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The Latticework - Incentives re: Investing (Rd. 2) - Shared screen with speaker view
Karthik Tiruvarur
54:24
Thanks Lar, Txomin, Andrew and Blas for sharing great insights. I need to drop off now. Thank you!
Marc Rubinstein
55:15
Same. Thank you everyone.
danielbristow
57:30
Andrew, what do you look for in a good investor?
danielbristow
58:17
partner*
Benjamin Hopkins
01:04:49
Lar, Txomin, Andrew and Blas everyone else. thanks so much. learnt a ton and can't wait for next time. Got to run, enjoy!
andrew.carreon
01:07:36
Daniel, philosophical alignment really is the starting place. You can tell very quickly by the types of questions people ask. If someone is asking what my Sorintino Ratio is, I look fairly quickly to just let them know this isn't going to be a fit. A bit more nuanced, but its also really important to understand the layers of agency. You may be talking to the head of Public Equity at an endowment... but that person reports to the head of Public Capital, and that person reports to a CIO, and that CIO reports to a board. How stable is that whole structure? Because it happens constantly that one of those roles upstream changes and then there are wholesale portfolio changes. All things equal its best to work with Principals who are both the final decision makers and owners of the capital (usually a family office).
danielbristow
01:09:13
Thank you!
andrew.carreon
01:10:11
For sure!
danielbristow
01:30:10
Thanks everyone! I also learned a ton!
Mark Bidwell
01:30:31
Thanks all
Blas Moros
01:30:41
thanks, everyone!
Ibrahim Velutini
01:30:52
Thank you!