Capital Allocators – Inside the Institutional Investment Industry

Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)

Sep 27, 2021
Join Brett Barth, a partner at BBR Partners, Jon Harris from Alternative Investment Management, and Casey Whalen, partner at Truvvo Partners, as they mix fun with finance. They reflect on the lasting impacts of COVID-19, share candid views on cryptocurrency, and discuss the importance of mentorship in shaping their careers. The conversation dives into the evolving landscapes of private equity and hedge funds, ethical investing practices, and the urgent need for diversity in the finance industry, all with a spirit of friendship and camaraderie.
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ANECDOTE

John's Hip

  • John Harris got a hip replacement.
  • The price of titanium has risen, making it a profitable investment for him.
INSIGHT

Crypto as Commodity

  • Meredith Jenkins views crypto as a commodity like gold.
  • She finds it hard to invest when the only case is future price appreciation.
ADVICE

Dip Your Toes

  • Dip your toes into new areas by making small investments.
  • This increases learning and prepares you for potential dislocations.
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