4.8 • 806 Ratings
🗓️ 6 January 2025
⏱️ 28 minutes
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The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the coming year, and start sprinting towards those goals – hopefully with enough time to calibrate our personal GPS.
One part of the ritualistic sprint is conference season. Industry leaders gather at Davos for the World Economic Forum and Miami for iConnections Global Alts in January, in Beverly Hills for Milken in May, in Sun Valley for Allen & Company in the summer, and at many locations throughout the year.
We’ll be doing the same at our Capital Allocators CIO Summit in April, Senior Decision Makers Summit in June, Capital Allocators University in July, and Small and Emerging Manager Summit in September.
So as you get ready to leave the starting blocks, it’s a good time to pause and think about how to optimize your time and budget at industry events.
At Capital Allocators University in December, Hank hosted a panel with Ron Biscardi and Katie O’Reilly to discuss how to think about, plan, and maximize your time and value at conferences.
Today’s show shares their panel discussion from Capital Allocators University.
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0:00.0 | Capital Allocators is brought to you by my friends at WCM Investment Management. |
0:07.5 | To outperform the markets, you have to do something differently from others. |
0:12.0 | In my 30-something years investing in managers, there may be no one I've come across who does that as clearly and as well as WCM. |
0:20.6 | I've seen it up close as an investor in their |
0:22.8 | international growth strategy for the last five years. WCM is a global equity investment manager |
0:28.9 | majority owned by its employees. They believe that being based on the West Coast, away from |
0:34.8 | the influence of Wall Street Groupthink, provides them with the |
0:37.7 | freedom to live out their investment team's core values. Think different and get better. |
0:44.1 | WCM is a pioneer in integrating culture research into the investment process and advancing |
0:49.5 | wide moat investing with the concept of moote trajectory. They've consistently delivered differentiated |
0:55.8 | results while building concentrated portfolios that stand out from the crowd. |
1:01.4 | WCM is committed to defying the status quo by dismantling outdated practices, believing in the |
1:08.4 | extraordinary capabilities of its people, and fostering optimism to |
1:12.6 | inspire each individual to become the best version of themselves. To learn more about WCM, visit their |
1:19.9 | website at WCMinvest.com, and tune into this spot to hear more about WCM all year long. |
1:29.5 | Capital Allocators is also brought to you by NASDAQ Investment. |
1:34.7 | As an allocator, evaluating managers and understanding how they'll fit into your portfolio |
1:39.5 | is a constantly moving target. |
1:42.1 | When it comes to selecting the right strategies for your needs, |
1:44.8 | you're overwhelmed with choices. Once you start due diligence on a manager's performance |
1:49.2 | and competitive advantage over their peers, the work becomes arduous. To cut through the noise, |
1:55.3 | you need a solution that delivers data and insights to identify your best fit partners every time, one that provides quantitative |
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