Ethan Devitt, a Senior Investment Advisor known for his allocators podcast, joins Stephanie Szymanski, CIO of Lakeview Capital, and Katharine Wyatt, CIO at Loyola University Chicago, for an engaging discussion on investment strategies. They explore the evolving landscape of manager research and the balance between active and passive investing. The trio shares insights on the importance of relationships in due diligence, the challenges faced by emerging managers, and the role of technology and ESG considerations in selecting high-performing funds.
