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Ep.58: From Allocator to Investor: A CIO’s Take on the Future of Private Capital - Mark Shoberg - Partner/CIO - Capital Creek Partners
Feb 18, 2025
Mark Shoberg, Partner and CIO at Capital Creek Partners, shares insights from his diverse career in investment management. He discusses the common misconceptions about allocators and dives into his experiences at UTIMCO and Stanford Management Company. The conversation also explores the critical role of alternative investments, manager selection strategies, and forecasts potential opportunities in 2025, particularly in U.S. businesses and aerospace, amidst changing economic landscapes. Mark emphasizes building relationships and transparency in investment partnerships.
58:20
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Quick takeaways
- Mark Shoberg emphasizes the importance of understanding investment decision-making processes and the roles team members play in execution.
- He advocates for customized investment strategies that align with the unique objectives and risk tolerances of family offices and private companies.
Deep dives
Investment Decision-Making Process
The podcast emphasizes the vital role of understanding an organization's investment decision-making processes. Effective investment involves analyzing execution, organizational dynamics, and the contributions of various team members. Value is created through smart purchasing choices, maintaining investments, and executing exits. All these components must be triangulated to determine the repeatability and success of the investment strategies employed by successful organizations.
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Discover
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