Capital Allocators – Inside the Institutional Investment Industry [REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
Sep 27, 2021
Brett Barth, Founder and CIO of BBR Partners, manages over $12.5 billion for 125 families. He shares his dual experiences of parenting twins and navigating the investment world. The conversation dives deep into family-focused asset allocation strategies and the nuances of selecting investment managers. Brett discusses emerging market inefficiencies and innovative opportunities, such as music royalties. His practical insights provide valuable guidance for allocators ranging from financial advisors to larger institutional investors.
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Early Stock Market Interest
- Brett Barth's interest in the stock market started in his teens.
- A gift of Genentech shares and reading "One Up on Wall Street" fueled his passion.
Goldman Sachs and ECM
- Brett Barth worked in Equity Capital Markets at Goldman Sachs after graduating from Wharton.
- This involved working on equity new issues, convertible bond issues, and other equity-linked deals.
Asian Markets in the Mid-90s
- Asian markets in the mid-90s varied greatly in sophistication, ranging from family-run businesses to state-owned enterprises.
- The experience involved navigating diverse cultures and regulatory landscapes.
