Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319) | Capital Allocators – Inside the Institutional Investment Industry

This podcast episode features Adam Shapiro, the managing partner of East Rock Capital, sharing insights and strategies on investing. Focuses include his early realization of probabilistic outcomes in investing, the importance of alignment between investors and managers, constructing diverse portfolios for downside protection, managing correlation and liquidity risks in family offices, and the significance of sourcing and competition.

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Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)

Capital Allocators – Inside the Institutional Investment Industry

Adam Shapiro's Journey into Investing: From Video Games to Probabilistic Outcomes

Navigating Investment Risks and Opportunities: Lessons from Latin America and Goldman Sachs

Finding the Sweet Spot for Investment Success

Identifying Successful Investment Managers: Key Characteristics and Positive Signals

Building Relationships with Prospective Managers

Aligning with Managers: Beyond Skin in the Game

Alignment in Investment Decisions: Beyond Skin in the Game

Managing a Pool of Capital: Objectives and Risk Management

Navigating Correlation and Liquidity Challenges in Family Office Investing

Family Office Management: Air Traffic Control and Close Relationships

East Rock's Aspirations and Adam's Passions

Deception, Competition, and Open-mindedness: Adam's Investment Wisdom

Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)

Capital Allocators – Inside the Institutional Investment Industry

00:01Adam Shapiro's Journey into Investing: From Video Games to Probabilistic Outcomes

Adam Shapiro's Journey into Investing: From Video Games to Probabilistic Outcomes

06:47Navigating Investment Risks and Opportunities: Lessons from Latin America and Goldman Sachs

Navigating Investment Risks and Opportunities: Lessons from Latin America and Goldman Sachs

13:12Finding the Sweet Spot for Investment Success

Finding the Sweet Spot for Investment Success

19:56Identifying Successful Investment Managers: Key Characteristics and Positive Signals

Identifying Successful Investment Managers: Key Characteristics and Positive Signals

24:34Building Relationships with Prospective Managers

Building Relationships with Prospective Managers

27:48Aligning with Managers: Beyond Skin in the Game

Aligning with Managers: Beyond Skin in the Game

31:42Alignment in Investment Decisions: Beyond Skin in the Game

Alignment in Investment Decisions: Beyond Skin in the Game

35:06Managing a Pool of Capital: Objectives and Risk Management

Managing a Pool of Capital: Objectives and Risk Management

39:52Navigating Correlation and Liquidity Challenges in Family Office Investing

Navigating Correlation and Liquidity Challenges in Family Office Investing

46:40Family Office Management: Air Traffic Control and Close Relationships

Family Office Management: Air Traffic Control and Close Relationships

51:26East Rock's Aspirations and Adam's Passions

East Rock's Aspirations and Adam's Passions

56:53Deception, Competition, and Open-mindedness: Adam's Investment Wisdom

Deception, Competition, and Open-mindedness: Adam's Investment Wisdom