Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
Capital Allocators – Inside the Institutional Investment Industry
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From Engineer to Investment Strategist
This chapter explores a speaker's transition from mechanical engineering to a prominent role in finance, detailing their experiences at Maricon Associates and Lehman Brothers. The narrative focuses on the evolution of hedge fund investments and the strategic decisions that shaped the industry in the early 2000s, including how perceptions of minority ownership and growth capital have transformed over time. It further examines changes in return dynamics, the growing importance of cash flow stability, and the shifting expectations that investors have towards alternative asset managers.
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