Capital Allocators – Inside the Institutional Investment Industry Chris Heller - Ten Years of Weird Alternatives (EP.420)
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Dec 2, 2024 
Chris Heller, Co-Founder of Cordillera Investment Partners, dives into ten years of navigating the world of unconventional investments. He shares valuable insights on sourcing niche opportunities like whiskey financing and sports, emphasizing the importance of adaptability and strategic partnerships. The discussion highlights lessons learned from unique markets, along with the significance of timing and effective communication. Heller also reflects on mentorship's role in shaping his career and the personal insights that keep him grounded amidst his investment efforts.
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Today's Alternatives
- Traditional alternative assets like private equity and hedge funds are no longer truly alternative due to their massive size.
- Cordillera seeks "today's alternatives" by finding niche, non-correlated assets overlooked by others.
Navigating the Trade-offs
- Recognize there's no free lunch; returns come with trade-offs like time and effort.
- Focus on exploiting the gap between perceived risk and actual risk in niche markets.
Sourcing Opportunities
- Leverage existing networks and knowledge from past deals to identify new opportunities.
- Actively seek out thematic investments and connect the dots between related areas.