In this episode, we discuss: * How assets are managed in the private space vs. institutional space * Biases in asset allocation and how to overcome them. * Using Alpha, Beta and other investment strategies * Due diligence and things to avoid in the process * The risks of manager selection and what it takes to be a good manager.

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Episode TimeStamps: 00:00 – Intro
03:23 – About Chris’s background and role at Venturi
12:45 – Disrupting the 60/40 model and formulating a new standard
17:54 – How the industry has evolved over the years
21:56 – Is private equity less risky?
23:43 – Is liquidity being more or less valued than it should be?
27:39 – Alpha, Beta and mapping strategies into categories
32:37 – Dispersion and persistence of returns
36:30 – Setting objectives and making decisions
40:14 – Overcoming biases
44:20 – Dealing with randomness
47:33 – Important skills as a manager
54:29 – Timeframe for analysing a manager’s performance
57:46 – Things to avoid in the due diligence process
01:00:14 – Risks within manager selection
01:03:00 – How much experience do you need?
01:05:09 – Advice for working with asset allocation and manager selection
01:06:12 – Book recommendations

The post 5 Allocator Series: Better than Alpha ft. Chris Schelling — March 9th, 2022 appeared first on Top Traders Unplugged.