Casey Whalen

Join seasoned allocators Brett Barth, Meredith Jenkins, Jon Harris, and Casey Whalen as they reflect on the ever-evolving investment landscape. They tackle the current state of private markets and portfolio liquidity, emphasizing the importance of secondary sales. The conversation dives deep into niche investment strategies, the impact of AI on decision-making, and emerging sectors like defense technology. Personal insights mix with market trends, all while keeping the mood light with trivia. It's a candid look at investing through the eyes of industry veterans.

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.