Sean Poe, Director of Investment Manager Research at Key Private Bank, shares his journey from engineering to finance, revealing valuable insights on investment management. He discusses the seven P's framework for manager selection—people, process, performance, etc.—and introduces his innovative concept, 'Poe's Alpha.' The conversation covers the balance between skill and luck in investing, effective networking strategies, and the critical role of operational experience in making better allocation decisions. Listeners gain a fresh perspective on building trust and alignment in manager relationships.
