S2 | Episode 1: Long-termism: The Greatest Asset in Asset Management with Sarah Williamson and Geoff Rubin
Description
No investor claims to be short-term but in the face of the seductive siren call of the emotionally volatile markets, even the most disciplined of investors buckles at the knees. The apparatus and systems in which we work---governance, investment policy, benchmarks, asset allocation frameworks, compensation systems along with the behavioral spiral that haunts us all in times of market trauma tend to perpetuate herd mentality. With the help of some of the best minds on the subject, we work to define long term investing more precisely, explore the virtues of a multi-cycle horizon, and warn of the common pitfalls that so easily break our convictions.
Guests:
Geoff Rubin, Senior Managing Director and One Fund Strategist at CPP Investments
Sarah Williamson, Chief Executive Officer, FCLT Global
Episode Sources
Today’s asset management business has quickly transformed into a race to build out a stable of thoroughbreds--investment strategies across a spectrum of conventional public equity and debt as well as offerings across the continuum of private capital--equity, credit, secondaries, real estate,...
Published 10/29/24
Welcome back to season 2 of Capital Decanted… well, almost! John Bowman, CFA teases the episode and the “greatest asset in investing” – can you guess what it is? Find out on September 30!
Published 09/23/24