Marco Quevedo, a Chief Investment Officer with vast experience in investment banking and managing high-net-worth portfolios, discusses the importance of crafting a solid investment thesis. He highlights how tech professionals can avoid chasing investments by developing a structured approach aligned with their financial goals. The conversation covers vital topics like risk management, asset allocation, and the art of self-education in wealth management. Quevedo offers insights on monitoring portfolios and adapting investment strategies to changing circumstances.
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Goal-Oriented Investing
Define your investment goals first, considering factors like capital appreciation, income, and risk tolerance.
Then, develop an investment thesis, a structured approach to align your investments with your goals.
insights INSIGHT
Living Document
An investment thesis, or investment policy statement (IPS), is a living document.
It should be reviewed and adjusted as goals and circumstances change over time.
volunteer_activism ADVICE
Liquidity Considerations
Consider liquidity needs when constructing your portfolio.
Align investments with time horizons and risk profiles, considering potential access restrictions.
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In this episode of Managing Tech Millions, Christopher Nelson sits down with Marco Quevedo, a chief investment officer with extensive experience in managing high-net-worth portfolios. They dive deep into why having an investment thesis is crucial for long-term financial success. Many technology professionals who achieve significant wealth often chase investments rather than follow a structured approach. Marco shares how building an investment policy statement can provide clarity, discipline, and better returns over time.
Discover how to align your investments with your financial goals, monitor your portfolio effectively, and make smart allocation decisions. Whether you're a solo investor or managing a family office, this episode provides actionable insights on how to make your money work for you.
Highlights:
Investment Thesis 101: Why every investor needs a structured approach.
Aligning Investments with Goals: How to categorize investments based on capital appreciation, income, and risk.
Portfolio Construction: Liquidity considerations, asset allocation, and time horizons.
Risk Management: Avoiding common pitfalls and stress-testing investment opportunities.
Monitoring Your Portfolio: Quarterly check-ins, tracking tools, and key performance indicators.
Direct Investing vs. Funds: Understanding the trade-offs between owning assets and investing through sponsors.
Lessons from the Best: How high-net-worth investors refine their strategies over time.
Episode Timeline:
[00:00:35] Why tech professionals struggle with investment discipline
[00:04:12] What is an investment thesis and why does it matter?
[00:08:30] Building a living, breathing investment policy statement
[00:14:25] Setting investment goals and creating a structured approach
[00:21:10] Managing risk: How to analyze opportunities and avoid bad deals
[00:27:45] Monitoring investments and adjusting strategies over time
[00:33:20] The role of liquidity, asset allocation, and diversification
[00:39:55] How solo investors can leverage fund managers for smarter investing
[00:46:30] Lessons learned: Why reviewing past investments is key to success
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Managing Tech Millions