In this episode, Alan Dunne is joined by Chris Schelling, Chief Investment Strategist at Venturi Private Wealth and author of the book “Better Than Alpha”, to discuss asset allocation and how assets are managed in the private space vs institutional space, about disrupting the 60/40 model and formulating a new standard, the evolution of the industry over the years, the role of liquidity in asset allocation, the use of Alpha and Beta in investment, what it takes to be a skilled manager and the risk of manager selection.
In this episode, we discuss:
How are assets 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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