and portfolio optimization while emphasizing the importance of a diverse talent pool and a strong team culture.
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