Capital Allocators – Inside the Institutional Investment Industry Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
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Feb 24, 2025 Brett Barth and Evan Roth, co-founders of a multi-family office, share their journey from humble beginnings to managing $32 billion for 180 families. They discuss the importance of tailored investment strategies and strong client relationships shaped by market challenges. The duo emphasizes a shift towards direct investing and the evolving landscape of private equity. Personal anecdotes about work-life balance and hobbies add a light touch while reflecting their commitment to personalized wealth management.
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Humble Beginnings
- BBR Partners started with five people in Brett Barth's apartment in 2000 during the dot-com bubble.
- They focused on a non-internet business model despite the tech craze.
Early Investment Philosophy
- BBR's initial investment philosophy focused on sophisticated portfolios beyond the traditional 60/40 model.
- This approach, inspired by David Swenson's work, differentiated them from other advisors.
Unlikely Conservatives
- Despite being young, BBR founders were perceived as dot-com believers due to their age and the startup trend.
- However, they maintained a conservative approach and earned client trust by avoiding the bubble.