Casey Whalen
Managing Director, Head and CIO of Lazard Family Office Partners, with extensive experience in various investment roles.
Best podcasts with Casey Whalen
Ranked by the Snipd community
Jan 25, 2024 • 1h 2min
Casey Whalen - Lessons from David Swensen
Casey Whalen shares valuable lessons from David Swensen, focusing on alignment in investment programs, the importance of frameworks, private investments, and customized portfolios. The podcast delves into her impressive investing career, mentorship experiences, and strategic shifts in investment approaches, offering insights into navigating committee dynamics, managing relationships with investment managers, and generating alpha in investment strategies.
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